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

James Poole

Risk Advisory

Stephen Ferns

Director – Capital Growth

Everette Hull

Managing Director

David R. Young

Chief Credit Officer

John Jaffray

Energy & Finance

Theunis Viljoen

IFA (Independent Financial Advisor)

Turk McBride

Analyst

Randall A. Meyer

Credit Officer

Damian Cleary

Director – Capital Growth

Ed Marin

Manufacturing & Aerospace

Raoul L. Wood

Technology & Power Systems

William C. Gilwood

Chemical & Biochemical Business

Brian Yates

IP & Technology Transfer

Mike Mather

Chief Data Officer

John de Lavis

Chief Strategy Officer