OPERATIONS TEAM

 

LEE ROOT - PRESIDENT & CHIEF FINANCIAL OFFICER

Please see Mr. Root's biography under the Investments Team section.

 

COLLEEN FISCHER - FINANCE

 

DILLON cRAIG - OPERATIONS

Dillon Craig is the Operations Manager of San Francisco Sentry, where he serves as the team lead for all daily operating functions and related portfolio reporting of the firm’s affiliated investment advisors. Prior to joining the firm, Mr. Craig spent five years at Hewins Financial Advisors, where he served as a portfolio accountant, operations associate, and senior trading associate.  Mr. Craig received a B.A. in Finance with a minor in Accounting from the California State University of Chico, and he holds the Series 65 and Series 7.

 

AJAY TIMILSINA - OPERATIONS