Easterly Finalizes Partnership with Snow Capital Learn More

Our team includes veterans of some of the most successful asset management companies in the past decade

Easterly is driven by an exceptional leadership core with an average of 20 years of experience

  • Unique experience in business-building, asset management, private equity, public company management, and insurance

  • Proven success in positioning asset management firms for growth by aligning ownership and incentives between investors and management

  • Demonstrated experience creating strong institutional frameworks and infrastructure for firms that require entrepreneurial flexibility for growth

Easterly Team

LEADERSHIP

  • Darrell Crate

    Managing Principal
  • Michael Collins

    MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT
  • Amaris Sahota

    Chief Operating Officer
Darrell Crate
Darrell Crate
Managing Principal

Mr. Crate is the Managing Principal at Easterly, which he founded in 2009. Mr. Crate serves as the Chairman of the Board of Directors of Easterly Government Properties, Inc., a NYSE listed company.

Prior to founding Easterly, Mr. Crate served as the Chief Financial Officer of Affiliated Managers Group, Inc., a publicly traded asset management holding company which grew through acquisition. Mr. Crate 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.

Mr. Crate earned his B.A. from Bates College and his M.B.A. from Columbia Business School.

Michael Collins
Michael Collins
MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT

Mr. Collins is a Managing Director and the Head of Business Development at Easterly.

Prior to Easterly, Mr. Collins served as the Head of Distribution for Kennedy Wilson, a global real estate investment company. Mr. Collins was responsible for all sales and marketing activity and sat on the KW Investment Committee. Previously, Mr. Collins 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. Mr. Collins also worked for Eaton Vance and began his investment career with Lord, Abbett & Co.

Mr. Collins 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

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.

  • Darrell Crate

    Managing Principal
  • Michael Collins

    MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT
  • Amaris Sahota

    Chief Operating Officer
Darrell Crate
Darrell Crate
Managing Principal

Mr. Crate is the Managing Principal at Easterly, which he founded in 2009. Mr. Crate serves as the Chairman of the Board of Directors of Easterly Government Properties, Inc., a NYSE listed company.

Prior to founding Easterly, Mr. Crate served as the Chief Financial Officer of Affiliated Managers Group, Inc., a publicly traded asset management holding company which grew through acquisition. Mr. Crate 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.

Mr. Crate earned his B.A. from Bates College and his M.B.A. from Columbia Business School.

Michael Collins
Michael Collins
MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT

Mr. Collins is a Managing Director and the Head of Business Development at Easterly.

Prior to Easterly, Mr. Collins served as the Head of Distribution for Kennedy Wilson, a global real estate investment company. Mr. Collins was responsible for all sales and marketing activity and sat on the KW Investment Committee. Previously, Mr. Collins 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. Mr. Collins also worked for Eaton Vance and began his investment career with Lord, Abbett & Co.

Mr. Collins 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

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.

  • Darrell Crate

    Managing Principal
  • Darrell Crate
    Darrell

    Mr. Crate is the Managing Principal at Easterly, which he founded in 2009. Mr. Crate serves as the Chairman of the Board of Directors of Easterly Government Properties, Inc., a NYSE listed company.

    Prior to founding Easterly, Mr. Crate served as the Chief Financial Officer of Affiliated Managers Group, Inc., a publicly traded asset management holding company which grew through acquisition. Mr. Crate 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.

    Mr. Crate earned his B.A. from Bates College and his M.B.A. from Columbia Business School.

  • Michael Collins

    MANAGING DIRECTOR & HEAD OF BUSINESS DEVELOPMENT
  • Michael Collins
    Michael

    Mr. Collins is a Managing Director and the Head of Business Development at Easterly.

    Prior to Easterly, Mr. Collins served as the Head of Distribution for Kennedy Wilson, a global real estate investment company. Mr. Collins was responsible for all sales and marketing activity and sat on the KW Investment Committee. Previously, Mr. Collins 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. Mr. Collins also worked for Eaton Vance and began his investment career with Lord, Abbett & Co.

