Easterly's MLEP Launches Second Tranche for Investors Read More

A team of tenacious, collaborative problem-solvers, committed to authenticity and growth

Easterly Team

FIRM LEADERSHIP

  • Darrell Crate

    Founder Managing Principal Easterly Asset Management
  • Michael Collins

    Managing Director Easterly Asset Management
  • Amaris Sahota

    Chief Operating Officer Easterly Asset Management
  • Kevin Greene

    Chairman Easterly Funds
Darrell Crate
Darrell Crate
Founder
Managing Principal
Easterly Asset Management

Darrell is the Founder and Managing Principal at Easterly, which he founded in 2009. Darrell serves as the Chairman of the Board of Directors of Easterly Government Properties, Inc., a NYSE listed company. Prior to founding Easterly, he served as the Chief Financial Officer of Affiliated Managers Group, Inc., a publicly traded asset management holding company which grew through acquisition. Darrell currently serves as the Vice Chairman of the Aircraft Owners and Pilots Association, a global organization supporting general aviation; as a Trustee Emeritus of Bates College; and as a member of the Board of Governors of the Westminster Kennel Club. Darrell earned his B.A. from Bates College and his M.B.A. from Columbia Business School. 

Michael Collins
Michael Collins
Managing Director
Easterly Asset Management

Michael is the Managing Director at Easterly, responsible for all aspects of distribution and overseeing new affiliate partnerships. Prior to Easterly, Mike served as the Head of Distribution for Kennedy Wilson, a global real estate investment company. He was responsible for all sales and marketing activity and sat on the KW Investment Committee. Previously, Mike was a Principal at Blackstone, where he was part of a multi-asset sales team responsible for marketing its real estate, private equity, private debt, and hedge fund strategies. He also worked for Eaton Vance and began his investment career with Lord, Abbett & Co. Mike earned his B.A. and M.S. in Engineering from the University of Buffalo and his M.B.A. from the University of Rochester. 

Amaris Sahota
Amaris Sahota
Chief Operating Officer
Easterly Asset Management

Ms. Sahota is the Chief Operating Officer at Easterly, responsible for overseeing the day-to-day operational functions across the firm. Prior to joining Easterly, Ms. Sahota was a Management Consultant at The Poirier Group (TPG), an award-winning boutique firm focused on strategy execution, with a specialty in process improvement, cost optimization and operational efficiency. During her tenure at TPG she worked closely with various executive teams. Previously, Ms. Sahota worked for Sun Life Financial supporting various functions from Strategy and Corporate Development, Corporate Finance, and Investment  Consulting. Ms.Sahota is a CFA charterholder and is a member of the CFA Institute and the CFA Society Toronto. She received her B.A. in Commerce from Carleton University majoring in Finance. 

Kevin Greene
Kevin Greene
Chairman
Easterly Funds

Kevin is the Chairman of Easterly Funds, and is responsible for overseeing the day to day management of the firm. He is the former Chairman & CEO of Capital Resource Holdings, LLC the holding company parent of CRA RogersCasey, one of the leading pension consulting firms in the U.S. Prior to CRA RogersCasey, he founded Bryant Park Capital, a privately held investment bank specializing in private equity financing and mergers and acquisitions for both private and public companies in the U.S. and Europe. Since 1991, Kevin has served as the Chairman and CEO of KR Group, an international consulting and investment banking firm which he founded. His early career included positions as a Senior Consultant with Mc Kinsey & Co, and a Senior Commodities Analyst with E.F. Hutton. Kevin holds a B.A. in Economics (with distinction) from Georgetown University, a Master’s in Public Policy (Kennedy Scholar) from Harvard University, and an M.B.A. in Finance from New York University. Kevin is the former Chairman of the Young Presidents’ Organization’s Manhattan chapter, and has served on multiple public and private boards. 

  • Darrell Crate

    Founder Managing Principal Easterly Asset Management
  • Michael Collins

    Managing Director Easterly Asset Management
  • Amaris Sahota

    Chief Operating Officer Easterly Asset Management
Darrell Crate
Darrell Crate
Founder
Managing Principal
Easterly Asset Management

Darrell is the Founder and Managing Principal at Easterly, which he founded in 2009. Darrell serves as the Chairman of the Board of Directors of Easterly Government Properties, Inc., a NYSE listed company. Prior to founding Easterly, he served as the Chief Financial Officer of Affiliated Managers Group, Inc., a publicly traded asset management holding company which grew through acquisition. Darrell currently serves as the Vice Chairman of the Aircraft Owners and Pilots Association, a global organization supporting general aviation; as a Trustee Emeritus of Bates College; and as a member of the Board of Governors of the Westminster Kennel Club. Darrell earned his B.A. from Bates College and his M.B.A. from Columbia Business School. 

Michael Collins
Michael Collins
Managing Director
Easterly Asset Management

Michael is the Managing Director at Easterly, responsible for all aspects of distribution and overseeing new affiliate partnerships. Prior to Easterly, Mike served as the Head of Distribution for Kennedy Wilson, a global real estate investment company. He was responsible for all sales and marketing activity and sat on the KW Investment Committee. Previously, Mike was a Principal at Blackstone, where he was part of a multi-asset sales team responsible for marketing its real estate, private equity, private debt, and hedge fund strategies. He also worked for Eaton Vance and began his investment career with Lord, Abbett & Co. Mike earned his B.A. and M.S. in Engineering from the University of Buffalo and his M.B.A. from the University of Rochester. 

Amaris Sahota
Amaris Sahota
Chief Operating Officer
Easterly Asset Management

Ms. Sahota is the Chief Operating Officer at Easterly, responsible for overseeing the day-to-day operational functions across the firm. Prior to joining Easterly, Ms. Sahota was a Management Consultant at The Poirier Group (TPG), an award-winning boutique firm focused on strategy execution, with a specialty in process improvement, cost optimization and operational efficiency. During her tenure at TPG she worked closely with various executive teams. Previously, Ms. Sahota worked for Sun Life Financial supporting various functions from Strategy and Corporate Development, Corporate Finance, and Investment  Consulting. Ms.Sahota is a CFA charterholder and is a member of the CFA Institute and the CFA Society Toronto. She received her B.A. in Commerce from Carleton University majoring in Finance. 

  • Kevin Greene

    Chairman Easterly Funds
Kevin Greene
Kevin Greene
Chairman
Easterly Funds

Kevin is the Chairman of Easterly Funds, and is responsible for overseeing the day to day management of the firm. He is the former Chairman & CEO of Capital Resource Holdings, LLC the holding company parent of CRA RogersCasey, one of the leading pension consulting firms in the U.S. Prior to CRA RogersCasey, he founded Bryant Park Capital, a privately held investment bank specializing in private equity financing and mergers and acquisitions for both private and public companies in the U.S. and Europe. Since 1991, Kevin has served as the Chairman and CEO of KR Group, an international consulting and investment banking firm which he founded. His early career included positions as a Senior Consultant with Mc Kinsey & Co, and a Senior Commodities Analyst with E.F. Hutton. Kevin holds a B.A. in Economics (with distinction) from Georgetown University, a Master’s in Public Policy (Kennedy Scholar) from Harvard University, and an M.B.A. in Finance from New York University. Kevin is the former Chairman of the Young Presidents’ Organization’s Manhattan chapter, and has served on multiple public and private boards. 

  • Darrell Crate

    Founder Managing Principal Easterly Asset Management
  • Darrell Crate
    Founder
    Managing Principal
    Easterly Asset Management

    Darrell is the Founder and Managing Principal at Easterly, which he founded in 2009. Darrell serves as the Chairman of the Board of Directors of Easterly Government Properties, Inc., a NYSE listed company. Prior to founding Easterly, he served as the Chief Financial Officer of Affiliated Managers Group, Inc., a publicly traded asset management holding company which grew through acquisition. Darrell currently serves as the Vice Chairman of the Aircraft Owners and Pilots Association, a global organization supporting general aviation; as a Trustee Emeritus of Bates College; and as a member of the Board of Governors of the Westminster Kennel Club. Darrell earned his B.A. from Bates College and his M.B.A. from Columbia Business School. 

  • Michael Collins

    Managing Director Easterly Asset Management
  • Michael Collins
    Managing Director
    Easterly Asset Management

    Michael is the Managing Director at Easterly, responsible for all aspects of distribution and overseeing new affiliate partnerships. Prior to Easterly, Mike served as the Head of Distribution for Kennedy Wilson, a global real estate investment company. He was responsible for all sales and marketing activity and sat on the KW Investment Committee. Previously, Mike was a Principal at Blackstone, where he was part of a multi-asset sales team responsible for marketing its real estate, private equity, private debt, and hedge fund strategies. He also worked for Eaton Vance and began his investment career with Lord, Abbett & Co. Mike earned his B.A. and M.S. in Engineering from the University of Buffalo and his M.B.A. from the University of Rochester. 

  • Amaris Sahota

    Chief Operating Officer Easterly Asset Management
  • Amaris Sahota
    Chief Operating Officer
    Easterly Asset Management

    Ms. Sahota is the Chief Operating Officer at Easterly, responsible for overseeing the day-to-day operational functions across the firm. Prior to joining Easterly, Ms. Sahota was a Management Consultant at The Poirier Group (TPG), an award-winning boutique firm focused on strategy execution, with a specialty in process improvement, cost optimization and operational efficiency. During her tenure at TPG she worked closely with various executive teams. Previously, Ms. Sahota worked for Sun Life Financial supporting various functions from Strategy and Corporate Development, Corporate Finance, and Investment  Consulting. Ms.Sahota is a CFA charterholder and is a member of the CFA Institute and the CFA Society Toronto. She received her B.A. in Commerce from Carleton University majoring in Finance. 

  • Kevin Greene

    Chairman Easterly Funds
  • Kevin Greene
    Chairman
    Easterly Funds

    Kevin is the Chairman of Easterly Funds, and is responsible for overseeing the day to day management of the firm. He is the former Chairman & CEO of Capital Resource Holdings, LLC the holding company parent of CRA RogersCasey, one of the leading pension consulting firms in the U.S. Prior to CRA RogersCasey, he founded Bryant Park Capital, a privately held investment bank specializing in private equity financing and mergers and acquisitions for both private and public companies in the U.S. and Europe. Since 1991, Kevin has served as the Chairman and CEO of KR Group, an international consulting and investment banking firm which he founded. His early career included positions as a Senior Consultant with Mc Kinsey & Co, and a Senior Commodities Analyst with E.F. Hutton. Kevin holds a B.A. in Economics (with distinction) from Georgetown University, a Master’s in Public Policy (Kennedy Scholar) from Harvard University, and an M.B.A. in Finance from New York University. Kevin is the former Chairman of the Young Presidents’ Organization’s Manhattan chapter, and has served on multiple public and private boards. 

INVESTMENT LEADERSHIP

  • Jack Murphy

    Chief Investment Officer Portfolio Manager Easterly Investment Partners
  • Richard Snow

    Chief Investment Officer Portfolio Manager Easterly Investment Partners
  • Dr. Akos Beleznay

    Chief Investment Officer Easterly Funds
  • Jay Menozzi

    Chief Investment Officer Portfolio Manager Orange Investment Advisors
  • Ed Boll

    Chief Executive Officer Portfolio Manager Easterly EAB Risk Solutions
Jack Murphy
Jack Murphy
Chief Investment Officer
Portfolio Manager
Easterly Investment Partners

Jack is a Chief Investment Officer, Lead Portfolio Manager, and a Senior Securities Analyst for Easterly Investment Partners. Jack has over 31 years of industry experience. Prior to joining Easterly Investment Partners, Jack was a Lead PM for Levin Capital and John A. Levin & Co., Inc. He was at Prudential Securities (1991-1995) and began his career with at Bain & Co. (1988-1991). Jack earned a B.S. from Bryant College and an M.B.A. from Northeastern University. 

Richard Snow
Richard Snow
Chief Investment Officer
Portfolio Manager
Easterly Investment Partners

Richard is a Chief Investment Officer at Easterly Investment Partners. He is also the Founder and Managing Principal of Snow Capital. Richard’s investment experience dates back to 1980 when he formed R.A.S. Capital Management, managing private family assets. His success in growing these assets became well known in high net worth circles, leading advisors of wealthy individuals to solicit Richard to manage their clients’ assets. In 2001, Richard restructured R.A.S. as Snow Capital Management L.P. to attract and retain other quality investment professionals and to grow the firm’s account base. Over time, he has assembled and developed a strong investment team who continue to apply his fundamental, bottom-up stock picking process of value investing. Richard holds a B.A. from Duquesne University and an MBA in finance from the University of Pittsburgh. 

Dr. Akos Beleznay
Dr. Akos Beleznay
Chief Investment Officer
Easterly Funds

Akos is the Chief Investment Officer at Easterly Funds, responsible for manager research and asset allocation amongst the Easterly Funds suite of managers and funds. Akos has been allocating capital to hedge funds for nearly 20 years. Prior to joining Easterly Funds, he was the Chief Investment Officer at Riverside Portfolio Management, the asset management arm of HFR (Hedge Fund Research, Inc.) managing more than $1 billion of fund of hedge fund products. Before Riverside Portfolio Management, Akos served as the Chief Investment Officer at Commerce Asset Management and CSG Asset Management with responsibility for managing funds of hedge funds and a hedge fund index replication product. He also served as the Director of Consulting Research for Equitas Capital Advisors, LLC from 2002 to 2010 and the Chief Investment Officer of Equitas Evergreen Fund LP, a fund of hedge funds with $300 million in assets, from 2003 to 2010. Akos has a PhD in Physics from Eotvos Lorand University, Hungary and an M.B.A. from Tulane University. 

Jay Menozzi
Jay Menozzi
Chief Investment Officer
Portfolio Manager
Orange Investment Advisors

Jay is a Chief Investment Officer and Portfolio Manager at Orange Investment Advisors. Before founding Orange, Jay worked at Semper Capital Management for 17 years. He was CIO at Semper from 2010 until his departure in 2016, where he was also lead PM on the flagship mutual fund, mortgage credit hedge fund vehicles, and several large institutional SMAs. Prior to Semper he held roles at Atlantic Portfolio Analytics & Management. Jay earned his B.S. at the  Massachusetts Institute of Technology and his M.B.A. from the Florida Institute of Technology. 

Ed Boll
Ed Boll
Chief Executive Officer
Portfolio Manager
Easterly EAB Risk Solutions

Ed is the CEO and Founder of EAB Investment Group. Prior to forming EAB, Ed was co-founder of DC Trading Partners, LLC in 2005. DC focused on volatility correlation, dispersion, event trading and ETF arbitrage. DC developed proprietary trading methods, analytics and market making algorithms. He spent 3 years with the Goldman Sachs SLK-Hull Derivatives Group, where he was the portfolio risk manager for the internet, hardware, media, mining, telecom and energy sectors. He also managed and developed SLK-Hull’s proprietary risk portfolio. Previously, Ed spent 10 years with TFM Investment Group. In 1995, he created and managed TFM’s American Stock Exchange options specialist unit and ETF arbitrage group, as well as serving on TFM’s Senior Risk Strategy Committee. Ed served on the Technology, Allocation, Specialist, Floor Official and Floor Violations Committees of the American Stock Exchange. He has more than 30 years of experience trading derivatives and has been a member of the American Stock Exchange, Philadelphia Stock Exchange, CBOE, Boston Options Exchange and the ISE. Ed received a B.S. in Finance and Economics from Pennsylvania State University. He holds Series 7, 63 and 66. 

