Our portfolios managers have been through every economic cycle since the late 1970’s and have been helping clients successfully navigate their financial lives for nearly as long.
Head Product Manager - GAISER
Elizabeth has spent 10 years in the Investment Advisory business working at some of the biggest brokerage firms on Wall Street and a fast-growing start up in Silicon Valley.
Chief Executive Officer - R. Seelaus & Co., Inc.
Annie is the CEO of R. Seelaus & Co., Inc., Annie serves as the firm's Head of Institutional Sales & Trading and runs the corporate bond desk.
Chief Executive Officer - Granite Springs Asset Management
Mr. Klein has nearly 30 years of industry experience and has held various credit trading and management roles.
Chief Operating Officer - Granite Springs Asset Management
Ben was a Managing Director and Head of US Government Bond trading for Morgan Stanley.
Senior Vice President - Financial Advisor
Mary has more than 30 years of experience in the financial services sector.
SIGN UP FOR OUR WAIT LIST!
If you sign up for our wait list today, you can earn up to 3 months of investment management for free when we launch
Fund with $25,000 = 1 month of management fees for free
Fund with $100,000 = 2 months of management fees for free
Fund with $250,000 = 3 months of management fees for free