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Leadership Team

Jason L Smith

Founder, Chairman and CEO

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Dave Alison

Dave Alison

Executive VP, Founding Partner

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Jerry Herman

Jerry Herman

Co-Chair Investment Committee

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Jennifer Relien

Jennifer Relien

Chief Compliance Officer

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Clint Pelfrey

Clint Pelfrey

Co-Chair Investment Committee

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Wayne Barker

Wayne Barker

Director of Operations

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Dipen Mehta

Dipen Mehta

Vice President, Investment Operations