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1. Muat Dana: Ada beban front-end atau back-end, ditentukan oleh prospektus. 2. Dana Tanpa Beban: Ada komisi 21,95 untuk membeli atau menjual. 3. FundVest reg No-Transaction-Fee Funds. Banteng Tidak ada komisaris untuk membeli. Tidak ada komisaris yang menjual, asalkan saham tersebut diadakan paling tidak enam bulan, jika tidak ada 50 biaya pelunasan jangka pendek yang mungkin berlaku. Banteng Lebih dari 5000 tidak ada beban amp load dana yang tersedia. Downloadview FundVest List sebagai spreadsheet XLS atau PDF. (Update terakhir 08222016). Daftar banteng mencakup dana kelas Institutional Retail (Focus) amp. Dana kelembagaan dapat dibeli oleh individu, seringkali dengan minimum yang dikurangi. Anda tidak harus menjadi institusi untuk membeli saham kelas institusional melalui Trading Direct. Catatan: Investor harus mempertimbangkan tujuan investasi, risiko, biaya dan biaya perusahaan investasi dengan hati-hati sebelum melakukan investasi. Untuk mengetahui hal ini atau informasi lainnya tentang reksa dana tertentu, mohon mengajukan prospektus dari perusahaan dana atau Trading Direct, untuk membaca secara seksama sebelum melakukan pemesanan. Ribuan reksa dana open-end, dari lebih 500 keluarga, tersedia melalui Trading Direct, sebuah div. Dari York Securities, Inc. (Daftar ditampilkan di bawah). Reksa Dana Keluarga tersedia untuk pembelian pada 08222016: lembu 13D Aktivis Dana banteng 1919 Dana (dahulu Legg Mason Investment Counsel) bull 360 Dana (IMS Capital Management) bull 361 Bulls dana AAM (Advisors Asset Management) Reksa Dana bull Aberdeen Funds bull Absolute Funds (Dana Forum) bull Dana Acadian (Advisors Inner Circle) banteng Dana Dinamis ACM (Manajemen Modal Ascendant) banteng Adams Harkness (Dana Forum) banteng Dana Alokasi Adaptif banteng Adirondack Dana banteng Penasihat Pemberian bull bull bull lingkaran kecil Penasihat Dana Investasi bull Affinity Small Cap bull Strategi Aftershock banteng AI Funds Trust (American Indepedence Risk X) bull Akre Focus Fund bull Al Frank Dana bull All Terrain Opportunity bull Alpha Capital bull AlphaCentric Funds bull AlphaMark Investment Trust bull AlphaOne Micro Cap (Advisors Inner Circle) bull Alpine ACR Multi Strategy bull Altegris Keluarga Reksa Dana banteng Dana Amana (Saturna) banteng dana AMCAP bull AmericaFirst Funds bull Amerika Beacon Funds bull American Century Investments bull Dana Amerika bull American Independence Funds Trust (Risiko X) bull American Trust Allegiance Fund bull Dana AMG bull Anchor Alternative Income Fund bull Anfield Dana Pendapatan Tetap Universal bull Angel Oak Dana bull Apex Funds bull APEXcm Funds bull API Funds Bull Appleseed Funds bull Arbitrage Funds, Banteng Ariel Dana banteng Dana Aristoteles bull Armor Alternative Income (Granit Harbour) bull Arrow Dana bull Dana Artio (Aberdeen) banteng Ascendant Funds bull Aston Dana banteng Astor Funds bull Athena Value (Penasihat Dana Princeton) banteng Aurora Manajemen Investasi Horizon banteng Auxier Asset Management AAM (Dana Forum) bull Avatar Dana bull Ave Maria Reksa Dana bull B. Riley Diversity Equity Kelembagaan (World Funds) bull Babson Capital Management bull Baird Funds (RW Baird Funds) Bull Balter Liquid Alternatives (Balter Discretnry Investments) bull Bandon fund (Dana Benteng) bull Baron Funds bull Barrow All-Cap LongShort Dana banteng BBH (Brown Brothers Harriman) Reksa Dana bull Dana Penggajian BDC (Dana Forum) bull Beck Mack amp Dana Oliver (Dana Forum) banteng Becker Funds (Portofolio yang Dikelola secara Profesional) banteng