MICHAEL NOWACKI

Portfolio Manager

Michael is a co-founder and co-portfolio manager at Saga Partners (2016 - Present). Prior to that, he was the founder of Nowacki Asset Management (2011 - 2016), an advisory firm that specialized in customized accounts. Michael graduated from Ohio State University with a B.A. in Economics and from Ohio University with an M.S. in Finance.

RICHARD CHU

Research Analyst

Prior to joining Luca Capital, Richard worked as a technology consultant at EY. Richard graduated with a BComm from Queen's University in Canada.

JOE FRANKENFIELD, CFA

Advisor

Joe is a co-founder and lead portfolio manager at Saga Partners (2016 - Present). Prior to that, he worked in equity research at KeyBanc Capital Markets and corporate banking at PNC Bank. Joe graduated from Miami University with a B.S. in Finance and is a CFA charterholder.