  • Jack Murphy

    Chief Investment Officer Portfolio Manager Easterly Investment Partners
  • Richard Snow

    Chief Investment Officer Portfolio Manager Easterly Investment Partners
  • Dr. Akos Beleznay

    Chief Investment Officer Easterly Funds
Jack Murphy
Jack Murphy
Chief Investment Officer
Portfolio Manager
Easterly Investment Partners

Jack is a Chief Investment Officer, Lead Portfolio Manager, and a Senior Securities Analyst for Easterly Investment Partners. Jack has over 31 years of industry experience. Prior to joining Easterly Investment Partners, Jack was a Lead PM for Levin Capital and John A. Levin & Co., Inc. He was at Prudential Securities (1991-1995) and began his career with at Bain & Co. (1988-1991). Jack earned a B.S. from Bryant College and an M.B.A. from Northeastern University. 

Richard Snow
Richard Snow
Chief Investment Officer
Portfolio Manager
Easterly Investment Partners

Richard is a Chief Investment Officer at Easterly Investment Partners. He is also the Founder and Managing Principal of Snow Capital. Richard’s investment experience dates back to 1980 when he formed R.A.S. Capital Management, managing private family assets. His success in growing these assets became well known in high net worth circles, leading advisors of wealthy individuals to solicit Richard to manage their clients’ assets. In 2001, Richard restructured R.A.S. as Snow Capital Management L.P. to attract and retain other quality investment professionals and to grow the firm’s account base. Over time, he has assembled and developed a strong investment team who continue to apply his fundamental, bottom-up stock picking process of value investing. Richard holds a B.A. from Duquesne University and an MBA in finance from the University of Pittsburgh. 

Dr. Akos Beleznay
Dr. Akos Beleznay
Chief Investment Officer
Easterly Funds

Akos is the Chief Investment Officer at Easterly Funds, responsible for manager research and asset allocation amongst the Easterly Funds suite of managers and funds. Akos has been allocating capital to hedge funds for nearly 20 years. Prior to joining Easterly Funds, he was the Chief Investment Officer at Riverside Portfolio Management, the asset management arm of HFR (Hedge Fund Research, Inc.) managing more than $1 billion of fund of hedge fund products. Before Riverside Portfolio Management, Akos served as the Chief Investment Officer at Commerce Asset Management and CSG Asset Management with responsibility for managing funds of hedge funds and a hedge fund index replication product. He also served as the Director of Consulting Research for Equitas Capital Advisors, LLC from 2002 to 2010 and the Chief Investment Officer of Equitas Evergreen Fund LP, a fund of hedge funds with $300 million in assets, from 2003 to 2010. Akos has a PhD in Physics from Eotvos Lorand University, Hungary and an M.B.A. from Tulane University. 

  • Jay Menozzi

    Chief Investment Officer Portfolio Manager Orange Investment Advisors
  • Ed Boll

    Chief Executive Officer Portfolio Manager Easterly EAB Risk Solutions
Jay Menozzi
Jay Menozzi
Chief Investment Officer
Portfolio Manager
Orange Investment Advisors

Jay is a Chief Investment Officer and Portfolio Manager at Orange Investment Advisors. Before founding Orange, Jay worked at Semper Capital Management for 17 years. He was CIO at Semper from 2010 until his departure in 2016, where he was also lead PM on the flagship mutual fund, mortgage credit hedge fund vehicles, and several large institutional SMAs. Prior to Semper he held roles at Atlantic Portfolio Analytics & Management. Jay earned his B.S. at the  Massachusetts Institute of Technology and his M.B.A. from the Florida Institute of Technology. 

Ed Boll
Ed Boll
Chief Executive Officer
Portfolio Manager
Easterly EAB Risk Solutions

Ed is the CEO and Founder of EAB Investment Group. Prior to forming EAB, Ed was co-founder of DC Trading Partners, LLC in 2005. DC focused on volatility correlation, dispersion, event trading and ETF arbitrage. DC developed proprietary trading methods, analytics and market making algorithms. He spent 3 years with the Goldman Sachs SLK-Hull Derivatives Group, where he was the portfolio risk manager for the internet, hardware, media, mining, telecom and energy sectors. He also managed and developed SLK-Hull’s proprietary risk portfolio. Previously, Ed spent 10 years with TFM Investment Group. In 1995, he created and managed TFM’s American Stock Exchange options specialist unit and ETF arbitrage group, as well as serving on TFM’s Senior Risk Strategy Committee. Ed served on the Technology, Allocation, Specialist, Floor Official and Floor Violations Committees of the American Stock Exchange. He has more than 30 years of experience trading derivatives and has been a member of the American Stock Exchange, Philadelphia Stock Exchange, CBOE, Boston Options Exchange and the ISE. Ed received a B.S. in Finance and Economics from Pennsylvania State University. He holds Series 7, 63 and 66. 

  • Jack Murphy

    Chief Investment Officer Portfolio Manager Easterly Investment Partners
  • Jack Murphy
    Chief Investment Officer
    Portfolio Manager
    Easterly Investment Partners

    Jack is a Chief Investment Officer, Lead Portfolio Manager, and a Senior Securities Analyst for Easterly Investment Partners. Jack has over 31 years of industry experience. Prior to joining Easterly Investment Partners, Jack was a Lead PM for Levin Capital and John A. Levin & Co., Inc. He was at Prudential Securities (1991-1995) and began his career with at Bain & Co. (1988-1991). Jack earned a B.S. from Bryant College and an M.B.A. from Northeastern University. 

  • Richard Snow

    Chief Investment Officer Portfolio Manager Easterly Investment Partners
  • Richard Snow
    Chief Investment Officer
    Portfolio Manager
    Easterly Investment Partners

    Richard is a Chief Investment Officer at Easterly Investment Partners. He is also the Founder and Managing Principal of Snow Capital. Richard’s investment experience dates back to 1980 when he formed R.A.S. Capital Management, managing private family assets. His success in growing these assets became well known in high net worth circles, leading advisors of wealthy individuals to solicit Richard to manage their clients’ assets. In 2001, Richard restructured R.A.S. as Snow Capital Management L.P. to attract and retain other quality investment professionals and to grow the firm’s account base. Over time, he has assembled and developed a strong investment team who continue to apply his fundamental, bottom-up stock picking process of value investing. Richard holds a B.A. from Duquesne University and an MBA in finance from the University of Pittsburgh. 

  • Dr. Akos Beleznay

    Chief Investment Officer Easterly Funds
  • Dr. Akos Beleznay
    Chief Investment Officer
    Easterly Funds

    Akos is the Chief Investment Officer at Easterly Funds, responsible for manager research and asset allocation amongst the Easterly Funds suite of managers and funds. Akos has been allocating capital to hedge funds for nearly 20 years. Prior to joining Easterly Funds, he was the Chief Investment Officer at Riverside Portfolio Management, the asset management arm of HFR (Hedge Fund Research, Inc.) managing more than $1 billion of fund of hedge fund products. Before Riverside Portfolio Management, Akos served as the Chief Investment Officer at Commerce Asset Management and CSG Asset Management with responsibility for managing funds of hedge funds and a hedge fund index replication product. He also served as the Director of Consulting Research for Equitas Capital Advisors, LLC from 2002 to 2010 and the Chief Investment Officer of Equitas Evergreen Fund LP, a fund of hedge funds with $300 million in assets, from 2003 to 2010. Akos has a PhD in Physics from Eotvos Lorand University, Hungary and an M.B.A. from Tulane University. 

  • Jay Menozzi

    Chief Investment Officer Portfolio Manager Orange Investment Advisors
  • Jay Menozzi
    Chief Investment Officer
    Portfolio Manager
    Orange Investment Advisors

    Jay is a Chief Investment Officer and Portfolio Manager at Orange Investment Advisors. Before founding Orange, Jay worked at Semper Capital Management for 17 years. He was CIO at Semper from 2010 until his departure in 2016, where he was also lead PM on the flagship mutual fund, mortgage credit hedge fund vehicles, and several large institutional SMAs. Prior to Semper he held roles at Atlantic Portfolio Analytics & Management. Jay earned his B.S. at the  Massachusetts Institute of Technology and his M.B.A. from the Florida Institute of Technology. 

  • Ed Boll

    Chief Executive Officer Portfolio Manager Easterly EAB Risk Solutions
  • Ed Boll
    Chief Executive Officer
    Portfolio Manager
    Easterly EAB Risk Solutions

    Ed is the CEO and Founder of EAB Investment Group. Prior to forming EAB, Ed was co-founder of DC Trading Partners, LLC in 2005. DC focused on volatility correlation, dispersion, event trading and ETF arbitrage. DC developed proprietary trading methods, analytics and market making algorithms. He spent 3 years with the Goldman Sachs SLK-Hull Derivatives Group, where he was the portfolio risk manager for the internet, hardware, media, mining, telecom and energy sectors. He also managed and developed SLK-Hull’s proprietary risk portfolio. Previously, Ed spent 10 years with TFM Investment Group. In 1995, he created and managed TFM’s American Stock Exchange options specialist unit and ETF arbitrage group, as well as serving on TFM’s Senior Risk Strategy Committee. Ed served on the Technology, Allocation, Specialist, Floor Official and Floor Violations Committees of the American Stock Exchange. He has more than 30 years of experience trading derivatives and has been a member of the American Stock Exchange, Philadelphia Stock Exchange, CBOE, Boston Options Exchange and the ISE. Ed received a B.S. in Finance and Economics from Pennsylvania State University. He holds Series 7, 63 and 66. 

INVESTMENT PROFESSIONALS

  • Jessica Bemer, CFA

    Portfolio Manager Easterly Investment Partners
  • Justin Eagan, CFA

    Director Easterly Investment Partners
  • Colin Foster, CFA

    Analyst Easterly Investment Partners
  • Philip Greenblatt, CFA

    Portfolio Manager Easterly Investment Partners
Jessica Bemer, CFA
Jessica Bemer, CFA
Portfolio Manager
Easterly Investment Partners

Jessica is a Portfolio Manager at Easterly Investment Partners. Jessica joined Snow Capital in 2006 as a Senior Analyst. In 2014, she was appointed a Portfolio Manager of the Snow Capital Long/Short Opportunity Fund and Snow Capital Investment Partners L.P. In 2016, she was appointed a Portfolio Manager of the Large Cap Value Strategy. Prior to joining the firm, she worked at Jennison Associates, where she was responsible for research coverage in the consumer discretionary and consumer staples sectors of small and midcap portfolios. Jessica graduated from Georgetown University’s School of Foreign Service with a B.S. in Foreign Service. She holds the Chartered Financial Analyst® designation and is a member of the CFA institute and the CFA Society of Pittsburgh. She is a speaker for the Smart Woman Securities program at Carnegie Mellon University. 

Justin Eagan, CFA
Justin Eagan, CFA
Director
Easterly Investment Partners

Justin is a Director and Product Specialist at Easterly Asset Management, responsible for Client Portfolio Management and Product Management. Prior to joining the firm, Justin was the Vice President of Investments at Progress Investment Management Company where he was responsible for portfolio analytics, client relations and communication. Justin also worked as Vice President and Senior Investment Manager Research Analyst for Morgan Stanley Smith Barney. Justin is a graduate of Southern Connecticut State University. He received an M.B.A. from St. John’s University. Justin is a Chartered Financial Analyst and a member of the CFA Institute. 

Colin Foster, CFA
Colin Foster, CFA
Analyst
Easterly Investment Partners

Colin is an Analyst at Easterly Investment Partners. Collin joined Snow Capital in 2021 as an Analyst. Prior to joining the firm, he worked for Kirr, Marbach & Co. where he was an Equity Research Analyst and Fixed Income Portfolio Manager. He also worked at First Financial Bank as a Business Credit Manager. Collin earned a B.S. degree in Finance from Grove City College with a minor in Economics. He is a Chartered Financial Analyst and member of the CFA Institute. 

Philip Greenblatt, CFA
Philip Greenblatt, CFA
Portfolio Manager
Easterly Investment Partners

Phil is a Portfolio Manager at Easterly Investment Partners. Phil joined Snow Capital in 2010 as a member of the Operations group. In 2013, he joined the investment team as an Associate Analyst. He was promoted to the position of Director of Operations in 2016. In 2018, Phil moved back to the investment team as an Analyst. In December 2020, he was promoted to Portfolio Manager of the Small Cap Value and SMID strategies and to Senior Analyst. Phil received his B.S. in Finance with an Economics minor from the University of Pittsburgh in May 2011. Phil is a Chartered Financial Analyst and a member of the CFA Institute. 

  • Arnim Holzer

    Global Macro Strategist Client Portfolio Manager Easterly EAB Risk Solutions
  • Shawn Hudson

    Analyst Orange Investment Advisors
  • John Mackin

    Research Analyst Easterly Investment Partners
  • Andrew Manguart, CFA

    Research Analyst Easterly Investment Partners
Arnim Holzer
Arnim Holzer
Global Macro Strategist
Client Portfolio Manager
Easterly EAB Risk Solutions

Arnim is the Global Macro Strategist and Client Portfolio Manager at Easterly EAB Risk Solutions. He has over 40 years of global macro and multi asset experience. Arnim has served as Chief Investment Officer, Strategist, Portfolio Manager, and Client Service and Marketing executive at several firms over the past 30 years. His investment philosophy is a unique blend of fundamental, technical and, quantitative disciplines honed over the years of working with many of the top firms and investors in each of these disciplines. His particular macro skill is understanding the relationships of correlation and volatility in the optimization of portfolio construction and return generation. Prior to joining EAB, Arnim founded a tail risk consulting firm, ASH Strategy, LLC, where he developed a novel multi asset hedging approach for institutional, high net worth, and family office investors. For 6 years he managed or served as senior strategist on multi asset funds or strategies at Deutsche Asset management and Scudder. While at Deutsche he was the portfolio manager on approximately $3 billion of assets in domestic and offshore multi-asset funds. He also founded and managed a multi asset offshore hedge fund at Israel Discount Bank of New York. Arnim received his undergraduate Economics degree from Princeton University and his MBA-Finance from Fordham University. He holds a Series 7 and 65 Registered Representative securities registration. 

Shawn Hudson
Shawn Hudson
Analyst
Orange Investment Advisors

Shawn is an Analyst at Orange Investment Advisors. Prior to his position at Orange, Shawn held a graduate assistant research role at Rollins as well as various engineering internships. Shawn earned his M.B.A. at Rollins College’s Crummer School of Business and a B.S. in Engineering at the University of Central Florida.  

