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Our Teams
Investments
Jorge G. Castro, CFA
Jorge G. Castro, CFA
Chief Executive Officer
Alvin W. Marley, CFA
Alvin W. Marley, CFA
Managing Director/ Senior Portfolio Manager, Small Cap Value
Les Waite, CFA
Les Waite, CFA
Managing Director/ Senior Portfolio Manager, Large Cap Value
Fernando Inzunza, CFA
Fernando Inzunza, CFA
Managing Director/ Portfolio Manager, Large Cap Value; Research Analyst, Mid Cap Value; Senior Research Analyst, Small Cap Value
Kelly R. Ko, CFA
Kelly R. Ko, CFA
Managing Director/ Portfolio Manager, Large and Mid Cap Value
Andrew Absler, CPA
Andrew Absler, CPA
Senior Research Analyst/ Portfolio Manager, Small Cap Value
Kelsey Johnson, CFA
Kelsey Johnson, CFA
Research Analyst, Large and Mid Cap Value
Britt Joyce, CFA
Britt Joyce, CFA
Research Analyst, Large and Mid Cap Value
David Lin
David Lin
Research Analyst, Large and Mid Cap Value
Johnny Madrid
Johnny Madrid
Research Associate/ Investment Advisory
Stephen Malcolm, CFA
Stephen Malcolm, CFA
Research Analyst, Small Cap Value
James Veers, CFA
James Veers, CFA
Research Analyst, Small Cap Value
Jonathan Veiga
Jonathan Veiga
Research Associate, Large and Mid Cap Value
Operations & Trading
Wendell Williams
Wendell Williams
Chief Operating Officer and Chief Compliance Officer
Leighton A. Carter
Leighton A. Carter
Head Trader
Fabiola Barrios
Fabiola Barrios
Chief Administrative Officer
Client Service & Marketing
Keith Graham
Keith Graham
Director, Marketing
Cindy Lim
Cindy Lim
Director, Client Service & Marketing
Henry Lim
Henry Lim
Senior Associate, Client Service & Marketing
Cindy Herrera
Cindy Herrera
Associate, Client Service & Marketing
Carmina Ramirez
Carmina Ramirez
Associate, Client Service & Marketing
Jennifer Macias
Jennifer Macias
Intern, Client Service & Marketing
Administration
Mona Luna
Mona Luna
Executive Assistant