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