Investment Team


Operations & Administration

Evan Rose

Chief Executive Officer

Blake Phillips

CFA®, Director of Institutional Solutions, Vice President

Lindsey Cashman

Client Relationship Manager

Tanya Masley

Office Manager

Investment Team

William Lierman

CFA®, Chief Investment Officer, Fixed Income

Brandy Niclai

CFA®, Chief Investment Officer, Multi-Asset Strategies

Richard Cochinos

CAIA®, CFA®, FRM®, Senior Portfolio Manager

Paul Hanson

CFA®, Senior Portfolio Manager

Joel Allen

Investment Analyst

Charles Scott

Investment Analyst

Ryan Navrot

Investment Analyst

Michael Ross

Investment Analyst

Degrees & Designations

Wondering if we’re qualified? Learn more about out teams specific certifications below

CFA®

Certified Financial Analyst

CPA

Certified Public Accountant

CFP®

Certified Financial Planner

AIF®

Accredited Investment Fiduciary

ChFC®

Chartered Financial Consultant

CAIA®

Chartered Alternative Investment Analyst
Michael in the Zone
Individual Wealth Management Team

Looking for the Individual Wealth Team?