Our strength as a firm starts with our people.

As a team, we create solutions that stem from our mission to provide our clients with an innovative and effective approach to managing their investments.

Chuck Burkett

Chuck Burkett
Chairman

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Kevin Burkett

Kevin Burkett
Portfolio Manager

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Stepan Gordienko

Stepan Gordienko
Chief Operating Officer

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Grahame Thorkelson

Grahame Thorkelson
Associate Portfolio Manager

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Catherine Rodelas

Catherine Rodelas
Senior Operations Analyst

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Wilbert Barboza

Wilbert Barboza
Senior Operations Analyst

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Erin Decter

Erin Decter
Client Engagement Associate

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Yuya Kimura

Yuya Kimura
Investment Analyst

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If we can help you with your investment needs, we’d love to hear from you.

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