Operations Team


Kevin Phelan, CFA


Chief Operating Officer
Partner

Dan Newman


Senior Trader
Partner

Eric Miller


Senior Trader
Partner

Monika Miniati


Portfolio Accounting Manager
Partner

Claude O’Malley


Trader
Partner

Gloria Balta


Senior Portfolio Accountant

Rajeev Uppalapati, CFA


Systems Analyst
Partner

Brian Sanderson


Trader
Partner

Brian Weber


Trader
Partner

Sara Paeth


Finance Manager

Erika Edmonson


Operations Specialist

Fuhaad Apatira


Operations Specialist