John Mackin
John Mackin
Research Analyst
Easterly Investment Partners

John is a Research Analyst for Easterly Investment Partners, focusing on the consumer and retail sectors. John has 28 years industry experience.  Prior to joining Easterly Investment Partners in 2004, he was a securities analyst for SAC Capital Advisors (2003–2004); president and co-founder of Archimedes Capital Partners (2000–2003); portfolio manager and senior equity analyst for Forstmann-Leff International (1998–2000); and an equity analyst for Merrill Lynch Capital Fund (1991–1998). John earned his B.A. from Lake Forest College. 

Andrew Manguart, CFA
Andrew Manguart, CFA
Research Analyst
Easterly Investment Partners

Andrew is a Research Analyst at Easterly Investment Partners, responsible for coverage of the US financials sector. Prior to joining the firm, Andrew served as a Research Analyst at the Abu Dhabi Investment Authority (ADIA), where he led financial sector coverage for a US fund and global fund. Previously, Andrew spent three years on the sell-side at Raymond James covering US banks, and three years working with financial institutions as a Management Consultant with Deloitte. Andrew received his B.S. in Management from the University of Florida and M.B.A. with a concentration in Finance from Rollins College. He is a CFA charter holder. 

  • Rich Petersen

    Research Analyst Easterly Investment Partners
  • Bobby Roberts, CFA

    Director Easterly Funds
  • Jim Ryan

    President Portfolio Manager Easterly EAB Risk Solutions
  • Joshua Schachter, CFA

    Senior Portfolio Manager Easterly Investment Partners
Rich Petersen
Rich Petersen
Research Analyst
Easterly Investment Partners

Rich is a Research Analyst for Easterly Investment Partners, responsible for the technology sector. Rich has 27 years industry experience and has been with Easterly Investment Partners for 12 years. Rich joined the firm from Pacific Crest Securities, where he was a senior analyst on the software research team ranked “Top Boutique” by Institutional Investor for the last three years.  Previously, Rich worked in equity research at WR Hambrecht, CSFB Tech Group, and Volpe Brown Whelan. Rich earned a B.A. from Connecticut College and an M.B.A. from Columbia Business School. 

Bobby Roberts, CFA
Bobby Roberts, CFA
Director
Easterly Funds

Bobby is the Director of Quantitative Research at Easterly Funds, responsible for research, asset allocation, and trading. Bobby has over 10 years of experience trading equity and commodity derivatives. Prior to joining Easterly Funds, he worked for Molson Coors Beverage Company trading commodity, FX, and interest rate swaps to hedge global financial risk. Bobby earned his B.B.A. in Finance from the University of Texas. He is a CFA charterholder and a member of the CFA Society Colorado. 

Jim Ryan
Jim Ryan
President
Portfolio Manager
Easterly EAB Risk Solutions

Jim is the President of Easterly EAB Risk Solutions. Jim has 35 years of trading experience in equities, futures and derivatives. Prior to joining EAB Investment Group, Jim co-founded RB Derivatives LP in 2006. RB Derivatives was involved in mean reversion equity trading and earnings event arbitrage. At RB, Jim developed proprietary algorithms based on quantitative research and automated the execution through proprietary software. Previously, he co-founded Heard Trading, LLC in 1990. Heard was a Philadelphia based proprietary trading firm specializing in volatility arbitrage in index and equity options. Jim was responsible for firm wide risk and business development. Through his leadership, the firm grew to 60 employees and expanded to San Francisco, Chicago and New York. Jim also spearheaded the firm’s entry into the ETF arbitrage business on the AMEX. In addition to his duties at Heard, he worked with programmers to design and build an electronic trading system for pairs, baskets and single stock execution. The system was used both internally and externally through a distribution agreement with Fimat. Jim received a B.A. in Economics from the University of Richmond. He holds Series 7 and 65 licenses. 

Joshua Schachter, CFA
Joshua Schachter, CFA
Senior Portfolio Manager
Easterly Investment Partners

Joshua is a Senior Portfolio Manager at Easterly Investment Partners. Joshua is a Senior Portfolio Manager of the Snow Capital Small Cap Value and the All Cap Value portfolios. He joined Snow Capital at the firm’s inception in 2001. Joshua’s duties include security research, selection and portfolio management. Joshua earned a B.S. from Allegheny College and his M.B.A. in Finance from the University of Pittsburgh. Joshua is a Chartered Financial Analyst and member of the CFA Institute. 

  • Chris Susanin

    Director of Research Research Analyst Easterly Investment Partners
  • Bill Visconto

    Chief Operating Officer Portfolio Manager Easterly EAB Risk Solutions
  • Anne Wickland, CFA

    Portfolio Manager Easterly Investment Partners
Joshua Schachter, CFA
Joshua Schachter, CFA
Senior Portfolio Manager
Easterly Investment Partners

Joshua is a Senior Portfolio Manager at Easterly Investment Partners. Joshua is a Senior Portfolio Manager of the Snow Capital Small Cap Value and the All Cap Value portfolios. He joined Snow Capital at the firm’s inception in 2001. Joshua’s duties include security research, selection and portfolio management. Joshua earned a B.S. from Allegheny College and his M.B.A. in Finance from the University of Pittsburgh. Joshua is a Chartered Financial Analyst and member of the CFA Institute. 

Chris Susanin
Chris Susanin
Director of Research
Research Analyst
Easterly Investment Partners

Chris is the Director of Research and a Research Analyst for Easterly Investment Partners, focusing on the consumer and industrial sectors. Chris has 21 years of industry experience. Prior to joining the firm in 2017, Chris was a portfolio manager in the industrials group of  Point72 Asset Management / CR Intrinsic Investors (2011-2016), portfolio manager of the FrontPoint Consumer & Industrial Fund at FrontPoint Partners (2006-2011), portfolio manager and securities analyst at John A Levin & Co., Inc. focused on the consumer and industrial sectors (2001-2006), and was an Institutional Investor All-Star analyst at Lehman Brothers covering building products and electrical equipment (1996-2001). Chris earned a B.A. in Economics from Franklin & Marshall College and an M.B.A. from Columbia Business School. 

Bill Visconto
Bill Visconto
Chief Operating Officer
Portfolio Manager
Easterly EAB Risk Solutions

Bill is the Chief Operations Officer at Easterly EAB Risk Solutions. Prior to joining EAB Investment Group, Bill was a head volatility trader at McGowan Investors LLC. His responsibilities were to implement the firm’s strategy in the volatility arbitrage space and deploy the firm’s capital to maximize returns. Before joining McGowan, he was co-founder of Volare Capital, a hedge fund that pursued statistical/volatility arbitrage strategies in index and single stock options. Bill was the head of portfolio management and trading floor operations for PFTC Advisors and PFTC Trading. At PFTC, he was responsible for managing a team of 4 portfolio managers and 17 floor traders. PFTC Trading was one of the largest liquidity providers in the United States. Bill received his B.S. in Marketing from the University of Scranton. He holds Series 7, 63, 65 licenses and currently a CFA Level 3 Candidate. 

Anne Wickland, CFA
Anne Wickland, CFA
Portfolio Manager
Easterly Investment Partners

Anne is a Portfolio Manager at Easterly Investment Partners. Anne joined Snow Capital in 2006 as a Senior Analyst. In 2010, she was appointed a Portfolio Manager.  Currently, she is a Portfolio Manager of the Long/Short Opportunity Fund, Large Cap Value and Equity Income Strategies. Prior to joining the firm, she worked at Prudential Equity Group, Credit Suisse and J.P. Morgan where she was responsible for research coverage in the specialty hardlines retail, household and personal care sectors. Anne earned a B.A. from Davidson College and received her M.B.A. from the NYU Stern School of Business. She is a Chartered Financial Analyst and member of the CFA Institute. 

  • Jessica Bemer, CFA

    Portfolio Manager Easterly Investment Partners
  • Justin Eagan, CFA

    Director Easterly Investment Partners
  • Colin Foster, CFA

    Analyst Easterly Investment Partners
Jessica Bemer, CFA
Jessica Bemer, CFA
Portfolio Manager
Easterly Investment Partners

Jessica is a Portfolio Manager at Easterly Investment Partners. Jessica joined Snow Capital in 2006 as a Senior Analyst. In 2014, she was appointed a Portfolio Manager of the Snow Capital Long/Short Opportunity Fund and Snow Capital Investment Partners L.P. In 2016, she was appointed a Portfolio Manager of the Large Cap Value Strategy. Prior to joining the firm, she worked at Jennison Associates, where she was responsible for research coverage in the consumer discretionary and consumer staples sectors of small and midcap portfolios. Jessica graduated from Georgetown University’s School of Foreign Service with a B.S. in Foreign Service. She holds the Chartered Financial Analyst® designation and is a member of the CFA institute and the CFA Society of Pittsburgh. She is a speaker for the Smart Woman Securities program at Carnegie Mellon University. 

Justin Eagan, CFA
Justin Eagan, CFA
Director
Easterly Investment Partners

Justin is a Director and Product Specialist at Easterly Asset Management, responsible for Client Portfolio Management and Product Management. Prior to joining the firm, Justin was the Vice President of Investments at Progress Investment Management Company where he was responsible for portfolio analytics, client relations and communication. Justin also worked as Vice President and Senior Investment Manager Research Analyst for Morgan Stanley Smith Barney. Justin is a graduate of Southern Connecticut State University. He received an M.B.A. from St. John’s University. Justin is a Chartered Financial Analyst and a member of the CFA Institute. 

Colin Foster, CFA
Colin Foster, CFA
Analyst
Easterly Investment Partners

Colin is an Analyst at Easterly Investment Partners. Collin joined Snow Capital in 2021 as an Analyst. Prior to joining the firm, he worked for Kirr, Marbach & Co. where he was an Equity Research Analyst and Fixed Income Portfolio Manager. He also worked at First Financial Bank as a Business Credit Manager. Collin earned a B.S. degree in Finance from Grove City College with a minor in Economics. He is a Chartered Financial Analyst and member of the CFA Institute. 

  • Philip Greenblatt, CFA

    Portfolio Manager Easterly Investment Partners
  • Arnim Holzer

    Global Macro Strategist Client Portfolio Manager Easterly EAB Risk Solutions
  • Shawn Hudson

    Analyst Orange Investment Advisors
Philip Greenblatt, CFA
Philip Greenblatt, CFA
Portfolio Manager
Easterly Investment Partners

Phil is a Portfolio Manager at Easterly Investment Partners. Phil joined Snow Capital in 2010 as a member of the Operations group. In 2013, he joined the investment team as an Associate Analyst. He was promoted to the position of Director of Operations in 2016. In 2018, Phil moved back to the investment team as an Analyst. In December 2020, he was promoted to Portfolio Manager of the Small Cap Value and SMID strategies and to Senior Analyst. Phil received his B.S. in Finance with an Economics minor from the University of Pittsburgh in May 2011. Phil is a Chartered Financial Analyst and a member of the CFA Institute. 

Arnim Holzer
Arnim Holzer
Global Macro Strategist
Client Portfolio Manager
Easterly EAB Risk Solutions

Arnim is the Global Macro Strategist and Client Portfolio Manager at Easterly EAB Risk Solutions. He has over 40 years of global macro and multi asset experience. Arnim has served as Chief Investment Officer, Strategist, Portfolio Manager, and Client Service and Marketing executive at several firms over the past 30 years. His investment philosophy is a unique blend of fundamental, technical and, quantitative disciplines honed over the years of working with many of the top firms and investors in each of these disciplines. His particular macro skill is understanding the relationships of correlation and volatility in the optimization of portfolio construction and return generation. Prior to joining EAB, Arnim founded a tail risk consulting firm, ASH Strategy, LLC, where he developed a novel multi asset hedging approach for institutional, high net worth, and family office investors. For 6 years he managed or served as senior strategist on multi asset funds or strategies at Deutsche Asset management and Scudder. While at Deutsche he was the portfolio manager on approximately $3 billion of assets in domestic and offshore multi-asset funds. He also founded and managed a multi asset offshore hedge fund at Israel Discount Bank of New York. Arnim received his undergraduate Economics degree from Princeton University and his MBA-Finance from Fordham University. He holds a Series 7 and 65 Registered Representative securities registration. 

Shawn Hudson
Shawn Hudson
Analyst
Orange Investment Advisors

Shawn is an Analyst at Orange Investment Advisors. Prior to his position at Orange, Shawn held a graduate assistant research role at Rollins as well as various engineering internships. Shawn earned his M.B.A. at Rollins College’s Crummer School of Business and a B.S. in Engineering at the University of Central Florida.  

  • John Mackin

    Research Analyst Easterly Investment Partners
  • Andrew Manguart, CFA

    Research Analyst Easterly Investment Partners
  • Rich Petersen

    Research Analyst Easterly Investment Partners
John Mackin
John Mackin
Research Analyst
Easterly Investment Partners

John is a Research Analyst for Easterly Investment Partners, focusing on the consumer and retail sectors. John has 28 years industry experience.  Prior to joining Easterly Investment Partners in 2004, he was a securities analyst for SAC Capital Advisors (2003–2004); president and co-founder of Archimedes Capital Partners (2000–2003); portfolio manager and senior equity analyst for Forstmann-Leff International (1998–2000); and an equity analyst for Merrill Lynch Capital Fund (1991–1998). John earned his B.A. from Lake Forest College. 

Andrew Manguart, CFA
Andrew Manguart, CFA
Research Analyst
Easterly Investment Partners

Andrew is a Research Analyst at Easterly Investment Partners, responsible for coverage of the US financials sector. Prior to joining the firm, Andrew served as a Research Analyst at the Abu Dhabi Investment Authority (ADIA), where he led financial sector coverage for a US fund and global fund. Previously, Andrew spent three years on the sell-side at Raymond James covering US banks, and three years working with financial institutions as a Management Consultant with Deloitte. Andrew received his B.S. in Management from the University of Florida and M.B.A. with a concentration in Finance from Rollins College. He is a CFA charter holder. 

Rich Petersen
Rich Petersen
Research Analyst
Easterly Investment Partners

Rich is a Research Analyst for Easterly Investment Partners, responsible for the technology sector. Rich has 27 years industry experience and has been with Easterly Investment Partners for 12 years. Rich joined the firm from Pacific Crest Securities, where he was a senior analyst on the software research team ranked “Top Boutique” by Institutional Investor for the last three years.  Previously, Rich worked in equity research at WR Hambrecht, CSFB Tech Group, and Volpe Brown Whelan. Rich earned a B.A. from Connecticut College and an M.B.A. from Columbia Business School. 

  • Bobby Roberts, CFA

    Director Easterly Funds
  • Jim Ryan

    President Portfolio Manager Easterly EAB Risk Solutions
  • Joshua Schachter, CFA

    Senior Portfolio Manager Easterly Investment Partners
Bobby Roberts, CFA
Bobby Roberts, CFA
Director
Easterly Funds

Bobby is the Director of Quantitative Research at Easterly Funds, responsible for research, asset allocation, and trading. Bobby has over 10 years of experience trading equity and commodity derivatives. Prior to joining Easterly Funds, he worked for Molson Coors Beverage Company trading commodity, FX, and interest rate swaps to hedge global financial risk. Bobby earned his B.B.A. in Finance from the University of Texas. He is a CFA charterholder and a member of the CFA Society Colorado. 

