Our Team

Frank Mastrapasqua, Ph.D. Chairman, Principal and Chief Investment Officer
Mauro Mastrapasqua President, Principal, Portfolio Manager
Edwin Barton Head Trader
Gennie Campbell Principal, Chief Administrative Officer - Nashville
David Coull IS Manager & Web/Graphic Designer
Sheila Jerde Client Services Associate
Lauren A. Kaercher Client Services Associate
Don Keeney, CFA Principal, Portfolio Manager
Miles Kirkland, CFA Principal, Portfolio Manager
Claude K. Koontz, CFA Principal, Portfolio Manager
Julie Lewis, CPA Chief Compliance Officer, Chief Administrative Officer - San Antonio
Suzy L. Lopez Reconciliation Associate
Jane Lorenz Head of Reconciliation
Patrick A. Snell, CFA, CAIA Principal, Portfolio Manager
Neal Tourdo Senior Vice President, National Sales Director
Will Welborn, CFP Vice President, Financial Planning Services

Rachel White
Principal, Senior Analyst

Angie Williams
Executive Assistant