Mr. Norton joined the firm in May 2015. Previously Mr. Norton served as a senior portfolio manager and equity research analyst at a major bank and was a founding principal of an alternative asset management firm.
Ours is a people business, focused on client service that produces, protects and preserves wealth. We preserve and grow wealth, making sure that capital is there for the next generation.
Mr. Helfrich joined the firm in May 2010. He graduated magna cum laude from Harvard University with an A.B. in Economics and is a CFA charterholder.