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Meet Todd

Todd Blaseckie

Todd Blaseckie, CFA, CFP®

CEO & Portfolio Manager

Meet Todd & Apurva

Todd Blaseckie & Apurva Parashar

Meet Apurva

Apurva Parashar

Apurva Parashar, MBA, CAIA, CIM®

Associate Portfolio Manager

Meet Aaron

Aaron Robertson

Aaron Robertson, CIM®, CFP®

Portfolio Manager & Head of Private Client

Meet Emily

Emily Hofmann

Emily Hofmann, CIM®, CFP®

Portfolio Manager

Meet Shawn

Shawn Fetter

Shawn Fetter, CIM®, CFP®, CLU®

Associate Portfolio Manager

Meet Harrison

Harrison Brown

Harrison Brown, B.Sc., CFA

Portfolio Manager