Will Muggia
President, Chief Executive Officer & Chief Investment Officer
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.
Rich Lee, CFA
Managing Partner, Chief Investment Officer
Matt Renna
Managing Partner
Rob Flores
Managing Partner, Director of Disruptive Technology Research
Ted Richardson
Partner
Rajat Babbar, CFA
Partner, Head of Portfolio Strategy/ Risk Management
Scott Emerman, CFA
Partner
Sam Ensslin
Vice President
Yushu Han
Senior Security Analyst
Joe Kearney
Vice President
John Montgomery
Managing Partner, Portfolio Strategist & COO
Mike Poe
Partner
Amanda Powell
Senior Security Analyst
Jehanne Reed, CFA
Senior Security Analyst
Marissa Guzzo
Research Analyst