Our Team

Michael T. Messinger

Portfolio Manager, Managing Partner

Richard M. Duff, JD

Portfolio Manager, Managing Partner

Michael T. Cheung

Portfolio Manager, Managing Partner

Jana R. Neil

Manager - Planning & Development

John C. Yung, MBA

Chief Compliance Officer

Kevin Casey

Strategic Advisor

Erin Centenni

Accounting Manager

Robyn Rieger

Office Manager, Executive Assistant

Michael C. Sasaki, CFA®

Senior Analyst

Kenneth Terayama

Trader, Equities & Derivatives

Nick Stankoven

Research Analyst

Tony Satamian

Analyst - Equities & Derivatives Trade Operations

Maya Adetula

Operations and Client Services Associate

Brittany Alvarado

Operations and Client Services Associate

Hector Villafana

CRM Manager

Nick Gupta

Data Science Manager

Princess Gatela

Senior Marketing Associate

Claire Freeman

Marketing Associate

Cody Stocker

Graphic Designer

Matthew Standerfer

Senior Editor, Research & Digital Operations

Conner R. Small

Head Advisor Analyst

Jack Baker

Advisor Analyst

Jack Stankoven

Advisor Analyst

John Pohar

Advisor Analyst

Peter G. Schneider

Advisor Analyst

Zack Willms

Advisor Analyst

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