Who We Are

Our mission.

We partner with exceptional talent across multiple asset classes to build winning teams, sustainable value and superior risk-adjusted returns.

Our core values.

We are relentlessly committed to our core values.

  • Innovation, growth and excellence
  • Build and maintain trusted relationships
  • Integrity, always   
  • Continuous improvement

Our people.

William P. Angrick, III

Chief Executive Officer

Robert J. Tobin

Chief Investment Officer

Beverly Pinson

Family Office Accounting Manager