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
Bryan Olson, CFA
Senior Vice President
Head of Investment Analytics, Trading, Operations, and Data
Christian Menegatti, Ph.D.
Senior Vice President
Portfolio Manager
George Mylnikov, Ph.D.
Vice President
Portfolio Manager and Head of Quantitative Research
Michael F. Hogan
Chief Compliance Officer
Amos Robinson
Vice President
Retail Sales and Investment Portfolio Strategy
Denise Kampf
Vice President
Trading and Operations
Jack McManmon
Senior Portfolio Strategist
David Puopolo, CFP®
Managing Director
Client Portfolio and Relationship Management
John P. Jagusiak
Managing Director
Trading and Trade Support
Lawrence L. Jules
Director, Head Trader
Trading and Trade Support
Anton Dorokhin
Portfolio Manager
- 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 F. Hogan, 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