Investment Team
Stephen E. Johnson, JD, CFP®, CPWA®
Vice President, Portfolio Manager
Charles M. Toole, CFA, CFP®
Director of Portfolio Management
Josh Jurbala
Quantitative Investments Manager
Our Team
Focused and Disciplined
Stephen E. Johnson, JD, CFP®, CPWA®
Vice President, Portfolio Manager
Charles M. Toole, CFA, CFP®
Director of Portfolio Management
Josh Jurbala
Quantitative Investments Manager