Watch v. to guard, tend or oversee, especially for protection or safekeeping.

n. The officers and crew who attend to the working of a ship for an allotted period of time.

  • 8 MBAs
  • 3 PHDs
  • 6 Masters
  • 6 CFP® Professionals
  • 14 CFA Charterholders

*CSIM employees supporting the Windhaven Strategies have been identified as having the credentials indicated above.

Management Team

Rick Wurster - Chief Executive Officer

Rick Wurster, CFA, CMT
Chief Executive Officer

Bryan Olson - President

Bryan Olson, CFA
Senior Vice President

Christian Menegatti, Ph.D.

Christian Menegatti, Ph.D.
Chief Investment Strategist

George Mylnikov

George Mylnikov, Ph.D.
Head of Quantitative Research

Research and Modeling

Michael E. Gillespie

Michael E. Gillespie
Chief Compliance Officer

Bill Swerbenski - Vice President

Bill Swerbenski, CFA
Vice President

Business Planning & Strategy

Amos Robinson

Amos Robinson
Vice President

Investor Services

Denise Kampf

Denise Kampf
Vice President

Trading and Operations

Jack McManmon

Jack McManmon
Senior Managing Director

Investment Products and Strategy

David Puopolo

David Puopolo, CFP®
Managing Director

Client Portfolio and Relationship Management

John P. Jagusiak

John P. Jagusiak
Managing Director

Trading and Trade Support

Lawrence L. Jules

Lawrence L. Jules

Trading and Trade Support

Anton Dorokhin, CFA

Anton Dorokhin, CFA
Director, Macro and ETF Research

Research and Modeling

  • Deane Antoniou, CMT
  • Tim Bickley, CFP®
  • Michael Brozzo, CFP®
  • Adam Chase
  • Brendan Coleman
  • Henry Halboth, CFA, CAIA
  • Earnest Hubbard, CFA, CFP®, CWS
  • Kelly Johnson, CFA, CAIA
  • G. Spencer Logan, CFA, CAIA
  • Mark Mahoney
  • Lauren McCarroll, CFP®
  • Thomas Miller, CFA
  • Meilii Gensler, Director, Product
  • Josh Moore, Senior Specialist, Marketing
  • Cassandra Webster, Senior Manager, Marketing
  • Whitney Wilkinson, Senior Specialist, Marketing
  • Ben Hood, Associate, Trading
  • Brian Locarni, Senior Trader
  • Nicholas Marsella, Senior Specialist, Trading
  • Brian O’Neill, Senior Trader
  • Logan Patrick, CFA, Senior Manager, Operations
  • David Plantamura, Senior Team Manager, Operations
  • Jamie Saccardo, Senior Trader
  • Michael Gillespie, Chief Compliance Officer
  • Stephanie Negrotti, Manager
  • Dara Owens, Senior Manager
  • Anton Dorokhin, Macro and ETF Research
  • Maggie Hu, Ph.D., Quantitative Analyst
  • Michael Kelleher, Senior Quantitative Analyst
  • Nicole Calabrese, Client Relationship Manager
  • Jess Korpinen, Specialist, Client Service
  • Tess Montague, Senior Specialist, Client Service
  • Thomas Mosel, Client Relationship Manager
  • Lia Webb, Senior Specialist, Client Service
  • Mary Fisher, Administrative Support Associate
  • Nancy Nazzaro, Administrative Support Associate
  • Ashley Brown, Director
  • Charlie Panchev, Senior Manager
  • Stephanie Surette, Managing Director