Beech Hill Total Return bull Dana BeeHive (Dana Forum) banteng Dana Belvedere banteng Bernzott Nilai Kecil Kecil AS Bull Berwyn Dana Bull Big 4 Onefund (Dana Perwalian Dunia) bull Biondo Funds Bull BNY Mellon Funds bull Blair (William Blair) Dana bull Blue Current Funds bull BMO (Bank of Montreal) Dana bull Bogle Manajemen Investasi Pertumbuhan Cap Kecil bull Bond Fund of America bull BPV Dana bull Bradesco Amerika Latin Funds (Fundvantage Trust) bull Brandes Funds Bull Brandywine Funds bull Braver Tactical Opportunity bull Breithorn LongShort bull Bridgehampton Value Strategies bull Bridgeway Dana bull Broadview Funds bull Brown Advisory Funds bul L Brown Capital Funds bull BTS Dana banteng Buffalo Dana banteng Burnham Dana banteng C Dana Dinamika Taktis (Penasihat Modal) bull Cadence Funds bull Calamos Dana banteng Calvert Funds bull CAM Pasar yang Luas Pendapatan Strategis bull Cambriar Funds (Advisors Inner Circle) banteng Camelot Funds bull Cane Strategi Alternatif bull CAN SLIM Pilih Pertumbuhan (NorthCoast Asset Mgmt) bull Capital Advisors Growth Fund bull Capital Income Builder bull Capital Management Group (CMG) Dana bull Capital World bull Capstone Series Fund (Capstone Asset-Steward) bull Carne Capital Funds (Dana Forum) Bull Castle Focus Fund (Dana PFS) bull Catalyst Funds bull Causeway Dana bull CBRE Clarion (Advisors Inner Circle) bull Dana CCA bull bull Cedar Ridge Dana Kredit yang Tidak Terikat Bull Centre Funds bull Mitra Investasi Champlain (Penasihat Inner Circle II) bull Charles Schwab Dana banteng Chartwell Nilai Cap Kecil Bull Chase Funds (Chase Investment Council Corp) banteng Chesapeake Funds bull Chicago Equity Partners bull Ci Ncinnati Asset Management (CAM) Broad Market bull Clipper Funds (bagian dari Dana Davis) bull CLS Investments (AdvisorOne) bull CM Advisors bull Dana CMG (Group Manajemen Modal) bull CNI (City Nationale) Rochdale Dana bull Collins Funds bull Perdagangan Funds bull Persemakmuran Funds bull Compass EMP Funds bull Konduktor Global Funds bull Conestoga bull Congress Manajemen Aset Reksa Dana bull Consilium Emerging Market bull Konvergensi Mitra Investasi Reksa Dana bull Cook amp Bynum bull Copeland Dana bull Counterpoint Reksa Dana bull Covered Bridge Funds, Bull Cozad Small Cap Value Funds Bull CRA Funds (Reinvestasi Kebijakan Masyarakat) bull Crawford Reksa Dana (Crawford Investment Council) bull Credit Suisse Asset Management Dana AS bull CRM Funds bull Crow Point Hedged Ekuitas Global bull Cullen Funds bull Cutler Trust bull Dana Reksa Dana CVR (Dana Forum) bull CWC Small Cap Nilai Agresif banteng Dana Dana banteng Dana Davenport (Williamsburg Investment Trust) banteng Davis Fu Nds bull Hari Hagan Dana banteng Delaware Investments (Macquarie Group) bull Destra Dana banteng DF Dent (Dana Forum) bull Dana DGHM (Dana Perwalian Dunia) bull Diamond Hill Capital Management bull Investasi Direksion Reksa Dana bull Discretionary Managed Futures bull Diversified Risk bull Dodge Amp Cox Dana banteng Domini Banteng sosial Buller Bull Bull Bull Bull Bull Bulls Bull Bulls Bulls Bulls Funds bull Eagle MLP Stategy bull EAS Crow PointGenesis Alternatives bull Eaton Vance bull Edgewood Funds (Advisors Inner Circle) bull Nilai EIC ( Fundvantage Trust) bull Elessar Dana bull Emerald Reksa Dana bull Empiric Funds bull EP Funds bull Epiphany Funds bull Equinox MutualHedge Futures Strategy bull Essex SmallMicro Cap Growth Funds bull Dana EuroPac bull EuroPacific Growth Fund bull European Equity Fund (The World Funds Trust) bull Even Keel Dana banteng Eventide Funds bull