Danielle M. Slavin, CFA

Senior Portfolio Manager


Brent L. Nichols, CFA, CFP®

Portfolio Manager


Anita Shin, CFA

Associate Investment Advisor


Oskar Rauball, MBA, CIM

Associate Advisor


Giving Back

One common value our team shares is a commitment to the environment. We are guided by this quote from the book "Let My People Go Surfing" by Yvon Chouinard, founder of Patagonia: “We have to tax ourselves and use those moneys to try to do some good”. That’s why Brent and Danielle have committed to giving one percent of their gross revenue to environmental charities annually as founding individual members of 1% For the Planet.

Life Outside of the Office

Brent and Danielle skiing out after a weekend at Journeyman Lodge

Family fun at Tofino

Anita hiking Spooky Gulch in Escalante

Oskar exploring Venice during his trip visiting family

Sagi exploring Paris during his exchange in Europe