MEET THE TEAM
- We're investment advisors first Business owners second
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
CEO
CHRISTOPHER M. CEBULA, CPA
PRESIDENT
RUDY WARREN
BUSINESS DEVELOPMENT
AND CLIENT SERVICE
EVAN CARR
BUSINESS DEVELOPMENT
MANAGER
TARRYN ROZEN
DIRECTOR OF OPERATIONS
AND CHIEF COMPLIANCE OFFICER
LUCA ZAMBITO, CFA
ANALYST AND
PORTFOLIO MANAGER
CRAIG JULIEN, CRISC, CDPSE, CCSA
CHIEF TECHNOLOGY OFFICER
VALERIE ALHART
CHIEF MARKETING OFFICER
JESSICA BISBO
ADMINISTRATIVE ASSISTANT
ANDREW RANGER
JUNIOR PORTFOLIO ANALYST AND TRADER
BASHIR KHAN
JUNIOR PORTFOLIO ANALYST AND TRADER
NIPA ARMBRUSTER
DIRECTOR OF CLIENT APPRECIATION