Melebihi Structured Shield (Dana Forum) bull Falcon Focus bull FA Investor Fundamental (Dana Hutan) bull Firsthand Funds bull First Trust Funds bull Flippin, Bruce amp Porter (FBP) Dana bull FMI Funds (Dana Flipin, Bruce Amp Porter) Bull Footprints Temukan Nilai bull Forester Capital Management bull Fortress Funds (Bandon Funds) bull Fortunatus Protactical Funds bull Forum Dana bull Forward Funds bull FPA Funds bull FQ Funds bull Franklin Templeton Dana banteng Franklin Templeton Dana Offshore bull Frontier Funds bull Keluarga Reksa Dana Frost (Advisors Inner Circle II) bull Fundamental Investors bull FundVantage Dana Perwalian bull FundX Dana bull FX Strategy Fund, Bull Gabelli Funds bull Galapagos Partners bull GAMCO Investors (Gabelli) bull GaveKal Knowledge Leaders bull Penasihat Dana Jenewa bull Gerstein Fisher Funds bull GinkGo Multi-Strategy Funds Banteng Giralda Risiko Dikelola Pertumbuhan banteng GL Kinerja Macro Bull Glenmede Portofolio banteng Gol Den Capital Management (Dana Forum) banteng Good Harbour Funds bull Gotham Funds (Fundvantage Trust) bull Grandeur Peak Funds bull Granite Harbour Funds bull Grant Park Dana bull Graty International Growth Fund bull Green Century bull Greenspring Fund (IndexIQ) bull Growth Fund of America bull Guggenheim Investments bull GuideStone Funds bull Guinness Atkinson Dana bull GWampK Manajemen Investasi banteng Hamlin Dividen Tinggi (Penasihat Inner Circle) banteng Hancock Horizon Funds (Pembimbing Inner Circle II) banteng Hanlon Dana banteng Bullberger International Series Bull Harbor Funds (Dana Shenkman) banteng Dana Harding Loevner Untuk Investor AS banteng Dana Dana Dana Panen Hartford (Advisors Inner Circle) Bull Hatteras Alternative Funds bull Pertumbuhan Kualitas Haverford (Penasehat Inner Circle) bull HCM (Howard Capital Management) Dana banteng Heartland Funds bull Henderson Global Funds bull Hennessy Funds bull Highland Funds bull HM Payson Total Return (Dana Forum) banteng Hodges Reksa Dana banteng Homestead Dana banteng Horizon Active Funds (AdvisorOne) bull Horizon Kinetics Funds bull Hotchkis amp Wiley bull Dana Investor HSBC bull Dana Huber bull Hussman Dana bull Icon Funds bull Iman Fund (Investor Sekutu) bull IMS Capital Management (360 Funds) bull Income Fund of America Bull IndexIQ Dana bull Inflasi Hedges Strategi bull ING Investments (Lihat Voya) bull Innealta Captial Funds bull Integrity Viking Funds bull Intermediate Bond Fund of America bull Pertumbuhan Internasional dan Dana Pendapatan bull Intrepid Capital Funds bull Invesco AIM Funds bull Investment Company of America bull Investment House Dana, Bull Investment Managers Series Trust (IMST) bull Investasi Mitra Peluang bull Iron Horse Fund bull Iron Trout yang Dikelola Risiko banteng Dana Issachar, Bull Ivy Funds (Waddell amp Reed) bull Jacob Funds bull JAG Pertumbuhan Cap Pertumbuhan Besar James Alpha Funds (Saratoga Dana) banteng Janus Dana banteng Jensen Dana banteng John Hancock Dana banteng JP Morgan Dana banteng Jubak Global Equity b Ull Kaizen Hedged bull KCM Macro Trend bull Keeley Dana bull Kellner Capital Funds bull KF Griffin (KFG) bull Kinetics Reksa Dana (Horizon) bull Kopernik Global (Advisors Inner Circle II) bull Larkin Point Equity Pelestarian Dana bull Lateef Fund (Fundvantage Trust) bull Dana Laudus Fund (Schwab) Bull Lazard Asset Management Buka Dana Akhir bull LKCM Dana bull Leader Capital Fixed Income Funds bull Leadsman Capital bull Dana Leland (dahulu Good Harbour Funds) bull Leuthold Funds (Rafferty Capital Markets) bull Lifetime Achievement Fund bull Limited