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Leadership

The Team

Decades of combined expertise across alternative investments, private markets, institutional asset management, and fund operations.

Founder & CEO

Chris Chakford

Over two decades in financial services with deep specialization in alternative investments, private equity, real estate, and strategic asset allocation.

Alternative Investments Private Equity Asset Allocation
COO & Head of Investments

Morgan Dzwonkowski

Extensive experience sourcing, structuring, and managing investments across private and public markets with a research-driven approach to complex transactions, portfolio construction and operational strategy.

Private Markets Fund Operations Investment Structuring
Director, Asset Manager

Ryan Wells

Rigorous, research-driven portfolio management across public and private markets with a focus on investment analysis, strategic allocation, and performance attribution.

Portfolio Management Investment Analysis Public & Private Markets
Portfolio Manager

Javier Loreto

Deep expertise in portfolio construction and investment analysis across public and private markets, with a meticulous approach to identifying high-conviction opportunities.

Portfolio Construction Investment Research Private Markets

Our Principles

How We Operate

01

Drive

Trust, merit, entrepreneurial spirit, and decisive action in everything we do.

02

Value

Every decision is guided by seeking compelling opportunities that create lasting value.

03

Create

Agility and confidence to maximize our potential as capital partners from day one.

04

Independence

Independently structured, free to act solely in the best interests of our clients.

01

Drive

Trust, merit, entrepreneurial spirit, and decisive action in everything we do.

02

Value

Every decision is guided by seeking compelling opportunities that create lasting value.

03

Create

Agility and confidence to maximize our potential as capital partners from day one.

04

Independence

Independently structured, free to act solely in the best interests of our clients.

OCIO +
Outsourced investment management for RIAs, family offices, IMO/FMOs
OCOO +
Private fund structuring, formation & full lifecycle operations
360°
Integrated investment & operations platform for advisors

Ready to work together?

Reach out to start the conversation.