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Who We Are

"We maintain the highest ethical standards in our interaction with each client, and we practice personal and intellectual integrity."

Partner - Ben Niedermeyer

Ben E. Niedermeyer CFA
Chief Investment Officer
Senior Partner

Partner - Chris Blakely

Christopher M. Blakely
Chief Operating Officer
Partner

Partner - Michael Whitney

Michael T. Whitney CFA
Director of Research
Partner

Stephen D. Birmingham

Stephen D. Birmingham
Executive Vice President
Director of Business Development

Scott M. Dorsey

Scott M. Dorsey
Vice President
Director of Operations
Compliance Officer

Kellie A. Aiello

Kellie A. Aiello
Vice President
Director of Administration
Chief Compliance Officer

Click on the person above to learn more about the team.