We build long term partnerships -We provide customized solutions to meet various investment objectives for our clients.

Hedge Funds Team

Hedge Fund Team


Chris Bires, CFA

Director of Product Strategy & Investor Relations

Lizabeth R. Boeckmann

Senior Vice President

Megan Brooks

Product Strategy & Investor Relations Associate

Anthony Chiaverini

Operational Due Diligence Analyst

Patrick Clavio

Product Manager

Adriana Denny

Vice President

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

Brian Tam, CFA

Research Analyst

Bruce Tang

Research Analyst

Tristan Thomas, CFA

Director of Portfolio Strategy

Eli W. Tullis III, CFA

Research Analyst

David R. Williams, CFA

Portfolio Strategist

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We value a collaborative environment. We keep an open and curious mind when evaluating investment opportunities, yet remain highly disciplined in our selection.