Jim Ryan
Jim Ryan
President
Portfolio Manager
Easterly EAB Risk Solutions

Jim is the President of Easterly EAB Risk Solutions. Jim has 35 years of trading experience in equities, futures and derivatives. Prior to joining EAB Investment Group, Jim co-founded RB Derivatives LP in 2006. RB Derivatives was involved in mean reversion equity trading and earnings event arbitrage. At RB, Jim developed proprietary algorithms based on quantitative research and automated the execution through proprietary software. Previously, he co-founded Heard Trading, LLC in 1990. Heard was a Philadelphia based proprietary trading firm specializing in volatility arbitrage in index and equity options. Jim was responsible for firm wide risk and business development. Through his leadership, the firm grew to 60 employees and expanded to San Francisco, Chicago and New York. Jim also spearheaded the firm’s entry into the ETF arbitrage business on the AMEX. In addition to his duties at Heard, he worked with programmers to design and build an electronic trading system for pairs, baskets and single stock execution. The system was used both internally and externally through a distribution agreement with Fimat. Jim received a B.A. in Economics from the University of Richmond. He holds Series 7 and 65 licenses. 

Joshua Schachter, CFA
Joshua Schachter, CFA
Senior Portfolio Manager
Easterly Investment Partners

Joshua is a Senior Portfolio Manager at Easterly Investment Partners. Joshua is a Senior Portfolio Manager of the Snow Capital Small Cap Value and the All Cap Value portfolios. He joined Snow Capital at the firm’s inception in 2001. Joshua’s duties include security research, selection and portfolio management. Joshua earned a B.S. from Allegheny College and his M.B.A. in Finance from the University of Pittsburgh. Joshua is a Chartered Financial Analyst and member of the CFA Institute. 

  • Chris Susanin

    Director of Research Research Analyst Easterly Investment Partners
  • Bill Visconto

    Chief Operating Officer Portfolio Manager Easterly EAB Risk Solutions
  • Anne Wickland, CFA

    Portfolio Manager Easterly Investment Partners
Chris Susanin
Chris Susanin
Director of Research
Research Analyst
Easterly Investment Partners

Chris is the Director of Research and a Research Analyst for Easterly Investment Partners, focusing on the consumer and industrial sectors. Chris has 21 years of industry experience. Prior to joining the firm in 2017, Chris was a portfolio manager in the industrials group of  Point72 Asset Management / CR Intrinsic Investors (2011-2016), portfolio manager of the FrontPoint Consumer & Industrial Fund at FrontPoint Partners (2006-2011), portfolio manager and securities analyst at John A Levin & Co., Inc. focused on the consumer and industrial sectors (2001-2006), and was an Institutional Investor All-Star analyst at Lehman Brothers covering building products and electrical equipment (1996-2001). Chris earned a B.A. in Economics from Franklin & Marshall College and an M.B.A. from Columbia Business School. 

Bill Visconto
Bill Visconto
Chief Operating Officer
Portfolio Manager
Easterly EAB Risk Solutions

Bill is the Chief Operations Officer at Easterly EAB Risk Solutions. Prior to joining EAB Investment Group, Bill was a head volatility trader at McGowan Investors LLC. His responsibilities were to implement the firm’s strategy in the volatility arbitrage space and deploy the firm’s capital to maximize returns. Before joining McGowan, he was co-founder of Volare Capital, a hedge fund that pursued statistical/volatility arbitrage strategies in index and single stock options. Bill was the head of portfolio management and trading floor operations for PFTC Advisors and PFTC Trading. At PFTC, he was responsible for managing a team of 4 portfolio managers and 17 floor traders. PFTC Trading was one of the largest liquidity providers in the United States. Bill received his B.S. in Marketing from the University of Scranton. He holds Series 7, 63, 65 licenses and currently a CFA Level 3 Candidate. 

Anne Wickland, CFA
Anne Wickland, CFA
Portfolio Manager
Easterly Investment Partners

Anne is a Portfolio Manager at Easterly Investment Partners. Anne joined Snow Capital in 2006 as a Senior Analyst. In 2010, she was appointed a Portfolio Manager.  Currently, she is a Portfolio Manager of the Long/Short Opportunity Fund, Large Cap Value and Equity Income Strategies. Prior to joining the firm, she worked at Prudential Equity Group, Credit Suisse and J.P. Morgan where she was responsible for research coverage in the specialty hardlines retail, household and personal care sectors. Anne earned a B.A. from Davidson College and received her M.B.A. from the NYU Stern School of Business. She is a Chartered Financial Analyst and member of the CFA Institute. 

  • Jessica Bemer, CFA

    Portfolio Manager Easterly Investment Partners
  • Jessica Bemer, CFA
    Portfolio Manager
    Easterly Investment Partners

    Jessica is a Portfolio Manager at Easterly Investment Partners. Jessica joined Snow Capital in 2006 as a Senior Analyst. In 2014, she was appointed a Portfolio Manager of the Snow Capital Long/Short Opportunity Fund and Snow Capital Investment Partners L.P. In 2016, she was appointed a Portfolio Manager of the Large Cap Value Strategy. Prior to joining the firm, she worked at Jennison Associates, where she was responsible for research coverage in the consumer discretionary and consumer staples sectors of small and midcap portfolios. Jessica graduated from Georgetown University’s School of Foreign Service with a B.S. in Foreign Service. She holds the Chartered Financial Analyst® designation and is a member of the CFA institute and the CFA Society of Pittsburgh. She is a speaker for the Smart Woman Securities program at Carnegie Mellon University. 

  • Justin Eagan, CFA

    Director Easterly Investment Partners
  • Justin Eagan, CFA
    Director
    Easterly Investment Partners

    Justin is a Director and Product Specialist at Easterly Asset Management, responsible for Client Portfolio Management and Product Management. Prior to joining the firm, Justin was the Vice President of Investments at Progress Investment Management Company where he was responsible for portfolio analytics, client relations and communication. Justin also worked as Vice President and Senior Investment Manager Research Analyst for Morgan Stanley Smith Barney. Justin is a graduate of Southern Connecticut State University. He received an M.B.A. from St. John’s University. Justin is a Chartered Financial Analyst and a member of the CFA Institute. 

  • Colin Foster, CFA

    Analyst Easterly Investment Partners
  • Colin Foster, CFA
    Analyst
    Easterly Investment Partners

    Colin is an Analyst at Easterly Investment Partners. Collin joined Snow Capital in 2021 as an Analyst. Prior to joining the firm, he worked for Kirr, Marbach & Co. where he was an Equity Research Analyst and Fixed Income Portfolio Manager. He also worked at First Financial Bank as a Business Credit Manager. Collin earned a B.S. degree in Finance from Grove City College with a minor in Economics. He is a Chartered Financial Analyst and member of the CFA Institute. 

  • Philip Greenblatt, CFA

    Portfolio Manager Easterly Investment Partners
  • Philip Greenblatt, CFA
    Portfolio Manager
    Easterly Investment Partners

    Phil is a Portfolio Manager at Easterly Investment Partners. Phil joined Snow Capital in 2010 as a member of the Operations group. In 2013, he joined the investment team as an Associate Analyst. He was promoted to the position of Director of Operations in 2016. In 2018, Phil moved back to the investment team as an Analyst. In December 2020, he was promoted to Portfolio Manager of the Small Cap Value and SMID strategies and to Senior Analyst. Phil received his B.S. in Finance with an Economics minor from the University of Pittsburgh in May 2011. Phil is a Chartered Financial Analyst and a member of the CFA Institute. 

  • Arnim Holzer

    Global Macro Strategist Client Portfolio Manager Easterly EAB Risk Solutions
  • Arnim Holzer
    Global Macro Strategist
    Client Portfolio Manager
    Easterly EAB Risk Solutions

    Arnim is the Global Macro Strategist and Client Portfolio Manager at Easterly EAB Risk Solutions. He has over 40 years of global macro and multi asset experience. Arnim has served as Chief Investment Officer, Strategist, Portfolio Manager, and Client Service and Marketing executive at several firms over the past 30 years. His investment philosophy is a unique blend of fundamental, technical and, quantitative disciplines honed over the years of working with many of the top firms and investors in each of these disciplines. His particular macro skill is understanding the relationships of correlation and volatility in the optimization of portfolio construction and return generation. Prior to joining EAB, Arnim founded a tail risk consulting firm, ASH Strategy, LLC, where he developed a novel multi asset hedging approach for institutional, high net worth, and family office investors. For 6 years he managed or served as senior strategist on multi asset funds or strategies at Deutsche Asset management and Scudder. While at Deutsche he was the portfolio manager on approximately $3 billion of assets in domestic and offshore multi-asset funds. He also founded and managed a multi asset offshore hedge fund at Israel Discount Bank of New York. Arnim received his undergraduate Economics degree from Princeton University and his MBA-Finance from Fordham University. He holds a Series 7 and 65 Registered Representative securities registration. 

  • Shawn Hudson

    Analyst Orange Investment Advisors
  • Shawn Hudson
    Analyst
    Orange Investment Advisors

    Shawn is an Analyst at Orange Investment Advisors. Prior to his position at Orange, Shawn held a graduate assistant research role at Rollins as well as various engineering internships. Shawn earned his M.B.A. at Rollins College’s Crummer School of Business and a B.S. in Engineering at the University of Central Florida.  

  • John Mackin

    Research Analyst Easterly Investment Partners
  • John Mackin
    Research Analyst
    Easterly Investment Partners

    John is a Research Analyst for Easterly Investment Partners, focusing on the consumer and retail sectors. John has 28 years industry experience.  Prior to joining Easterly Investment Partners in 2004, he was a securities analyst for SAC Capital Advisors (2003–2004); president and co-founder of Archimedes Capital Partners (2000–2003); portfolio manager and senior equity analyst for Forstmann-Leff International (1998–2000); and an equity analyst for Merrill Lynch Capital Fund (1991–1998). John earned his B.A. from Lake Forest College. 

  • Andrew Manguart, CFA

    Research Analyst Easterly Investment Partners
  • Andrew Manguart, CFA
    Research Analyst
    Easterly Investment Partners

    Andrew is a Research Analyst at Easterly Investment Partners, responsible for coverage of the US financials sector. Prior to joining the firm, Andrew served as a Research Analyst at the Abu Dhabi Investment Authority (ADIA), where he led financial sector coverage for a US fund and global fund. Previously, Andrew spent three years on the sell-side at Raymond James covering US banks, and three years working with financial institutions as a Management Consultant with Deloitte. Andrew received his B.S. in Management from the University of Florida and M.B.A. with a concentration in Finance from Rollins College. He is a CFA charter holder. 

  • Rich Petersen

    Research Analyst Easterly Investment Partners
  • Rich Petersen
    Research Analyst
    Easterly Investment Partners

    Rich is a Research Analyst for Easterly Investment Partners, responsible for the technology sector. Rich has 27 years industry experience and has been with Easterly Investment Partners for 12 years. Rich joined the firm from Pacific Crest Securities, where he was a senior analyst on the software research team ranked “Top Boutique” by Institutional Investor for the last three years.  Previously, Rich worked in equity research at WR Hambrecht, CSFB Tech Group, and Volpe Brown Whelan. Rich earned a B.A. from Connecticut College and an M.B.A. from Columbia Business School. 

  • Bobby Roberts, CFA

    Director Easterly Funds
  • Bobby Roberts, CFA
    Director
    Easterly Funds

    Bobby is the Director of Quantitative Research at Easterly Funds, responsible for research, asset allocation, and trading. Bobby has over 10 years of experience trading equity and commodity derivatives. Prior to joining Easterly Funds, he worked for Molson Coors Beverage Company trading commodity, FX, and interest rate swaps to hedge global financial risk. Bobby earned his B.B.A. in Finance from the University of Texas. He is a CFA charterholder and a member of the CFA Society Colorado. 

  • Jim Ryan

    President Portfolio Manager Easterly EAB Risk Solutions
  • Jim Ryan
    President
    Portfolio Manager
    Easterly EAB Risk Solutions

    Jim is the President of Easterly EAB Risk Solutions. Jim has 35 years of trading experience in equities, futures and derivatives. Prior to joining EAB Investment Group, Jim co-founded RB Derivatives LP in 2006. RB Derivatives was involved in mean reversion equity trading and earnings event arbitrage. At RB, Jim developed proprietary algorithms based on quantitative research and automated the execution through proprietary software. Previously, he co-founded Heard Trading, LLC in 1990. Heard was a Philadelphia based proprietary trading firm specializing in volatility arbitrage in index and equity options. Jim was responsible for firm wide risk and business development. Through his leadership, the firm grew to 60 employees and expanded to San Francisco, Chicago and New York. Jim also spearheaded the firm’s entry into the ETF arbitrage business on the AMEX. In addition to his duties at Heard, he worked with programmers to design and build an electronic trading system for pairs, baskets and single stock execution. The system was used both internally and externally through a distribution agreement with Fimat. Jim received a B.A. in Economics from the University of Richmond. He holds Series 7 and 65 licenses. 

  • Joshua Schachter, CFA

    Senior Portfolio Manager Easterly Investment Partners
  • Joshua Schachter, CFA
    Senior Portfolio Manager
    Easterly Investment Partners

    Joshua is a Senior Portfolio Manager at Easterly Investment Partners. Joshua is a Senior Portfolio Manager of the Snow Capital Small Cap Value and the All Cap Value portfolios. He joined Snow Capital at the firm’s inception in 2001. Joshua’s duties include security research, selection and portfolio management. Joshua earned a B.S. from Allegheny College and his M.B.A. in Finance from the University of Pittsburgh. Joshua is a Chartered Financial Analyst and member of the CFA Institute. 

  • Chris Susanin

    Director of Research Research Analyst Easterly Investment Partners
  • Chris Susanin
    Director of Research
    Research Analyst
    Easterly Investment Partners

    Chris is the Director of Research and a Research Analyst for Easterly Investment Partners, focusing on the consumer and industrial sectors. Chris has 21 years of industry experience. Prior to joining the firm in 2017, Chris was a portfolio manager in the industrials group of  Point72 Asset Management / CR Intrinsic Investors (2011-2016), portfolio manager of the FrontPoint Consumer & Industrial Fund at FrontPoint Partners (2006-2011), portfolio manager and securities analyst at John A Levin & Co., Inc. focused on the consumer and industrial sectors (2001-2006), and was an Institutional Investor All-Star analyst at Lehman Brothers covering building products and electrical equipment (1996-2001). Chris earned a B.A. in Economics from Franklin & Marshall College and an M.B.A. from Columbia Business School. 

