The CV team

We understand that a startup requires not only a great big idea and talent but also the right mix of complimentary skillsets, personalities, and people that enjoy working together.  The team needs to be flexible and nimble and have the ability to pivot at any moment.  At CV, we feel we have that mix to deliver delightful experiences.  This is our team.

Bob Fitzwilson, CEO and founder

Wendy Bastis CFA, Senior Investment Strategist

Ben Spadea, CIO

Samson Yetayew, Director of Client Services

Allan Miller, Senior Software Engineer

Mehul Pattni, Senior Software Engineer

Robin Fitzwilson, Senior Investment Strategist

Jon Guerra, UX

ADVISORS

Mike West

Dan Luch

Ric Forman