Our Founders
Paul Latta, CFA
Paul Latta, CFA
Paul Latta, CFA
Paul has over 25 years of investment experience, primarily in equity research at Seattle-based investment banks. He led the Research Department at McAdams Wright Ragen (now RW Baird) for a decade, during which the department was recognized by CNBC TV for achieving multiple number one rankings in Barrons for stock picking performance. Paul
Paul has over 25 years of investment experience, primarily in equity research at Seattle-based investment banks. He led the Research Department at McAdams Wright Ragen (now RW Baird) for a decade, during which the department was recognized by CNBC TV for achieving multiple number one rankings in Barrons for stock picking performance. Paul has conducted hundreds of media interviews on equity markets, industries, and companies. He was twice named a Wall Street Journal All Star Analyst. Paul has 15+ years of portfolio experience across separate accounts and hedge funds. Paul holds an MBA from Harvard Business School and a BS in Chemical Engineering from the University of Washington.
Baj Kochar
Paul Latta, CFA
Paul Latta, CFA
Baj brings over 15 years of investment industry experience including a decade as a principal at Primecap, a highly selective firm managing over $100 billion in active equity strategies and the recipient of numerous Morningstar awards. He also served as CEO of two technology companies over a five-year period, each generating more than $25
Baj brings over 15 years of investment industry experience including a decade as a principal at Primecap, a highly selective firm managing over $100 billion in active equity strategies and the recipient of numerous Morningstar awards. He also served as CEO of two technology companies over a five-year period, each generating more than $25 million in revenue and ultimately sold to strategic buyers. Baj holds an MBA with High Distinction from Harvard Business School, where he graduated as a Baker Scholar, and holds dual bachelor's degrees in finance and applied science, magna cum laude from the University of Pennsylvania's Jerome Fisher Program.