Principals

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Ted Schwartz
Founding Principal

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Tracy Schwartz Ward
Principal

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Todd Schwartz
Principal

 

Our Team

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David Vennettilli
Vice President

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Pat Cronin
Vice President of Finance

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Lauren Bernay
Vice President of Operations

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Mike Kakenmaster
Director of Fund Investments

 
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Josh Simerman
Director of Technology

 
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Seth Berger
Associate

 
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Chris Wedell
Executive Assistant

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Maureen King
Controller

 
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Kristin Lauderback
Investment Team Coordinator

 
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Natalie Brown
Executive Assistant

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Kevin Carey
Senior Investment Analyst

 
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Danielle Gang
Executive Assistant

 
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Ellen Foody
Administrative Assistant & Office Manager

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Andrew Szewczyk
Staff Accountant

 
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Monserrat Sanchez
Staff Accountant