Our Team

Together, we seek to build investments that will last.

Richard William Holden

Founder & Chief Investment Officer

Kevin Martinez

Investor Relations Manager

Relationship Management·Leadership

Allison Baker

Portfolio Manager

Business Operations·Leadership

Nicole Anderson

Executive Chief Assistant & Latin America Operations Coordinator

Executive Chief Assistant

Jason Ahlgren, CFP®, ChFC®

Relationship Manager, Private Clients

Relationship Management

Mason Bartosh

Operations Analyst

Business Operations

Dan Becker

Business Systems Analyst

Business Operations

Lois Beckmen, FPQP®

Compliance Associate

Business Operations

David Choe, CFA

Portfolio Manager, Equity Investments

Equity lnvestments

JJ Choi, CPA, CFA

Business Operations

Sarah Colton

Associate Relationship Manager, Financial Intermediaries

Relationship Management

Cheryl Coombs, CPA, CFP®

Relationship Manager, Private Clients

Relationship Management

Austin Cumblad, CPA

Relationship Manager, Financial Intermediaries

Relationship Management

Julian Dehn, CFA

Portfolio Manager, Equity Investments

Equity lnvestments

Jon Deyoung

Operations Analyst

Business Operations

Carrie Dierkes

Office Assistant

Business Operations

Andrew Drigans, CFA

Research Associate, Equity Investments

Equity lnvestments

Cole Ellefson, CFA

Research Analyst, Income Investments

Lncome lnvestments

Dana Feick, CFA

Portfolio Manager of Counsel

Equity lnvestments

Sally Grimm

Marketing & Events Associate

Business Operations

Drew Harbeck

Relationship Manager, Institutions & Consultants, Financial Intermediaries

Relationship Management

Jay Higgins, CFP®

Relationship Manager, Private Client Practice Lead

Relationship Management

Natalie Hugdahl, FPQP®

Client Service Associate

Relationship Management

Jeremiah Hunter

IT Systems & Networks Coordinator

Business Operations

Ross Johnson, CFA

Research Analyst, Equity Investments

Equity lnvestments

Matthew Kennedy

Research Analyst, Income Investments

Lncome lnvestments

Daniel Keranen, CFA

Business Operations

Andrew King, CFP®

Director of Relationship Management

Relationship Management·Leadership

David Krueger

Senior Information Security Engineer

Business Operations

Brian Lee, CMA

Accounting Business Analyst

Business Operations

Regina Lombardi, CFA

Research Analyst, Equity Investments

Equity lnvestments

Chris Mau

Chief Information Security Officer

Business Operations

Adam McGrane, CFA

Portfolio Manager, Equity Investments

Equity lnvestments

Chris McGrann

Relationship Development Manager, Private Clients

Relationship Management

Molly McMurchie, FPQP®

Client Service Associate

Relationship Management

Brian Mellor

Senior Operations Analyst

Business Operations

Rick Moulton, CFA

Managing Director of Equities

Equity lnvestments

Kami Pankratov

Operations Analyst

Business Operations

Annie Paul

Relationship Manager, Institutions & Consultants

Relationship Management

Amanda Ressler

Business Operations

Chris Sebald, CFA

Portfolio Manager, Income Investments

Lncome lnvestments

Jenna Shermoen, CFP®

Relationship Manager, Private Clients

Relationship Management

Emily Soltvedt

Equity lnvestments·Leadership

Andrea Stark, CPA, IACCP®

Chief Compliance Officer

Business Operations

Kristin Sturm

Compliance Officer

Business Operations

Justin Tennison

Chief Operating Officer

Business Operations·Leadership

Lindsey Wickam

Senior Operations Analyst

Business Operations

Maddy Wilson

Office & Administrative Services Manager

Business Operations

Jordan Winter

Business Analyst

Relationship Management

Our team pursues excellence in investments, client service, and community involvement. The choices we make every day are guided by a shared set of values and commitments.