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

David Stahl
Managing Director, Investments

Andrew Dolling, ACA
Vice President, Portfolio Optimization

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

Sam Mysock
Associate, Investments
and Portfolio Optimization

Reagan Hall
Associate, Credit

Brendan Keen
Analyst, Credit

Richard Long
Managing Director, Investments

Azim Hajjar
Vice President,
Portfolio Optimization

Christina Samellas, CPA
Manager, Fund Accounting

Jacob Clark
Analyst, Investments and
Portfolio Optimization

Margaret Mauel
Associate, Investments and Portfolio Optimization

Joanna Barrett
Executive Assistant to the CEO

JASON DEAN
Managing Director,
Portfolio Optimization

Sebastian Salas
Vice President, Credit

Sam Fenwick
Associate, Investments and
Portfolio Optimization

Brett Zimmerman
Associate, Investments
 

Patrick Murray
Associate, Investments and Portfolio Optimization

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

Pat Rippe
Managing Director, Portfolio Optimization

Victor Atkins
Vice President, Investments

Eric Deyoung
Associate, Portfolio Optimization
 

Jonathan Petrini
Associate, Investments
and Portfolio Optimization

Kevin Haecker
Senior Data Analyst