Sophis Investments LLC

Tassos Recachinas is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sophis Investments LLC since 2008. He is the managing member of Sophis GP LLC, a strategic advisory and consulting firm, and manages Sophis Apizza Partners, a special purpose holding company. Additionally, he is a licensed real estate salesperson in Connecticut and holds officer roles in several early-stage private companies. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, foundations, and certain businesses. The firm focuses on concentrated, separately managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and tailored advisory services.

Walter Auch is a financial advisor at Sophis Investments LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Herbert J Sims & Co. Since 2001, he has served as managing director of Auch Partners, an executive recruiting firm specializing in financial services. He is also a trustee and member of the audit committee for Renaissance Capital Greenwich Funds. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a bottom-up fundamental research approach focused on a limited number of long equity positions, emphasizing low turnover and tailored advisory services.

George Merrill is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at M&R Capital Management, Inc. for nine years. Merrill is also a licensed attorney admitted to the New York State Bar. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm focuses on concentrated, long-term equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and customized client restrictions.

Edward Obrien is a financial advisor at Sophis Investments LLC in New York, NY, with 41 years of industry experience. He holds a Series 63 designation and has worked previously 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 holding company unrelated to investment activities. Sophis Investments provides discretionary portfolio management to individuals, high-net-worth investors, trusts, endowments, foundations, pooled investment vehicles, and certain businesses. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover and customized client restrictions.

Vijay Malik is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Sophis Investments LLC since 2014 and previously at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, Malik serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, and pooled investment vehicles. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover.