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.
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 TeamOur 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.
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We are an independent firm with an emphasis on objective, thoughtful research. Our in-depth approach is carefully curated to provide comprehensive, actionable recommendations to our clients.
Investment Research -
Our alternatives platform connects investors and financial advisors with a select group of onshore and offshore alternative funds with minimums as low as $100,000.
Alternatives Platform -
Our in-house fintech tools may be easily customized and white-labeled to suit your organization. They’re a great way to bring the Conway standard of investment intelligence to your day-to-day operations.
Technology Solutions
Our Team
- View All
- Management
- Operations
- Research
- Technology
R.D. Todd Baur
Managing Principal
Tom Margulis
Managing Principal
Roger L. Brown, II, CFA
Managing Principal
Jeremy Bell
Principal, Head of Research
Michael Mileusnic, CFA
Principal, Director Manager Due Diligence
Warren C.C. Holmes, CPA, CFA
Principal, COO & CCO
Nicholas Millman
Vice President, Business Development & IR
Shannon M. Spradlin
Vice President, Operations
Andrew Clarkson
Senior Analyst – ODD
Zac Ackerman
Senior Research Analyst
Ezana Gebru
Senior Research Analyst
Joyce Lin
Research Analyst
Justin Goff
Research Analyst
Erin King
Operations Analyst
Steven Stout
Lead Software Developer
Josh Cash
Software Developer
Megan M. Matejcic
Operations Analyst
AJ Sanderson
Research Analyst
Valerie Williams
Executive Operations Assistant
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