Leadership

Timothy P. Berry
President and CEO, Founder

Alexander Zabik
Managing Director and Portfolio Manager, Credit

Michael C. O'Malley, CPA
Senior Principal, COO and CFO

PAm Harper, CPA
Chief Accounting Officer and CCO

Vince P. Reyna, cfa
Senior Principal, CIO

Thomas H. Beier, cpa
Principal, Portfolio Manager, Value Funds

 

Professionals

JASON DEAN
Managing Director,
Portfolio Optimization

Azim Hajjar
Vice President,
Portfolio Optimization

Sebastian Salas
Vice President, Credit

Jessica Coffman, CPA
Associate, Investor Relations & Reporting

Reagan Hall
Associate, Credit

BRENDAN KEEN
Analyst, Credit

ERIN HOLLARS
Executive Assistant to the CFO/COO & Office Manager

Pat Rippe
Managing Director, Portfolio Optimization

ERIC DEYOUNG
Vice President, Portfolio
Optimization

Victor Atkins
Vice President, Investments

Jonathan Petrini
Associate, Investments
and Portfolio Optimization

SAM FENWICK
Associate, Investments and
Portfolio Optimization

JACOB CLARK
Analyst, Investments and
Portfolio Optimization

Joanna Barrett
Executive Assistant to the CEO

Richard Long
Managing Director, Investments

Jennifer Tindle, CPA
Vice President, 
Technology, Data and Analytics

CHRISTINA SAMELLAS, CPA
Manager, Fund Accounting

Margaret Mauel
Associate, Investments and Portfolio Optimization

Sam Mysock
Associate, Investments
and Portfolio Optimization

JAKE MOREY
Analyst, Investments and Portfolio Optimization

Andrew Dolling, ACA
Vice President, Portfolio Optimization

Lindsey Jacot
Vice President, 
Finance and Corporate Development

Brett Zimmerman
Associate, Investments

Patrick Murray
Associate, Investments and Portfolio Optimization

KEVIN HAECKER
Senior Data Analyst

HEATHER ARMSTRONG
Accounting Assistant