Our Team


Peter Sacks, CA
Founding Partner
Arthur Heinmaa, CFA
Managing Partner
David Driscoll
Partner

John Welch
Partner
Karl Berger, HBA
Partner
Charles Lannon, MBA, CFA
Director of Research

Robert Spafford, MBA, CFA
Investment Analyst
Leo Jaegerman
Director, International Clients
Tiziana Ragogna-Mazzilli
Chief Financial Officer

Bing Monahan, MBA  
 Partner 		 

Board of Directors

Geoff Matus
Director
Craig Rimer
Director
Henry Perren
Director