Our Leadership Team

Personal attention, clear communication, and a passionate drive to earn your trust every single day.

Those are the organizational values and culture our firm is built upon. Prudent investment management is about more than just expertise and insight – it’s about the individual character of each and every team member.

J Barton Riley, CFA headshot
H. Barton Riley headshot
Janna Forte
Peter Shouvlin
James Tatlow
Clare Maloney