Firm

Since our founding in 1983, we have remained independent and 100% employee-owned. We still reside in our original office location and take pride in our boutique, client-focused culture.

Executive Committee

Jim Cullen

Portfolio Mgr. / Chairman & CEO

Jeff Battaglia

Executive Director, Chief Operating Officer

Jennifer Chang

Executive Director, Portfolio Manager

Brooks Cullen

Vice Chairman / Executive Director / Portfolio Manager

Edmund Lomasney

Executive Director

Stephen O'Neil

Executive Director

Rahul Sharma

Executive Director/ Portfolio Manager

Investment Team

Jim Cullen

Portfolio Mgr. / Chairman & CEO

Rahul Sharma

Portfolio Mgr. / Analyst / Exec. Director

Jennifer Chang

Portfolio Mgr. / Analyst / Exec. Director

Brooks Cullen

Portfolio Mgr. / Analyst / Exec. Director

Timothy Cordle

Portfolio Mgr. / Analyst / Man. Director

Mike Kelly

Portfolio Mgr. / Analyst / Director of Research

Pravir Singh

Analyst / Managing Director / Director of Research

Matt Dodds

Analyst / Vice President

Brian Drubetsky

Portfolio Mgr. / Analyst / Vice President

Michael Gallant

Analyst / Vice President

Stephen O'Neil

Analyst / Exec. Director

Karen Ramlogan

Investment Operations / Sr. Vice President

Anuca Laudat

Analyst / Vice President

Gayle Baldwin

Analyst / Vice President

Erik Schafer

Analyst / Asst. Vice President

Kriti Jain

Analyst / Asst. Vice President

Client Servicing Team

Edmund Lomasney

Executive Director

Jeff Cullen

Managing Director

Al Murray

Managing Director

Dave Carroll

Vice President

Nick Petrovich

Vice President

Jeff Podesta

Vice President

Garrett Pierce

Vice President

Nick Smith

Vice President

Rich Wager

Vice President

Cathy Howse

Vice President

John Kerrigan

Vice President

Andy Prescott

Vice President

Mitchell Rind

Vice President

Amanda Calcagno

Vice President

Edward Murphy

Vice President

Mariana Salamanca

Asst. Vice President

Amanda Becker

Asst. Vice President

Olivia Malloy

Asst. Vice President

Michelle Ramkhelawan

Asst. Vice President

Matthew Massey

Asst. Vice President

Compliance

Steve Mullooly

CCO – Managing Director

Legal

Aiden Kelly

Vice President

Trading

John Gilligan

Managing Director

Nathan Bogosian

Vice President

Adam Hill

Vice President

Eric Carbone

Asst. Vice President

Portfolio Operations

Paula Capra

Managing Director

Brenda Pons

Vice President

Cheryl Grant

Asst. Vice President

Caroline Morris

Administrative Assistant

Carolyn Roy

Vice President

Aubrey Dreker

Asst. Vice President

Michelle Livigne

Asst. Vice President

Courtney Hoecker

Asst. Vice President

Finance & Accounting

Miriam Rey

Controller

Osiris Flores

Asst. Controller

Executive Assistants

Elizabeth Broder

Executive Assistant

McKenna Nokes

Executive Assistant

Joanna Prillaman

Executive Assistant

Ashley Hicks

Executive Assistant to Jim Cullen, CEO

Jim Cullen

Portfolio Mgr. / Chairman & CEO

1983 - PresentSchafer Cullen Capital Management 1978 - 1983Donaldson, Lufkin & Jenrette - Vice President 1975 - 1978Rauscher Pierce NY Research Group 1971 - 1975Spenser Trask & Company - Account Executive 1964 - 1971Merrill Lynch - Account Executive 1961 - 1964Aircraft Carrier/USS Essex - Naval Officer 1961Seton Hall University, B.S.

Jim Cullen founded the Firm in 1983 and has served as the CEO and Portfolio Manager since its formation in 1983. His experience in the investment business spans over 50 years.

Prior to founding the Firm, Mr. Cullen was a Vice President at Donaldson, Lufkin & Jenrette. Previously to Donaldson, Mr. Cullen co-managed the New York Research, which specialized in low P/E research. He began his career at Merrill Lynch in 1965 and later worked for the research firm Spencer Trask & Company. Mr. Cullen spent four years as a Navy Officer on the aircraft carrier USS Essex after receiving a B.S. in finance from Seton Hall University.

