People

Our greatest asset is our people. On average, our investment professionals have more than 25 years of diverse industry experience bringing their experience and intellectual capital to every client relationship.

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FREDERICK W. WEISS III
Frederick W. Weiss III
Managing Member / Co-Founder
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DAVID J. DELUCCIA
David J. Deluccia
Managing Member / Co-Founder
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Daniel Leher
Daniel Lehrer
CFA, CFP, Managing Director
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Joe Valdez
Joe Valdez
Research Analyst
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Judy McLean
Judy McLean
Senior Analyst
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Cara Campenni
Cara Campenni
Senior Analyst
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Patricia Wibowo
Patricia Wibowo
Senior Analyst
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Michael Weiss
Michael Weiss
Operations & Technology Manager