
Bob Acri
Founding Partner of the firm
Over 20 years experience in portfolio management and research
Lawyer, MBA with extensive banking and trust services
background
Pat Doyle
Nearly 30 years of experience in professional investment
consulting
Former VP and partner at a national brokerage firm
Spent 4 years with U.S. Marine Corps; earned Purple Heart and
Bronze Star in combat in Vietnam
Jim Acri
Financial professional for 18 years in private industry
CFO of Kenilworth Asset Management and its private equity funds
Northwestern MBA formerly with Motorola and Nextel
Communications
Clayton Lawrie
Key contributor in handling client services for the firm
2002 graduate of the University of Arizona, where his studies
emphasized Business, Communications, and English
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