Paul Karger, CFA
Managing Partner
Wesley Karger, CFA
Managing Partner
John Pantekidis, JD, CFA
Chief Investment Officer
Laurence J.S. Grosbaum, CPA, CFA
Senior Portfolio Manager
Kevin Long, Esq., CPA
Director of Tax & Estate
Mark Morganelli, CPA
Chief Financial Officer
Katie McCarron, Esq.
Accounting Manager
Michael Rennie
Manager of Information Technology
Lead Programmer, DSC
Tamsen Evans, MSIM
Portfolio Analyst
Jason Edinger
Portfolio Analyst
Chiara Russo
Investment Research
Taryn Mahoney
Senior Operations Associate
Jessica Johnson
Operations Associate
Lindsay Linehan
Operations Associate