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
Juan M. Carracedo Investment Analyst
George J. Cipolloni III, CFA Portfolio Manager
Michael Cook 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 Compliance Manager
Ethan Gobin Insurance Operations Analyst
Mark Heppenstall, CFA Chief Investment Officer
Keith Huckerby President & Chief Operating Officer
Justin Kaplan, CFA Investment Specialist
Andrew Minner Operations Analyst
Priya Muddepal Information Technology Analyst
David O’Malley Chairman & Chief Executive Officer
Neil O’Sullivan Investment Specialist
Zhiwei Ren, CFA Managing Director & Portfolio Manager
Jen Ripper Investment Specialist
Jackie Rogowicz Investment Analyst
Chuck Rong Information Technology Manager
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, CRPC® Marketing & Communications
Steven Viola Fund Treasurer
Debbi Warriner Compliance Analyst
Trevor Williams, CFA, CAIA Managing Director & Portfolio Manager
Sara Woltemate Financial Analyst
Greg Zappin, CFA Managing Director & Portfolio Manager
Steven Zhou Investment Analyst