Our Team

Meet GEM.

We are proud of our collegial culture, which supports dedicated individuals seeking creative, tailored solutions for our client investors and investment partners alike. Thoughtfulness, perseverance, integrity, and humility are the traits we require our professionals to possess.

Our investment team members love investing, bringing intellectual curiosity and a business owner's mentality to their trade. In our experience, this team gives us an advantage in sourcing and evaluating new opportunities, monitoring existing relationships, and collaborating with our managers.

Our operations and investor services teams are deliberately structured to be extensions of our client investors’ staffs and devoted to client service. While we manage a diverse portfolio of investments, including some that are complex, we are committed to being approachable and transparent.

Managing our client investors' assets is weighty work, and we have made retaining our best performers a top priority. We believe workplace satisfaction translates to engagement, an integral piece of any firm’s success. We invest significant human and financial resources in professional development and coaching, and we champion continued learning through professional designations like the Chartered Financial Analyst® (CFA) and the Certificate in Investment Performance Measurement (CIPM). We also provide avenues for continuing education and community involvement, including the GEM Foundation, an internally funded and managed foundation supporting local nonprofit organizations.