Our People

Founders

James B. Rosenwald III, CFA*
Chief Investment Officer
23 years experience
Belita Ong
Belita Ong*
Chairman
30 years experience
Gifford Combs
Gifford Combs*
Portfolio Manager
30 years experience
Steven D. Persky
Steven D. Persky, CFA*
Co-Founder
30 years experience

*Ownership Interest