About

About

At Investment Research Partners, our team is our greatest asset.

With a group of professionals who bring together a wealth of experience in the investment management industry, we believe we are uniquely positioned to deliver exceptional service and solutions to our clients. Our team members come from various backgrounds and have different skill sets, including portfolio management, research, risk management, trust administration, and financial planning, which enables us to approach each client’s needs with a comprehensive and well-rounded perspective.

Collectively, our team has decades of experience navigating the complexities of global markets, adapting to evolving investment landscapes, and implementing innovative strategies to achieve our clients’ objectives. By combining our individual strengths and industry experience, we strive to create a collaborative environment that fosters growth, innovation, and success. At Investment Research Partners, we are proud of our team’s unwavering commitment to excellence, and we are excited to share our knowledge and passion with you.

Our Team


  • Martin Wildy, CFA

    Co-founder
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    Mr. Wildy is a co-founder of Investment Research Partners and has over 19 years of direct investment experience.

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  • Geoff Caber, AIF®

    Co-founder
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    Mr. Caber is a co-founder of Investment Research Partners and has over 25 years of experience in the financial services industry.

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  • Brett Greenfield

    Partner
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    Mr. Greenfield is a partner of Investment Research Partners and has over 20 years of experience in the financial services industry.

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  • Derek Varner, CFA

    Partner
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    Mr. Varner is a partner for Investment Research Partners and has nearly 15 years of investment management experience.

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  • Thomas Konrad, Ph.D., CFA

    Portfolio Manager
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    Tom is a financial analyst, portfolio manager, and freelance writer specializing in renewable energy and energy efficiency investing.

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  • Arielle Buitenhuys

    Investment Associate
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    Arielle has 15 years experience in the financial services industry.

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  • Meredith Henderson

    Investment Associate
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    Meredith is an investment analyst for Investment Research Partners and has over 10 years of experience in the investment industry.

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  • Brenda Doherty

    Operations Associate
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    Brenda has over 25 years of financial services experience specializing in account administration, client reporting, custodial interface, and operations management.

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  • Amy Henning

    Amy Henning

    Executive Assistant
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    Amy is an executive assistant for Investment Research Partners and has over 23 years of experience in leadership and administrative work.

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  • Michael Allison, CFA, CFP®

    Senior Advisor
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    Mike’s career in the investment management industry has spanned over 33 years…

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