  • Bill Visconto

    Chief Operating Officer Portfolio Manager Easterly EAB Risk Solutions
  • Bill Visconto
    Chief Operating Officer
    Portfolio Manager
    Easterly EAB Risk Solutions

    Bill is the Chief Operations Officer at Easterly EAB Risk Solutions. Prior to joining EAB Investment Group, Bill was a head volatility trader at McGowan Investors LLC. His responsibilities were to implement the firm’s strategy in the volatility arbitrage space and deploy the firm’s capital to maximize returns. Before joining McGowan, he was co-founder of Volare Capital, a hedge fund that pursued statistical/volatility arbitrage strategies in index and single stock options. Bill was the head of portfolio management and trading floor operations for PFTC Advisors and PFTC Trading. At PFTC, he was responsible for managing a team of 4 portfolio managers and 17 floor traders. PFTC Trading was one of the largest liquidity providers in the United States. Bill received his B.S. in Marketing from the University of Scranton. He holds Series 7, 63, 65 licenses and currently a CFA Level 3 Candidate. 

  • Anne Wickland, CFA

    Portfolio Manager Easterly Investment Partners
  • Anne Wickland, CFA
    Portfolio Manager
    Easterly Investment Partners

    Anne is a Portfolio Manager at Easterly Investment Partners. Anne joined Snow Capital in 2006 as a Senior Analyst. In 2010, she was appointed a Portfolio Manager.  Currently, she is a Portfolio Manager of the Long/Short Opportunity Fund, Large Cap Value and Equity Income Strategies. Prior to joining the firm, she worked at Prudential Equity Group, Credit Suisse and J.P. Morgan where she was responsible for research coverage in the specialty hardlines retail, household and personal care sectors. Anne earned a B.A. from Davidson College and received her M.B.A. from the NYU Stern School of Business. She is a Chartered Financial Analyst and member of the CFA Institute. 

DISTRIBUTION

  • Matt Baker

    Analyst Easterly Asset Management
  • Kelly Bauerle

    Senior Vice President Easterly Funds
  • Derrick Beckwith

    Vice President Easterly Asset Management
  • Ryan Connelly, CFA

    Vice President Easterly Asset Management
Matt Baker
Matt Baker
Analyst
Easterly Asset Management

Matt is an Analyst at Easterly, responsible for Affiliate Partnerships. Prior to joining Easterly, Matt was an Operations Associate at Bain Capital Credit. He was responsible for supporting the credit trading desk, investment staff, and legal team on various processes, including supplying key information, deal opportunities, and investment related documents, overseeing credit amendments and corporate actions, as well as daily cash and position reconciliation for dozens of credit funds with custodians and brokers. Matt earned a B.A. in Economics from Vanderbilt University. 

Kelly Bauerle
Kelly Bauerle
Senior Vice President
Easterly Funds

Kelly is a Senior Vice President at Easterly Funds, responsible for Marketing Operations and Client Relations. She has also held various roles in sales and key accounts with the firm. Prior to joining Easterly Funds (formerly James Alpha Advisors) in 2011, Kelly spent 10 years in various sales and management positions with Transamerica Capital, Old Mutual Investment Partners, and American Express Financial Advisors. Kelly earned a M.B.A. from the University of Cincinnati and a B.A. in Theatre Arts from the University of Northern Colorado. 

Derrick Beckwith
Derrick Beckwith
Vice President
Easterly Asset Management

Derrick is a Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Four Corners Territory. Prior to joining Easterly, Derrick served as a private wealth manager at Morgan Stanley. Previously, he also worked in the alternative asset management space as part of a sales team responsible for marketing hedge fund, private equity, private debt and real estate strategies. Derrick earned his B.A. from the University of New Hampshire. 

Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President
Easterly Asset Management

Ryan is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ryan was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team. Ryan earned his B.S. in Finance from Fairfield University.  He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. 

  • Abigail Erdelatz

    Associate Easterly Asset Management
  • Dan Fellows

    Senior Vice President Easterly Asset Management
  • Mac Lowry

    Senior Vice President Easterly Asset Management
  • Chris McCool

    Senior Vice President Easterly Asset Management
Abigail Erdelatz
Abigail Erdelatz
Associate
Easterly Asset Management

Abigail is an Associate at Easterly, responsible for supporting Marketing efforts across the firm. Abigail joined Easterly as a Junior Executive Assistant in 2019 and was promoted to the marketing team in 2021. Prior to joining Easterly, she worked as an administrative assistant at the Admissions Office of Gordon College. Abigail earned her B.A. in Theatre Arts from Gordon College.  

Dan Fellows
Dan Fellows
Senior Vice President
Easterly Asset Management

Dan is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory. Prior to joining Easterly, Dan served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, he served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Dan also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management. Dan earned his B.A. from Eastern Illinois University. 

Mac Lowry
Mac Lowry
Senior Vice President
Easterly Asset Management

Mac is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Southeast Territory. Mac has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mac served as Managing Director for John Hancock Investment Management in the Southeast, responsible for the institutional and retail distribution for John Hancock ETFs. Previously, he worked for BlackRock iShares, UBS and Merrill Lynch in various sales leadership positions throughout the U.S. Mac graduated with a B.S. in Marketing from Florida State University. He is a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). 

Chris McCool
Chris McCool
Senior Vice President
Easterly Asset Management

Chris is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Northeast Territory. Prior to Easterly, Chris served as a Vice President, Advisor Consultant for Neuberger Berman. He was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Chris has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments. Chris graduated with a B.A. in Communications from the University of New Hampshire. 

  • James Milroy, CFA, CAIA

    Product Manager Easterly Funds
  • Matt Moore

    Vice President Easterly Funds
  • Katie Pierce

    Senior Vice President Easterly Asset Management
  • Chris Rodzen

    Vice President Easterly Asset Management
James Milroy, CFA, CAIA
James Milroy, CFA, CAIA
Product Manager
Easterly Funds

James is Product Manager at Easterly Funds, responsible for mutual fund business development and marketing efforts across the firm. Prior to joining Easterly, James was a Consultant at Syntrinsic Investment Counsel, where he advised institutional and high net worth clients presenting regular updates on investment performance, allocation and capital markets. He was also involved in the determination of investment objectives and the establishment of investment policy. Prior to that, James held roles in private wealth management, M&A and mutual fund operations. James earned his B.A.(Honours) in Sociology from Queen’s University in Canada. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Colorado. He is also a CAIA charterholder and member of the CAIA Association. 

Matt Moore
Matt Moore
Vice President
Easterly Funds

Matthew is a Vice President at Easterly Funds, responsible for sales and marketing efforts across all channels in the Pacific Northwest. Prior to his current role, Matthew oversaw all internal sales efforts and strategy nationwide at James Alpha Advisors. Prior to that, Matthew was with Jackson National as an internal wholesaler, catering to investment advisors in Southern California. Matthew received his B.S. in Finance at the University of Colorado at Boulder. 

Katie Pierce
Katie Pierce
Senior Vice President
Easterly Asset Management

Katie is a Senior Vice President and Head of Marketing for Easterly. Prior to joining Easterly, Katie served as Director of Marketing for Breckinridge Capital Advisors, an investment grade fixed income provider. At Breckinridge, she established the firm’s marketing department and led strategy and oversight of all marketing initiatives over a 10-year period. Prior to Breckinridge, Katie spent 5 years at State Street Global Advisors where she held marketing roles within the company’s Consultant Relations and Fixed Income departments. Before State Street Global Advisors, she worked as a Mortgage Closer for a subsidiary of ING. Katie began her career as a Legal Analyst for the Law Firm of Powers & Liquori. Katie received her B.A. in Economics from Mount Holyoke College. 

Chris Rodzen
Chris Rodzen
Vice President
Easterly Asset Management

Chris is a Vice President at Easterly, responsible for National Accounts. Prior to joining Easterly, Chris was a Director, National Account Manager at Affiliated Managers Group Funds. He was responsible for representing AMG’s offering of mutual funds, separately managed accounts, and alternative products at the home offices of various firms within the independent broker/dealer, RIA/custodian, bank, and defined contribution channel(s).  Previously, Chris spent a decade at Fidelity Investments, where he held field sales and internal sales positions. Chris earned a B.A. in Economics from Rhode Island College. He also holds the AIF and CIMA certification(s), and is currently a CFA Level III candidate. 

  • Elsa Statz

    Digital Marketing Specialist Easterly Funds
  • Ben Tillson

    Vice President Easterly Asset Management
Elsa Statz
Elsa Statz
Digital Marketing Specialist
Easterly Funds

Elsa is a Digital Marketing Specialist at Easterly Funds, responsible for maintaining the digital presence of Easterly Funds through website and email marketing. Prior to joining Easterly, Elsa worked at the Eating Recovery Center, where she maintained digital content for the brand’s website, social media and email marketing. Prior to that, Elsa worked at Exact Science managing corporate social media and blog content. Elsa received her B.A. in English Literature at University of Wisconsin – Eau Claire. 

Ben Tillson
Ben Tillson
Vice President
Easterly Asset Management

Ben is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ben was a member of the consultant relations and institutional distribution teams at The Boston Company and Mellon. Ben received his B.S. in Environmental Studies from Northeastern University. 

  • Matt Baker

    Analyst Easterly Asset Management
  • Kelly Bauerle

    Senior Vice President Easterly Funds
  • Derrick Beckwith

    Vice President Easterly Asset Management
Kelly Bauerle
Kelly Bauerle
Senior Vice President
Easterly Funds

Kelly is a Senior Vice President at Easterly Funds, responsible for Marketing Operations and Client Relations. She has also held various roles in sales and key accounts with the firm. Prior to joining Easterly Funds (formerly James Alpha Advisors) in 2011, Kelly spent 10 years in various sales and management positions with Transamerica Capital, Old Mutual Investment Partners, and American Express Financial Advisors. Kelly earned a M.B.A. from the University of Cincinnati and a B.A. in Theatre Arts from the University of Northern Colorado. 

Derrick Beckwith
Derrick Beckwith
Vice President
Easterly Asset Management

Derrick is a Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Four Corners Territory. Prior to joining Easterly, Derrick served as a private wealth manager at Morgan Stanley. Previously, he also worked in the alternative asset management space as part of a sales team responsible for marketing hedge fund, private equity, private debt and real estate strategies. Derrick earned his B.A. from the University of New Hampshire. 

  • Ryan Connelly, CFA

    Vice President Easterly Asset Management
  • Abigail Erdelatz

    Associate Easterly Asset Management
  • Dan Fellows

    Senior Vice President Easterly Asset Management
Matt Baker
Matt Baker
Analyst
Easterly Asset Management

Matt is an Analyst at Easterly, responsible for Affiliate Partnerships. Prior to joining Easterly, Matt was an Operations Associate at Bain Capital Credit. He was responsible for supporting the credit trading desk, investment staff, and legal team on various processes, including supplying key information, deal opportunities, and investment related documents, overseeing credit amendments and corporate actions, as well as daily cash and position reconciliation for dozens of credit funds with custodians and brokers. Matt earned a B.A. in Economics from Vanderbilt University. 

Kelly Bauerle
Kelly Bauerle
Senior Vice President
Easterly Funds

Kelly is a Senior Vice President at Easterly Funds, responsible for Marketing Operations and Client Relations. She has also held various roles in sales and key accounts with the firm. Prior to joining Easterly Funds (formerly James Alpha Advisors) in 2011, Kelly spent 10 years in various sales and management positions with Transamerica Capital, Old Mutual Investment Partners, and American Express Financial Advisors. Kelly earned a M.B.A. from the University of Cincinnati and a B.A. in Theatre Arts from the University of Northern Colorado. 

Derrick Beckwith
Derrick Beckwith
Vice President
Easterly Asset Management

Derrick is a Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Four Corners Territory. Prior to joining Easterly, Derrick served as a private wealth manager at Morgan Stanley. Previously, he also worked in the alternative asset management space as part of a sales team responsible for marketing hedge fund, private equity, private debt and real estate strategies. Derrick earned his B.A. from the University of New Hampshire. 

Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President
Easterly Asset Management

Ryan is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ryan was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team. Ryan earned his B.S. in Finance from Fairfield University.  He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. 

Abigail Erdelatz
Abigail Erdelatz
Associate
Easterly Asset Management

Abigail is an Associate at Easterly, responsible for supporting Marketing efforts across the firm. Abigail joined Easterly as a Junior Executive Assistant in 2019 and was promoted to the marketing team in 2021. Prior to joining Easterly, she worked as an administrative assistant at the Admissions Office of Gordon College. Abigail earned her B.A. in Theatre Arts from Gordon College.  

Dan Fellows
Dan Fellows
Senior Vice President
Easterly Asset Management

Dan is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory. Prior to joining Easterly, Dan served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, he served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Dan also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management. Dan earned his B.A. from Eastern Illinois University. 

  • Mac Lowry

    Senior Vice President Easterly Asset Management
  • Chris McCool

    Senior Vice President Easterly Asset Management
  • James Milroy, CFA, CAIA

    Product Manager Easterly Funds
Derrick Beckwith
Derrick Beckwith
Vice President
Easterly Asset Management

Derrick is a Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Four Corners Territory. Prior to joining Easterly, Derrick served as a private wealth manager at Morgan Stanley. Previously, he also worked in the alternative asset management space as part of a sales team responsible for marketing hedge fund, private equity, private debt and real estate strategies. Derrick earned his B.A. from the University of New Hampshire. 

Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President
Easterly Asset Management

Ryan is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ryan was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team. Ryan earned his B.S. in Finance from Fairfield University.  He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. 

Abigail Erdelatz
Abigail Erdelatz
Associate
Easterly Asset Management

Abigail is an Associate at Easterly, responsible for supporting Marketing efforts across the firm. Abigail joined Easterly as a Junior Executive Assistant in 2019 and was promoted to the marketing team in 2021. Prior to joining Easterly, she worked as an administrative assistant at the Admissions Office of Gordon College. Abigail earned her B.A. in Theatre Arts from Gordon College.  

Dan Fellows
Dan Fellows
Senior Vice President
Easterly Asset Management

Dan is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory. Prior to joining Easterly, Dan served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, he served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Dan also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management. Dan earned his B.A. from Eastern Illinois University. 

Mac Lowry
Mac Lowry
Senior Vice President
Easterly Asset Management

Mac is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Southeast Territory. Mac has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mac served as Managing Director for John Hancock Investment Management in the Southeast, responsible for the institutional and retail distribution for John Hancock ETFs. Previously, he worked for BlackRock iShares, UBS and Merrill Lynch in various sales leadership positions throughout the U.S. Mac graduated with a B.S. in Marketing from Florida State University. He is a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). 

Chris McCool
Chris McCool
Senior Vice President
Easterly Asset Management

Chris is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Northeast Territory. Prior to Easterly, Chris served as a Vice President, Advisor Consultant for Neuberger Berman. He was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Chris has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments. Chris graduated with a B.A. in Communications from the University of New Hampshire. 

