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Opportunistic Investment Strategies  

Team


Patrick Galley, CFA
Chief Investment Officer

Brian Schmucker
Chief Executive Officer

Jon Mohrhardt
Chief Operating Officer

Steve O'Neill, CFA
Portfolio Manager

Jamie Bannister, CFA
Investment Analyst

Philip Bartow
Portfolio Manager

Marc Collins
General Counsel, Chief Compliance Officer

Brock Corbett
Investment Analyst

Ben Dalgaard
Sr. Software Engineer

Emily Deter
Portfolio Specialist

Kaitlyn Hwang
Director of Software Engineering

Melissa Hale
Controller

Bryan Ierardi
Digital Marketing Specialist

Stephanie Johnstone
Office Manager

Chris Lakumb, CFA
Portfolio Specialist

Eric Metz, CFA
Portfolio Manager

Jay Nolan, CAIA
Portfolio Specialist

Urvi Oak
Software Developer

Eric Pestrue, CFA
Investment Analyst

Allen Webb, CFA
Portfolio Specialist

Justin White
Compliance Analyst

Eric Zhang
Sr. Quantitative Engineer
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