Our Associates

  • John Clerico

    John Clerico

    Co-founder and Chairman Portfolio Manager

  • Mark S. Smith

    Mark S. Smith

    Co-founder, President and CEO Portfolio Manager

  • E.J. Smith CFP®

    E.J. Smith CFP®

    Director of Trading, Operations and Compliance, Certified Financial Planner™, Investment Advisor

  • Meg E. Gentry

    Meg E. Gentry

    Director of Qualified Plan Accounts Qualified Plan Financial Consultant™ Investment Advisor