Term Tax- Ex Bond Fund of America banteng Linde Hansen Nilai tukar banteng Litman Gregory Masters (Dana Kelas Institusional) bull LJM Pelestarian amp Growth Funds bull LMCG Global Institutional (Dana Forum) bull LoCorr Dana bull LongBoard dana bull LongLeaf Partners Dana bull Loomis Sayles bull Lord Abbett bull LS Theta banteng LSV Reksa Dana (Penasihat Inner Circle) banteng Liris Dana AS banteng Madison Dana bull andalan Investasi b Ull Mairs amp Power Funds bull Makefield Managed Futures Strategy bull Managers Funds bull Manning amp Napier bull Marathon Nilai Portofolio bull Mariner Managed Futures Strategy bull Marsico Funds bull Matrix Advisors Value Fund, Inc. bull Matthew 25 Fund bull Matthews Asia Funds bull MD Sass bull Meeder Dana banteng Merger Funds bull Dana Meridian Dana Dana (Dana Forum) bull Metropolitan Met West Funds bull Dana MFS banteng Midas Dana bull Milestone Treasury Obligations (AdvisorOne) bull Miller Convertible Funds (Penasihat Investasi Wellesley) bull Monetta Trust Reksa Dana bull Monongahela Capital Management (Dana Forum) bull Dana Teknologi Modern (Dana Belvedere) bull Monte Chesapeake Funds (Mariner Hyman) Bull Motley Fool Funds bull Gunung Lucas US (Fundvantage Trust) bull Muhlenkamp Fund bull Munder Funds bull Mundoval Funds bull Reksa Dana Seri Trust bull Mutual Series Funds (Franklin Templeton) bull MutualHedge Equinox Futures Strategy bull Nationwide Funds bull Nat Ixis Funds bull Navigator Dana bull New Economy Fund bull Newfound Funds bull New Perspective Fund bull New World Fund bull Nicholas Funds bull Nile Capital Investor Trust bull North Star Funds bull Northern Funds (Northern Trust) bull Northern Lights Fund Trust bull Northern Lights Fund Trust II Bull Northern Lights Fund Trust III bull Northern Lights Reksa Dana Seri Trust bull Lampu Utara Dua Jalan Bersama Kepercayaan banteng NorthPointe Capital (Pembimbing Inner Circle Fund III) bull Nuance Investments Reksa Dana bull Nuveen Investments bull Oak Ridge Dana bull Oakmark Funds bull OakTree Funds bull Oakseed Peluang bull bull OCM Gold Funds bull Dana Olstein bull Optimum Funds (Delaware Investements) bull Orchard Small Cap Value bull Orinda Reksa Dana bull OShaughnessy Asset Management bull Osterweis Capital Management bull Dana Keuangan Pasifik bull Palmer Square bull Panther Dana Cap Kecil bull Paradigm Funds bull Parnassus Investments Banteng Dana Patriot bull Pax World Funds bu Ll Payden amp Rygel: Reksa Dana Rebound Payden bull Payson Total Return (Dana Forum) bull PCS Strategi Komoditi bull Pear Tree Dana bull Penn Capital Funds bull Perimeter Small Cap Opportunities bull Perimeter Small Cap Growth bull Perkins Discovery (The World Funds Trust) bull Permanent Portfolio Bull Perritt Capital Management bull Persimmon LongShort bull PFS Funds - Castle Focus Fund bull PIA (Penasihat Investasi Pasifik) bull PIMCO (Pacific Investment Management Co) bull Pinnacle Tactical Allocation bull Plumb Funds (Wisconsin Capital) bull Nilai Global Polaris (Dana Forum) bull Polen Dana (Fundvantage) bull Dana Dana Hutan Poplar bull Portofolio 21 Dana Ekuitas Global bull Power Income atau Dividen Dana bull Praxis Funds (MMA Praxis) bull Price, T Rowe bull PRIMECAP Odyssey Funds bull Penasihat Dana Princeton (Nilai Athena) bull Princeton Futures Strategy bull Principal Funds bull Manajemen Modal Swasta (Fundvantage) bull Probabilities Fund bull Profesional Dikelola Portofolio- B Ecker Funds bull Profit Funds Investment Trust, Bull ProFunds bull Provident Reksa Dana bull PSI Funds bull PTA Komprehensif Alternatif bull Putnam