Tassos Recachinas is a CFA® charterholder with 12 years of industry experience, currently serving at Sophis Investments LLC since 2008. He is also a licensed real estate salesperson in Connecticut and is involved as an officer in several early-stage privately held companies, in addition to managing a strategic advisory and consulting firm and a special purpose holding company. Sophis Investments is a small team advisory firm serving a limited number of clients, including individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity strategy focused on long-term holdings and uses performance-based fees for qualified clients.

Edward Obrien is a Series 63 registered advisor with over 41 years of experience in the financial industry. He has been with Sophis Investments LLC since 2017 and previously worked at Alexander Capital, L.P. and M&R Capital Management, Inc. Outside of his advisory role, he is an officer of Edward Obrien LLC, a non-investment related holding company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach focused on long-term holdings and uses performance-based fees for qualified clients.