James Milroy, CFA, CAIA
James Milroy, CFA, CAIA
Product Manager
Easterly Funds

James is Product Manager at Easterly Funds, responsible for mutual fund business development and marketing efforts across the firm. Prior to joining Easterly, James was a Consultant at Syntrinsic Investment Counsel, where he advised institutional and high net worth clients presenting regular updates on investment performance, allocation and capital markets. He was also involved in the determination of investment objectives and the establishment of investment policy. Prior to that, James held roles in private wealth management, M&A and mutual fund operations. James earned his B.A.(Honours) in Sociology from Queen’s University in Canada. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Colorado. He is also a CAIA charterholder and member of the CAIA Association. 

  • Matt Moore

    Vice President Easterly Funds
  • Katie Pierce

    Senior Vice President Easterly Asset Management
  • Chris Rodzen

    Vice President Easterly Asset Management
Matt Baker
Matt Baker
Analyst
Easterly Asset Management

Matt is an Analyst at Easterly, responsible for Affiliate Partnerships. Prior to joining Easterly, Matt was an Operations Associate at Bain Capital Credit. He was responsible for supporting the credit trading desk, investment staff, and legal team on various processes, including supplying key information, deal opportunities, and investment related documents, overseeing credit amendments and corporate actions, as well as daily cash and position reconciliation for dozens of credit funds with custodians and brokers. Matt earned a B.A. in Economics from Vanderbilt University. 

Kelly Bauerle
Kelly Bauerle
Senior Vice President
Easterly Funds

Kelly is a Senior Vice President at Easterly Funds, responsible for Marketing Operations and Client Relations. She has also held various roles in sales and key accounts with the firm. Prior to joining Easterly Funds (formerly James Alpha Advisors) in 2011, Kelly spent 10 years in various sales and management positions with Transamerica Capital, Old Mutual Investment Partners, and American Express Financial Advisors. Kelly earned a M.B.A. from the University of Cincinnati and a B.A. in Theatre Arts from the University of Northern Colorado. 

Derrick Beckwith
Derrick Beckwith
Vice President
Easterly Asset Management

Derrick is a Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Four Corners Territory. Prior to joining Easterly, Derrick served as a private wealth manager at Morgan Stanley. Previously, he also worked in the alternative asset management space as part of a sales team responsible for marketing hedge fund, private equity, private debt and real estate strategies. Derrick earned his B.A. from the University of New Hampshire. 

Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President
Easterly Asset Management

Ryan is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ryan was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team. Ryan earned his B.S. in Finance from Fairfield University.  He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. 

Abigail Erdelatz
Abigail Erdelatz
Associate
Easterly Asset Management

Abigail is an Associate at Easterly, responsible for supporting Marketing efforts across the firm. Abigail joined Easterly as a Junior Executive Assistant in 2019 and was promoted to the marketing team in 2021. Prior to joining Easterly, she worked as an administrative assistant at the Admissions Office of Gordon College. Abigail earned her B.A. in Theatre Arts from Gordon College.  

Dan Fellows
Dan Fellows
Senior Vice President
Easterly Asset Management

Dan is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory. Prior to joining Easterly, Dan served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, he served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Dan also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management. Dan earned his B.A. from Eastern Illinois University. 

Mac Lowry
Mac Lowry
Senior Vice President
Easterly Asset Management

Mac is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Southeast Territory. Mac has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mac served as Managing Director for John Hancock Investment Management in the Southeast, responsible for the institutional and retail distribution for John Hancock ETFs. Previously, he worked for BlackRock iShares, UBS and Merrill Lynch in various sales leadership positions throughout the U.S. Mac graduated with a B.S. in Marketing from Florida State University. He is a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). 

Chris McCool
Chris McCool
Senior Vice President
Easterly Asset Management

Chris is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Northeast Territory. Prior to Easterly, Chris served as a Vice President, Advisor Consultant for Neuberger Berman. He was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Chris has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments. Chris graduated with a B.A. in Communications from the University of New Hampshire. 

James Milroy, CFA, CAIA
James Milroy, CFA, CAIA
Product Manager
Easterly Funds

James is Product Manager at Easterly Funds, responsible for mutual fund business development and marketing efforts across the firm. Prior to joining Easterly, James was a Consultant at Syntrinsic Investment Counsel, where he advised institutional and high net worth clients presenting regular updates on investment performance, allocation and capital markets. He was also involved in the determination of investment objectives and the establishment of investment policy. Prior to that, James held roles in private wealth management, M&A and mutual fund operations. James earned his B.A.(Honours) in Sociology from Queen’s University in Canada. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Colorado. He is also a CAIA charterholder and member of the CAIA Association. 

Matt Moore
Matt Moore
Vice President
Easterly Funds

Matthew is a Vice President at Easterly Funds, responsible for sales and marketing efforts across all channels in the Pacific Northwest. Prior to his current role, Matthew oversaw all internal sales efforts and strategy nationwide at James Alpha Advisors. Prior to that, Matthew was with Jackson National as an internal wholesaler, catering to investment advisors in Southern California. Matthew received his B.S. in Finance at the University of Colorado at Boulder. 

Katie Pierce
Katie Pierce
Senior Vice President
Easterly Asset Management

Katie is a Senior Vice President and Head of Marketing for Easterly. Prior to joining Easterly, Katie served as Director of Marketing for Breckinridge Capital Advisors, an investment grade fixed income provider. At Breckinridge, she established the firm’s marketing department and led strategy and oversight of all marketing initiatives over a 10-year period. Prior to Breckinridge, Katie spent 5 years at State Street Global Advisors where she held marketing roles within the company’s Consultant Relations and Fixed Income departments. Before State Street Global Advisors, she worked as a Mortgage Closer for a subsidiary of ING. Katie began her career as a Legal Analyst for the Law Firm of Powers & Liquori. Katie received her B.A. in Economics from Mount Holyoke College. 

Chris Rodzen
Chris Rodzen
Vice President
Easterly Asset Management

Chris is a Vice President at Easterly, responsible for National Accounts. Prior to joining Easterly, Chris was a Director, National Account Manager at Affiliated Managers Group Funds. He was responsible for representing AMG’s offering of mutual funds, separately managed accounts, and alternative products at the home offices of various firms within the independent broker/dealer, RIA/custodian, bank, and defined contribution channel(s).  Previously, Chris spent a decade at Fidelity Investments, where he held field sales and internal sales positions. Chris earned a B.A. in Economics from Rhode Island College. He also holds the AIF and CIMA certification(s), and is currently a CFA Level III candidate. 

  • Elsa Statz

    Digital Marketing Specialist Easterly Funds
  • Ben Tillson

    Vice President Easterly Asset Management
Elsa Statz
Elsa Statz
Digital Marketing Specialist
Easterly Funds

Elsa is a Digital Marketing Specialist at Easterly Funds, responsible for maintaining the digital presence of Easterly Funds through website and email marketing. Prior to joining Easterly, Elsa worked at the Eating Recovery Center, where she maintained digital content for the brand’s website, social media and email marketing. Prior to that, Elsa worked at Exact Science managing corporate social media and blog content. Elsa received her B.A. in English Literature at University of Wisconsin – Eau Claire. 

Ben Tillson
Ben Tillson
Vice President
Easterly Asset Management

Ben is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ben was a member of the consultant relations and institutional distribution teams at The Boston Company and Mellon. Ben received his B.S. in Environmental Studies from Northeastern University. 

  • Matt Baker

    Analyst Easterly Asset Management
  • Matt Baker
    Analyst
    Easterly Asset Management

    Matt is an Analyst at Easterly, responsible for Affiliate Partnerships. Prior to joining Easterly, Matt was an Operations Associate at Bain Capital Credit. He was responsible for supporting the credit trading desk, investment staff, and legal team on various processes, including supplying key information, deal opportunities, and investment related documents, overseeing credit amendments and corporate actions, as well as daily cash and position reconciliation for dozens of credit funds with custodians and brokers. Matt earned a B.A. in Economics from Vanderbilt University. 

  • Kelly Bauerle

    Senior Vice President Easterly Funds
  • Kelly Bauerle
    Senior Vice President
    Easterly Funds

    Kelly is a Senior Vice President at Easterly Funds, responsible for Marketing Operations and Client Relations. She has also held various roles in sales and key accounts with the firm. Prior to joining Easterly Funds (formerly James Alpha Advisors) in 2011, Kelly spent 10 years in various sales and management positions with Transamerica Capital, Old Mutual Investment Partners, and American Express Financial Advisors. Kelly earned a M.B.A. from the University of Cincinnati and a B.A. in Theatre Arts from the University of Northern Colorado. 

  • Derrick Beckwith

    Vice President Easterly Asset Management
  • Derrick Beckwith
    Vice President
    Easterly Asset Management

    Derrick is a Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Four Corners Territory. Prior to joining Easterly, Derrick served as a private wealth manager at Morgan Stanley. Previously, he also worked in the alternative asset management space as part of a sales team responsible for marketing hedge fund, private equity, private debt and real estate strategies. Derrick earned his B.A. from the University of New Hampshire. 

  • Ryan Connelly, CFA

    Vice President Easterly Asset Management
  • Ryan Connelly, CFA
    Vice President
    Easterly Asset Management

    Ryan is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ryan was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team. Ryan earned his B.S. in Finance from Fairfield University.  He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Boston. 

  • Abigail Erdelatz

    Associate Easterly Asset Management
  • Abigail Erdelatz
    Associate
    Easterly Asset Management

    Abigail is an Associate at Easterly, responsible for supporting Marketing efforts across the firm. Abigail joined Easterly as a Junior Executive Assistant in 2019 and was promoted to the marketing team in 2021. Prior to joining Easterly, she worked as an administrative assistant at the Admissions Office of Gordon College. Abigail earned her B.A. in Theatre Arts from Gordon College.  

  • Dan Fellows

    Senior Vice President Easterly Asset Management
  • Dan Fellows
    Senior Vice President
    Easterly Asset Management

    Dan is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory. Prior to joining Easterly, Dan served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, he served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Dan also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management. Dan earned his B.A. from Eastern Illinois University. 

  • Mac Lowry

    Senior Vice President Easterly Asset Management
  • Mac Lowry
    Senior Vice President
    Easterly Asset Management

    Mac is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Southeast Territory. Mac has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mac served as Managing Director for John Hancock Investment Management in the Southeast, responsible for the institutional and retail distribution for John Hancock ETFs. Previously, he worked for BlackRock iShares, UBS and Merrill Lynch in various sales leadership positions throughout the U.S. Mac graduated with a B.S. in Marketing from Florida State University. He is a Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). 

  • Chris McCool

    Senior Vice President Easterly Asset Management
  • Chris McCool
    Senior Vice President
    Easterly Asset Management

    Chris is a Senior Vice President at Easterly, responsible for Sales and Marketing efforts across all channels in the Northeast Territory. Prior to Easterly, Chris served as a Vice President, Advisor Consultant for Neuberger Berman. He was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Chris has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments. Chris graduated with a B.A. in Communications from the University of New Hampshire. 

  • James Milroy, CFA, CAIA

    Product Manager Easterly Funds
  • James Milroy, CFA, CAIA
    Product Manager
    Easterly Funds

    James is Product Manager at Easterly Funds, responsible for mutual fund business development and marketing efforts across the firm. Prior to joining Easterly, James was a Consultant at Syntrinsic Investment Counsel, where he advised institutional and high net worth clients presenting regular updates on investment performance, allocation and capital markets. He was also involved in the determination of investment objectives and the establishment of investment policy. Prior to that, James held roles in private wealth management, M&A and mutual fund operations. James earned his B.A.(Honours) in Sociology from Queen’s University in Canada. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society Colorado. He is also a CAIA charterholder and member of the CAIA Association. 

  • Matt Moore

    Vice President Easterly Funds
  • Matt Moore
    Vice President
    Easterly Funds

    Matthew is a Vice President at Easterly Funds, responsible for sales and marketing efforts across all channels in the Pacific Northwest. Prior to his current role, Matthew oversaw all internal sales efforts and strategy nationwide at James Alpha Advisors. Prior to that, Matthew was with Jackson National as an internal wholesaler, catering to investment advisors in Southern California. Matthew received his B.S. in Finance at the University of Colorado at Boulder. 

  • Katie Pierce

    Senior Vice President Easterly Asset Management
  • Katie Pierce
    Senior Vice President
    Easterly Asset Management

    Katie is a Senior Vice President and Head of Marketing for Easterly. Prior to joining Easterly, Katie served as Director of Marketing for Breckinridge Capital Advisors, an investment grade fixed income provider. At Breckinridge, she established the firm’s marketing department and led strategy and oversight of all marketing initiatives over a 10-year period. Prior to Breckinridge, Katie spent 5 years at State Street Global Advisors where she held marketing roles within the company’s Consultant Relations and Fixed Income departments. Before State Street Global Advisors, she worked as a Mortgage Closer for a subsidiary of ING. Katie began her career as a Legal Analyst for the Law Firm of Powers & Liquori. Katie received her B.A. in Economics from Mount Holyoke College. 

  • Chris Rodzen

    Vice President Easterly Asset Management
  • Chris Rodzen
    Vice President
    Easterly Asset Management

    Chris is a Vice President at Easterly, responsible for National Accounts. Prior to joining Easterly, Chris was a Director, National Account Manager at Affiliated Managers Group Funds. He was responsible for representing AMG’s offering of mutual funds, separately managed accounts, and alternative products at the home offices of various firms within the independent broker/dealer, RIA/custodian, bank, and defined contribution channel(s).  Previously, Chris spent a decade at Fidelity Investments, where he held field sales and internal sales positions. Chris earned a B.A. in Economics from Rhode Island College. He also holds the AIF and CIMA certification(s), and is currently a CFA Level III candidate. 

  • Elsa Statz

    Digital Marketing Specialist Easterly Funds
  • Elsa Statz
    Digital Marketing Specialist
    Easterly Funds

    Elsa is a Digital Marketing Specialist at Easterly Funds, responsible for maintaining the digital presence of Easterly Funds through website and email marketing. Prior to joining Easterly, Elsa worked at the Eating Recovery Center, where she maintained digital content for the brand’s website, social media and email marketing. Prior to that, Elsa worked at Exact Science managing corporate social media and blog content. Elsa received her B.A. in English Literature at University of Wisconsin – Eau Claire. 

  • Ben Tillson

    Vice President Easterly Asset Management
  • Ben Tillson
    Vice President
    Easterly Asset Management

    Ben is a Vice President at Easterly, responsible for institutional business development. Prior to joining Easterly, Ben was a member of the consultant relations and institutional distribution teams at The Boston Company and Mellon. Ben received his B.S. in Environmental Studies from Northeastern University. 

