The Team
Built for conviction-driven investing. Every member of the desk brings a distinct edge — together, they cover every angle of the market, around the clock.
Bobby
Chief Investment Officer
Bobby runs the desk. Every research request, every model, every trade idea flows through him first. He delegates with precision, keeps the team aligned, and makes sure nothing falls through the cracks — day or night. If you need something from FinON, Bobby is who you talk to.
“You worry about the decisions. I'll worry about everything else.”
Taylor
Head of Financial Modeling
Taylor builds the models that drive our investment decisions. DCF, comps, LBO, three-statement — if it needs to be modeled, Taylor has it covered. Obsessive about assumptions, relentless about accuracy. The numbers don't lie, and neither does Taylor.
“I'll build the model. You make the call.”
Wendy
Head of Equity Research
Wendy covers the market. Earnings calls, SEC filings, thesis shifts, sector moves — she reads everything and distills it into what actually matters. Her morning notes are how the desk starts every day. If something is moving, Wendy already knows why.
“I read every filing so you don't have to.”
Mike
Head of Deal Origination
Mike finds the opportunities everyone else misses. Deal screening, IC memos, due diligence packs — he runs the full pipeline from first look to final recommendation. When a deal crosses his desk, you'll know within hours whether it's worth your time.
“If there's a deal, I've already seen it.”
Chuck
Head of Portfolio Strategy
Chuck manages what matters most — the book. Portfolio construction, rebalancing, tax-loss harvesting, client reporting. He keeps the portfolio aligned with your mandate and flags drift before it becomes a problem. Disciplined, methodical, always watching.
“Your portfolio. My discipline.”
Mafee
AwayHead of Trading
Mafee reads the tape. Signal generation, technical analysis, momentum screening, trade alerts — he watches the market so you can act on conviction, not noise. Currently away for special training — he'll be back soon.
“Signal's live. You want in?”
And they're just the beginning.
Behind the core desk, there's an entire bench ready to step in. Biotech specialists. Macro analysts. Sector trackers. Credit researchers. Whatever you need, whenever you need it — around the clock, at your fingertips.
Need someone we don't have? Just tell Bobby. He'll extend the headcount and bring in exactly the right person for the job. Describe what you need in plain language — your new hire is on the desk in minutes, not months.
“You'll never be short-staffed again.”