Our Team

A team built on experience and insight.

With decades of collective experience, our team delivers clarity, consistency, and high-conviction insight to help clients achieve long-term value through changing market conditions.

Will Muggia

President, Chief Executive Officer & Chief Investment Officer

Rich Lee, CFA

Managing Partner, Chief Investment Officer

John Montgomery

Managing Partner, Portfolio Strategist & COO

Jenny Muller, CFA

Managing Partner, Director of Marketing & Client Service

Kathryn (“Katie”) Kearney

Partner, Chief Financial Officer & Chief Compliance Officer

Matt Renna

Managing Partner

Rob Flores

Managing Partner, Director of Disruptive Technology Research

Justin Moscardelli

Partner, Marketing & Client Service