Our investment team, headed up by our CEO, Maria Smith, has over 240 years of combined experience. Our professionals share the same core values which our firm was founded on – a passion for our business and an unyielding commitment to client service. We are dedicated to the financial well-being of our clients which has rewarded our firm with long-standing client relationships that are built on trust and confidence


Dr. Robert Smith, PhD.

Maria E. Smith
Chief Executive Officer

Matthew Smith

Jiang Peng, CFA
Chief Investment Officer

Paul Matus
Vice President

Erwin Tonogbanua
Portfolio Manager

Jerry Miller
CFA, Vice President

Conor Lyons
CFA, Portfolio Manager & Performance Specialist

CaiDong Lai, MS, CFA
Fixed Income Analyst, Quanitative Specialist, COMPASS Analytics