FIRM OPERATIONS

  • Mike Montague

    Chief Operating Officer Easterly Funds
  • Elizabeth Anth

    Chief Compliance Officer Easterly Funds
  • Alexandra Clinton

    Associate Easterly Investment Partners
  • Dawn Ekbom

    Associate Easterly Investment Partners
Mike Montague
Mike Montague
Chief Operating Officer
Easterly Funds

Mike is the Chief Operating Officer at Easterly Funds, responsible for daily operations as well as independent risk monitoring for our funds. Most recently he worked as a Portfolio Manager for a global macro fund primarily responsible for commodity research and trading. Mike previously served as a Portfolio Manager for Chapin Hill Advisors, Inc., overseeing asset allocation, trading, and investment activity. Prior to Chapin Hill Advisors, he served as a Portfolio Manager for the Cayuga MBA Fund LLC, a long/short equity hedge fund. Mike began his career with Schlumberger where he spent six years working as a Senior Geophysicist in Schlumberger’s Oilfield Services division. He holds a B.S. in Geophysics from Pennsylvania State University and a M.B.A. from Cornell University. 

Elizabeth Anth
Elizabeth Anth
Chief Compliance Officer
Easterly Funds

Elizabeth serves as Chief Compliance Officer at Easterly Funds and is responsible for the implementation and oversight of the James Alpha Management, Easterly Funds LLC and FDX Capital LLC compliance programs. Elizabeth has over twenty years of financial investment industry experience from working with a well-known investment company, mutual fund organization and premier managed account program. Elizabeth began her professional career at OppenheimerFunds, and prior to joining James Alpha Management served as Senior Manager of the Investment Guideline Oversight team at Charles Schwab. Elizabeth holds a B.A. degree from University of Phoenix with emphases in Finance and Accounting and M.B.A with emphasis in Finance and Accounting from Regis University. She holds her Series 7, 24 and 66 registrations. 

Alexandra Clinton
Alexandra Clinton
Associate
Easterly Investment Partners

Alexandra is an Associate at Easterly Investment Partners, responsible for overseeing Operations processes. Alexandra joined Snow Capital in 2014 as a Compliance Associate. Prior to joining the firm, Alexandra was a Relationship Manager and the Manager of Customer Service and Guest Relations at Dollar Bank FSA.  Alexandra received her B.A. in Accounting from Duquesne University. 

Dawn Ekbom
Dawn Ekbom
Associate
Easterly Investment Partners

Dawn Ekbom is an Associate at Easterly Investment Partners, responsible for Operations support across the firm. Prior to joining Easterly, Dawn Ekbom worked at Levin Capital Strategies, LP, where she was an office assistant and manager. 

  • Jamie Estes

    Director Easterly Asset Management
  • Chris Gallup

    Senior Trader Easterly Investment Partners
  • LunYan Hoysgaard

    Vice President Easterly Asset Management
  • Bart Ice

    Senior Associate Easterly Investment Partners
Jamie Estes
Jamie Estes
Director
Easterly Asset Management

Jamie is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm. Prior to joining Easterly, Jamie worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup. Jamie earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University. 

Chris Gallup
Chris Gallup
Senior Trader
Easterly Investment Partners

Chris is the Senior Trader at Easterly, responsible for all aspects of trading. Prior to joining Easterly, Chris was a Vice President in Small Business commercial lending at Bank Of America. Previously, he spent 20 years as an Institutional Sales Trader, most recently as Managing Director at Convergex. Chris was also on the trading desks at Morgan Stanley, SunTrust and Robertson Stephens. Chris received his B.A. in English at Hobart College. 

LunYan Hoysgaard
LunYan Hoysgaard
Vice President
Easterly Asset Management

LunYan is a Vice President at Easterly, responsible for overseeing all Human Resources functions of the firm. Prior to joining Easterly, LunYan was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston. LunYan attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development. 

Bart Ice
Bart Ice
Senior Associate
Easterly Investment Partners

Bart is a Senior Associate for Easterly Investment Partners, responsible for Operations such as trade loading, portfolio monitoring and client reporting. Prior to joining Easterly, he was an analyst and portfolio manager at Levin Capital Strategies and its predecessors, responsible primarily for IPO investing, trade loading, client relations and helping manage private client portfolios. Prior to that he was a research analyst with Citicorp Investment Management Inc., a Business Manager for American Cyanamid Corp. and an engineer for Diamond Shamrock Corp. Bart received his B.S. in Chemical Engineering from the University of Toledo and an M.B.A. from M.I.T.’s Sloan School of Management. He is CFA certified and a member of the CFA Institute. 

  • Aarón Luna-Moscote

    Analyst Easterly Asset Management
  • Ashlee Pekar

    Junior Executive Assistant Easterly Asset Management
  • Jordan Pierce

    Executive Assistant Easterly Asset Management
  • Kelly Powell

    Associate Easterly Investment Partners
Aarón Luna-Moscote
Aarón Luna-Moscote
Analyst
Easterly Asset Management

Aaron is an Analyst, responsible for assisting with Information Technology needs across the firm. Prior to joining Easterly, Aaron was a Technical Support specialist at Fauquier Health. He was responsible for assisting with all technological support and troubleshooting, and provided support to hospital staff on a variety of technical, hardware, and software system issues. Aaron earned a B.A.S. in Cybersecurity from George Mason University.  

Ashlee Pekar
Ashlee Pekar
Junior Executive Assistant
Easterly Asset Management

Ashlee is a Junior Executive Assistant at Easterly, responsible for supporting the Managing Principal and Executive Assistant in office and administrative functions. Prior to joining Easterly, Ashlee worked at Yankee Leisure Group as the Talent Acquisition and Training Manager, responsible for onboarding, internal training and professional development. Previously, Ashlee served in various capacities at YLG including Project Management, where she helped implement new technologies and processes through her extensive knowledge of sales, product, and customer experience. Ashlee earned her bachelor’s degree in Sports Management at Flagler College in St. Augustine, FL. 

Jordan Pierce
Jordan Pierce
Executive Assistant
Easterly Asset Management

Jordan is a senior Executive Assistant at Easterly, responsible for providing executive and administrative support to all levels of the firm. Prior to joining Easterly, Jordan served as an administrative assistant for Henley Investment Management. Jordan earned her B.A. in Public Health from the University of South Carolina.   

Kelly Powell
Kelly Powell
Associate
Easterly Investment Partners

Kelly is an Associate at Easterly Investment Partners, responsible for Operations. Kelly joined Snow Capital in 2005 as an Operations Associate.  Prior to joining the firm, she worked in administration and operations within the asset management division of the former Parker/Hunter Inc. Kelly graduated from Sawyer School of Business.  

  • Peter Schuchart

    Director Easterly Funds
  • Ben Searle

    Chief Technology Officer Easterly Asset Management
  • Alex Shipp

    Trader Easterly Investment Partners
  • Elizabeth Smith

    Controller Easterly Funds
Peter Schuchart
Peter Schuchart
Director
Easterly Funds

Peter is a Director at Easterly Funds, responsible for the Mutual Fund Operations. Prior to joining Easterly, Peter worked at Tradewinds, LLC., where he was an AVP in Portfolio Management primarily responsible for the trading and compliance of the institutional account base across several global strategies. Prior to that, Peter served as Senior Operations Coordinator at Dimensional Fund Advisors, a quantitative institutional asset manager. Peter received both his B.A. in Economics and MSc in Finance from Indiana University Bloomington.

Ben Searle
Ben Searle
Chief Technology Officer
Easterly Asset Management

Ben is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm. Prior to joining Easterly, Ben was the Solutions Engineer at the Museum of Fine Arts in Boston, where he was responsible for management and oversight of all computer systems support. Ben received his B.A. in Sociology and Computer Science from Northeastern University. 

Alex Shipp
Alex Shipp
Trader
Easterly Investment Partners

Alex is a Trader at Easterly Investment Partners, responsible for trading securities in separately managed accounts and executing orders as directed by portfolio managers. Prior to joining the firm, Alex worked at Veson Nautical, where he was a Consultant and Account Manager focused on trading and risk management within the maritime industry. Previously, Alex worked at both Canaccord Genuity and KeyBanc Capital Markets on the equity sales and trading desks. Alex received his B.A. in Psychology and Classics from Holy Cross. He also holds his Series 7 and 63 licenses. 

Elizabeth Smith
Elizabeth Smith
Controller
Easterly Funds

Elizabeth is the Controller at Easterly Funds, responsible for the accounting and financial reporting for the firm. Prior to joining Easterly, Elizabeth worked at BNY Mellon in the Capital Markets division, where she worked in the finance and regulatory department assisting in daily and monthly close and performing weekly and monthly FINRA reporting. Prior to that, Elizabeth worked at BBVA Securities and was responsible for financial statement preparation, regulatory reporting, and daily operations reconciliation. Elizabeth received her B.A. in Accounting and Finance at Baruch College. She also has FINRA Series 27, Financial and Operations Principal designation. 

  • Amanda Suzor

    Senior Associate Easterly Investment Partners
Ben Searle
Ben Searle
Chief Technology Officer
Easterly Asset Management

Ben is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm. Prior to joining Easterly, Ben was the Solutions Engineer at the Museum of Fine Arts in Boston, where he was responsible for management and oversight of all computer systems support. Ben received his B.A. in Sociology and Computer Science from Northeastern University. 

Alex Shipp
Alex Shipp
Trader
Easterly Investment Partners

Alex is a Trader at Easterly Investment Partners, responsible for trading securities in separately managed accounts and executing orders as directed by portfolio managers. Prior to joining the firm, Alex worked at Veson Nautical, where he was a Consultant and Account Manager focused on trading and risk management within the maritime industry. Previously, Alex worked at both Canaccord Genuity and KeyBanc Capital Markets on the equity sales and trading desks. Alex received his B.A. in Psychology and Classics from Holy Cross. He also holds his Series 7 and 63 licenses. 

Elizabeth Smith
Elizabeth Smith
Controller
Easterly Funds

Elizabeth is the Controller at Easterly Funds, responsible for the accounting and financial reporting for the firm. Prior to joining Easterly, Elizabeth worked at BNY Mellon in the Capital Markets division, where she worked in the finance and regulatory department assisting in daily and monthly close and performing weekly and monthly FINRA reporting. Prior to that, Elizabeth worked at BBVA Securities and was responsible for financial statement preparation, regulatory reporting, and daily operations reconciliation. Elizabeth received her B.A. in Accounting and Finance at Baruch College. She also has FINRA Series 27, Financial and Operations Principal designation. 

Amanda Suzor
Amanda Suzor
Senior Associate
Easterly Investment Partners

Amanda Suzor is a Senior Associate at Easterly Investment Partners, responsible for Operations across the firm. Prior to joining Easterly, Amanda worked at Levin Capital Strategies where she was Senior Hedge Fund Accountant and member of the operations team responsible for the Alternative Investments, including Long/Short and Event Driven Hedge Funds, as well supporting institutional accounts across various strategies. Amanda received her B.A in Business Management at Eckerd College. 

  • Mike Montague

    Chief Operating Officer Easterly Funds
  • Elizabeth Anth

    Chief Compliance Officer Easterly Funds
  • Alexandra Clinton

    Associate Easterly Investment Partners
Mike Montague
Mike Montague
Chief Operating Officer
Easterly Funds

Mike is the Chief Operating Officer at Easterly Funds, responsible for daily operations as well as independent risk monitoring for our funds. Most recently he worked as a Portfolio Manager for a global macro fund primarily responsible for commodity research and trading. Mike previously served as a Portfolio Manager for Chapin Hill Advisors, Inc., overseeing asset allocation, trading, and investment activity. Prior to Chapin Hill Advisors, he served as a Portfolio Manager for the Cayuga MBA Fund LLC, a long/short equity hedge fund. Mike began his career with Schlumberger where he spent six years working as a Senior Geophysicist in Schlumberger’s Oilfield Services division. He holds a B.S. in Geophysics from Pennsylvania State University and a M.B.A. from Cornell University. 

Elizabeth Anth
Elizabeth Anth
Chief Compliance Officer
Easterly Funds

Elizabeth serves as Chief Compliance Officer at Easterly Funds and is responsible for the implementation and oversight of the James Alpha Management, Easterly Funds LLC and FDX Capital LLC compliance programs. Elizabeth has over twenty years of financial investment industry experience from working with a well-known investment company, mutual fund organization and premier managed account program. Elizabeth began her professional career at OppenheimerFunds, and prior to joining James Alpha Management served as Senior Manager of the Investment Guideline Oversight team at Charles Schwab. Elizabeth holds a B.A. degree from University of Phoenix with emphases in Finance and Accounting and M.B.A with emphasis in Finance and Accounting from Regis University. She holds her Series 7, 24 and 66 registrations. 

Alexandra Clinton
Alexandra Clinton
Associate
Easterly Investment Partners

Alexandra is an Associate at Easterly Investment Partners, responsible for overseeing Operations processes. Alexandra joined Snow Capital in 2014 as a Compliance Associate. Prior to joining the firm, Alexandra was a Relationship Manager and the Manager of Customer Service and Guest Relations at Dollar Bank FSA.  Alexandra received her B.A. in Accounting from Duquesne University. 

  • Dawn Ekbom

    Associate Easterly Investment Partners
  • Jamie Estes

    Director Easterly Asset Management
  • Chris Gallup

    Senior Trader Easterly Investment Partners
Dawn Ekbom
Dawn Ekbom
Associate
Easterly Investment Partners

Dawn Ekbom is an Associate at Easterly Investment Partners, responsible for Operations support across the firm. Prior to joining Easterly, Dawn Ekbom worked at Levin Capital Strategies, LP, where she was an office assistant and manager. 

Jamie Estes
Jamie Estes
Director
Easterly Asset Management

Jamie is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm. Prior to joining Easterly, Jamie worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup. Jamie earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University. 

Chris Gallup
Chris Gallup
Senior Trader
Easterly Investment Partners

Chris is the Senior Trader at Easterly, responsible for all aspects of trading. Prior to joining Easterly, Chris was a Vice President in Small Business commercial lending at Bank Of America. Previously, he spent 20 years as an Institutional Sales Trader, most recently as Managing Director at Convergex. Chris was also on the trading desks at Morgan Stanley, SunTrust and Robertson Stephens. Chris received his B.A. in English at Hobart College. 

  • LunYan Hoysgaard

    Vice President Easterly Asset Management
  • Bart Ice

    Senior Associate Easterly Investment Partners
  • Aarón Luna-Moscote

    Analyst Easterly Asset Management
LunYan Hoysgaard
LunYan Hoysgaard
Vice President
Easterly Asset Management

LunYan is a Vice President at Easterly, responsible for overseeing all Human Resources functions of the firm. Prior to joining Easterly, LunYan was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston. LunYan attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development. 

Bart Ice
Bart Ice
Senior Associate
Easterly Investment Partners

Bart is a Senior Associate for Easterly Investment Partners, responsible for Operations such as trade loading, portfolio monitoring and client reporting. Prior to joining Easterly, he was an analyst and portfolio manager at Levin Capital Strategies and its predecessors, responsible primarily for IPO investing, trade loading, client relations and helping manage private client portfolios. Prior to that he was a research analyst with Citicorp Investment Management Inc., a Business Manager for American Cyanamid Corp. and an engineer for Diamond Shamrock Corp. Bart received his B.S. in Chemical Engineering from the University of Toledo and an M.B.A. from M.I.T.’s Sloan School of Management. He is CFA certified and a member of the CFA Institute. 

