
Each quarter, employees of the firm nominate a fellow team member that exhibits our stated core values. Below are the award winners for each category. Congratulations on this well-deserved honor and thank you for your continued dedication to our mission.

Honesty & Integrity
Award Winner: Richard Simon, Associate- Technology & Operations


Expectation of Excellence
Award Winner: Ammie Weidner, Vice President- Director of Trading & Operations


Innovation & Ingenuity
Award Winner: Andrew Mies, CFA– Chief Investment Officer


Culture of Trust, Collaboration & Respect
Award Winners: Tracy Cochran, Office Administrator & Lisa Coon, Assistant Vice President- Client Experience Manager


