Team

Highly experienced, innovative, collaborative.

Our management team has been assisting our clients in preserving and growing their wealth, utilizing a successful conservative approach, for more than 30 years. Our 37 employees average more than 16 years of industry experience across various disciplines.

 

Management Team
Management Team
Investment Team
Client Services Team
David C. Wright

Co-Founder, Managing Director
Portfolio Manager

Kenneth L. Sleeper

Co-Founder, Managing Director
Portfolio Manager

Terri Spath

Chief Investment Officer
Portfolio Manager

Phyllis Joy Bunzel

Chief Compliance Officer
Client Services

Kristine Stromeyer

Chief Financial Officer
Chief Operating Officer

Christopher Comeau

Marketing Manager

Jason Buck

National Sales Manager

Colin Barber

Director, National Accounts

David C. Wright

Co-Founder, Managing Director
Portfolio Manager

Kenneth L. Sleeper

Co-Founder, Managing Director
Portfolio Manager

Terri Spath

Chief Investment Officer
Portfolio Manager

Marshall Quan

Senior Research Analyst

Joseph Letts

Research Analyst

Phyllis Joy Bunzel

Chief Compliance Officer
Client Services

Gira Patel

Relationship Manager
Client Services