Our Team

"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

Karen Frigon

Principal & 
Chief Operating Officer

Oanh Hall

Chief Compliance Officer

Research

Dave Mathisen

Director of Research & Portfolio Manager

Matthew Sepulveda

Research Analyst

Jake Turbow

Research Analyst

Josh Mathisen
Research Analyst

Business Development & Client Service

James McConaghy

Director of Investor Relations

John Ferebee

Client Relationship Manager

Jonathan Wornick

Business Development & US/Israel Affairs Advisor