    Mr. Collins 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
  • Amaris Sahota
    Amaris

    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.

BUSINESS DEVELOPMENT

  • Matt Baker

    Analyst
  • Derrick Beckwith

    Associate
  • Ryan Connelly, CFA

    Vice President
  • Abigail Erdelatz

    Associate
Matt Baker
Matt Baker
Analyst

Mr. Baker is an Analyst at Easterly, responsible for Affiliate and Business Development.

Prior to joining Easterly, Mr. Baker was an Operations Associate at Bain Capital Credit. Mr. Baker 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.

Mr. Baker earned a B.A. in Economics from Vanderbilt University.

Derrick Beckwith
Derrick Beckwith
Associate

Mr. Beckwith is an Associate at Easterly, responsible for business development.

Prior to joining Easterly, Mr. Beckwith served as a private wealth manager at Morgan Stanley. Previously, Mr. Beckwith 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.

Mr. Beckwith earned his B.A. from the University of New Hampshire.

Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President

Mr. Connelly is a Vice President at Easterly, responsible for institutional business development.

Prior to joining Easterly, Mr. Connelly was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team.

Mr. Connelly 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

Ms. Erdelatz is an Associate at Easterly, responsible for supporting marketing efforts across the firm.

Previously, Ms. Erdelatz served as Easterly’s Junior Executive Assistant and provided executive and administrative support to all levels of the firm. 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
  • Mac Lowry

    Senior Vice President
  • Christopher McCool

    Senior Vice President
  • Katie Pierce

    Senior Vice President
Matt Baker
Matt Baker
Analyst

Mr. Baker is an Analyst at Easterly, responsible for Affiliate and Business Development.

Prior to joining Easterly, Mr. Baker was an Operations Associate at Bain Capital Credit. Mr. Baker 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.

Mr. Baker earned a B.A. in Economics from Vanderbilt University.

Derrick Beckwith
Derrick Beckwith
Associate

Mr. Beckwith is an Associate at Easterly, responsible for business development.

Prior to joining Easterly, Mr. Beckwith served as a private wealth manager at Morgan Stanley. Previously, Mr. Beckwith 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.

Mr. Beckwith earned his B.A. from the University of New Hampshire.

Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President

Mr. Connelly is a Vice President at Easterly, responsible for institutional business development.

Prior to joining Easterly, Mr. Connelly was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team.

Mr. Connelly 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

Ms. Erdelatz is an Associate at Easterly, responsible for supporting marketing efforts across the firm.

Previously, Ms. Erdelatz served as Easterly’s Junior Executive Assistant and provided executive and administrative support to all levels of the firm. 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

Mr. Fellows is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory.

Prior to joining Easterly Partners, Mr. Fellows served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, Mr. Fellows served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Mr. Fellows also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management.

Mr. Fellows earned his B.A. from Eastern Illinois University.

Mac Lowry
Mac Lowry
Senior Vice President

Mr. Lowry is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

Mr. Lowry has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mr. Lowry 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.

Mr. Lowry 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).

Christopher McCool
Christopher McCool
Senior Vice President

Mr. McCool is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

Prior to Easterly, Mr. McCool served as a Vice President, Advisor Consultant for Neuberger Berman. Mr. McCool was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Mr. McCool has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments.

Mr. McCool graduated with a B.A. in Communications from the University of New Hampshire.

Katie Pierce
Katie Pierce
Senior Vice President

Katie Pierce is a Senior Vice President and the 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, Katie 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
  • Benjamin Tillson

    Vice President
Christopher McCool
Christopher McCool
Senior Vice President

Mr. McCool is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

Prior to Easterly, Mr. McCool served as a Vice President, Advisor Consultant for Neuberger Berman. Mr. McCool was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Mr. McCool has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments.

Mr. McCool graduated with a B.A. in Communications from the University of New Hampshire.

