Relationship Management

Marco Véissid headshot
Marco Véissid
HEAD OF RELATIONSHIP MANAGEMENT AND BUSINESS DEVELOPMENT
  • Responsible for all client service and business development.
  • Formerly head of Davis Advisors Institutional Relationship Management and Sales from 2007 to 2010. Prior to Davis, he spent 19 years with Deutsche Asset Management, where he attained the position of Head of Institutional Sales and Client Relationship Management.
  • Education: BS from New York University; MBA from New York University Stern School of Business.
Juliana Bambaci headshot
Juliana Bambaci, PhD
Head of Communications
  • Responsible for the firm's thought leadership pieces and client communications.
  • Formerly Director of Corporate Communications at Davidson Kempner LP from 2016 – 2017. Prior to this, she was Director of Marketing Communications at Third Avenue Management from 2014 – 2016, VP of Index Applied Research at MSCI from 2011 – 2014, and an Investment Research Associate at First Quadrant LP from 2007 – 2011.
  • Education: BA in Political Science from Universidad de San Andres (Argentina); MSc in Politics of Development from London School of Economics (UK); PhD in Political Science from Stanford University.
Josh Greco headshot
Josh Greco
HEAD OF US RETAIL BUSINESS DEVELOPMENT, CLIENT PORTFOLIO MANAGER
  • Responsible for retail business development and client portfolio management.
  • Formerly Vice President and Equity Product Specialist at Legg Mason & Co, LLC responsible for the competitive positioning of all equity strategies across their multi-affiliate platform. He held strategic product and marketing positions at Legg Mason & Co, LLC for over 7 years and was previously with Goldman Sachs working in the Investment Management Division as a Marketing Strategist.  
  • Education: BS in Finance from Manhattan College; MBA from the University of Connecticut.  
Nick Hooten headshot
Nick Hooten, CFA
HEAD OF US SUB-ADVISORY RELATIONSHIP MANAGEMENT AND BUSINESS DEVELOPMENT
  • Responsible for sub-advisory business development and relationship management.
  • Formerly Vice President and Investment Analyst with Transamerica Asset Management. At Transamerica he held manager selection and product development responsibilities. Previously he has worked at BNYMellon, Concord Advisory Group, and Merrill Lynch focusing on investment selection and analysis, performance analytics, and trade execution within institutional portfolios.
  • Education: BS from Pennsylvania State University; MBA from New York University Stern School of Business.
Sarah Reifsteck headshot
Sarah Reifsteck
HEAD OF MARKETING
  • Responsibilities include marketing and client service.
  • Formerly at Deutsche Asset Management from 2005 – 2010, where she served as a member of the marketing team.
  • Education: BFA from Alfred University; MBA from Fordham Graduate School of Business.
Timothy E. Stanton headshot
Timothy E. Stanton
HEAD OF INSTITUTIONAL RELATIONSHIP MANAGEMENT AND BUSINESS DEVELOPMENT
  • Responsible for institutional business development and relationship management.
  • Formerly head of Global Sales at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as deputy director of Global Sales from 2010 to 2012, sales director from 2008 to 2010 and sales manager from 2000 to 2010. Prior to joining Batterymarch, he held sales and marketing positions at Putnam Investments and Santander Global Advisors.
  • Education: BA in Journalism from Northeastern University.
Erin Treadway headshot
Erin Treadway
INTERNATIONAL RELATIONSHIP MANAGEMENT
  • Responsible for International sales support, client service and reporting.
  • Formerly worked as an administrative assistant at various financial institutions from 2007 – 2011; prior to this worked in theater creating and producing plays with several theater companies in New York City for over 10 years.
  • Education: BFA Southern Methodist University.