Royce Hall on the UCLA campus

Team

Our Team

The people building a community around investment research, independent thinking, and shared curiosity.

Founding Members

8

Portrait of Aarav Manek — Aarav Manek
Founding Member
Ducera Partners

Portrait of Aditya Kapur — Aditya Kapur
Founding Member
Evergreen Services Group

Portrait of Andrew Roytman — Andrew Roytman
Founding Member
Susquehanna International Group

Portrait of Steven Zhang — Steven Zhang
Founding Member
Wells Fargo

Portrait of RJ Wang — RJ Wang
Founding Member
Morgan Stanley · Citadel

Portrait of Tyler Zhang — Tyler Zhang
Founding Member
Bank of America

Portrait of Eddie Ma — Eddie Ma
Founding Member
Houlihan Lokey

Portrait of Pierce Curtin — Pierce Curtin
Founding Member
Centerview Partners

Senior Advisors

5

Portrait of Matei Jucan — Matei Jucan
Senior Advisor
Qatalyst Partners

Portrait of Konstantin Shcherbovich — Konstantin Shcherbovich
Senior Advisor
Moelis

Portrait of Alex Witzke — Alex Witzke
Senior Advisor
Houlihan Lokey

Portrait of Steven Liu — Steven Liu
Senior Advisor

Portrait of Thomas Liu — Thomas Liu
Senior Advisor

Advisors

6

Portrait of William Coffey — William Coffey
Advisor
Houlihan Lokey

Portrait of Ethan Van — Ethan Van
Advisor
Bank of America

Portrait of Benjamin Rex — Benjamin Rex
Advisor
Evercore

Portrait of Nicolas Costianovsky — Nicolas Costianovsky
Advisor
Lazard

Portrait of Harry Forbeck — Harry Forbeck
Advisor
Centerview Partners

Portrait of Luca Cuffe — Luca Cuffe
Advisor
Moelis

Firm names reflect individual team experience and do not imply organizational affiliation or endorsement.