Our Team

A BOUTIQUE FIRM

Investment Team

 

Description

Partner, Chief Investment Officer and Portfolio Manager

Stephen Yacktman

Description
PARTNER, PORTFOLIO MANAGER

Jason Subotky

Description
PARTNER, PORTFOLIO MANAGER

Adam Sues

Description
PARTNER, PORTFOLIO MANAGER

Russell Wilkins

 
PARTNER, PRESIDENT

Molly Pieroni

Description
INVESTMENT ANALYST

Brandt Dusthimer

Description

INVESTMENT ANALYST

Jon Danielson

Description
PARTNER, PORTFOLIO MANAGER

Donald Yacktman

Description

VICE PRESIDENT, TRADING

Chase Frock

 Business Team

Description

Chief Compliance Officer

Krista Infante

Description

Associate

Kelsey Mills

Description

Chief Financial Officer

Chris Munson

Description

Partner, General Counsel and Compliance Officer

John O’Neill

Description

Controller and Office Manager

Khamphiene Peeples

Description

PORTFOLIO ADMINISTRATION MANAGER

Ashley Perry

Description

ADMINISTRATIVE ASSISTANT

Jason Pierrotti

Description

PARTNER, CHIEF FINANCIAL OFFICER

Keith Thatcher, CPA

Description

PORTFOLIO ADMINISTRATOR

Justin Vaughn

Description

BUSINESS ANALYST

Alex Wesbrooks

Description

Office Administrator

Ron White

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