Meet the Team

  • Alexander J. Hertz, CFA

    Managing Partner, Chief Investment Officer

  • Lawrence C. Kasmen, Esquire

    Partner, General Counsel and Chief Operating Officer

  • Millard Choate

    Chairman, Board of Directors

  • Robert Kennedy

    Member, Board of Directors

  • Emily Bridges

    Member, Board of Directors

  • Holly Courter, CPA

    Chief Financial Officer

  • Jen Hancock

    Paralegal and Office Administration


  • Jackson Willis

    Associate, Investments

  • Aaron Hertz

    Analyst, Investments

  • Matt Channell

    Accounting Manager

  • Brett Laurin

    Accountant

  • Mitchell McVay

    Accountant