INVESTMENT MANAGERS | CLIENT PORTAL

Business Development Team

Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.

Ted Hermann

Managing Director

Emmanuel Canteras

Associate Director | Business Proposals

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

November 2024

Market Note

Observing the unusual behavior of U.S. treasuries during this rate cutting cycle

November 2024

Press

The Journal of Portfolio Management Interviews Ian Toner

November 2024

Market Note

In response to U.S. election results, world leaders have shown mixed reactions