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Our Team

- Robert R. Tisch
- Kent D. Bartell
- Paul J. Messiter
- Fernando L. Ortiz

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Our Team

Robert R. Tisch, CIMA, CFP and ChFC

Robert R. (Randy) Tisch, President
Randy founded the company in 1983 and is involved in all aspects of the company’s operations.  In addition to portfolio management, he is particularly skilled in developing estate and wealth management strategies. Read More...

Kent D. Bartell, ASA and EA

Kent D. Bartell, Vice President
Kent is associate portfolio manager and head of administration. He is an Enrolled Actuary with 15 years' experience in large retirement plan management, financial modeling, and benefit plan design and administration. Read More...

Paul J. Messiter, CFP

Paul J. Messiter, Vice President
Paul is a CFP, CLU, and ChFC and specializes in personal wealth and portfolio management. He is our primary Schwab Advisor Network liaison. Read More...

Fernando L. Ortiz, CFP

Fernando L. Ortiz, Vice President
Fernando is a CFP and Advanced Accredited Management Specialist. After 19 years in the financial services industry and 14 years' experience with TIAA-CREF, he leads our university retirement plan management group and is our primary Fidelity and TIAA-CREF liaison. Read More...