Our People

Client Relationships & Service

Iain Douglas, CFA*
Chief Marketing Officer
Bert Maeda
Bart Maeda, CAIA
Managing Director,
Client Relationships
20 years experience
Adam Woodward
Adam Woodward, CFA
Director of Marketing and Client Services
10 years experience
Caitlin Tesoriero
Senior Marketing Associate
Tranisha Harris
Marketing Associate

*Ownership Interest