Our team

Portfolio management team

Close

Lloyd E. Rowlett, CFA

Founder and Chairman

Read Full Bio

Ratul Kapur, CFA

President and CIO

Read Full Bio
Photo of Drew Thiessen

Drew Thiessen, CFA

Portfolio Manager

Read Full Bio

Simon Chiu, CFA

Portfolio Manager

Read Full Bio

Brenna Phelan, CFA

Portfolio Manager

Read Full Bio
Photo of Marcus Rowlett

Marcus Rowlett

Senior Analyst

Read Full Bio

Client service, trading and compliance team

Tim Bradshaw, CFA

Vice President,
Compliance Officer

Read Full Bio

William C. Mullett

Portfolio Manager,
Client Services

Read Full Bio