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Our Team
"Our commitment to sound investment practices, uncompromised integrity and a long-term view, form the foundation for building lasting relationships."
TEAM
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
Doug Connolly
Director of Operations
John Ferebee
Client Relationship Manager
Jonathan Wornick
Business Development & US/Israel Affairs Advisor
Kam Gilbert
Operations Associate
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