Jeff Battaglia

Executive Director, Chief Operating Officer

2007 - PresentSchafer Cullen Capital Management 2001 - 2007KPMG 2001University of Georgia, Masters of Accounting 2000University of Georgia, B.B.A.

Jeff Battaglia joined the Firm in 2007 and currently serves as the Firm’s Chief Operating Officer. Previously, he worked at KPMG from 2001-2007 most recently as a Manager in the firm's Transaction Services practice. Mr. Battaglia earned both his Masters of Accounting (2001) and his B.B.A. (2000) from the University of Georgia.

Jennifer Chang

Executive Director, Portfolio Manager

2006 - PresentSchafer Cullen Capital Management 2004 - 2005PNC Advisors - Equity Analyst, Assistant Vice President 2004Wharton Business, M.B.A. 1999Rice University, B.S.

Jennifer Chang joined the Firm in 2006 and currently serves as the Firm’s Co-Portfolio Manager on the High Dividend, Value Equity and Enhanced Equity Income strategies. Previously, she was an Investment Analyst at PNC Advisors and an associate consultant at Bain & Company. Ms. Chang received her MBA from the Wharton School of Business in 2004 and her B.S. from Rice University in 1999. Mrs. Chang became a Chartered Financial Analyst in 2007.

Brooks Cullen

Vice Chairman / Executive Director / Portfolio Manager

1994 - PresentSchafer Cullen Capital Management 1990 - 1993Merrill Lynch - Retail Assistant 1995Fordham University, M.B.A. 1990Boston University, B.A.

Brooks Cullen joined the Firm in 1994 and currently oversees business development and client service. He joined the Firm as an Analyst and assumed a co-portfolio manager role on the Firm’s Value Equity and Small Cap Value Equity strategies. Previously, he was employed at Merrill Lynch. Mr. Cullen received his MBA from Fordham University in 1996 and his B.A. in Economics from Boston University in 1990.

Edmund Lomasney

Executive Director

Registered Representative of ALPS Distributors, Inc.

 

2008 - PresentSchafer Cullen Capital Management 2004 - 2008John Hancock Funds – Managing Director 1998 - 2004Nuveen Investments – Vice President 1996University of Iowa, B.A.

Edmund Lomasney joined the Firm in 2008 and currently serves as an Executive Director for Client Service. He and his team are responsible for the distribution and service of private accounts and mutual funds to institutions, consultants and high net worth individuals. Previously, he was a Managing Director with John Hancock’s Private Client Group and a Vice President at Nuveen Investments. Mr. Lomasney has eighteen years of experience in financial services and he received his bachelor’s degree in economics from the University of Iowa in 1996.

Stephen O’Neil

Executive Director

2002 - PresentSchafer Cullen Capital Management 1979 - 2001Bankers Trust / Deutsche Bank / Wells Fargo 1977Middlebury College, B.A.

Stephen O'Neil joined the Firm in 2002 as an investment analyst and is also involved with institutional client relations across the firm. Previously, he held various positions at Bankers Trust, Deutsche Bank and Wells Fargo. Mr. O’Neil has been in the investment business for over 23 years and received his B.A. from Middlebury College in 1977.

Rahul Sharma

Executive Director/ Portfolio Manager

1999 - PresentSchafer Cullen Capital Management 1998 - 1999Ales Company – General Manager 1994College of William and Mary, B.A.

Rahul Sharma joined the Firm in 1999 as a research analyst and moved into portfolio management for the International, Emerging, and Global Equity strategies in 2001. Previously, Mr. Sharma worked in small business management and has been in the investment business for over 15 years. He received his B.A. in Mathematics from the College of William and Mary in 1994.

Jim Cullen

Portfolio Mgr. / Chairman & CEO

1983 - PresentSchafer Cullen Capital Management 1978 - 1983Donaldson, Lufkin & Jenrette - Vice President 1975 - 1978Rauscher Pierce NY Research Group 1971 - 1975Spenser Trask & Company - Account Executive 1964 - 1971Merrill Lynch - Account Executive 1961 - 1964Aircraft Carrier/USS Essex - Naval Officer 1961Seton Hall University, B.S.

