Senior Leadership

Johnathan Thompson

Chief Financial Officer & Compliance Officer

Johnathan oversees the comprehensive financial and operational aspects of the company, including managing asset valuations, fund performance analysis, audits, tax filings, and allocation strategies. Before joining the firm in 2010, Johnathan gained significant experience as a senior financial analyst at Capital Dynamics, focusing on portfolio management and investment strategy. He also served as a finance consultant for several top-tier global banks, advising on risk management and regulatory compliance. Johnathan holds a B.S. in Finance from the University of Miami and is a Chartered Financial Analyst® (CFA) charterholder.

Ethan Walker

Chief Technology Officer

Ethan leads all aspects of the firm’s technology strategy and operations, including the development and deployment of innovative software solutions, cloud infrastructure management, IT security, and technical support. With over 15 years of experience in software engineering, cloud architecture, and AI systems, Ethan is a seasoned full-stack technology expert. Before joining the company in 2011, he worked as a senior IT consultant at Tech Innovations, specializing in scalable cloud solutions and cybersecurity protocols for global enterprises. Ethan holds an M.B.A. with a focus on Data Science and Technology from Stanford University and a B.S. in Computer Engineering from the University of California, Berkeley. He is also a certified AWS Solutions Architect and a Certified Ethical Hacker (CEH).

Sophia Richards

Partner, Chief Marketing Officer

Sophia leads the strategic direction and execution of the company’s marketing initiatives, overseeing all facets from planning to implementation. She works closely with both marketing and technology teams to ensure seamless integration across systems and platforms. Sophia also manages the firm’s private label offerings and collaborates with external partners to design custom websites and reporting solutions. Before joining the company in 2012, she served as the Director of Communications and Development at the Green Horizons Foundation, where she played a key role in fundraising and partnership development. Sophia holds an M.S. in Strategic Marketing from Columbia Business School and a B.B.A. in Finance from the University of Southern California.

Isabella Carter

Chief Operating Officer

Isabella plays a key role in executing the firm's strategic vision while ensuring smooth and efficient operations across all departments. She is responsible for driving new initiatives and coordinating cross-functional teams to optimize performance. Before joining the company in 2016, Isabella worked for over a decade at Barclays Investment Bank in both London and New York, specializing in hedge fund structuring and capital markets. She led the development of the firm’s global alternative investment platform in 2011. Isabella holds an M.S. in Finance and Economics from London School of Economics and is a Chartered Financial Analyst® (CFA) charterholder.

David Foster

Senior Partner, Director of Investor Relations

David has been with the firm since 2010, where he has played an instrumental role in leading the investor relations team. He is dedicated to cultivating strong client relationships and driving strategic sales and marketing initiatives. Prior to joining the company, David worked in various roles in financial services, focusing on investor engagement and portfolio management. He holds an M.S.Ed. in Sports Management and a B.S. in International Business and Communications from New York University.

James Mitchell

Senior Managing Director, Investor Relations

James is responsible for developing and nurturing key relationships with RIAs, institutions, and their consultants. He joined the firm in 2014 and brings over 20 years of experience in Wall Street, having cultivated an extensive network of industry relationships. Prior to joining, James was the Director of International Sales at Fintech Solutions, Principal Managing Partner and Registered Investment Advisor at Atlantic Investment Partners, and Senior Vice President at the Wealth Management Division of Morgan Stanley in both London and New York. He holds a B.S. in Finance and Business Administration from Georgetown University.

Ethan Harris

Senior Vice President, Investor Relations

Ethan is responsible for fostering and managing relationships with financial advisors in the RIA channel. He joined the firm in 2024, bringing with him over 15 years of experience in wealth management and business development. Prior to his current role, Ethan served as the Executive Director at Global Investment Partners, Vice President at Wells Fargo Private Bank, and Senior Portfolio Advisor at UBS Wealth Management. Ethan holds a B.A. from the University of California, Berkeley, and an M.B.A. from the University of Chicago Booth School of Business. Outside of work, he is actively involved in charitable work, particularly focusing on youth empowerment and serves on the board of the Kids First Foundation.

Lucas Thompson

Business Development

Lucas joined the firm in early 2023 and plays a key role in driving new business development initiatives. He collaborates closely with the research, marketing, and technology teams to identify and implement growth opportunities. Prior to joining, Lucas worked as an Investment Analyst at Horizon Equity Partners, a global emerging markets-focused hedge fund based in New York. He holds a B.A. in Economics from the University of California, Los Angeles, and an M.S. in Finance from the Wharton School of the University of Pennsylvania.

Richard Stevens

Advisory Board Member

Richard brings over 30 years of expertise in alternative investments, with a groundbreaking career that started in 1995 when he introduced a visionary approach to building institutional-grade solutions for the alternative investment space. As an early investor in some of the world’s most renowned alternative funds, Richard has played a key role in the development and management of offshore fund of funds. His deep expertise spans investments, mathematics, data analytics, and model development. Richard holds an M.S. in Financial Engineering from Columbia University.