Cassandra Toroian

Founder
Chief Investment Officer

Rehoboth Beach, DE

Jacquelyn Blue

Chief Financial Officer
Compliance Officer

Rehoboth Beach, DE

Jacqueline Reeves

Managing Director
Senior Investment Advisor

Boca Raton, FL

William K. Dugdale

Portfolio Manager
Senior Investment Advisor

Montchanin, DE

Douglas McCoy

Senior Investment Advisor

Montchanin, DE

Janet Redman

Senior Investment Advisor

Rehoboth Beach, DE

Andres Bonell

Senior Investment Advisor

Rehoboth Beach, DE

Sally Lawson

Managing Director
Investment Advisor

Villanova, PA

Galina Kuznetsova

Investment Advisor
Operations Associate

Long Beach, CA

Barbara Deane

Executive Assistant
Office Manager

Rehoboth Beach, DE