Our Team Members
Get to know the experience, philosophy, and day‑to‑day focus of our portfolio managers.
Meet Our Team
Our senior investment team averages over 20 years of experience, and every portfolio manager is a Chartered Financial Analyst.
Dan Boyle, CFA®
Senior Vice President
Dan Krstevski, CFP®
Director of Development and Client Services
Eric Pozolo, CFP®
Director of Operations
Eric Wathen, CFA®
Portfolio Manager
James Skubik, CFA®
Portfolio Manager
Jeanine Russ
Client Operations Specialist
Miles Putnam, CFA®
Vice President
Sarah Croucher
Client Operations Specialist
Scott Horsburgh, CFA®
President · Lead Portfolio Manager
Terri Buchanan
Manager of Operations
Contact US
Get in Touch with Us
Reach out today to discuss how we can support your investment goals. Our team is ready to provide answers, offer solutions, and start your journey toward success.
Schedule a Consultation
Have any Question?
