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TEAM
Our values support our vision and mission to grow investor capital.
We’re guided by our relentless pursuit of excellence, commitment to fiduciary integrity, and an entrepreneurial spirit that embraces innovation and adaptability. This enables us to uncover unique opportunities, act with analytical precision, and deliver results.
OUR LEADERSHIP
Monte K. Lee-Wen
Founder & Chief Executive Officer
Nalie Lee-Wen
Chief Financial Officer
Brian Kirimdar
Chief Investment Officer
Laura Klein
Chief Operations Officer
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