Katie Pierce
Katie Pierce
Senior Vice President

Katie Pierce is a Senior Vice President and the 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, Katie 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

Mr. Rodzen is a Vice President at Easterly, responsible for National Accounts.

Prior to joining Easterly, Mr. Rodzen was a Director, National Account Manager at Affiliated Managers Group Funds. Mr. Rodzen 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, Mr. Rodzen spent a decade at Fidelity Investments, where he held field sales and internal sales positions.

Mr. Rodzen 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.

Benjamin Tillson
Benjamin Tillson
Vice President

Mr. Tillson is a Vice President at Easterly, responsible for institutional business development.

Prior to joining Easterly, Mr. Tillson was a member of the consultant relations and institutional distribution teams at The Boston Company and Mellon.

Mr. Tillson received his B.S. in Environmental Studies from Northeastern University.

  • Matt Baker

    Analyst
  • Derrick Beckwith

    Associate
Matt Baker
Matt Baker
Analyst

Mr. Baker is an Analyst at Easterly, responsible for Affiliate and Business Development.

Prior to joining Easterly, Mr. Baker was an Operations Associate at Bain Capital Credit. Mr. Baker 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.

Mr. Baker earned a B.A. in Economics from Vanderbilt University.

Derrick Beckwith
Derrick Beckwith
Associate

Mr. Beckwith is an Associate at Easterly, responsible for business development.

Prior to joining Easterly, Mr. Beckwith served as a private wealth manager at Morgan Stanley. Previously, Mr. Beckwith 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.

Mr. Beckwith earned his B.A. from the University of New Hampshire.

  • Ryan Connelly, CFA

    Vice President
  • Abigail Erdelatz

    Associate
  • Dan Fellows

    Senior Vice President
Ryan Connelly, CFA
Ryan Connelly, CFA
Vice President

Mr. Connelly is a Vice President at Easterly, responsible for institutional business development.

Prior to joining Easterly, Mr. Connelly was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team.

Mr. Connelly 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

Ms. Erdelatz is an Associate at Easterly, responsible for supporting marketing efforts across the firm.

Previously, Ms. Erdelatz served as Easterly’s Junior Executive Assistant and provided executive and administrative support to all levels of the firm. 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

Mr. Fellows is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory.

Prior to joining Easterly Partners, Mr. Fellows served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, Mr. Fellows served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Mr. Fellows also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management.

Mr. Fellows earned his B.A. from Eastern Illinois University.

  • Mac Lowry

    Senior Vice President
  • Christopher McCool

    Senior Vice President
  • Katie Pierce

    Senior Vice President
Mac Lowry
Mac Lowry
Senior Vice President

Mr. Lowry is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

Mr. Lowry has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mr. Lowry 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.

Mr. Lowry 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).

Christopher McCool
Christopher McCool
Senior Vice President

Mr. McCool is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

Prior to Easterly, Mr. McCool served as a Vice President, Advisor Consultant for Neuberger Berman. Mr. McCool was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Mr. McCool has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments.

Mr. McCool graduated with a B.A. in Communications from the University of New Hampshire.

Katie Pierce
Katie Pierce
Senior Vice President

Katie Pierce is a Senior Vice President and the 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, Katie 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
  • Benjamin Tillson

    Vice President
Chris Rodzen
Chris Rodzen
Vice President

Mr. Rodzen is a Vice President at Easterly, responsible for National Accounts.

Prior to joining Easterly, Mr. Rodzen was a Director, National Account Manager at Affiliated Managers Group Funds. Mr. Rodzen 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, Mr. Rodzen spent a decade at Fidelity Investments, where he held field sales and internal sales positions.

Mr. Rodzen 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.

Benjamin Tillson
Benjamin Tillson
Vice President

Mr. Tillson is a Vice President at Easterly, responsible for institutional business development.

Prior to joining Easterly, Mr. Tillson was a member of the consultant relations and institutional distribution teams at The Boston Company and Mellon.

