Our People

Our culture is derived from our passion to succeed at the highest level, combined with a willingness to learn each and every day.

We push ourselves to explore the unknown and to seek out those critical components that are unique to our core and investment philosophies. We never forget who comes first, our clients and any extensions of our professional relationships. Our Sub-Advisors have come to know, that we have the highest expectations of them, just as we do of ourselves.

Senior Leadership

Drew Horter

PRESIDENT AND CEO

Jack Peters

SENIOR VICE PRESIDENT

James Malgeri

CHIEF OPERATING OFFICER

Kevin Hetzer

DIRECTOR OF OPERATIONS

Jason Long

CHIEF COMPLIANCE OFFICER