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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

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  • Management
  • Operations
  • Research
  • Technology
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R.D. Todd Baur

Managing Principal
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Tom Margulis

Managing Principal
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Roger L. Brown, II, CFA

Managing Principal
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Jeremy Bell

Principal, Head of Research
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Michael Mileusnic, CFA

Principal, Director Manager Due Diligence
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Warren C.C. Holmes, CPA, CFA

Principal, COO & CCO
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Nicholas Millman

Vice President, Business Development & IR
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Shannon M. Spradlin

Vice President, Operations
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Andrew Clarkson

Senior Analyst – ODD
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Michael K. Odenwald

Senior Research Analyst
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Zac Ackerman

Senior Research Analyst
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Joyce Lin

Research Analyst
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Dakota Warnken

Research Analyst
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Justin Goff

Research Analyst
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Erin King

Operations Analyst
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Steven Stout

Lead Software Developer
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Rachael Schutzman

Data Analyst
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Valerie Williams

Executive Operations Assistant
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