We build long term partnerships -We provide customized solutions to meet various investment objectives for our clients.
Hedge Funds Team
Chris Bires, CFA
Director of Product Strategy & Investor Relations
Megan Brooks
Product Strategy & Investor Relations Associate
Anthony Chiaverini
Operational Due Diligence Analyst
Jessica Chu, CAIA
Product Strategy & Investor Relations
Patrick Clavio
Product Analyst
Adriana Denny
Vice President
Robert D. DiCarlo, CPA
Chief Administrative Officer
Steven P. Farmer
Chief Compliance Officer
John Frede, CFA
Director of Manager Research
Greg Jones, CFA
Research Analyst
Brian Kolva
Legal Counsel
Stefanie Krasic
Product Strategy & Investor Relations
Adam Magyar, CFA, FRM
Quantitative Strategist
Maria I. Maldonado
Senior Administrative Assistant
Robert P. Morgan
Managing Director
Patricia Nolan
Investor Relations
Kristin Norton
Research Analyst
Kaitlyn Rossi, CPA
Research Analyst
John Schabilion, CFA
Research Analyst
Brian Tam, CFA
Research Analyst
Bruce Tang
Research Analyst
Tristan Thomas, CFA
Director of Portfolio Strategy
David R. Williams, CFA
Portfolio Strategist
Hedge Fund Team
| Name | Title |
|---|---|
Chris Bires, CFA | Director of Product Strategy & Investor Relations |
Megan Brooks | Product Strategy & Investor Relations Associate |
Anthony Chiaverini | Operational Due Diligence Analyst |
Jessica Chu, CAIA | Product Strategy & Investor Relations |
Patrick Clavio | Product Analyst |
Adriana Denny | Vice President |
Robert D. DiCarlo, CPA | Chief Administrative Officer |
Steven P. Farmer | Chief Compliance Officer |
John Frede, CFA | Director of Manager Research |
Greg Jones, CFA | Research Analyst |
Brian Kolva | Legal Counsel |
Stefanie Krasic | Product Strategy & Investor Relations |
Adam Magyar, CFA, FRM | Quantitative Strategist |
Maria I. Maldonado | Senior Administrative Assistant |
Robert P. Morgan | Managing Director |
Patricia Nolan | Investor Relations |
Kristin Norton | Research Analyst |
Kaitlyn Rossi, CPA | Research Analyst |
John Schabilion, CFA | Research Analyst |
Brian Tam, CFA | Research Analyst |
Bruce Tang | Research Analyst |
Tristan Thomas, CFA | Director of Portfolio Strategy |
David R. Williams, CFA | Portfolio Strategist |
We value a collaborative environment. We keep an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.