Sailboat sailing in the Mediterranean Se

Our Team

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Young couple relaxing on the yacht cruis

"Our commitment to sound investment practices, uncompromised integrity and a long-term view, form the foundation for building lasting relationships."

 
Gerry Frigon
Founder &
Chief Investment Officer
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Karen Frigon
Principal & 
Chief Operating Officer
Oanh Hall, Data Analyst
Oanh Hall
Chief Compliance Officer

Research

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Dave Mathisen
Director of Research & Portfolio Manager
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Matthew Sepulveda
Research Analyst
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Jake Turbow
Research Analyst
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Josh Mathisen
Research Analyst

Business Development & Client Service

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James McConaghy
Director of Investor Relations
John Ferebee
Client Relationship Manager
Jonathan Wornick
Business Development & US/Israel Affairs Advisor
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Alycia McDonald
Client Service Specialist