Mr. Tillson received his B.S. in Environmental Studies from Northeastern University.

  • Matt Baker

    Analyst
  • Matt Baker
    Matt

    Mr. Baker is an Analyst at Easterly, responsible for Affiliate and Business Development.

    Prior to joining Easterly, Mr. Baker was an Operations Associate at Bain Capital Credit. Mr. Baker 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.

    Mr. Baker earned a B.A. in Economics from Vanderbilt University.

  • Derrick Beckwith

    Associate
  • Derrick Beckwith
    Derrick

    Mr. Beckwith is an Associate at Easterly, responsible for business development.

    Prior to joining Easterly, Mr. Beckwith served as a private wealth manager at Morgan Stanley. Previously, Mr. Beckwith 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.

    Mr. Beckwith earned his B.A. from the University of New Hampshire.

  • Ryan Connelly, CFA

    Vice President
  • Ryan Connelly, CFA
    Ryan

    Mr. Connelly is a Vice President at Easterly, responsible for institutional business development.

    Prior to joining Easterly, Mr. Connelly was a Senior Investment Analyst at Mercer, responsible for covering international equity strategies for the Outsourced CIO (OCIO) Portfolio Management team.

    Mr. Connelly 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
  • Abigail Erdelatz
    Abigail

    Ms. Erdelatz is an Associate at Easterly, responsible for supporting marketing efforts across the firm.

    Previously, Ms. Erdelatz served as Easterly’s Junior Executive Assistant and provided executive and administrative support to all levels of the firm. 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
  • Dan Fellows
    Dan

    Mr. Fellows is a Senior Vice President at Easterly, responsible for Sales and Marketing across all channels in the Midwest Territory.

    Prior to joining Easterly Partners, Mr. Fellows served as Vice President of Sales – Midwest at Vision 4 Fund Distributors. Previously, Mr. Fellows served as Senior Sales Executive with ALPS Portfolio Solutions and Senior Vice President with Oak Ridge Investments. Mr. Fellows also worked for Van Kampen Investments and began his investment career with Deutsche Asset Management.

    Mr. Fellows earned his B.A. from Eastern Illinois University.

  • Mac Lowry

    Senior Vice President
  • Mac Lowry
    Mac

    Mr. Lowry is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

    Mr. Lowry has over 25 years of experience in the Financial Services Industry. Prior to Easterly, Mr. Lowry 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.

    Mr. Lowry 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).

  • Christopher McCool

    Senior Vice President
  • Christopher McCool
    Christopher

    Mr. McCool is a Senior Vice President at Easterly, responsible for Client Portfolio Management.

    Prior to Easterly, Mr. McCool served as a Vice President, Advisor Consultant for Neuberger Berman. Mr. McCool was responsible for client relations and business development for Neuberger Berman’s Private Equity, Mutual Fund and Separately Managed Account franchises. Mr. McCool has also worked at Altegris Investments and Eaton Vance, and began his investment career at Fidelity Investments.

    Mr. McCool graduated with a B.A. in Communications from the University of New Hampshire.

  • Katie Pierce

    Senior Vice President
  • Katie Pierce
    Katie

    Katie Pierce is a Senior Vice President and the 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, Katie 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
  • Chris Rodzen
    Chris

    Mr. Rodzen is a Vice President at Easterly, responsible for National Accounts.

    Prior to joining Easterly, Mr. Rodzen was a Director, National Account Manager at Affiliated Managers Group Funds. Mr. Rodzen 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, Mr. Rodzen spent a decade at Fidelity Investments, where he held field sales and internal sales positions.

    Mr. Rodzen 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.

  • Benjamin Tillson

    Vice President
  • Benjamin Tillson
    Benjamin

    Mr. Tillson is a Vice President at Easterly, responsible for institutional business development.

    Prior to joining Easterly, Mr. Tillson was a member of the consultant relations and institutional distribution teams at The Boston Company and Mellon.

