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.

Frederick W. Weiss III
Frederick W. Weiss III
Managing Member / Co-Founder
David J. Deluccia
David J. Deluccia
Managing Member / Co-Founder
Daniel Lehrer
Daniel Lehrer
CFA, CFP, Managing Director
Dale Owens
Dale Owens
Director
Joe Valdez
Joe Valdez
Research Analyst
Judy McLean
Judy McLean
Senior Analyst
Cara Campenni
Cara Campenni
Performance Analyst