Executive Team

Ron Robertson

Partnered with Eric Russell in 1998 to build an RIA before Frank Russell Company’s $1.2 billion sale. Trained by Duncan Smith in asset allocation, manager selection, and complex strategy communication. Secured nearly $1 billion in UHNW assets by 2005.

Dr. Ken Knight

Former business professor at UT, Stanford, and Seattle Pacific.

Thane Cleland

Award-winning portfolio manager for large U.S. pensions.

Jeff Hussey

Former CIO of Russell Company, managing $300 billion in AUM.

Erik Ogard

Alternative investments expert from Russell’s $8 billion hedge fund of funds.

Layne Sapp

Capital markets expertise and builder of a billion-dollar securitization firm.

Industry Leaders Come Together

E2P — Strategy & Capital Markets

  • Advisor succession strategies
  • Advisor growth strategies and captial resources
  • Minority partnerships
  • Principal buyer for advisors seeking a strategic exit

CWC — Portfolio Management

  • Asset management
  • Portfolio implementation
  • Compliance
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