Shared values. Aligned vision.
With our wide range of backgrounds and skills, we align the right team with your needs.
Steve Mitchell
CEO & Managing Director
Kelby Hagar
President & Managing Director
Phil VanTrease
CFO & General Counsel
Jim Carreker
Capital Advisor
Patrick Sullivan
Chief Compliance Officer
Shelley Heckenkemper
Human Resources Director
Chong Wang
Principal
Eric Weeldreyer
Principal
Braden Hawkins
Senior Investment Associate
Turner Snapp
Investment Associate
John McFarlin
Director of Finance
Nate Abebe
Senior Accountant
Sonya Peck
Staff Accountant
Lien Tran
Staff Accountant
Brian Green
Vice President of Operations
Brandon Lenhart
Vice President of Operations
John Young
Director
Kelsey Cusack
Senior Operations Associate
Tyler LaCourse
Operations Associate
Kendall Couch
Operations Associate
Griffin Miller
Operations Analyst
Ty Kaszubowski
Executive Assistant to Mr. Mitchell
Brianna York
Executive Assistant
Mark Mogelnicki
Cherokee Nation Business - Argonaut Fellow
Christopher Twist
Cherokee Nation Business - Argonaut Fellow