 |
Margaret
Leonard
Director of Portfolio Administration, Chief Compliance Officer
Over 15 years of experience
Margaret began her career at Piper Jaffray and has worked for Mitchell
Hutchins Asset Management, Columbine Asset Management, and Huntley
Thatcher Ellsworth.
– Macalester College, BA in Mathematics |
Jason
Ries
Sr. Portfolio Administrator, Trading Associate
Over 7 years of experience
Jason worked for NCM Capital Management in Durham, NC and went
on to work as a trade operations specialist at Oak Value Capital
Management.
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State University of New York at Brockport, BS in Financial Management |
John Sherlock
Portfolio Administrator, Trade Operations Associate
Over 6 years of experience
John began his career at State Street Bank in Boston as a portfolio administrator. He then moved to State Street Global Advisors working in international operations as a portfolio accounting analyst.
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Saint Anselm College, BA in Business |
Catherine
Bachini
Office Manager
Over 30 years of experience
Cathy began her career at Bank Boston as an office manager and
portfolio administrator. She worked at Dewey Square Investors
in operations and as a client service manager. |
