Team
Our team is comprised of seasoned investment professionals with diverse disciplines. As an integrated and nimble organization, we employ a collaborative team approach that supports idea generation and decision-making.
Alyssa Bao Investment Analyst
Brendan Boken Investment Analyst
Ryan Boyd Director of Trading Operations
Jimmy Caraluzzi, CFA, CAIA Investment Specialist
George J. Cipolloni III, CFA Portfolio Manager
Chris Comerford Investment Accounting Analyst
Michael Cook Investment Analyst
Gina Derr Financial Analyst
Matt Dyer Investment Analyst
Scott Ellis, CFA Head of Fixed Income, Portfolio Manager
Chris Fanelli Managing Director, Business Development
James Faunce, CFA Investment Specialist
Cathy Gloner Associate Chief Compliance Officer
Mark Heppenstall, CFA President & Chief Investment Officer
Brett Himmelein Operations Analyst
Bay Hodge Information Technology Analyst
Keith Huckerby Senior Managing Director & Chief Operating Officer
Dave Kurth Compliance Manager
Andrew Minner Operations Specialist
Hong Mu, CFA, FSA Portfolio Manager
Priya Muddepal Information Technology Specialist
Zhiwei Ren, CFA Managing Director & Portfolio Manager
Jen Ripper Portfolio Manager
Victoria Robinson Chief Compliance Officer
Jackie Rogowicz Investment Analyst
Chuck Rong Director of Information Technology
Afton Schikore, CFA Investment Analyst
Amanda Spear Administrative/Marketing Coordinator
Angela Storey Fund Specialist
John Swarr, CFA, ASA Investment Specialist
Tyler Thur Chief Financial Officer
Tracy Vasger Operations Specialist
Kristin Vassalotti Marketing & Communications Manager
Steven Viola Fund Treasurer
Matthew Weiss, CFA Security Valuation Specialist
Trevor Williams, CFA, CAIA Managing Director & Portfolio Manager
Greg Zappin, CFA Managing Director & Portfolio Manager