Jim Cullen
Chairman and CEO,
Portfolio Manager
Our Team
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.
100%
Employee-Owned & Operated
Industry Professionals
Executive Committee
Brooks Cullen
President,
Vice Chairman
Jeff Battaglia
Chief Operating Officer,
Executive Director
Jennifer Chang
Portfolio Manager,
Executive Director
Edmund Lomasney
Executive Director
Stephen O'Neil
Executive Director,
Analyst
Rahul Sharma
Portfolio Manager,
Executive Director
Investment Team
Jim Cullen
Chairman and CEO,
Portfolio Manager
Rahul Sharma
Portfolio Manager,
Executive Director
Jennifer Chang
Portfolio Manager,
Executive Director
Brooks Cullen
President,
Vice Chairman
Tim Cordle
Portfolio Manager,
Managing Director,
Analyst
Mike Kelly
Portfolio Manager,
Director of Research,
Analyst
Pravir Singh
Portfolio Manager,
Director of Research,
Managing Director
Brian Drubetsky
Portfolio Manager,
Managing Director,
Analyst
Michael Gallant
Director of Research,
Analyst
Stephen O'Neil
Executive Director,
Analyst
Karen Ramlogan
Investment Operations,
Managing Director
Anuca Laudat
Senior Vice President,
Analyst
Kriti Jain
Vice President,
Analyst
Erik Schafer
Analyst
Vaishali Kathuria
Assistant Vice President,
Analyst
Jason Steinberg
Assistant Vice President
Erik Norgaard
Assistant Vice President
Matthew Diserio
Portfolio Manager
Client Servicing Team
Edmund Lomasney
Executive Director
Contact Edmund
Edmund Lomasney
Executive Director
Jeff Cullen
Managing Director
Offshore Specialist
Contact Jeff
Jeff Cullen
Managing Director
Registered Representative of ALPS Distributors, Inc.
Al Murray
Managing Director
Offshore Specialist in Switzerland
Contact Al
Al Murray
Managing Director
Garrett Pierce
Managing Director
RIA/Independent National Coverage
Contact Garrett
Garrett Pierce
Managing Director
Registered Representative of ALPS Distributors, Inc.
Dave Carroll
Vice President
D.C.IdahoMarylandMontanaWyoming
Contact Dave
Dave Carroll
Vice President
Registered Representative of ALPS Distributors, Inc.
Nick Petrovich
Vice President
IowaIllinoisIndianaKansasMichiganMinnesotaMissouriNorth DakotaNebraskaSouth DakotaWisconsin
Contact Nick
Nick Petrovich
Vice President
Registered Representative of ALPS Distributors, Inc.
Jeff Podesta
Managing Director
KentuckyNorth CarolinaSouth CarolinaVirginiaWest Virginia
Contact Jeff
Jeff Podesta
Managing Director
Nick Smith
Vice President
ColoradoGeorgiaNew MexicoOhioOklahomaTexasUtah
Contact Nick
Nick Smith
Vice President
Registered Representative of ALPS Distributors, Inc.
Rich Wager
Vice President
AlabamaArkansasDelawareLouisianaMississippiNew JerseyPennsylvaniaTennessee
Contact Rich
Rich Wager
Vice President
Cathy Howse
Vice President
AlaskaArizonaCaliforniaHawaiiNevadaOregonWashington
Contact Cathy
Cathy Howse
Vice President
Registered Representative of ALPS Distributors, Inc.
John Kerrigan
Vice President
ConnecticutNew YorkRhode Island
Contact John
John Kerrigan
Vice President
Registered Representative of ALPS Distributors, Inc.
Andy Prescott
Vice President
Offshore Specialist
Contact Andy
Andy Prescott
Vice President
Registered Representative of ALPS Distributors, Inc.
Mitchell Rind
Vice President
Offshore Specialist
Contact Mitchell
Mitchell Rind
Vice President
Registered Representative of ALPS Distributors, Inc.
Joe LoPresti
Vice President
Institutional and Sub-Advisory Services
Contact Joe
Joe LoPresti
Vice President
Mariana Salamanca
Vice President
FloridaPuerto Rico
Contact Mariana
Mariana Salamanca
Vice President
Internal Client Support
Amanda Becker
Vice President
Contact Amanda
Amanda Becker
Vice President
Olivia Malloy
Assistant Vice President
Contact Olivia
Olivia Malloy
Assistant Vice President
Matthew Massey
Assistant Vice President
Contact Matthew
Matthew Massey
Assistant Vice President
Joanna Prillaman
Assistant Vice President
Contact Joanna
Joanna Prillaman
Assistant Vice President
Chase Montgomery
Assistant Vice President
Contact Chase
Chase Montgomery
Assistant Vice President
Matt Karr
Assistant Vice President
Contact Matt
Matt Karr
Assistant Vice President
Institutional Data Team
Edward Murphy
Senior Vice President
Contact Edward
Edward Murphy
Senior Vice President
Amanda Calcagno
Vice President
Contact Amanda
Amanda Calcagno
Vice President
Michelle Gonzalez
Assistant Vice President
Contact Michelle
Michelle Gonzalez
Assistant Vice President
Michelle Tewani
Vice President
Contact Michelle
Michelle Tewani
Vice President
Compliance and Legal
Aiden Kelly
Chief Compliance Officer and Legal Counsel
Trading
John Gilligan
Managing Director
Nathan Bogosian
Vice President
Adam Hill
Vice President
Ryan Lynch
Vice President
Eric Carbone
Vice President
Portfolio Operations
Paula Capra
Managing Director
Brenda Pons
Vice President
Cheryl Grant
Assistant Vice President
Aubrey Moir
Assistant Vice President
Courtney McCarey
Assistant Vice President
Caroline Morris
Associate
Nicole Gregorio
Associate
Finance & Accounting
Miriam Rey
Controller
Osiris Flores
Assistant Controller
Nadia Dempsey
Analyst
Executive Assistants
Ashley Hicks
Executive Assistant to Jim Cullen, CEO
Alyssa Christian
Executive Assistant
Emily Danielson
Executive Assistant
