Meet Our Team

Maury Fertig

Co-founder/Chief Investment Officer

Robert Huffman III

Co-Founder/Chief Executive Officer

Catherine Goel

Partner, Chief Operations Officer, and Chief Compliance Officer

Gregory Neer

Partner, Portfolio Manager

Douglas Crimmins

Senior Portfolio Manager

David McGranahan

Partner, Financial Advisor

Jeff Fosselman, CPA, CFP®, JD

Senior Wealth Advisor

Brian Callahan

Relationship Manager

Ernie MacVicar

Relationship Manager

Rita Osborne

Operational Administrator and Client Services Assistant

Mary Beth Cook

Operational Assistant

Brian Roselle

Vice President

JohnPatrick (JP) McCleary

Vice President