Jim Cullen founded the Firm in 1983 and has served as the CEO and Portfolio Manager since its formation in 1983. His experience in the investment business spans over 50 years.

Prior to founding the Firm, Mr. Cullen was a Vice President at Donaldson, Lufkin & Jenrette. Previously to Donaldson, Mr. Cullen co-managed the New York Research, which specialized in low P/E research. He began his career at Merrill Lynch in 1965 and later worked for the research firm Spencer Trask & Company. Mr. Cullen spent four years as a Navy Officer on the aircraft carrier USS Essex after receiving a B.S. in finance from Seton Hall University.

Rahul Sharma

Executive Director/ Portfolio Manager

1999 - PresentSchafer Cullen Capital Management 1998 - 1999Ales Company – General Manager 1994College of William and Mary, B.A.

Rahul Sharma joined the Firm in 1999 as a research analyst and moved into portfolio management for the International, Emerging, and Global Equity strategies in 2001. Previously, Mr. Sharma worked in small business management and has been in the investment business for over 15 years. He received his B.A. in Mathematics from the College of William and Mary in 1994.

Jennifer Chang

Executive Director, Portfolio Manager

2006 - PresentSchafer Cullen Capital Management 2004 - 2005PNC Advisors - Equity Analyst, Assistant Vice President 2004Wharton Business, M.B.A. 1999Rice University, B.S.

Jennifer Chang joined the Firm in 2006 and currently serves as the Firm’s Co-Portfolio Manager on the High Dividend, Value Equity and Enhanced Equity Income strategies. Previously, she was an Investment Analyst at PNC Advisors and an associate consultant at Bain & Company. Ms. Chang received her MBA from the Wharton School of Business in 2004 and her B.S. from Rice University in 1999. Mrs. Chang became a Chartered Financial Analyst in 2007.

Brooks Cullen

Vice Chairman / Executive Director / Portfolio Manager

1994 - PresentSchafer Cullen Capital Management 1990 - 1993Merrill Lynch - Retail Assistant 1995Fordham University, M.B.A. 1990Boston University, B.A.

Brooks Cullen joined the Firm in 1994 and currently oversees business development and client service. He joined the Firm as an Analyst and assumed a co-portfolio manager role on the Firm’s Value Equity and Small Cap Value Equity strategies. Previously, he was employed at Merrill Lynch. Mr. Cullen received his MBA from Fordham University in 1996 and his B.A. in Economics from Boston University in 1990.

Timothy Cordle

Portfolio Mgr. / Analyst / Man. Director

2012 - PresentSchafer Cullen Capital Management 1993 - 2012Scott & Stringfellow 1983 - 1993Aerospace Planning & Communications Industry 1992Averett University, M.B.A. 1979Virginia Military Institute, B.A.

Timothy Cordle joined the Firm in 2012 and currently serves as a Portfolio Manager and Options Specialist in the Enhanced Equity Income strategy. Previously, he was a Vice President and financial advisor at Scott & Stringfellow since 1993. Mr. Cordle has been in the investment business for over 20 years.

Mike Kelly

Portfolio Mgr. / Analyst / Director of Research

2007 - PresentSchafer Cullen Capital Management 2004 - 2007Neuberger Berman LLC- Equity Research Analyst 2004Emory University, B.A.

Mike Kelly joined the Firm in 2007 and currently serves as Co- Portfolio Manager on the Schafer Cullen Enhanced Equity Income strategy, the Cullen Altaira Ethical Global High Dividend Fund as well as Director of Research for all strategies at Schafer Cullen Capital Management. Previously, he was an Investment Analyst at Neuberger Berman from 2004-2007. Mr. Kelly received his B.A. in Political Science and Economics from Emory University in 2004. He became a Chartered Financial Analyst in 2008.

Pravir Singh

Analyst / Managing Director / Director of Research

2005 - PresentSchafer Cullen Capital Management 2004DePauw University, B.A.

