Jim Cullen
Chairman and CEO,
Portfolio Manager
Our Team
Since our founding in 1983, we have remained independent and 100% employee-owned. We still reside in our original office location and take pride in our boutique, client-focused culture.
100%
Employee-Owned & Operated
63
Industry Professionals
Executive Committee
Brooks Cullen
President,
Vice Chairman
Jennifer Chang
Portfolio Manager,
Executive Director
Edmund Lomasney
Executive Director,
Registered Representative of Paralel Distributors LLC.
Stephen O'Neil
Chief Operating Officer,
Executive Director
Rahul Sharma
Portfolio Manager,
Executive Director
Investment Team
Jim Cullen
Chairman and CEO,
Portfolio Manager
Rahul Sharma
Portfolio Manager,
Executive Director
Jennifer Chang
Portfolio Manager,
Executive Director
Brooks Cullen
President,
Vice Chairman
Tim Cordle
Portfolio Manager,
Managing Director,
Analyst
Pravir Singh
Portfolio Manager,
Director of Research,
Managing Director
Brian Drubetsky
Portfolio Manager,
Managing Director,
Analyst
Michael Gallant
Portfolio Manager, Director of Research, Managing Director
Stephen O'Neil
Chief Operating Officer,
Executive Director
Karen Ramlogan
Investment Operations,
Managing Director
Anuca Laudat
Managing Director
Kriti Jain
Vice President,
Analyst
Jason Steinberg
Assistant Vice President
Erik Norgaard
Vice President
Matthew Diserio
Portfolio Manager
Joseph Kavaloski
Assistant Vice President
Bart Rekucki
Research Analyst
Sally Bertouch
Senior Vice President
Client Servicing Team
Edmund Lomasney
Executive Director
Contact Edmund
Edmund Lomasney
Executive Director
Registered Representative of Paralel Distributors LLC.
Jeff Cullen
Managing Director
Offshore Specialist
Contact Jeff
Jeff Cullen
Managing Director
Registered Representative of Paralel Distributors LLC.
Al Murray
Managing Director
Offshore Specialist in Switzerland
Contact Al
Al Murray
Managing Director
Garrett Pierce
Managing Director
RIA/Independent National Coverage
Contact Garrett
Garrett Pierce
Managing Director
Registered Representative of Paralel Distributors LLC.
Dave Carroll
Vice President
D.C.IdahoMarylandMontanaWyoming
Contact Dave
Dave Carroll
Vice President
Registered Representative of Paralel Distributors LLC.
Nick Petrovich
Vice President
IowaIllinoisIndianaKansasMichiganMinnesotaMissouriNorth DakotaNebraskaSouth DakotaWisconsin
Contact Nick
Nick Petrovich
Vice President
Registered Representative of Paralel Distributors LLC.
Jeff Podesta
Managing Director
KentuckyNorth CarolinaSouth CarolinaVirginiaWest Virginia
Contact Jeff
Jeff Podesta
Managing Director
Nick Smith
Managing Director
ColoradoGeorgiaNew MexicoOhioOklahomaTexasUtah
Contact Nick
Nick Smith
Managing Director
Registered Representative of Paralel Distributors LLC.
Rich Wager
Managing Director
AlabamaArkansasDelawareLouisianaMississippiNew JerseyPennsylvaniaTennessee
Contact Rich
Rich Wager
Managing Director
Cathy Howse
Managing Director
AlaskaArizonaCaliforniaHawaiiNevadaOregonWashington
Contact Cathy
Cathy Howse
Managing Director
Registered Representative of Paralel Distributors LLC.
John Kerrigan
Managing Director
ConnecticutNew YorkRhode Island
Contact John
John Kerrigan
Managing Director
Registered Representative of Paralel Distributors LLC.
Andy Prescott
Managing Director
Offshore Specialist
Contact Andy
Andy Prescott
Managing Director
Registered Representative of Paralel Distributors LLC.
Mitchell Rind
Managing Director
Offshore Specialist
Contact Mitchell
Mitchell Rind
Managing Director
Registered Representative of Paralel Distributors LLC.
Mariana Salamanca
Vice President
FloridaPuerto Rico
Contact Mariana
Mariana Salamanca
Vice President
Registered Representative of Paralel Distributors LLC.
Matt Karr
Assistant Vice President
Contact Matt
Matt Karr
Assistant Vice President
Internal Client Support
Amanda Becker
Vice President
Contact Amanda
Amanda Becker
Vice President
Matthew Massey
Assistant Vice President
Contact Matthew
Matthew Massey
Assistant Vice President
Joanna Prillaman
Vice President
Contact Joanna
Joanna Prillaman
Vice President
Chase Montgomery
Assistant Vice President
Contact Chase
Chase Montgomery
Assistant Vice President
Registered Representative of Paralel Distributors LLC.
Marketing
Olivia Malloy
Vice President
Contact Olivia
Olivia Malloy
Vice President
Institutional Data Team
Edward Murphy
Senior Vice President
Contact Edward
Edward Murphy
Senior Vice President
Amanda Calcagno
Vice President
Contact Amanda
Amanda Calcagno
Vice President
Michelle Gonzalez
Vice President
Contact Michelle
Michelle Gonzalez
Vice President
Michelle Tewani
Vice President
Contact Michelle
Michelle Tewani
Vice President
Compliance and Legal
Aiden Kelly
Chief Compliance Officer and Legal Counsel
James Goldstein
Senior Vice President
Ashley Hicks
Analyst
Trading
John Gilligan
Managing Director
Eric Carbone
Managing Director
Nathan Bogosian
Senior Vice President
Adam Hill
Senior Vice President
Ryan Lynch
Vice President
Portfolio Operations
Paula Capra
Managing Director
Brenda Pons
Vice President
Cheryl Grant
Assistant Vice President
Aubrey Moir
Assistant Vice President
Courtney McCarey
Vice President
Caroline Morris
Assistant Vice President
Nicole Gregorio
Associate
Emily Danielson
Associate
Finance & Accounting
Miriam Rey
Controller
Nadia Dempsey
Analyst
Angela Pucciarelli
Assistant Controller
Alyssa Christian
Analyst
Information Security
Eric Carbone
Chief Information Security Officer
Executive Assistants
Jennifer Cook
Executive Assistant to Jim Cullen, CEO
Madilyn Warner
Executive Assistant
Marguerite Sprain
Executive Assistant
