Bios 2014

Board of Directors Bios

2014-2015 Officers

Scott J. Kearney
Delaware Investments

Scott J. Kearney joined Delaware Investments in January 2015 to head the firm’s institutional sales efforts, which includes consultant relations and sub-advisory. He has more than 20 years of institutional experience. Prior to joining Delaware Investments, Kearney worked with F-Squared Investments, where he was head of institutional sales since 2013. Prior to that he was with Turner Investments for 18 years, most recently as senior managing director, leading the firm’s institutional sales teams. Kearney began his investment career with Capital Analysts as a financial advisor. He earned his bachelor’s degree, with a concentration in finance and marketing, from the Robins School of Business at the University of Richmond. He is president of the Association of Investment Management Sales Executives (AIMSE) and on its board of directors.

P. MacKenzie Hurd, CFA
Jennison Associates

MacKenzie Hurd joined Jennison Associates in November 2013 and is responsible for developing and managing consulting relationships. Prior to joining Jennison, MacKenzie was a principal and director of client service and consultant relations at Rainier Investment Management, since 2011. From 2007 to 2011, he was with The Capital Group Companies, where he was a consultant relationship manager. MacKenzie was a partner and general consultant at Callan Associates in San Francisco from 2001 to 2007. He received his BA in English from Dartmouth College and is a CFA charterholder.

Chris Rae
Sorin Capital Management, LLC

Chris is a Managing Director and Head of Business Development at Sorin Capital Management, LLC, a Stamford, Connecticut-based investment management firm focused on CMBS and REITs and runs hedge fund, ’40 Act liquid alternative, and value-add long-only strategies within these markets. Sorin currently manages over $550mm in AUM from pension funds, family offices, and fund of funds.

From 2008 to 2013, Chris was a Director of Marketing at S.A.C. Capital Advisors, L.P. focused on covering all investor types across the Americas. Prior to joining S.A.C., from 2006 to 2008 Chris was a Managing Director, Client Relations at Chilton Investment Company. From 2003 to 2006, Chris was a Vice President at Goldman, Sachs & Co. working within the Equities and Fixed Income Divisions as a member of the Pensions Services Group providing institutional sales coverage for pensions, endowments, and foundations. Prior to 2003, Chris was an Associate in Goldman’s Investment Banking Division primarily covering natural resources and industrial companies. Chris received both his AM and BA in Philosophy from Stanford University and his JD/MBA from Duke University. Chris is on the board of AIMSE (Association of Investment Management Sales Executives) and currently serves as Treasurer.

Christopher C. Newman, CFA
T. Rowe Price Associates, Inc.

Chris Newman is a U.S. institutional sales executive for the Global Investment Services division of T. Rowe Price, the organization responsible for the firm’s institutional business worldwide. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Mr. Newman has 25 years of investment experience, all of which have been with T. Rowe Price. He has been with the firm since 1989. Prior to his current position, Mr. Newman was a regional sales director for T. Rowe Price Retirement Plan Services, the firm’s defined contribution plan subsidiary.

Mr. Newman earned a B.A. in business/economics from McDaniel College and an M.B.A. in finance from Loyola University Maryland. He also has earned the Chartered Financial Analyst designation and is a Series 6, 7, 63, and 65 registered representative.

2014-2015 Board of Directors

Alejandra Argüello
Caspian Capital LP

Alejandra Argüello has 13 years of experience in the investment management industry. She is a member of the marketing and investor relations team for Caspian Capital, a NYC-based hedge fund manager focusing on long/short credit and distressed debt investing. Previously, Ms. Argüello worked as Director of Marketing at Moneda USA and Senior Associate at Everest Capital, a global hedge fund advisory firm specializing in emerging markets. Prior to joining Everest, she was a Vice President at BiscayneAmericas Advisors. She also worked as Assistant Director of Development at the Cato Institute in Washington, DC. Fluent in Spanish, Ms. Argüello received a B.S. in Economics and Political Science from Florida State University. Ms. Argüello is a board member of the Association of Investment Management Sales Executives (AIMSE) and a member of the Alternative Investment and Global Investment Committees for the New York Society of Security Analysts (NYSSA).

