Fiduciary Advisory Team

Stewards of disciplined capital.

Every Foxdale Investments client is paired with a senior advisor — credentialed, fiduciary, and personally accountable for the trajectory of your portfolio.

JT

Julian Thorne

Chief Investment Strategist

Former portfolio lead at a $40B endowment. Julian specializes in identifying structural inflection points across the technology and semiconductor value chain.

Credentials
CFA · MBA — Wharton
Tenure
22 years
Focus
NASDAQ growth equities, semiconductor cycles
AM

Amara Mensah

Head of Commodities

Spent a decade trading the LME desk in London. Amara designs commodity overlays that insulate client capital from currency debasement and inflation shocks.

Credentials
CFA · FRM
Tenure
17 years
Focus
Precious metals, energy futures, agricultural hedges
RV

Rohan Vasquez

Director of Risk & Portfolio Construction

Rohan stress-tests every client allocation against 70+ years of market regime data, ensuring downside is bounded before upside is pursued.

Credentials
CFA · PhD — Quant Finance, MIT
Tenure
14 years
Focus
Drawdown control, factor exposure, tail-risk hedging
EK

Elena Kowalski

Senior Fiduciary Advisor

Elena coordinates the legal and tax architecture surrounding each client's portfolio, ensuring wealth compounds across generations without friction.

Credentials
CFP · JD — Yale Law
Tenure
19 years
Focus
Estate structuring, multi-generational wealth transfer
Richard Cartwright

Richard Cartwright

Head of Alpha Trading Strategies & Cryptocurrency

Foxdale Investments has promoted senior broker Richard Cartwright to the position of Head of Alpha Trading Strategies & Cryptocurrency. An experienced leader in the digital asset sector with extensive expertise in blockchain innovation, market strategy, and investment expansion, Richard aligns perfectly with Foxdale Investments' vision to drive innovation and improve accessibility within the crypto market.

Credentials
Digital Assets · Blockchain Strategy
Tenure
founding partner
Focus
Cryptocurrency strategies, blockchain innovation, digital asset market expansion
SEC / FINRA Fiduciary Standard

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