Our Team

“Festina lente”

Festina lente is a Latin phrase that means make haste slowly or hasten slowly. It’s an oxymoron that conveys the need to balance speed and deliberation, and to move forward with purpose and care.

The phrase originated in ancient Rome, where the emperor Augustus used it to advise his military commanders to avoid rashness.

At Occam Crest, we pride ourselves in being a client focused firm, committed to responsibly investing client capital with a complete alignment of interests. Our principals have over 50 years of combined industry experience and have worked together for over 15 years.

Occam Crest Partners

Founder, Principal & Managing Partner
Partner & Senior Analyst
Partner, Investor Services

Advisory Board Members

Advisory Board Member
Advisory Board Member
Advisory Board Chair

Organization & Resources

Portfolio Management & Research

Sturgis Woodberry, Portfolio Manager
John Ajay, Senior Research Analyst

Prime Brokerage & Custody

Introducing Prime Broker
& Outsource Trading

Custodian

Investor Services & Operations

Paul Pani, Investor Services

Office of COO: John Lentz & Brian Niemiec

Caroline Hammann, Business Manager
Fred Franklin, Compliance Officer
(Outsource)

Portfolio Administrator

Technology & Security

Remote Step LLC

Wade Tang

Legal & Compliance

Audit & Tax