    Mr. Tillson received his B.S. in Environmental Studies from Northeastern University.

FIRM OPERATIONS

  • Jamie Estes

    Director of Finance
  • LunYan Hoysgaard

    Vice President
  • Aarón Luna-Moscote

    IT Support Analyst
  • Elvis Nti

    Junior Accountant
Jamie Estes
Jamie Estes
Director of Finance

Ms. Estes is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm.

Prior to joining Easterly, Ms. Estes worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup.

Ms. Estes earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University.

LunYan Hoysgaard
LunYan Hoysgaard
Vice President

Ms. Hoysgaard is a Vice President at Easterly, responsible for overseeing the human resources functions of the firm.

Prior to joining Easterly, Ms. Hoysgaard was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston.

Ms. Hoysgaard attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development.

Aarón Luna-Moscote
Aarón Luna-Moscote
IT Support Analyst

Mr. Luna is an IT Support Analyst, responsible for assisting with IT needs across the firm.

Prior to joining Easterly, Mr. Luna 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.

Mr.Luna earned a B.A.S in Cybersecurity from George Mason University.

Elvis Nti
Elvis Nti
Junior Accountant

Mr. Nti is the Junior Accountant at Easterly, responsible for providing support to the finance department by managing daily accounting tasks.

Prior to joining Easterly, Mr.Nti worked at Plexxis software and Tricon Capital, where he was responsible for supporting all aspects of AR, AP and monthly financial reporting.

Mr. Nti received his BBA from The University of Guelph majoring in Accounting.

  • Jordan Pierce

    Senior Executive Assistant
  • Benjamin Searle

    Chief Technology Officer
Jordan Pierce
Jordan Pierce
Senior Executive Assistant

Mrs. Pierce is a Senior Executive Assistant at Easterly, responsible for providing executive and administrative support to all levels of the firm.

Prior to joining Easterly, Mrs. Pierce served as an administrative assistant for Henley Investment Management.

Mrs. Pierce earned her B.A. in Public Health from the University of South Carolina.

Benjamin Searle
Benjamin Searle
Chief Technology Officer

Mr. Searle is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm.

Prior to joining Easterly, Mr. Searle 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.

Mr. Searle received his B.A. in Sociology and Computer Science from Northeastern University.

  • Jamie Estes

    Director of Finance
  • LunYan Hoysgaard

    Vice President
  • Aarón Luna-Moscote

    IT Support Analyst
Jamie Estes
Jamie Estes
Director of Finance

Ms. Estes is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm.

Prior to joining Easterly, Ms. Estes worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup.

Ms. Estes earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University.

LunYan Hoysgaard
LunYan Hoysgaard
Vice President

Ms. Hoysgaard is a Vice President at Easterly, responsible for overseeing the human resources functions of the firm.

Prior to joining Easterly, Ms. Hoysgaard was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston.

Ms. Hoysgaard attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development.

Aarón Luna-Moscote
Aarón Luna-Moscote
IT Support Analyst

Mr. Luna is an IT Support Analyst, responsible for assisting with IT needs across the firm.

Prior to joining Easterly, Mr. Luna 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.

Mr.Luna earned a B.A.S in Cybersecurity from George Mason University.

  • Elvis Nti

    Junior Accountant
  • Jordan Pierce

    Senior Executive Assistant
  • Benjamin Searle

    Chief Technology Officer
Jamie Estes
Jamie Estes
Director of Finance

Ms. Estes is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm.

Prior to joining Easterly, Ms. Estes worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup.

Ms. Estes earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University.

LunYan Hoysgaard
LunYan Hoysgaard
Vice President

Ms. Hoysgaard is a Vice President at Easterly, responsible for overseeing the human resources functions of the firm.

Prior to joining Easterly, Ms. Hoysgaard was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston.

Ms. Hoysgaard attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development.

