Request A Demo

Connecting the Dots Between Technology + Investments

Behind every good investment is good intel. Conway finds the most innovative ways to get it to you. We empower our clients with the insights and access they need to make informed investment decisions.

2010
2016
2020

Firm History

Conway was founded in 2010 with an acute focus on investment research of the highest caliber. Over time, we became interested in the power of financial technology and how it could transform the way we deliver our intelligence. That interest led us to launch the Conway Alternatives Platform in 2016 and connect with a new age of investing.

Meet the Team

Our Approach

The Conway approach is defined by quality over quantity. We’re sized right to focus only on the tools and technologies that make sense for our clients. We customize each relationship to align ourselves with each client’s unique needs and goals. Looking forward, we’re always exploring new ways to integrate our brand of research excellence with leading fintech tools.

Our Team

  • View All
  • Management
  • Operations
  • Research
  • Technology
Read Bio

R.D. Todd Baur

Managing Principal
Read Bio

Tom Margulis

Managing Principal
Read Bio

Roger L. Brown, II, CFA

Managing Principal
Read Bio

Jeremy Bell

Principal, Chief Investment Officer
Read Bio

Michael Mileusnic, CFA

Principal, Director Manager Due Diligence
Read Bio

Warren C.C. Holmes, CPA, CFA

Principal, COO & CCO
Read Bio

Nicholas Millman

Vice President, Business Development & IR
Read Bio

Shannon M. Spradlin

Vice President, Operations
Read Bio

Andrew Clarkson

Senior Analyst – ODD
Read Bio

Zac Ackerman

Senior Research Analyst
Read Bio

Ezana Gebru

Senior Research Analyst
Read Bio

Joyce Lin

Research Analyst
Read Bio

Justin Goff

Research Analyst
Read Bio

Erin King

Operations Analyst
Read Bio

Steven Stout

Lead Software Developer
Read Bio

Josh Cash

Software Developer
Read Bio

Megan M. Matejcic

Operations Analyst
Read Bio

AJ Sanderson

Research Analyst
Read Bio

Valerie Williams

Executive Operations Assistant
Join Our Team!

Your Name Here

See Open Positions

Contact Us

Fill out the form below and a member of our team will be in touch shortly.

Areas of Interest (choose all that apply)
Interest
I would like to
I would like to