Investments bull Quaker Dana bull Rainier Dana bull Ramius Funds (Aristoteles) bull Raylor Managed Futures Strategy (Taylor Xplor) bull RBB Funds, Red Bull Managed Inner Circle II bull Redwood Managed Volatility Funds bull Regal Total Return Fund bull REMS Portofolio Real Estate (The World Funds Trust) banteng Renaissance Large Cap Growth Fund bull Dana Pendukung Red Bull Fund Investment Fund (Buller Fund) BullBound Fund Bull Funds bull Bull River Fund Fund Bull Bullpark Fund Bull Bullback Fund Management Fund (Fundamental Management) (sebelumnya Burnham) Banteng RNC Genter Dividen Penghasilan banteng Robeco Boston Mitra banteng Robert W Baird Funds (Baird Funds) bull Roge Partners Fund Bull Rothschild Larch Lane (Penasihat Inner Circle III) bull Royce Funds bull RPg Emerging Market Sector bull RS Dana bull Rydex Funds (Investasi Guggenheim) bull RX Dana Trust (Risk X) bull S1 Fund bull Mitra yang menonjol Salient MF Trust bull Sandalwood Opportunity bull Sands Modal (Penasihat Inner Circle) banteng Saratoga Dana banteng Satuit Dana (Tocqueville) banteng Dana Schneider banteng Dana Schooner banteng Schroders Reksa Dana Saham AS Bull Schwab Dana banteng Dana Nilai Schwartz (Ave Maria) bull Scotia Dinamis Pertumbuhan AS (RBB Funds) bull Dana Pramuka Pelaut Dana banteng Segall Bryant amp Hamill bull SEI Dana bull Selected Funds (bagian dari Dana Davis) bull Semper MBS Funds bull Reksa Dana Seksual (bagian dari keluarga AmanaSaturna) bull SFG Futures Strategy bull Shelton Dana bull Shenkman Funds (lihat Harbour Funds) bull SkyBridge Nilai Dividen (Fundvantage Trust) banteng Sierra Funds bull SignalPoint Global Alpha bull SilverPepper Dana bull Skyline Special Equities Portfolio bull Smallcap Wor Ld Dana banteng Smead Nilai Dana banteng Kelompok Smith Dana sapi Salju Salju Keluarga Dana banteng banteng banteng Shore Shore SouthernSun Dana banteng Steinberg Manajemen Aset (Dana Forum) banteng Reksa Dana Pendamping (Capstone Asset Planning) bull Stewart Capital bull Stone Toro Long Short Fund bull Stralem Fund bull Strategis Amerika Latin Dana bull Summit Global Investments (RBB Funds) bull SunAmerica Reksa Dana bull SuperFund Managed Futures (Equinox) bull Peluang Berkelanjutan bull Swan Didefinisikan Dana Resiko banteng Dana sistematis Bull T Rowe Harga banteng Alokasi Aset Taktis banteng Dana Emisi Pajak Dari CAMDVA bull Dana yang Dibebaskan Pajak Dana dari Amerika Bull Taylor Xplor Dikelola Futures bull TCM (Tygh Capital Management) Growth Funds bull TCW Dana Galileo bull Teberg Fund bull TETON Westwood (GabelliGAMCO) bull TFS Funds bull THB-Thomson Horstmann amp Bryant (Penasihat Inner Lingkaran) banteng Third Avenue banteng Thomas White Funds bull Thompson IM banteng Thornburg Manajemen Investasi banteng TimeSquare Intern Ational Small Cap Fund bull Timothy Plan bull TIP Funds (Investasi Turner) banteng Tocqueville Dana banteng Toews Hedged Funds bull Dana Internasional Toreador (The World Funds Trust) bull Torray Fund bull Tortoise Capital Advisors bull Touchstone Investments bull Towle Deep Value Fund bull Transamerica Funds bull Dana Penanam Modal bull Trilogy Funds bull TSampW Portofolio Ekuitas (Advisors Inner Circle) bull Turner Investments (TIP Funds) bull Tweedy, Browne Mutual Funds bull Two Oaks Diversified Growth amp Penghasilan banteng Dua Jalan Bersama Kepercayaan banteng Investor Global AS menggembalakan Dana Sekuritas Pemerintah AS bull Ultimus Manajer Trust bull Union Street Partners Value (Dana Perwalian Dunia) banteng USA Mutuals (dahulu Wakil Dana) bull Valley Forge Fund bull Nilai Line