Operations Team


Kevin Phelan, CFA


Chief Operating Officer
Partner

Tracy Bolger


Operations Manager
Partner

Dan Newman


Senior Trader
Partner

Eric Miller


Senior Trader
Partner

Monika Quinn


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


Operations Specialist

Sara Paeth


Finance Manager