Team
Leadership
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Elaine M. Longer, CFA
FounderView Bio
Eric Krause, CFA
Managing Director, Portfolio ManagerAssociates
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Angela C. Cothren
Client Services SpecialistView Bio
Danielle K. Ballard
Accounting and Systems ManagerView Bio
Donald J. Paul
SVP Client ExperienceView Bio
Ethan Workman
Financial AdvisorView Bio
John Paul, AIF®
SVP StrategyView Bio
Keith Lea
SVP InvestmentsView Bio