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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 ®

Director of Investments

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Joe Violand, CFA ®

Joe Violand, CFA ®

Portfolio Manager

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Tim Livingood

Tim Livingood

Portfolio Analyst

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Bill Phelps, CAIA ®

Bill Phelps, CAIA ®

Chief Operations Officer

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Kelly Sexton

Kelly Sexton

Portfolio Operations Administrator

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Brian Dechow

Brian Dechow

Compliance Officer