OUR TEAM ⎯
OUR TEAM ⎯
Both Dartmouth graduates with deep institutional experience at world-class firms, bringing institutional-grade rigor to individual and family wealth management.
CFA Level I Candidate · Series 65
Booth Scholar, UChicago · Dartmouth College
RJ graduated from Dartmouth College with high honors in computer engineering and economics. With over 6 years in financial services, he served as an investment engineer and quantitative developer at the biggest hedge fund in the world ($100B+ AUM) and later as a portfolio manager at The Cambridge Group. He specializes in risk management, macroeconomic trends, commodity and currency trading, and event-driven strategies.
CFA Level I Candidate · Series 65
Dartmouth College
Anthony graduated from Dartmouth College with high honors in Sociology. He has an established history of developing asset management and custody strategies with leading institutions. He created and spearheaded AngelList's ($100B+ AUM) asset management strategy, advised top GPs and LPs, and established fund banking infrastructure. His foresight led AngelList to exit capital ahead of the SVB crisis.