Investment Team


Operations & Administration

William Lierman

CFA®, Chief Executive Officer

Evan Rose

Chief Compliance Officer

Blake Phillips

CFA®, Director of Institutional Solutions, Vice President

Lindsey Cashman

CFF®, Client Relationship Manager

Tanya Masley

Administrative Director

Investment Team

Brandy Niclai

CFA®, Chief Investment Officer, Multi-Asset Strategies

Paul Hanson

CFA®, Senior Portfolio Manager

Joel Allen

Investment Analyst

Charles Scott

Investment Analyst

Ryan Navrot

Investment Analyst

Michael Ross

Investment Analyst

Victor Zhou

Investment Analyst

Degrees & Designations

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

CFA®

Chartered Financial Analyst

CPA

Certified Public Accountant

CFP®

Certified Financial Planner

CFF®

Certified Financial Fiduciary

ChFC®

Chartered Financial Consultant

CAIA®

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

Looking for the Individual Wealth Team?