Advisors at this firm
Frances T
CFA®, Series 63, Series 65
Chicago, IL
Sankota Capital LLC
Frances Tuite is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Sankota Capital LLC since 2024. She previously worked at Oak Family Advisors, LLC, Fairpointe Capital LLC, and RMB Capital Management. Outside of financial advising, she is co-manager of an organic brewery and restaurant and owns an organic farm. Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, foundations, endowments, and charitable institutions. The firm employs a fundamentally driven, concentrated investment approach focused on undervalued small- and mid-cap companies, incorporating corporate governance and sustainability assessments in its security selection.
Catriona D
CFA®, Series 65
Chicago, IL
Sankota Capital LLC
Catriona Duncan is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She is currently with Sankota Capital LLC and previously worked at William Blair Investment Management, Columbia Wanger Asset Management, Advisory Research, Inc., and CUPPS Capital Management. Outside of her advisory role, she serves as the CIO and Treasurer of the Judy Family Foundation, focusing on long-term asset allocation and private investment evaluation. Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension or profit-sharing plans, foundations, endowments, and charitable institutions. The firm employs a fundamentally driven, concentrated investment approach targeting undervalued small- and mid-cap companies with an emphasis on corporate governance and sustainability.