Team

Investment Team

Matt Arens
CEO, Senior Portfolio Manager, Founder

Brett Johnson, CFA
Portfolio Manager, Senior Research Analyst, Co-Founder

Kevin Broglio, CFA
Portfolio Manager, Senior Research Analyst

Steve Boscoe
Senior Research Analyst

Ben Law
Senior Research Analyst

Trading

Bobby Kagel
Senior Trader

Operations

Peter Conrad, CFA, CFP^®
Chief Operating Officer, Chief Financial Officer

Jay Bang
Operations Manager

Christina Boettcher
Executive Assistant

Compliance

Kurt Peterson
Chief Compliance Officer

Jin Lien, J.D.
Senior Compliance Officer

Marketing and Client Services

Tim Gullickson, CFA
Managing Director of Business Development

Amanda Arens
Marketing and Communications Specialist

Charlie Kretschmer, CFP^®, APMA^®
Director of Business Development

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Certain information contained herein may constitute forward-looking statements. Due to various risks and uncertainties, actual events or the consequences of such events may differ materially from those reflected or contemplated in such forward-looking statements.

While the opinions expressed or implied herein are based on research, analysis, estimations and assumptions believed to be reasonable (at the time this website was published), there are no assurances that any estimation or assumption has or will materialize.

Past performance of any investment, the investment strategy or investment style is not indicative of future performance and it cannot be guaranteed that such investment objectives will be achieved. All investments are subject to a risk of loss.