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Robert A. Longfield, Jr., CFA

Chief Executive Officer

Brian Jones

President | Senior Consultant

Miles S. Fortas, CPA, CFE

Chief Financial Officer | Chief Compliance Officer

Michael E. Perdzock

Research Director of Traditional Investments | Senior Consultant

Scott A. Arnwine

Senior Consultant

Ian M. Janecek, CAIA

Research Director Private Equity | Senior Consultant

Lisa Meginley

Senior Financial Analyst | Manager, Institutional Operations

Curtis Williams

Senior Consultant

Gina Capizzani Miles, CAIA

Research Director Hedge Funds and Real Assets | Senior Consultant

Lori Montgomery

Compliance Officer | Controller

Jeff Barnes, CFP, AIFA, CEBS

Senior Consultant

GAVION does not provide legal or tax advice to clients. All clients with tax considerations, including the effect of UBTI resulting from alternative investment strategies, are strongly urged to consult their tax advisers regarding such issues. A copy of GAVION’s current ADV Brochures may be obtained by contacting the firm's compliance department at compliance@gavionllc.com or at www.adviserinfo.sec.gov. SEC registration does not denote a certain level of skill or training.