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
- 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
- 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