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Investment Committee

Richard Hamm
Chief Executive Officer

Izet Elmazi, CPA, CA, CFA
Chief Investment Officer

Achilleas Taxildaris, CFA
Portfolio Manager

Michael Capombassis, CFA
President & Chair of the Investment Committee

Poorya Ferdowsi, PhD
Chief Data Scientist

Fundamental Research

Izet Elmazi, CPA, CA, CFA
Chief Investment Officer

Achilleas Taxildaris, CFA
Portfolio Manager

Shehryar Khan, CFA
Investment Specialist

Data Science

Poorya Ferdowsi, PhD
Chief Data Scientist

Mo Vakil, PhD, CFA
Data Scientist

Todd Liu
Data Analyst

Relationship Management

Patrick Hamm
Senior Relationship Manager – Lead, Family Offices, Endowments & Foundations

Jamie Houston, CIM
Senior Relationship Manager - Lead, Advisor Sales

Cole Heideman, CIM®
Senior Relationship Manager

Owen Burry
Relationship Manager

Operations

Marcus Spain
Chief Operating Officer & Chief Financial Officer

Áine McGrath
Director of Operations

Katie Taylor, CPA, CA
Chief Compliance Officer

Gautami Nair
Senior Portfolio Trading Analyst

Ian O’Shea
Senior Portfolio Operations Analyst

Laura Hall
Operations Analyst

Board of Directors

Richard Hamm
Chief Executive Officer

Izet Elmazi, CPA, CA, CFA
Chief Investment Officer

Willard J. L’Heureux QC
Chair

Michael Capombassis, CFA
President & Chair of the Investment Committee

Jeffrey Marsden
Director

Mark Smith
Director

Caroline Miller, CFA
Advisory Board

Gaelen Morphet, CFA
Advisory Board

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