Cynthia Tusan, CFA

President & Lead Portfolio Manager
28 Years of Investment Experience

Cynthia Tusan, CFA, President and Lead Portfolio Manager, founded the Adviser in 2005. Ms. Tusan leads the portfolio management team and the fundamental research team for the Adviser, and serves an active role in the research and model development process. Ms. Tusan has been managing equity portfolios since 1989. Ms. Tusan earned her BA in Economics from Bryn Mawr College and her MBA from the Anderson School at UCLA. Ms. Tusan is a CFA charter holder, and a member of the CFA Society of Los Angeles and the CFA Society of Orange County.