Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Bonnie Bakalar is a financial advisor at Sepio Capital, LP with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2005 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, using fundamental analysis with a generally long-term orientation while allowing for shorter-term trading to meet client needs.