Aarón Luna-Moscote
Aarón Luna-Moscote
Analyst
Easterly Asset Management

Aaron is an Analyst, responsible for assisting with Information Technology needs across the firm. Prior to joining Easterly, Aaron was a Technical Support specialist at Fauquier Health. He was responsible for assisting with all technological support and troubleshooting, and provided support to hospital staff on a variety of technical, hardware, and software system issues. Aaron earned a B.A.S. in Cybersecurity from George Mason University.  

  • Ashlee Pekar

    Junior Executive Assistant Easterly Asset Management
  • Jordan Pierce

    Executive Assistant Easterly Asset Management
  • Kelly Powell

    Associate Easterly Investment Partners
Ashlee Pekar
Ashlee Pekar
Junior Executive Assistant
Easterly Asset Management

Ashlee is a Junior Executive Assistant at Easterly, responsible for supporting the Managing Principal and Executive Assistant in office and administrative functions. Prior to joining Easterly, Ashlee worked at Yankee Leisure Group as the Talent Acquisition and Training Manager, responsible for onboarding, internal training and professional development. Previously, Ashlee served in various capacities at YLG including Project Management, where she helped implement new technologies and processes through her extensive knowledge of sales, product, and customer experience. Ashlee earned her bachelor’s degree in Sports Management at Flagler College in St. Augustine, FL. 

Jordan Pierce
Jordan Pierce
Executive Assistant
Easterly Asset Management

Jordan is a senior Executive Assistant at Easterly, responsible for providing executive and administrative support to all levels of the firm. Prior to joining Easterly, Jordan served as an administrative assistant for Henley Investment Management. Jordan earned her B.A. in Public Health from the University of South Carolina.   

Kelly Powell
Kelly Powell
Associate
Easterly Investment Partners

Kelly is an Associate at Easterly Investment Partners, responsible for Operations. Kelly joined Snow Capital in 2005 as an Operations Associate.  Prior to joining the firm, she worked in administration and operations within the asset management division of the former Parker/Hunter Inc. Kelly graduated from Sawyer School of Business.  

  • Peter Schuchart

    Director Easterly Funds
  • Ben Searle

    Chief Technology Officer Easterly Asset Management
  • Alex Shipp

    Trader Easterly Investment Partners
Peter Schuchart
Peter Schuchart
Director
Easterly Funds

Peter is a Director at Easterly Funds, responsible for the Mutual Fund Operations. Prior to joining Easterly, Peter worked at Tradewinds, LLC., where he was an AVP in Portfolio Management primarily responsible for the trading and compliance of the institutional account base across several global strategies. Prior to that, Peter served as Senior Operations Coordinator at Dimensional Fund Advisors, a quantitative institutional asset manager. Peter received both his B.A. in Economics and MSc in Finance from Indiana University Bloomington.

Ben Searle
Ben Searle
Chief Technology Officer
Easterly Asset Management

Ben is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm. Prior to joining Easterly, Ben was the Solutions Engineer at the Museum of Fine Arts in Boston, where he was responsible for management and oversight of all computer systems support. Ben received his B.A. in Sociology and Computer Science from Northeastern University. 

Alex Shipp
Alex Shipp
Trader
Easterly Investment Partners

Alex is a Trader at Easterly Investment Partners, responsible for trading securities in separately managed accounts and executing orders as directed by portfolio managers. Prior to joining the firm, Alex worked at Veson Nautical, where he was a Consultant and Account Manager focused on trading and risk management within the maritime industry. Previously, Alex worked at both Canaccord Genuity and KeyBanc Capital Markets on the equity sales and trading desks. Alex received his B.A. in Psychology and Classics from Holy Cross. He also holds his Series 7 and 63 licenses. 

  • Elizabeth Smith

    Controller Easterly Funds
  • Amanda Suzor

    Senior Associate Easterly Investment Partners
Alex Shipp
Alex Shipp
Trader
Easterly Investment Partners

Alex is a Trader at Easterly Investment Partners, responsible for trading securities in separately managed accounts and executing orders as directed by portfolio managers. Prior to joining the firm, Alex worked at Veson Nautical, where he was a Consultant and Account Manager focused on trading and risk management within the maritime industry. Previously, Alex worked at both Canaccord Genuity and KeyBanc Capital Markets on the equity sales and trading desks. Alex received his B.A. in Psychology and Classics from Holy Cross. He also holds his Series 7 and 63 licenses. 

Elizabeth Smith
Elizabeth Smith
Controller
Easterly Funds

Elizabeth is the Controller at Easterly Funds, responsible for the accounting and financial reporting for the firm. Prior to joining Easterly, Elizabeth worked at BNY Mellon in the Capital Markets division, where she worked in the finance and regulatory department assisting in daily and monthly close and performing weekly and monthly FINRA reporting. Prior to that, Elizabeth worked at BBVA Securities and was responsible for financial statement preparation, regulatory reporting, and daily operations reconciliation. Elizabeth received her B.A. in Accounting and Finance at Baruch College. She also has FINRA Series 27, Financial and Operations Principal designation. 

Amanda Suzor
Amanda Suzor
Senior Associate
Easterly Investment Partners

Amanda Suzor is a Senior Associate at Easterly Investment Partners, responsible for Operations across the firm. Prior to joining Easterly, Amanda worked at Levin Capital Strategies where she was Senior Hedge Fund Accountant and member of the operations team responsible for the Alternative Investments, including Long/Short and Event Driven Hedge Funds, as well supporting institutional accounts across various strategies. Amanda received her B.A in Business Management at Eckerd College. 

  • Mike Montague

    Chief Operating Officer Easterly Funds
  • Mike Montague
    Chief Operating Officer
    Easterly Funds

    Mike is the Chief Operating Officer at Easterly Funds, responsible for daily operations as well as independent risk monitoring for our funds. Most recently he worked as a Portfolio Manager for a global macro fund primarily responsible for commodity research and trading. Mike previously served as a Portfolio Manager for Chapin Hill Advisors, Inc., overseeing asset allocation, trading, and investment activity. Prior to Chapin Hill Advisors, he served as a Portfolio Manager for the Cayuga MBA Fund LLC, a long/short equity hedge fund. Mike began his career with Schlumberger where he spent six years working as a Senior Geophysicist in Schlumberger’s Oilfield Services division. He holds a B.S. in Geophysics from Pennsylvania State University and a M.B.A. from Cornell University. 

  • Elizabeth Anth

    Chief Compliance Officer Easterly Funds
  • Elizabeth Anth
    Chief Compliance Officer
    Easterly Funds

    Elizabeth serves as Chief Compliance Officer at Easterly Funds and is responsible for the implementation and oversight of the James Alpha Management, Easterly Funds LLC and FDX Capital LLC compliance programs. Elizabeth has over twenty years of financial investment industry experience from working with a well-known investment company, mutual fund organization and premier managed account program. Elizabeth began her professional career at OppenheimerFunds, and prior to joining James Alpha Management served as Senior Manager of the Investment Guideline Oversight team at Charles Schwab. Elizabeth holds a B.A. degree from University of Phoenix with emphases in Finance and Accounting and M.B.A with emphasis in Finance and Accounting from Regis University. She holds her Series 7, 24 and 66 registrations. 

  • Alexandra Clinton

    Associate Easterly Investment Partners
  • Alexandra Clinton
    Associate
    Easterly Investment Partners

    Alexandra is an Associate at Easterly Investment Partners, responsible for overseeing Operations processes. Alexandra joined Snow Capital in 2014 as a Compliance Associate. Prior to joining the firm, Alexandra was a Relationship Manager and the Manager of Customer Service and Guest Relations at Dollar Bank FSA.  Alexandra received her B.A. in Accounting from Duquesne University. 

  • Dawn Ekbom

    Associate Easterly Investment Partners
  • Dawn Ekbom
    Associate
    Easterly Investment Partners

    Dawn Ekbom is an Associate at Easterly Investment Partners, responsible for Operations support across the firm. Prior to joining Easterly, Dawn Ekbom worked at Levin Capital Strategies, LP, where she was an office assistant and manager. 

  • Jamie Estes

    Director Easterly Asset Management
  • Jamie Estes
    Director
    Easterly Asset Management

    Jamie is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm. Prior to joining Easterly, Jamie worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup. Jamie earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University. 

  • Chris Gallup

    Senior Trader Easterly Investment Partners
  • Chris Gallup
    Senior Trader
    Easterly Investment Partners

    Chris is the Senior Trader at Easterly, responsible for all aspects of trading. Prior to joining Easterly, Chris was a Vice President in Small Business commercial lending at Bank Of America. Previously, he spent 20 years as an Institutional Sales Trader, most recently as Managing Director at Convergex. Chris was also on the trading desks at Morgan Stanley, SunTrust and Robertson Stephens. Chris received his B.A. in English at Hobart College. 

  • LunYan Hoysgaard

    Vice President Easterly Asset Management
  • LunYan Hoysgaard
    Vice President
    Easterly Asset Management

    LunYan is a Vice President at Easterly, responsible for overseeing all Human Resources functions of the firm. Prior to joining Easterly, LunYan was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston. LunYan attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development. 

  • Bart Ice

    Senior Associate Easterly Investment Partners
  • Bart Ice
    Senior Associate
    Easterly Investment Partners

    Bart is a Senior Associate for Easterly Investment Partners, responsible for Operations such as trade loading, portfolio monitoring and client reporting. Prior to joining Easterly, he was an analyst and portfolio manager at Levin Capital Strategies and its predecessors, responsible primarily for IPO investing, trade loading, client relations and helping manage private client portfolios. Prior to that he was a research analyst with Citicorp Investment Management Inc., a Business Manager for American Cyanamid Corp. and an engineer for Diamond Shamrock Corp. Bart received his B.S. in Chemical Engineering from the University of Toledo and an M.B.A. from M.I.T.’s Sloan School of Management. He is CFA certified and a member of the CFA Institute. 

  • Aarón Luna-Moscote

    Analyst Easterly Asset Management
  • Aarón Luna-Moscote
    Analyst
    Easterly Asset Management

    Aaron is an Analyst, responsible for assisting with Information Technology needs across the firm. Prior to joining Easterly, Aaron was a Technical Support specialist at Fauquier Health. He was responsible for assisting with all technological support and troubleshooting, and provided support to hospital staff on a variety of technical, hardware, and software system issues. Aaron earned a B.A.S. in Cybersecurity from George Mason University.  

  • Ashlee Pekar

    Junior Executive Assistant Easterly Asset Management
  • Ashlee Pekar
    Junior Executive Assistant
    Easterly Asset Management

    Ashlee is a Junior Executive Assistant at Easterly, responsible for supporting the Managing Principal and Executive Assistant in office and administrative functions. Prior to joining Easterly, Ashlee worked at Yankee Leisure Group as the Talent Acquisition and Training Manager, responsible for onboarding, internal training and professional development. Previously, Ashlee served in various capacities at YLG including Project Management, where she helped implement new technologies and processes through her extensive knowledge of sales, product, and customer experience. Ashlee earned her bachelor’s degree in Sports Management at Flagler College in St. Augustine, FL. 

  • Jordan Pierce

    Executive Assistant Easterly Asset Management
  • Jordan Pierce
    Executive Assistant
    Easterly Asset Management

    Jordan is a senior Executive Assistant at Easterly, responsible for providing executive and administrative support to all levels of the firm. Prior to joining Easterly, Jordan served as an administrative assistant for Henley Investment Management. Jordan earned her B.A. in Public Health from the University of South Carolina.   

  • Kelly Powell

    Associate Easterly Investment Partners
  • Kelly Powell
    Associate
    Easterly Investment Partners

    Kelly is an Associate at Easterly Investment Partners, responsible for Operations. Kelly joined Snow Capital in 2005 as an Operations Associate.  Prior to joining the firm, she worked in administration and operations within the asset management division of the former Parker/Hunter Inc. Kelly graduated from Sawyer School of Business.  

  • Peter Schuchart

    Director Easterly Funds
  • Peter Schuchart
    Director
    Easterly Funds

    Peter is a Director at Easterly Funds, responsible for the Mutual Fund Operations. Prior to joining Easterly, Peter worked at Tradewinds, LLC., where he was an AVP in Portfolio Management primarily responsible for the trading and compliance of the institutional account base across several global strategies. Prior to that, Peter served as Senior Operations Coordinator at Dimensional Fund Advisors, a quantitative institutional asset manager. Peter received both his B.A. in Economics and MSc in Finance from Indiana University Bloomington.

  • Ben Searle

    Chief Technology Officer Easterly Asset Management
  • Ben Searle
    Chief Technology Officer
    Easterly Asset Management

    Ben is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm. Prior to joining Easterly, Ben was the Solutions Engineer at the Museum of Fine Arts in Boston, where he was responsible for management and oversight of all computer systems support. Ben received his B.A. in Sociology and Computer Science from Northeastern University. 

  • Alex Shipp

    Trader Easterly Investment Partners
  • Alex Shipp
    Trader
    Easterly Investment Partners

    Alex is a Trader at Easterly Investment Partners, responsible for trading securities in separately managed accounts and executing orders as directed by portfolio managers. Prior to joining the firm, Alex worked at Veson Nautical, where he was a Consultant and Account Manager focused on trading and risk management within the maritime industry. Previously, Alex worked at both Canaccord Genuity and KeyBanc Capital Markets on the equity sales and trading desks. Alex received his B.A. in Psychology and Classics from Holy Cross. He also holds his Series 7 and 63 licenses. 

  • Elizabeth Smith

    Controller Easterly Funds
  • Elizabeth Smith
    Controller
    Easterly Funds

    Elizabeth is the Controller at Easterly Funds, responsible for the accounting and financial reporting for the firm. Prior to joining Easterly, Elizabeth worked at BNY Mellon in the Capital Markets division, where she worked in the finance and regulatory department assisting in daily and monthly close and performing weekly and monthly FINRA reporting. Prior to that, Elizabeth worked at BBVA Securities and was responsible for financial statement preparation, regulatory reporting, and daily operations reconciliation. Elizabeth received her B.A. in Accounting and Finance at Baruch College. She also has FINRA Series 27, Financial and Operations Principal designation. 

  • Amanda Suzor

    Senior Associate Easterly Investment Partners
  • Amanda Suzor
    Senior Associate
    Easterly Investment Partners

    Amanda Suzor is a Senior Associate at Easterly Investment Partners, responsible for Operations across the firm. Prior to joining Easterly, Amanda worked at Levin Capital Strategies where she was Senior Hedge Fund Accountant and member of the operations team responsible for the Alternative Investments, including Long/Short and Event Driven Hedge Funds, as well supporting institutional accounts across various strategies. Amanda received her B.A in Business Management at Eckerd College. 

Check the background of this firm on FINRA's BrokerCheck.

Securities are offered through Easterly Securities LLC, member FINRA /member SIPC.

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Easterly Acquisition 138 Conant Street Beverly, MA  |  New York, NY 01915 617-303-4800
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