Our team

Joe Barrett, CFA, CAIA

Managing Partner

Mimi Best

Associate

Shane Boyle, CPA

Chief Accounting Officer

Tre Cintron

Senior Associate

Larissa Herczeg

Founder and Managing Partner

Jeremy Hochschild

Analyst

Krista Kerr

Managing Partner

Kristin Kostrzewa

Vice President

Nate Lisee

Senior Vice President

Dylan Shindler

Analyst

Jason Ulman

Vice President