As managing partner of the firm founded in 1992, Myron has strived to grow the business by building relationships with his clients and their advisors. There is no substitute for experience that makes complex issues understandable and difficult situations manageable. His clients value the time taken to understand their needs. He believes that trust is earned. Myron focuses the company with efficient portfolio management systems, a disciplined research process and a client centric culture, which builds and sustains wealth.

Prior to starting the firm with his father, Raeman, he was Vice President of Computer Aided Planning and National Account Sales Manager for Herman Miller, Inc., Zeeland, Michigan. His business career started with Burlington Industries, in New York City and American Hospital Supply Corporation, in Evanston, Illinois where he was Regional Manager for ten states, later becoming their National Accounts Manager.

He enjoys boating at LCYC, skiing, swimming, reading, and participating in several investment groups.

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Matt rejoins the firm after spending a decade in corporate strategy at Fortune 250 financial services companies in New York City. Most recently, Matt was Principal and US Strategic Initiatives Leader at Mercer, a consulting business of Marsh McLennan focused on health and benefits, investments and retirement, and workforce transformation. Prior to Mercer, Matt was a Strategic Initiatives Lead at Guardian Life. He began his career at American International Group (AIG) in New York City. 

Matt earned an MBA from Duke University’s Fuqua School of Business, with concentrations in strategy and social entrepreneurship. He received a Bachelor of Science in Finance from Lehigh University. Matt is a graduate of Holderness School. 

Outside of work, Matt enjoys spending time exercising, skiing, boating, and exploring new food and travel experiences with family and friends.

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As Portfolio Manager, Matthew utilizes his wealth of business experience to contribute to InTrack Investment Management’s portfolio strategy and stock selection. He works with clients to help them achieve their goals by investing according to their values and risk tolerance. He is also responsible for overseeing the internship program and socially responsibility investing.

Matthews career history includes working in the Structured Finance group of Bombardiers Aerospace and Rail transportation divisions. As the Manager of Credit Assessment he conducted due diligence visits and was responsible for rating, tracking and monitoring customers, suppliers and partners. Earlier work experience includes positions at TD Banknorths Investment Group (formerly The Stratevest Group), State Street Corp, and Putnam Investments.

A graduate of St. Lawrence University, Matthew is a member of the South Burlington Rotary Club and the Richmond Congregational Church.

In his free time he enjoys skiing, tennis, ultimate Frisbee, and gardening.

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With over 25 years of experience in the financial services industry, Brett advises clients on their overall wealth management. The applications of his investment expertise include:

• Investment management;
• Investment policy statements;
• Asset allocation and portfolio rebalance;
• Broad economic and market analysis;
• Financial and cash flow plans;
• Wealth preservation strategies.

Focusing on relationships, Brett helps clients make financial decisions that support their goals and lifestyles. He is active in searching for new investment opportunities and keeping up with changing market environments

Brett has served as primary financial advisory to high net worth individuals and families, non-profit organizations, and business owners in a wide range of industries. Previously, he was a Senior Investment Officer at Ledyard National Bank in Hanover, New Hampshire.

He has been a member of the board of three non-profit organizations: Upper Valley Haven in White River Junction, VT; Hannah House in Lebanon, NH; and Camp Thorpe in Goshen, VT. He is currently a Trustee of Alice Peck Day Memorial Hospital in Lebanon, NH, and is a member of the New York Society of Securities Analysts (NYSSA).

Brett received a BS degree from the University of Vermont in 1982 and a Masters of Business Administration in 1996 from the University of Vermont. He is a Chartered Financial Analyst (CFA). He has completed all the CFP course work at Merrimack College in North Andover, MA.

Away from the office, Brett enjoys hiking, alpine & Nordic skiing, and biking.

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