Our Team

We are visionary veterans of the financial industry.

Drew R. Holt

Chairman & Managing Partner

David D. Deming

Chief Compliance Officer and Director of Business Development

John F. Dolan

Chief Investment Officer and General Counsel

Jeff Evanson

Senior Advisor

David R. Young

Chief Credit Officer

Turk McBride

Analyst

Theunis Viljoen

IFA (Independent Financial Advisor)

Ed Marin

Manufacturing & Aerospace

Raoul L. Wood

Technology & Power Systems

William C. Gilwood

Chemical & Biochemical Business

Brian Yates

IP & Technology Transfer

Stephen Ferns

Director – Capital Growth

Mike Mather

Chief Data Officer

John de Lavis

Chief Strategy Officer