Core Team Members

 

 

CONOR PLATT
Co-Founder, CEO & CIO | Full Bio

Education: B.S., M.B.A. Carnegie Mellon University
Experience: Confluence Capital, LP; Brown Brothers Harriman; Morgan Stanley


 

IAN MONROE
Co-Founder, President & CSO | Full Bio

Education: B.S., M.S. Stanford University
Experience: Stanford University; Oroeco; The World Bank; NRDC; Winrock International


 

JIM HETHERINGTON
Founding Partner, COO & CCO | Full Bio

Education: B.A. Middlebury College; J.D. Lewis & Clark Law School
Experience: PNC Bank, N.A.; Sabrix Inc.; E-Cards.com, Inc.


 

DENISE AUGELLO
Founding Partner & CFO | Full Bio

Education: B.S. in Accounting, University of Pittsburgh
Experience: Confluence Capital, LP; Rockwell International; Coopers & Lybrand


 

SCOTT DAVIES
Senior Analyst & Portfolio Strategist | Full Bio

Education: B.S. University of Illinois at Chicago; CFA, CMT
Experience: Oppenheimer and Co.; Brown Brothers Harriman


 

CHARLIE FINNIE
Senior Advisor | Full Bio

Education: B.A. Princeton University; M.S. Columbia University
Experience: EFW Partners; Greener Capital; Crosslink Capital; Apex Capital

 
 

Strategic Partners

 

 

ETF MANAGERS GROUP

  • $1.3 billion manager
  • Handles all ETF operations and compliance
  • Full sales/wholesaler distribution team
 

 

ALPHABETAWORKS

  • Historical risk and factor analysis allows for better strategy evaluation
  • Identifies overlooked exposures, hidden risk clusters, and then provides unique insights
 

 

QUARTERMASTER INDEX STRATEGIES

  • Ex Russell Inv. & Wilshire Asso. senior executives
  • Supplementing sales/distribution
  • Leading index data licensing effort