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

Azim Hajjar
Vice President,
Portfolio Optimization

Andrew Dolling, ACA
Vice President, Portfolio Optimization

Sam Fenwick
Associate, Investments and
Portfolio Optimization

Jacob Clark
Analyst, Investments and
Portfolio Optimization

Joanna Barrett
Executive Assistant to CEO

David Stahl
Managing Director, Investments

Sebastian Salas
Vice President, Credit

Victor Atkins
Vice President, Investments
 

Brett Zimmerman
Associate, Investments
 

Kate Barragan
Bookkeeper

Richard Long
Managing Director, Investments
 

Christina Samellas, CPA
Manager, Fund Accounting

Eric Deyoung
Associate, Portfolio Optimization
 

Jonathan Petrini
Associate, Investments
and Portfolio Optimization

Erin Hollars
Executive Assistant to the CFO/COO & Office Manager

Jason Dean
Managing Director,
Portfolio Optimization

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

Sam Mysock
Associate, Investments
and Portfolio Optimization

Reagan Hall
Associate, Credit