Meet The Team

Annette brings more than 25 years of experience in the investment advisory industry. From 2004 through January 2025, she held key leadership roles at a Boulder- and New York–based asset allocator, serving as Partner, CFO, CCO, and COO. In these positions, she oversaw financial strategy, compliance, and operational execution for both institutional and family clients. Prior to that, she co-founded a consulting firm that served over 60 clients across multiple industries and also provided outsourced CCO services for a Boulder-based asset allocator. Annette now resides in Florida, where she continues to help organizations optimize operations and drive strategic growth. Outside of her professional work, she enjoys spending time on the water, whether walking the beach or exploring new destinations by boat.

Levi has over 12 years of investment operations and analytics experience with an Asset Allocator operating out of both Boulder and New York City. Throughout his career, he has successfully implemented performance reporting systems, risk management platforms, data warehouses, trading workflows, and custodial relationships. His extensive expertise in investment operations, systems integration, and investment reporting has made him an expert in enhancing business processes and supporting data-driven strategies within the financial industry. Levi still resides in Colorado. He's an avid fly fisherman, and enjoys getting away from the cold to hunt for Permit on the bow of a skiff.