
Charlie Petredis
Founding Principal, Financial Advisor

Charles Petredis, CFA®
Principal, Financial Advisor, CCO

Alexandra Cameron, CFP®
Principal, Financial Advisor

Christian Petredis, CFA®
Principal, Financial Advisor

Athena Mallios, CFP®
Principal, Financial Advisor

Eric Fencil, CFA®, CAIA®
Trader

Cindy Pappert
Senior Client Associate

Shana Hutchins
Client Associate, Associate Compliance Officer

Rebecca Redick
Client Associate