Pravir Singh joined the Firm in 2005 and currently serves as Director of International Research. Mr. Singh received a double major in Economics and Political Science with honors from DePauw University in 2005 and is a member of Phi Beta Kappa. He became a Chartered Financial Analyst in 2009.

Matt Dodds

Analyst / Vice President

1996 - PresentSchafer Cullen Capital Management 1989 - 1996Dillon Read & Co. 1959University of Maryland, B.S.

Matt Dodds joined the Firm in 1996 and currently serves on the investment team specializing in risk management. Previously to joining the Firm, he worked at Dillon Read & Co. from 1989 to 1996. He has been in the investment business for 51 years.

Brian Drubetsky

Portfolio Mgr. / Analyst / Vice President

2013 - PresentSchafer Cullen Capital Management 2010 - 2013Manatuck Hill Partners - Analyst 2009 - 2010Spencer Capital - Analyst 2004 - 2007Neuberger Berman 2002 - 2004KPMG 2009Columbia University, M.B.A. 2002George Washington University, B.B.A

Brian Drubetsky joined the Firm in 2013 and currently serves as the Firm's Co-Portfolio Manager on the Small Cap Value Equity strategy and is a member of the Investment Team. Previously, he was a Research Analyst at Manatuck Hill Partners and a Research Consultant at Spencer Capital, both long-short equity hedge funds. He also held Associate positions at Neuberger Berman and KPMG. Mr. Drubetsky received his M.B.A. from Columbia Business School in 2009 where he participated in the Value Investing Program and graduated magna cum laude from George Washington University in 2002 with a B.B.A.

Michael Gallant

Analyst / Vice President

2015 - PresentSchafer Cullen Capital Management 2005 - 2015Horizon Kinetics LLC – Vice President, Senior Research Analyst 2003 - 2005Fidelity Investments 1998Colby College, BA

Michael Gallant joined the Firm in 2015 and currently serves as a research analyst. Previously, he was a Vice President and Research Analyst at Horizon Kinetics LLC, from 2005-2015. Mr. Gallant received his B.A. from Colby College in 1998. He became Chartered Financial Analyst in 2011.

Stephen O’Neil

Executive Director

2002 - PresentSchafer Cullen Capital Management 1979 - 2001Bankers Trust / Deutsche Bank / Wells Fargo 1977Middlebury College, B.A.

Stephen O'Neil joined the Firm in 2002 as an investment analyst and is also involved with institutional client relations across the firm. Previously, he held various positions at Bankers Trust, Deutsche Bank and Wells Fargo. Mr. O’Neil has been in the investment business for over 23 years and received his B.A. from Middlebury College in 1977.

Karen Ramlogan

Investment Operations / Sr. Vice President

2004 - PresentSchafer Cullen Capital Management 2000-2004Deutsche Bank

Karen Ramlogan joined the Firm in 2004 and currently serves as an Investment Operations Specialist. Previously, she was employed at Deutsche Bank between 2000-2004. Ms. Ramlogan received her B.A. in Finance from Baruch’s Zicklin School Of Business.

Anuca Laudat

Analyst / Asst. Vice President

2012 - PresentSchafer Cullen Capital Management 2012Columbia University, B.A.

Anuca Laudat joined the Firm in 2012 and currently serves as a research analyst on both international and domestic investment strategies. Ms. Laudat graduated magna cum laude from Columbia University in 2012 with a B.A. in Mathematics. She became a Chartered Financial Analyst in 2015.

Gayle Baldwin

Analyst / Vice President

2016 - PresentSchafer Cullen Capital Management 2011-2016 AllianceBernstein – Research Analyst 2007-2009GCP Capital Partners 2006-2007Greenhill & Co. 2011Harvard University, M.B.A. 2006University of Pennsylvania, B.S., B.A.

Gayle Hameister Baldwin joined the Firm in 2016 as a research analyst. Previously, she was an Analyst specializing in emerging markets for AllianceBernstein’s Value Equities strategies. Prior to attending business school, Ms. Baldwin worked in M&A advisory and private equity investing at Greenhill & Co.

Ms. Baldwin received her M.B.A. from Harvard Business School in 2011. She attended the University of Pennsylvania’s Huntsman Program, graduating in 2006 with a B.S. in Economics from the Wharton School with Finance and Accounting concentrations and a B.A. in International Studies and German Studies, summa cum laude.