Heather Conforto Beatty
Trust Company of the West

Heather Conforto Beatty is a Senior Vice President on the institutional distribution and marketing team for the TCW Group. In this role, she manages relationships with institutions primarily on the west coast. Prior to joining TCW, she operated as the Co-Director of Global Consultant Relations for Thornburg Investment Management. There, she focused on managing and cultivating the firm’s consultant relationships. She also partnered with the client service and sales team to drive new business and protect existing business. Heather’s initial foray into investment management was with Palisades Investment Partners in Santa Monica, CA. At Palisades, she drove all efforts related to institutional business development, client service and marketing.

Heather is involved in several national and regional organizations. She is the Co-Founder of Women in Institutional Investments Network (WIIIN), a Los Angeles-based forum. WIIIN’s primary goal is to strengthen relationships and facilitate a dialogue to advance and empower women through a combination of educational and philanthropic endeavors. She is also on the board of directors for the Association of Investment Management Sales Executives (AIMSE) and leads regional events in California, Oregon and Washington. Heather is a graduate of Miami University of Ohio and holds her Series 7 and Series 66 licenses.

Matthew Crowe
Proprietary Capital, LLC

Matthew J. Crowe is the Director of Marketing & Investor Relations for Proprietary Capital, LLC. Mr. Crowe is responsible for managing the firms marketing and investor relations efforts. Prior to joining Proprietary, Mr. Crowe was a Principal of Anchor Point Capital, LLC, a Coral Gables, FL-based fund-of-hedge fund. Prior to Anchor Point, Mr. Crowe worked on the U.S.-based sales & client services team at Fjord Seafood ASA, a leading global commodity company specializing in the production of farmed salmon. Mr. Crowe started his career working in the publishing industry. Mr. Crowe received his BA in business administration from Western State College of Colorado.

Proprietary Capital, LLC, a Denver, CO-based investment management company that was founded in 1997 and specializes in the Residential Mortgage Backed Securities (RMBS) market.

Brian Crowell
AQR Capital Management

Brian joined AQR Capital Management’s Client Strategies Team in July 2007. Prior to launching AQR’s dedicated Consultant Relations team in 2009, Brian worked in the firm’s Portfolio Solutions Group, where he worked with a number of the firm’s institutional clients on a broad range of investment policy issues. Brian now works with a number of institutional investment consulting firms, covering all of AQR’s investment strategies. Prior to joining AQR, Brian worked as a Summer Associate at UBS Global Asset Management in their Equities Long/Short Group and earlier as an equity trader for Trillium Trading. Brian earned his AB in Chemistry from Dartmouth College and his MBA with concentrations in Economics and Analytic Finance from the University of Chicago, Booth School of Business.

Kerry S. Dempsey
Select Equity

Ms. Dempsey joined Select Equity in October 2011. Prior to joining the Firm, she was the Head of Consultant Relations for Lasair Capital. Prior to Lasair, she was a Vice President at Capital Guardian, where she was responsible for institutional investment consultants on the East Coast. Ms. Dempsey received a B.S. from Boston University.

Jacqueline de Sanctis
Neuberger Berman

Jacqueline de Sanctis, Senior Vice President, joined Neuberger Berman in 2010 as West Coast Consultant Relations. Prior to joining Neuberger Berman, Jackie worked at RCM where she spent two years as an international equity product specialist. Prior to this, she was at Credit Suisse, where she worked for 7 years in New York, London and Zurich in a number of capacities including senior consultant sales (U.S.), head of consultant relations (U.K.) and most recently as client portfolio manager for their suite of Emerging Market Equity capabilities. Previously, Jackie was a marketing associate at JP Morgan on the US Consultant Sales Team. She began her career at Callan Associates as an international and domestic equity analyst on the Global Manager Research team. Jackie graduated from the University of St Andrews in Scotland with an MA Honors in Classical Studies and has been a Board Member since 2003 for the University of St Andrews American Foundation.

Paul D. Foster, CFA
The London Company

Paul D. Foster, CFA is the Head of Consultant Relations at The London Company where he is responsible for developing and strengthening the firm’s relationships with institutional consultants worldwide and providing them with necessary information about the firm for their clients. He joined The London Company in 2014 and has 27 years of experience in client relations and business development in the investment-management industry.

Prior to joining The London Company, Mr. Foster served as Global Head of Consultant Relations at Turner Investments, before which, he was employed at Delaware Investments as vice president of consultant relations. Paul was also employed with Sturdivant & Co.

Mr. Foster graduated magna cum laude and Phi Beta Kappa from Furman University with a BA in history and earned his MA in ancient history from the University of Missouri where he was a Brady Fellow. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of Philadelphia.

