Our Team

Executive Team

Robert Stimson

Robert Stimson

Founder, CEO and CIO

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Jeremy David

Jeremy David

Managing Director, CCO

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James Moise

James Moise

Managing Director

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Investment Team

Robert Stimson

Robert Stimson

Founder, CEO and CIO

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James Moise

James Moise

Managing Director

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David Mullen

David Mullen

Analyst

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Hampton Boyd

Hampton Boyd

Investment Associate

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Senior Advisors

Jeremy David

Jeremy David

Managing Director

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Robert Murphy

Robert Murphy

Managing Director

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Mark Cross-Powers

Mark Cross-Powers

Senior Wealth Management Advisor

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Client Service/Operations

James Moise

James Moise

Managing Director

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Lynn Kelly

Lynn Kelly

Wealth Management Project Specialist

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David Mullen

David Mullen

Analyst

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Hampton Boyd

Hampton Boyd

Investment Associate

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