Erik Schafer

Analyst / Asst. Vice President

2007 - PresentSchafer Cullen Capital Management 2003 - 2007Small Business Management 2003University of Colorado, B.A.

Erik Schafer joined the Firm in 2007 and currently serves as an analyst primarily supporting the International High Dividend and Emerging Markets strategies. He received his B.A. from the University of Colorado in 2003.

Kriti Jain

Analyst

2014 - PresentSchafer Cullen Capital Management 2014New York University, B.A.

Kriti Jain joined the Firm in 2014 and currently serves as a research analyst. Previously, Kriti interned with the firm for two years while simultaneously pursuing her Bachelor’s degree in Finance and Accounting at the Leonard N. Stern School of Business, NYU. Ms. Jain was on the Dean’s List throughout her time at Stern and graduated magna cum laude in May 2014.

Edmund Lomasney

Executive Director

Emailelomasney@schafer-cullen.com Phone Number312-751-0553

 

Registered Representative of ALPS Distributors, Inc.

Jeff Cullen

Managing Director

Emailjeffcullen@schafer-cullen.com Phone Number646-200-7686

 

Registered Representative of ALPS Distributors, Inc.

Al Murray

Managing Director

Emailamurray@schafer-cullen.com Phone Number646-200-7686

Dave Carroll

Vice President

Emaildcarroll@schafer-cullen.com Phone Number212-843-0545

 

Registered Representative of ALPS Distributors, Inc.

Nick Petrovich

Vice President

Emailnpetrovich@schafer-cullen.com Phone Number312-602-2711

 

Registered Representative of ALPS Distributors, Inc.

Jeff Podesta

Vice President

Emailjpodesta@schafer-cullen.com Phone Number646-200-7612

Garrett Pierce

Vice President

Emailgpierce@schafer-cullen.com Phone Number646-200-7651

 

Registered Representative of ALPS Distributors, Inc.

Nick Smith

Vice President

Emailnsmith@schafer-cullen.com Phone Number305-397-3046

 

Registered Representative of ALPS Distributors, Inc.

Rich Wager

Vice President

Emailrwager@schafer-cullen.com Phone Number212-843-0560

Cathy Howse

Vice President

Emailchowse@schafer-cullen.com Phone Number212-843-0499

 

Registered Representative of ALPS Distributors, Inc.

John Kerrigan

Vice President

Emailjkerrigan@schafer-cullen.com Phone Number212-843-0631

 

Registered Representative of ALPS Distributors, Inc.

Andy Prescott

Vice President

Emailaprescott@schafer-cullen.com Phone Number305-798-7979

 

Registered Representative of ALPS Distributors, Inc.

Mitchell Rind

Vice President

Emailmrind@schafer-cullen.com Phone Number646-200-7688

 

Registered Representative of ALPS Distributors, Inc.

Amanda Calcagno

Vice President

Emailacalcagno@schafer-cullen.com Phone Number212-843-0416

Edward Murphy

Vice President

Emailemurphy@schafer-cullen.com Phone Number212-843-0539

Mariana Salamanca

Asst. Vice President

Emailmsalamanca@schafer-cullen.com Phone Number646-200-7611 Direct Support for:
  • Garrett Pierce
  • David Carroll
  • Andy Prescott
See Client Service Team Coverage Map

Amanda Becker

Asst. Vice President

Emailabecker@schafer-cullen.com Phone Number212-843-0505 Direct Support for:
  • Catherine Howse
  • Nick Petrovich
  • Jeffrey Podesta
See Client Service Team Coverage Map

Olivia Malloy

Asst. Vice President

Emailomalloy@schafer-cullen.com Phone Number646-200-7617 Direct Support for:
  • Jeff Cullen
See Client Service Team Coverage Map

Michelle Ramkhelawan

Asst. Vice President

EmailMRamkhelawan@schafer-cullen.com Phone Number646-200-7606

Matthew Massey

Asst. Vice President

Emailmmassey@schafer-cullen.com Phone Number646-200-7553 Direct Support for:
  • Dave Carroll
  • John Kerrigan
  • Mitch Rind
  • Rich Wager
See Client Service Team Coverage Map