Experienced team with diverse backgrounds and a deep institutional investing heritage

Brett Janis

Portfolio Management

Brett has been involved in investment management for more than two decades. He graduated from Harvard College (A.B. 1992), Georgetown University (M.S.1996) and Columbia Business School (M.B.A. 2009), and is a CFA Charterholder since 2005.

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Roberto Ventura

Models and Operations

Roberto has been involved with fintech software development and capital markets for more than 20 years. He was previously a management consultant at The Boston Consulting.

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Charles Merimee

International Accounts

Charles has been in private banking for the last 23 years. He has extensive international experience across Europe and Asia, acquiring and handling onshore and offshore ultra high net worth individuals and family offices. Charles...

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Dr. Bruce Robert

Economist, Advisory Board

Dr. Bruce Robert has more than 35 years of private sector and government experience. For more than a decade he was senior manager at CENTRA Technology, a DC-based national security consultancy, where he oversaw analytic teams and...

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