Leadership

Nick Botticelli

Nick Botticelli

Chief Investment Strategist, Head of Southeast Office

(224)688-0110

Matt Underwood

Matt Underwood, CFA, CAIA

Head of Research & Portfolio Management, Chief Compliance Officer

(480)536-2097

Dan Chesin

Dan Chesin

Director of Operations

Kaitlin Crouch

Kaitlin Crouch

Manager of Technology Platforms