bull Van Eck Dana bull Vanguard Group bull Wakil Dana (lihat USA Mutuals) bull Victory (VCM) Funds bull Dana Villere (Quaker) bull Virtus Investment Partners banteng Vista (VRM) Terdaftar Ekuitas Swasta Bull Vivaldi Merger Arbitrage bul L Voya Investment Management (dahulu ING) bull Vulcan Value Partners bull Waddell amp Reed Advisors bull Wasatch Dana bull Washington Mutual Investors bull Wavelength bull WBI Investments bull WCM Dana bull Weitz Investment Management Funds bull Wellesley Investment Advisors (Miller Convertible Funds) bull Wells Fargo Advantage Dana banteng West Shore Real Return Income Funds bull WestCore Funds (Denver Investments) banteng Westport Funds bull Westwood Funds (Advisors Inner Circle) bull WHV Funds (Fundvantage Trust) bull William Blair Dana banteng Williamsburg Investment Trust: Dana FBP bull Williamsburg Investment Trust: Davenport Dana bull Wilshire Mutual Funds bull Bull Dana Wintergreen Dana Modal Wisconsin (Dana Plumb) bull World Funds (Pax) bull World Funds Trust, Bull (Modal Dominion Pertama) Wright Managed Funds Wright Investors Service bull Yacktman Dana bull Zacks Dana bull Zeo Strategic Income Bull Zevenbergen Funds Note: Investor harus mempertimbangkan obj investasi Ektif, risiko, biaya dan biaya perusahaan investasi dengan hati-hati sebelum berinvestasi. Untuk mengetahui hal ini atau informasi lainnya tentang reksa dana tertentu, mohon mengajukan prospektus dari perusahaan dana atau Trading Direct, untuk membaca secara seksama sebelum melakukan pemesanan. FundVest adalah merek layanan terdaftar dari Pershing, LLC.AN TIM BERPENGALAMAN Ajay Ahuja CFO COO Ajay adalah Chief Operating Officer dan Chief Financial Officer Eaton, dengan pengalaman profesional selama lebih dari 20 tahun dalam mengelola akuntansi, keuangan, dan operasi untuk institusi keuangan dan alternatif. Manajer aset. Dia telah memegang peran kepemimpinan yang mendukung fungsi keuangan dan operasional di dalam pengelolaan aset dan institusi perdagangan (kliring koresponden, penitipan dan komoditas global) dan mendukung perusahaan ekuitas dan lindung nilai swasta untuk beberapa strategi, termasuk ekuitas kecil, produk makro global, terstruktur dan tertekan. Aset (CDO) dan pendapatan tetap. Ajay memulai karirnya sebagai manajer keuangan Morgan Stanley dan akuntan publik di KPMG. Ajay menerima gelar MBA dari Stern School of Business di New York University di bidang Keuangan dan Manajemen dan seorang BBA (Magna Cum Laude) dari Baruch College, dengan jurusan Akuntansi. Beliau juga diakreditasi sebagai Akuntan Publik Bersertifikat dan memegang lisensi Seri 28 dan 99 dengan FINRA. Chrystalle memimpin usaha manajemen proyek untuk kelompok pengguna Hedge Funds dan juga penawaran langsung investasi. Dia bekerja sama dengan klien mengenai strategi pemasaran, desain agunan dan positioning produk. Dia memiliki pengalaman layanan keuangan lebih dari 15 tahun, 13 di antaranya telah menghabiskan biaya investasi pemasaran untuk investor institusi. Chrystalle adalah penulis dan rekan penulis beberapa artikel tentang peningkatan modal institusional, yang telah ditampilkan di Absolute Return, Bloomberg Markets dan HFM Investor Relations. Sebelum bergabung dengan Mitra Eaton, Chrystalle adalah Senior Investor Relations Associate di QFS Asset Management, dana lindung nilai makro global 1,4 miliar yang sistematis. Sebelumnya, dia adalah bagian dari tim Business Development Services dan Fixed Income Product Management di Goldman Sachs Asset Management dimana dia fokus pada pemasaran dan pelayanan klien. Dia memulai karirnya