Current Members

Chief Investment Officer Elizabeth Case  
Chief Economist / Vice CIO Marian Rough  
Marketing Director Cliff Goolsby  
Chief Accounting Officer Sarah Clark
Jessica Conlon
 
Portfolio Managers    
    Alternatives Gauen Alexander  
    Consumer Goods Paul Paridy  
    Energy Jacob Long  
    Financials Michael Lynam  
    Fixed Income James Lucas  
    Healthcare Travis Chapman  
    Industrials/Materials Kevin Shrestha  
    IT/Telecom Kiersten Engel  
Industry Analysts    
    Alternatives

 

 
    Consumer Goods

Octavian Barnett
Menanteau Moolman
Jaina Patel

 
    Energy

Jessica Barnett
Lindsey Barber
Jacob Ledbetter

 
    Financials

Austin Yost
Ethan Hundiak
Kyle Portwood

 
    Fixed Income

Lee Whitworth
Marian Rough
Isaac Sovero

 
    Industrials/Materials

Jessica Conlon
Alicja Foksinska

 
    IT/Telecom

Ben Phillips
Anastassia Satchko
John Wong
Justin Rowe 

 
    Healthcare

Cliff Goolsby
Victor Li