Research and analysis is in our DNA

When you meet with us, you’ll know right away that we aren’t salespeople. We’re just a bunch of geeks who are (really) good with money.

Mark Armbruster CFA silo

Mark Armbruster, CFA

CEO

chris cebula silo

Christopher M. Cebula, CPA

President

evan carr silo

Evan Carr

Investment Advisor

rudy warren silo

Rudy Warren

Investment Advisor

luca zambito silo

Luca Zambito, CFA

Analyst and Portfolio Manager

tarryn rozen silo

Tarryn Larson Rozen

Director of Operations and Chief Compliance Officer

craig julien silo

Craig Julien, CRISC, CDPSE, CCSA

Chief Technology Officer

Valerie Alhart silo

Valerie Alhart, MBA

Chief Marketing Officer

andrew ranger silo

Andrew Ranger

Junior Portfolio Analyst and Trader

nipa armbruster silo

Nipa Armbruster

Director of Client Appreciation