Our Team

Meet our team

Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.

Charlie Sandoval

Client Operations Specialist

Joseph Taiber, CFA

Managing Partner

Phil Kosmala, CFA

Managing Partner

Matthew Terrien, CFA

Managing Director

Christopher Horvath

Managing Director

Jared Jollensten

Managing Director

Aimee Jeffers

Executive Vice President

Dan Pazar, CFA

Executive Vice President

Ian Acosta, CFA

Lauran Detterline

Matthew Mauser

B.J. Grifhorst

Michael Andryca

Tommy Conlon

Senior Associate

Juan Albizu

Open Positions

We’re looking for talented people

We're a growing team spread across the country. Join us!