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.
Brendan Boken Investment Analyst
Ryan Boyd Director of Operations
Jimmy Caraluzzi, CFA Investment Specialist
Juan M. Carracedo Investment Analyst
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 Portfolio Manager
Chris Fanelli Managing Director, Business Development
James Faunce, CFA Investment Specialist
Raymond Fu, CFA Investment Specialist
Cathy Gloner Director of Compliance
Mark Heppenstall, CFA President & Chief Investment Officer
Brett Himmelein Operations Analyst
Keith Huckerby Senior Managing Director & Chief Operating Officer
Dave Kurth Compliance Manager
Anita Li Compliance Manager
Andrew Minner Operations Analyst
Priya Muddepal Specialist of Information Technology
Zhiwei Ren, CFA Managing Director & Portfolio Manager
Jen Ripper Investment Specialist
Victoria Robinson Chief Compliance Officer
Jackie Rogowicz Investment Analyst
Chuck Rong Director of Information Technology
Amanda Spear Administrative/Marketing Coordinator
Angela Storey Fund Specialist
John Swarr, CFA, ASA Investment Specialist
Tyler Thur Treasurer & Controller
Tracy Vasger Operations Specialist
Kristin Vassalotti Marketing & Communications
Steven Viola Fund Treasurer
Debbi Warriner Compliance Analyst
Matthew Weiss, CFA Security Valuation Specialist
Trevor Williams, CFA, CAIA Managing Director & Portfolio Manager
Greg Zappin, CFA Managing Director & Portfolio Manager