di Lazard Asset Management di bidang akuntansi dan kemudian bergabung dengan grup pemasaran institusional. Chrystalle lulus cum laude dari New York University Stern School of Business, di mana dia menerima gelar BS di bidang Ekonomi dan Bisnis Internasional dan merupakan seorang Stern Scholar. Dia adalah Chartered Financial Analyst dan memegang lisensi Seri 7, 63 dan 31 dengan FINRA. Caroline Applegarth Origination Marketing Associate Caroline berfokus pada upaya pemasaran kreatif dan originasi Eaton Partners. Dia membawa latar belakang perusahaan yang kuat dalam pengelolaan acara dan koordinasi administratif, dengan pengalaman di Atlantic Media Company di Washington, DC, Duke University Athletics di Durham, NC dan Winston Flowers di Greenwich, CT. Caroline adalah seorang Public Relations Intern untuk Kantor Koordinator AIDS Global Departemen Luar Negeri AS dan dia telah memegang sejumlah posisi lepas dan konsultan di bidang desain, media sosial dan pemasaran. Caroline meraih gelar BA dalam Biological Anthropology and Anatomy dari Duke University. Dia menerima Sertifikat Desain Grafis Digital dari Pace University, dengan kursus desain tambahan dari New York School of Visual Arts. John Baclawski berfokus pada distribusi ekuitas perusahaan swasta, real estat dan penawaran aset riil. Beliau memiliki pengalaman lebih dari 7 tahun di bidang investment banking dan capital raising. Sebelum bergabung dengan Eaton, John bekerja sebagai Associate di Wells Fargo Securities di pasar modal ekuitas real estat. Dia juga bekerja di HFF, LP meningkatkan ekuitas dan pembiayaan hutang untuk klien real estat komersial. Sebelumnya, dia bekerja sebagai Analis Senior Investment Banking di Cantor Fitzgerald, menasihati dan meningkatkan modal untuk klien di lembaga keuangan, real estat dan sektor energi terbarukan. John memulai karirnya sebagai Investment Banking Analyst untuk Bear, Stearns amp Co sebagai bagian dari Strategic Finance Group. John meraih gelar Bachelor of Arts dari Colgate University dan merupakan anggota History Honors Society (Phi Alpha Theta). John adalah seorang Eagle Scout dan menghabiskan musim dingin sebagai instruktur ski profesional di Beaver Creek, CO John memegang lisensi Seri 7, 79, dan 63 dengan FINRA. Josh Barenbaum berfokus pada distribusi ekuitas swasta perusahaan, real estat dan penawaran aset riil. Dia memiliki 13 tahun pengalaman manajemen dan investasi yang beragam. Sebelum bergabung dengan Eaton Partners, dia adalah seorang Wakil Presiden di Kayne Anderson, di mana dia berfokus pada investasi mezzanine langsung. Sebelumnya, dia bekerja sebagai Associate at Versa Capital di mana dia menyelesaikan investasi kontrol dalam situasi tertekan perusahaan. Josh juga memiliki pengalaman bekerja di investment banking dengan Merrill Lynch dan konsultasi strategi dengan Booz Allen Hamilton. Josh lulus dari Universitas Yale dengan gelar BA dalam Ilmu Politik, dia menyelesaikan Beasiswa Fulbright di Korea Selatan, dan dia mendapatkan gelar MBA dari Wharton School di University of Pennsylvania di mana dia mengambil jurusan keuangan dan akuntansi. Josh memegang lisensi Seri 7 dan 63 dengan FINRA. Sarah adalah bagian dari tim manajemen proyek dan berfokus pada usaha originasi perusahaan dan pelaksanaan berbagai dana alternatif yang dipasarkan oleh perusahaan. Dia memiliki pengalaman lebih dari 11 tahun di bidang jasa keuangan, termasuk enam tahun memasarkan produk investasi. Sebelum bergabung dengan Eaton Partners, dia menghabiskan lima tahun di Goldman Sachs Asset Management, di mana dia menjabat sebagai Vice