Team
We value a workplace where team members can grow and collaborate.
Our success comes from trusting our associates, providing them with the tools to succeed, and learning from shared practices across multiple industries.
Our Mission
To invest in the power of people and build enduring value, together.
Our Values
Humility
We are proud of our work yet remain grounded as we know many people are responsible for our success.
Excellence
We hold ourselves to high standards in everything we do and constantly seek to improve ourselves, personally and professionally, while having fun along the way.
Integrity
We strive to earn trust by doing the right thing and being accountable for our actions.
Service
We encourage a culture of servant leadership and attend to all who cross our paths.
Respect
We regard and appreciate each individual’s talents, differing perspectives and abilities to contribute.
Stewardship
We make wise choices, always keeping in mind the best interests of our clients.
Emily Cates
Manager, Human Resources
Teresa Cline
Controller
Erika Davis
Executive Administrative Assistant
Matt Edge
Senior Accountant
Jan Hunter
Accounts Payable Clerk
Amy Jarreau
Payroll Manager
Jenny Louie
Senior Accountant
Nick Morrison
Analyst
Zach Ogale
Chief Compliance Officer, General Counsel
Ryan Pellum
Chief Operating Officer/Vice President of Finance
Sloane Reed
Investor Relations/Fund Operations
Zach Schmidt
Vice President Investments
Jay Schulte
Vice President Investments
