Our Team

 

Bob Fitzwilson

CEO & Founder

 
 
 

Wendy Bastis

CFA senior investment strategist

 
 

Ben Spadea  CIO 

Chief information Officer

Samson Yetayew

Director of Client Services

Allan Miller

Senior Software Engineer

Mehul Pattni

Senior Software Engineer

Brian Earp

Senior Software Engineer

Robin Fitzwilson

Senior Investment Strategist

Jon Guerra

UX/UI Services


ADVISORY BOARD

William Schrader

Dan Luch

Mike West

Ric Forman

Greg Gillas

Rudy Garza