Broker Check

Investment Management Team

Investment Management Team

Scott  Long

Scott Long

Chairman | Founder | Internal Board Member | Portfolio Manager | Financial Advisor

406.721.0999

Susan Williams

Susan Williams

Chief Executive Officer | Internal Board Member | Portfolio Manager | Financial Advisor

406.721.0999

Rob  Richardson, CFA®

Rob Richardson, CFA®

Director of Research | Portfolio Manager

406.721.0999

Josh  Denney

Josh Denney

Director of Fixed Income | Chief Technology Officer | Financial Advisor

406.721.0999

Ron MacWillie, CFA®

Ron MacWillie, CFA®

Fixed Income Research Analyst