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.
- 14 MBAs
- 3 PHDs
- 7 Masters
- 4 CFP® Professionals
- 13 CFA Charterholders
*CSIA employees supporting the Windhaven Strategies have been identified as having the credentials indicated above.
Management Team
Rick Wurster, CFA, CMT
CEO of CSIA
Bryan Olson, CFA
Senior Vice President
Christian Menegatti, Ph.D.
Chief Investment Strategist
George Mylnikov, Ph.D.
Head of Quantitative Research
Research and Modeling
Michael E. Gillespie
Chief Compliance Officer
Bill Swerbenski, CFA
Vice President
Business Planning & Strategy
Amos Robinson
Vice President
Investor Services
Denise Kampf
Vice President
Trading and Operations
Jack McManmon
Senior Managing Director
Investment Products and Strategy
David Puopolo, CFP®
Managing Director
Client Portfolio and Relationship Management
John P. Jagusiak
Managing Director
Trading and Trade Support
Jonathan Leonard
Managing Director
Project Management and Marketing
Lawrence L. Jules
Director
Trading and Trade Support
Anton Dorokhin, CFA
Director, Macro and ETF Research
Research and Modeling
- Deane Antoniou, CMT
- Tim Bickley
- Michael Brozzo, CFP®
- Adam Chase
- Brendan Coleman
- Henry Halboth, CFA, CAIA
- Earnest Hubbard, CFA, CFP®, CWS
- Kelly Johnson, CFA, CAIA
- Timothy J. Kohn, CFA, CFP®
- G. Spencer Logan, CFA
- 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
- Alex Mazza, CFA, Senior Trader
- Brian O’Neill, Senior Trader
- Logan Patrick, CFA, Senior Manager, Operations
- David Plantamura, Senior Team Manager, Operations
- Shane Pouliot, Specialist
- Jamie Saccardo, Senior Trader
- Lee Setzen, Specialist, Operations
- 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
- Tom Dorsky, CFA, Vice President
- David Geller, Senior Manager
- Charlie Panchev, Senior Manager
- Stephanie Surette, Managing Director