Portfolio Management Team Leader: Michael Tenreiro
Michael Tenreiro (BS, MBA, Series 65), with 20+ years of experience as a securities analyst, is our Co-Portfolio Manager. He works with Julie Jason, our Chief Investment Officer, to lead the portfolio management team in structuring, monitoring and managing customized portfolios for our clients.
Client Service Team Leader: Dan van Rooyen
Dan van Rooyen (BA, MBA, Series 65) is our Operations Manager. He and the operations team handle all client service inquiries, trading and cash movement, internal and external reporting and technology needs at the firm.