David Gallagher
Granahan Investment Management

Prior to joining Granahan Investment Management in 2014, David worked at Standard Life Investments as Director, Business Development building relationships for a range of Absolute Return Strategies to plan sponsors in the U.S. Previously, David has worked at Baring Asset Management as Head of North American sales and joined Barings from Chartwell Investment Partners. He was also employed at Templeton Investment Counsel building relationships for international and emerging market equity strategies within the institutional community and family offices. David’s investment career began at SEI over twenty three years ago as a relationship manager, where he was twice given the President’s Club award for top performance. David holds a BS in Business Administration from Fordham University and is an MS candidate in Dynamics of Organization at the University of Pennsylvania.

Michael R. Gillis
Greystone Managed Investments Inc.

Michael Gillis is Senior Vice-President, Business Development of Greystone Managed Investments Inc.

Immediately prior to joining Greystone, Michael held the position of Vice-President Institutional Marketing and Sales for a number of years with Seamark Asset Management. Previously, he worked for the Halifax Grammar School for 2 years, as a Teacher. Michael has also worked as a Director of Business Development for National Trust, and has held the position of Senior Account Representative for both Royal Trust and National Trust.

Michael’s professional credentials include a Bachelor of Education, which he completed at Mount Saint Vincent University and a Bachelor of Business Admin., which was obtained from St. Francis Xavier University.

Michael is also an active board member for the Association of Investment Management Sales Executives (AIMSE) and Benefits and Pensions Monitor. Michael is also actively involved in the Canadian Benefits and Pension Institute (CPBI), the Association of Canadian Pension Managers (ACPM), the Canadian Association of University Business Officers (CAUBO), and the International Foundation of Employee Benefits (IFEBP). Michael serves on the board of two charities, MAGICANA and Georgetown Walk for Wishes (Ontario).

Timothy P. Hill

Timothy Hill is a member of the AIMSE Board of Directors.

Tim started his career as an equity derivatives trader for O’Connor and Associates. Swiss Bank Corporation bought OCA in 1992, and Tim held various institutional sales roles for SBC focusing on equity, FX and precious metals derivatives in the USA, UK, and Switzerland.

Tim held other derivatives sales and trading positions before joining Lehman Brothers in 2002. At Lehman Brothers and Neuberger Berman, Tim was a salesperson and Product Specialist in Hedge Fund, Private Bank and Fund-of-funds groups.

More recently, Tim was Head of North American Institutional Sales for Mirae Asset Global Investments (USA) and then Global Co-Head of Consultant Relations at Thornburg Investment Management, covering primarily East Coast Consultants.

Tim graduated from the Wharton School of the University of Pennsylvania with a BS in Economics in 1990.

Christopher Paolella
Liquid Strategies, LLC

Chris Paolella has over 29 years of investment industry experience, is a founding partner of Liquid Strategies and is a member of the firm’s management committee. Chris is actively involved with Liquid Strategies’ firm-wide strategy, operations, marketing and investor relations. Most recently, he served as Principal, Managing Director for the Concourse Capital Partners, L.P., a global long/short equity fund that he co-founded in 2008. Chris also co-founded affiliated, institutional investment management firm Perimeter Capital Management in 2006. At Perimeter, Chris was one of the firm’s Managing Partners and was actively involved in all aspects of the firm’s day-to-day operations. Prior to 2006, he served in senior positions with both Trusco Capital Management and Great-West Life & Annuity. Chris is a graduate of the University of Richmond, where he received a B.A. in Economics.

Carolyn Patton, CFA
Deutsche Asset & Wealth Management

Carolyn Patton, CFA, is Managing Director, Head of Consultant Relations, Americas at Deutsche Asset & Wealth Management. She joined the Company in 2014 with 22 years of industry experience. Prior to joining, Carolyn was Executive Managing Director, Principal leading the global distribution team at Turner Investments. Previously, she was Global Head of Consultant Relations at Janus Capital Group. Before, she was a Managing Director at Morgan Stanley Investment Management and worked at Delaware Investments. Carolyn started her career at SEI Investments. Carolyn received her BA in Economics from University of Virginia and is a CFA Charterholder.

