Our Team


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Erik Dybesland

Managing Partner
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Adam Flikerski

Managing Partner
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Shalin Patel

Director of Research
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Jim Rollyson

Senior Investment Analyst
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Andrew Smith

Senior Investment Analyst
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Andy Lam

Senior Investment Analyst
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Charles Marshall

Senior Investment Analyst
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Patrick Pucher, CFA

Director, Client Solutions
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Andrew Luong, CPA

Controller / Chief Compliance Officer
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Drew Nelson, CPA

Senior Operations Associate
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Tracey Ojeda

Executive Assistant
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Chris Jacobe

Director, Client Solutions
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Scott Sporn

Director, Client Solutions