Our Team
Jonathan Booth, CFA, CPA/ABV
Chief Executive Officer & Fund Manager
Jonathan has over fifteen years of investing experience, including over twelve years as a portfolio manager. He was previously an auditor for two of the four largest accounting firms in the world - Ernst & Young and KPMG - where he was rated exceptional performer each year and audited both public and private companies in a variety of industries, including acting as the lead auditor on a Fortune 500 company. He earned the 2006 Elijah Watt Sells Award for scoring one of the ten highest scores in the world on the CPA exam. He passed all three levels of the Chartered Financial Analyst (CFA) exam (a minimum of three years of exams) on his first attempt. He also passed the Accredited in Business Valuation (ABV) exam offered by the AICPA.
Kevin Laird, CPA
President & Chief Operating Officer
Kevin has over fifteen years of investing experience. He was previously an auditor for KPMG where he was rated exceptional performer and audited both public and private companies in a variety of industries, including a Fortune 500 company. He was selected for the AICPA Leadership Academy as one of only 36 CPAs from across the nation. He received an MBA from Southeastern Louisiana University.