Regulatory Support Team

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  • Philip M. Nussbaum

    Philip M. Nussbaum

    Chairman of the Board, Co-Founder

  • Bart Smith

    Bart Smith

    Managing Director

  • James V. Lorentsen, CPA

    James V. Lorentsen, CPA

    Principal & Vice President, Treasurer

  • James A. Toliver, CFA

    James A. Toliver, CFA

    Director of Balance Sheet Strategies