Meet our team

Our incredible team brings a wealth of financial experience and knowledge to the table.

We’ve assembled a team fueled by a diversity of strengths, experiences, talents, and the ambition to understand and genuinely connect with our clients and the communities they serve.

Charles J. Moore

Founder & President

John M. Baker

Partner, Director of Research

Richard Hein

Partner, Chief Sourcing Officer

Christopher Hopkins

Principal, Fintech Funds

William Moore

Senior Associate, Fintech Funds

Jean Riggs

Portfolio Manager, Banc Funds

Gerald R. King

Portfolio Manager, Banc Funds

Ronald J. Peterson

Portfolio Manager, Banc Funds

Cheryl Cortez

Portfolio Manager, Banc Funds

Terry Murphy

Chief Financial Officer and
Chief Compliance Officer

Camille E. Rudge

Head of Business Development

John Klimkowski

Senior Associate

Vonise Blanc

Jr. Compliance Manager
and Administrator

Nancy L. Morton

Accounting Manager