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Our Team

We believe successful investment management requires both technical expertise and remarkable client service. Our team has extensive knowledge of fixed income investments along with an unwavering dedication to truly understanding our clients’ objectives and greatest pain points. We have established a unique team-based company culture. We are practical, down to earth, easy to reach, and deeply invested in serving our clients.

Meet The Team

Ryan Nelson, CFA ®

Ryan Nelson, CFA ®

Co-Founder & Portfolio Manager

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Jennifer Trowbridge, CFA ®

Jennifer Trowbridge, CFA ®

Co-Founder & Portfolio Manager

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Tony Martino, CFA ®

Tony Martino, CFA ®

Portfolio Manager

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Joe Violand, CFA ®

Joe Violand, CFA ®

Portfolio Manager

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Tyler Smith

Tyler Smith, CFA ®

Director of Client Services

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John Lewis, CFA ®

John Lewis, CFA ®

Portfolio Consultant

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Bill Phelps, CAIA ®

Bill Phelps, CAIA ®

Chief Operations Officer

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Patrick Hayes

Patrick Hayes

Chief Compliance Officer

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