Our Team

With over 250 years of collective industry experience.

Our team of professionals are dedicated to delivering innovative solutions, thought-provoking advice and exceptional service.

Todd Blaseckie, CFA, CFP®

CEO & Portfolio Manager

Emily Hofmann, CIM®, CFP®

Portfolio Manager

Aaron Robertson, CIM®, CFP®

Portfolio Manager & Head of Private Client

Deborah Workman

Chief Compliance Officer & Head of Client Operations

Nic Przada, CPA, CA

Chief Financial Officer & Board Member

Thomas Nowak, CFA

Co-Chief Investment Officer

Mitchell Prothman, CFA, CFP®

Co-Chief Investment Officer, Senior Portfolio Manager, Head of Real Assets, Board Member