Who We Are

Team

CEO

Tim Rotolo, CAIA

Founder, Lloyd Harbor Capital Management

Founder, North Shore Indices

VP, Sandalwood Securities, Inc.

Tufts University

https://www.linkedin.com/in/tim-rotolo-65a1744

 

Jon Rotolo, CFA

Founder, Great Mountain Partners

Managing Director, Barings Alternative Investments

CEO/CIO, Wood Creek Capital Management

Hamilton College

MBA, The Tuck School of Business at Dartmouth

https://www.linkedin.com/in/jon-rotolo-6587443

Bernard Weis

Founder/CRO, Trutino Capital Management

Senior PM, Field Street Capital Management

Senior PM, Element Capital Management

Archeus Capital Management

University of Notre Dame

https://www.linkedin.com/in/bernard-j-weis-043ab23

Alex Thomson

Founder, Great Mountain Partners

Managing Director, Barings

Managing Director, Wood Creek Capital Management

Durham University

https://www.linkedin.com/in/alex-thomson-0971b6

George Martin 

Compliance

Ken Finnen

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