Mark Robertson
Proprietary Capital, LLC

Mark Robertson is the Director of Business Development at Proprietary Capital in Denver, Colorado. Prior to joining Proprietary, Mr. Robertson was the COO and Founding Partner of Silvergate Capital Management, a Denver based health care hedge fund. Prior to starting Silvergate, Mr. Robertson was a Vice President at Morgan Stanley in New York City. He worked in the Institutional Equity Division selling the firm’s equity products to US based asset managers. Mr. Robertson started his career in investment management at Paine Webber selling the firm’s diversified research product to West Coast based asset managers.

Mr. Robertson received his bachelor’s degree in business administration, with a concentration in finance, from the University of Vermont.

Christine Sasse, CFA
Epoch Investment Partners, Inc.

Christine Sasse has over 17 years of investment industry. Currently, she is a member of the consultant relations group at Epoch Investment Partners. Prior to joining Epoch in 2014, she spent nine years as Director of Consultant Relations and Institutional Sales at Philadelphia International Advisors (PIA), a non-U.S. and emerging market asset management firm where she was also a partner. Prior to PIA, Christine worked at CRA Rogers Casey. During her tenure, she worked as a consultant directly responsible for client programs then later was a member of the U.S. Equity Manager Research team. She earned a BS in accounting from the University of Maryland, College Park and holds the Chartered Financial Analyst designation.

Kurt P. Terrien
Clarkston Capital Partners

Kurt joined Clarkston Capital Partners in 2013 and oversees the firm’s institutional business, including sales, consultant relations and client service. Kurt has over 20 years of industry experience. Most recently, he was the Director of Sales and Consultant Relations for Johnson Institutional Management. Prior to that, he was Vice President of Institutional Asset Management at National City Bank and a Senior Client Services Manager at World Asset Management.

Kurt received a Bachelor’s degree in Finance from Walsh College and a MBA from Wayne State University. He is a member of MAPERS (Michigan Association of Public Employees Retirement Systems) and serves on the board of AIMSE.

Holly Verdeyen, CEBS
Russell Investments

Holly Verdeyen is responsible for working with Russell’s institutional consulting, sales, and client service groups to promote Russell’s DC investment services. More specifically, her focus is on default investments – target date collective trusts, custom target date portfolios and Russell Adaptive Retirement Accounts. Holly also shares Russell’s perspective on trends in the defined contribution market while offering advice on best practices in institutional plan design. Holly joined Russell in 2013 from UBS Global Asset Management, where she was a DC specialist in the Defined Contribution and Retirement Solutions group, focusing on investment solution support and client relationship management, as well as broad retirement solutions and guaranteed lifetime income. Holly joined UBS Global Asset Management in 2003 from Blackrock (formerly Barclays Global Investors), where she was in a business development role within the Defined Contribution Group.

Holly is a member of the Economic Club of Chicago, and serves on the Boards of Directors for the YWCA of Metropolitan Chicago and the Association of Investment Management Sales Executives (AIMSE).

B.A., St. Norbert College
M.B.A., Northwestern University Kellogg School of Management

Greg Weissman
Putnam Investments

Mr. Weissman is a Consultant Relations Director for Putnam Global Institutional Management. In this role, he is responsible for managing relationships with investment consultants in the Eastern region of the United States. Mr. Weissman, who holds his Series 7 and 63 licenses with FINRA, is on the board of Proctor Academy and the Association of Investment Management Sales Executives (AIMSE). He joined Putnam in 2011 and has been in the investment industry since 2000. Past experience includes Old Mutual Asset Management as Senior Vice President, Director of Consultant Relations and Cowen & Company, Jefferies, Pacific Crest Securities, SoundView Technology Group. Mr. Weissman received his BBA from Southern Methodist University, B.B.A.

Kimberley Woolverton
Aberdeen Asset Management

Kimberley joined Aberdeen Asset Management in 2009 and is responsible for business development and client servicing for Aberdeen’s Canadian clients. Prior to joining Aberdeen, Kim spent almost 5 years at Burgundy Asset Management in Toronto where she was responsible for business development and client servicing. She also spent over 3 years with Merrill Lynch in Denver, Colorado as a Special Services Financial Planner, prior to returning to Toronto.

Kimberley earned her BSc (Distinction) degree from McGill University, completed her Canadian Securities Course (Honours) in 1995 and became a CFA charterholder in 2004. She has also completed numerous Executive Education programs including those through the Harvard Kennedy School, the Rotman School of Management and Columbia Business School. She is a member of the CFA Institute and currently serves on the Canadian and US Board of Directors of AIMSE.