Aarón Luna-Moscote
Aarón Luna-Moscote
IT Support Analyst

Mr. Luna is an IT Support Analyst, responsible for assisting with IT needs across the firm.

Prior to joining Easterly, Mr. Luna 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.

Mr.Luna earned a B.A.S in Cybersecurity from George Mason University.

Elvis Nti
Elvis Nti
Junior Accountant

Mr. Nti is the Junior Accountant at Easterly, responsible for providing support to the finance department by managing daily accounting tasks.

Prior to joining Easterly, Mr.Nti worked at Plexxis software and Tricon Capital, where he was responsible for supporting all aspects of AR, AP and monthly financial reporting.

Mr. Nti received his BBA from The University of Guelph majoring in Accounting.

Jordan Pierce
Jordan Pierce
Senior Executive Assistant

Mrs. Pierce is a Senior Executive Assistant at Easterly, responsible for providing executive and administrative support to all levels of the firm.

Prior to joining Easterly, Mrs. Pierce served as an administrative assistant for Henley Investment Management.

Mrs. Pierce earned her B.A. in Public Health from the University of South Carolina.

Benjamin Searle
Benjamin Searle
Chief Technology Officer

Mr. Searle is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm.

Prior to joining Easterly, Mr. Searle 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.

Mr. Searle received his B.A. in Sociology and Computer Science from Northeastern University.

  • Jamie Estes

    Director of Finance
  • Jamie Estes
    Jamie

    Ms. Estes is the Director of Finance at Easterly, responsible for finance and accounting functions across the firm.

    Prior to joining Easterly, Ms. Estes worked at Harvard Management Company and THL Credit. Previously, she ran the finance functions for a local biotech startup.

    Ms. Estes earned her B.A. in International Business from Gordon College, and her M.B.A. from Southern New Hampshire University.

  • LunYan Hoysgaard

    Vice President
  • LunYan Hoysgaard
    LunYan

    Ms. Hoysgaard is a Vice President at Easterly, responsible for overseeing the human resources functions of the firm.

    Prior to joining Easterly, Ms. Hoysgaard was on the Human Resource team at Affiliated Managers Group. Previously, she worked for two AmeriCorps non-profit organizations in New York and Boston.

    Ms. Hoysgaard attended Tufts University where she received a B.A. in American Studies and a joint M.A. in Urban Policy & Human Development.

  • Aarón Luna-Moscote

    IT Support Analyst
  • Aarón Luna-Moscote
    Aarón

    Mr. Luna is an IT Support Analyst, responsible for assisting with IT needs across the firm.

    Prior to joining Easterly, Mr. Luna 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.

    Mr.Luna earned a B.A.S in Cybersecurity from George Mason University.

  • Elvis Nti

    Junior Accountant
  • Elvis Nti
    Elvis

    Mr. Nti is the Junior Accountant at Easterly, responsible for providing support to the finance department by managing daily accounting tasks.

    Prior to joining Easterly, Mr.Nti worked at Plexxis software and Tricon Capital, where he was responsible for supporting all aspects of AR, AP and monthly financial reporting.

    Mr. Nti received his BBA from The University of Guelph majoring in Accounting.

  • Jordan Pierce

    Senior Executive Assistant
  • Jordan Pierce
    Jordan

    Mrs. Pierce is a Senior Executive Assistant at Easterly, responsible for providing executive and administrative support to all levels of the firm.

    Prior to joining Easterly, Mrs. Pierce served as an administrative assistant for Henley Investment Management.

    Mrs. Pierce earned her B.A. in Public Health from the University of South Carolina.

  • Benjamin Searle

    Chief Technology Officer
  • Benjamin Searle
    Benjamin

    Mr. Searle is the Chief Technology Officer at Easterly, responsible for information technology integration and implementation across the firm.

    Prior to joining Easterly, Mr. Searle 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.

    Mr. Searle received his B.A. in Sociology and Computer Science from Northeastern University.

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 01915 617-303-4800
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