Current Fund Members

Current Managers

  • Felix Levasseur – Chief Executive Officer
    Felix Levasseur
  • Allyson Baur – President
    Allyson Baur
  • Liz Butz – Co-Chief Operating Officer
    Liz Butz
  • Madison Clore – Co-Chief Operating Officer
Madison Clore
  • Ben Guarini  – Chief Financial Officer
    Ben Guarini
  • Mallory Bowling – Chief Investment Officer 
    Mallory Bowling
  • Avery Brooks - Chief Compliance Officer 
    Avery Brooks
  • Nicholas Boyd - Chief Economist/Co-Consumer Discretionary Sector Manager
    Nicholas Boyd
  • Emma Rios - Controller/Consumer Staples Sector Manager 
    Emma Rios
  • William Halley - Director of Internal & External Relations/Real Estate Sector Manager 
    William Halley
  • Jaden Warner - Co-Financial Literacy Director/Financials Sector Manager 
    Jaden Warner
  • Abigail Stewart - Co-Financial Literacy Director/Healthcare Sector Manager
Abigail Stewart
  • Tony Kuebler - Co-Information Technology Sector Manager
    Tony Kuebler
  • Luke Sonetz - Co-Information Technology Sector Manager
    Luke Sonetz
  • Jack Brady - Co-Consumer Discretionary Sector Manager 
    Jack Brady
  • Matthew Adanin - Industrials Sector Manager 
    Matthew Adanin
  • Matt Studer - Co-Consumer Staples Sector Manager 
    Matt Studer
  • Oliver Dyer - Energy Sector Manager 
    Oliver Dyer
  • August Erker - Communication Services Sector Manager 

        August Erker

  • DJ Webster – Financials Sector Manager
  DJ Webster

Current Analysts

  • Luke Uhlman – Information Technology Sector Analyst

  • Sean Kirchner – Information Technology Sector Analyst
  • Peyton Broering – Information Technology Sector Analyst
  • Niko Balafas – Information Technology Sector Analyst
  • Ajani Brown – Financials Sector Analyst
  • Del Caryl – Financials Sector Analyst

  • Jack Olson – Financials Sector Analyst

  • Ava Tidwell – Healthcare Sector Analyst

  • Heidi Gruber – Healthcare Sector Analyst

  • Josie Jurek – Healthcare Sector Analyst

  • Payton Wallace – Consumer Discretionary Sector Analyst

  • David Wheeler – Consumer Discretionary Sector Analyst

  • Daniel White – Communication Services Sector Analyst

  • Vincent Cercone – Communication Services Sector Analyst

  • Thomas Hunter – Communication Services Sector Analyst

  • Ben Abbamonte – Industrials Sector Analyst

  • Evan Kopaz – Industrials Sector Analyst

  • Mac Tierney – Consumer Staples Sector Analyst

  • Drew Brown – Consumer Staples Sector Analyst

  • Cooper Hodge – Energy Sector Analyst

  • Nick Turner – Energy Sector Analyst

  • Francesca Cillario – Utilities Sector Analyst

  • Robert Tuttle – Real Estate Sector Analyst

  • Joe Hessel – Materials Sector Analyst