Powering Our Culture

Our culture is defined by authenticity, boundless curiosity, and a competitive spirit, underscored by grit and humility. A flat organizational structure and a set of common values shape our company ethos and underpin our commitment to excellence.

Partnership

We prioritize selflessness and doing the right thing to establish purpose, value, and trust in all relationships.

Entrepreneurship

We are curious, thoughtful, and resilient in the pursuit of creativity and unconventional thinking.

Ownership

We operate like long-term owners in all we do, both as investors and as majority owners of our firm.

Teamwork

We are a collaborative, passionate, and aligned team with a shared objective to exceed clients’ and colleagues’ expectations.

Committed to Our Community

*Waterside School: Independent Junior Kindergarten through Fifth Grade day school providing a rigorous academic and moral education regardless of income or circumstance. The School was founded on the belief that the true measure of a child is not to be found in what he is given but rather in what he has worked to overcome; the belief that talent, hard work and character not circumstance should ultimately determine every child’s destiny; and the welcome lesson that the Dream, one uniquely American, is alive and well, here and now, with us and with ours. For more information, please visit: WatersideSchool.org

Strengthening Our Team

People and culture are two of our most valuable assets, and we work hard to strengthen both. Broad principles of exceptional talent development and diversity, equity, and inclusion are embedded within our ideology. These tenets contribute to a strong internal culture, differentiated investment perspectives, and a better client experience.

Attract & Develop
Opportunity & Access
Collaboration & Mentorship
Health & Well-Being

Recruit, support, and develop talent with diverse backgrounds across the organization

Ensure equal opportunity and access for each employee while providing a work environment free from discrimination and harassment

Foster engagement, teamwork, skillset enhancement, and knowledge transfer

Offer benefits and work practices that support employees’ mental and physical well-being