We build long term partnerships -We provide customized solutions to meet various investment objectives for our clients.
Hedge Funds Team
Josh Abrego, CPA
Controller
Lizabeth R. Boeckmann
Chief Administrative Officer
Megan Brooks
Associate
Jeffrey Buth, CPA
Chief Financial Officer
Julie Canna
Senior Vice President
Anthony Chiaverini
Vice President
Patrick Clavio
Senior Associate
Cameron Cunion
Associate Analyst
John Frede, CFA
Managing Director
Greg Jones, CFA
Director
Adam Magyar, CFA, FRM
Senior Vice President
Maria I. Maldonado
Senior Administrative Assistant
Robert P. Morgan
Managing Director
Thomas Needle
Associate Analyst
Patricia Nolan
Vice President
Kristin Norton
Vice President
Kathleen Switala
Vice President
Brian Tam, CFA
Director
Bruce Tang
Director
Tristan Thomas, CFA
Managing Director
Eli W. Tullis III, CFA
Analyst
Alex Williams
Associate
David R. Williams, CFA
Principal
Hedge Fund Team
| Name | Title |
|---|---|
Josh Abrego, CPA | Controller |
Lizabeth R. Boeckmann | Chief Administrative Officer |
Megan Brooks | Associate |
Jeffrey Buth, CPA | Chief Financial Officer |
Julie Canna | Senior Vice President |
Anthony Chiaverini | Vice President |
Patrick Clavio | Senior Associate |
Cameron Cunion | Associate Analyst |
John Frede, CFA | Managing Director |
Greg Jones, CFA | Director |
Adam Magyar, CFA, FRM | Senior Vice President |
Maria I. Maldonado | Senior Administrative Assistant |
Robert P. Morgan | Managing Director |
Thomas Needle | Associate Analyst |
Patricia Nolan | Vice President |
Kristin Norton | Vice President |
Kathleen Switala | Vice President |
Brian Tam, CFA | Director |
Bruce Tang | Director |
Tristan Thomas, CFA | Managing Director |
Eli W. Tullis III, CFA | Analyst |
Alex Williams | Associate |
David R. Williams, CFA | Principal |
We value a collaborative environment. We keep an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.