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Our Team
Chris Colvin, CFA
Founder and Portfolio Manager
Professional Experience
- Portfolio Manager at Freeman Group (family office), 2011 – 2015
- Senior Investment Analyst at Highland Capital Management, 2007 – 2011
- Investment Banking Analyst at Stephens Inc, 2005 – 2007
- BS in Business from Wake Forest University
David Emmel, CFA
Senior Analyst
Professional Experience
- Vice President at Friedberg Investment Management (RIA), 2016 – 2017
- Equity Analyst at Lafitte Capital, 2008 – 2016
- BBA in Finance and Accounting from University of Texas at Austin
Brendan Finnerty
COO & Director of Partner Relations
Professional Experience
- Client Services at Performa Investment Management, 2024
- Vice President Relationship Management at Goldman Sachs, 2018- 2023
- Assistant Vice President at Citigroup, 2017-2018
- Senior Associate at JPMorgan, 2012-2017
- BBA in Finance and Information Systems Management from Loyola University MD