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meet the team

Hadi F. Habal

Co-Founder, CEO

Jose N. Penabad

Co-Founder, CIO

Grayson Barnard

Investment Associate

Tara Cochran

Fund Accountant

Jack Coogan

VP of Business Development

Dan Harms

Software Engineer

Gretta Heaney

Chief Compliance Officer

Chelsea Locklear

Business Analyst

Logan Owen

Senior Software Engineer

Greg Schwieder

Chief Financial Officer

Trisha Toler

Operations Manager

meet the advisors

Carla F. Avila

Advisor

Chaomei Chen

Advisor

Rami Habal

Advisor

Rich Rimer

Advisor