President dan Client Portfolio Manager. Dalam peran ini, dia bertanggung jawab untuk meningkatkan aset dari aset institusi, kekayaan pribadi dan investor pihak ketiga di perusahaan yang mengembangkan dan mengembangkan ekuitas pasar dan strategi real estat, yang berjumlah lebih dari 7,0 miliar aset yang dikelola. Sebelumnya, dia bekerja di JPMorgan Private Bank sebagai Assistant Portfolio Manager dimana dia fokus pada manajemen portofolio akun klien swasta perusahaan. Dia memulai karirnya sebagai Intern untuk Program Pintar Thomas G. Labrecque di JPMorgan Chase setelah menerima beasiswa perguruan tinggi penuh. Sarah menerima gelar BS di bidang Finance and Accounting dari New York University Stern School of Business, di mana dia lulus dari Magna Cum Laude. Dia adalah CFA Charterholder dan memegang lisensi Seri 7 dan 63 dengan FINRA. Zack Craumer fokus pada pelaksanaan berbagai produk investasi alternatif yang dipasarkan oleh perusahaan. Dia memiliki 6 tahun pengalaman jasa keuangan. Sebelum bergabung dengan Mitra Eaton, Zack bekerja sebagai Analis di J.P. Morgan Investment Bank mengembangkan upaya cakupan baru yang menasihati perusahaan investasi keluarga yang berfokus pada investasi langsung. Zack memulai karirnya di J.P. Morgan Private Bank dimana dia memberi saran kepada individu High Quality Ultra High di komunitas Sponsor Keuangan di semua aspek kekayaan pribadi mereka. Zack lulus dari Colgate University dengan gelar BA di bidang Psikologi. Dia memegang lisensi Seri 7, 79, dan 63 dengan FINRA. Michael Crawford memimpin tim penggalangan dana real estat dan berfokus pada beberapa strategi ekuitas dan aset pribadi di Mitra Eaton. Dia memiliki lebih dari 28 tahun pengalaman dalam investasi alternatif. Sebelum bergabung dengan Eaton Partners, dia adalah kepala sekolah di Private Capital Markets Group di Robertson Stephens dimana liputan industri termasuk perusahaan real estat dan kesehatan publik, yang secara khusus meningkatkan modal ekuitas swasta untuk REIT publik dan investasi swasta di ekuitas publik (PIPES). Sebelumnya, ia bekerja sebagai Vice President, Institutional Equities at Paine Webber. Dia memulai karirnya di Cabot, Cabot amp Forbes di Boston, di mana dia bertanggung jawab untuk pengembangan bisnis dari konsultasi real estat dan layanan pengelolaan aset. Michael menerima gelar MBA di bidang Keuangan dan Real Estat dari Columbia University Graduate School of Business dan gelar BA dalam bahasa Inggris dari Brown University. Dia memegang lisensi Seri 7 dan 63 dengan FINRA. Dia berada di Dewan Pengawas untuk Joslin Diabetes Center di Boston, Massachusetts. Jeffrey S. Davis Mitra Jeff memimpin Eksekusi dan Manajemen Proyek secara global untuk Mitra Eaton dari kantor Rowayton kami. Selain memposisikan dan mengemas produk tertentu untuk distribusinya, Jeff berfokus pada originasi produk dalam lingkungan Eatons Private Equity dan Real Asset silo. Dia memiliki 20 tahun pengalaman layanan keuangan, 16 di antaranya telah dihabiskan untuk alternatif. Sebelum bergabung dengan Eaton Partners, dia bekerja di Capital Dynamics, sebuah platform penasihat dan dana ekuitas swasta berbasis Swiss. Di sana, dia berfokus pada penyaringan dan merekomendasikan strategi ekuitas pribadi untuk klien institusi. Sebelumnya, dia bekerja di GE Equity dalam bisnis baru, kemampuan pengelolaan underwriting dan aset sehubungan dengan investasi modal ventura GE. Memulai karirnya di tahun 1994 dengan Bankers Trust dalam pengelolaan aset, diikuti oleh tiga tahun di bidang investasi real estat di Deutsche Bank. Jeff menerima gelar MBA di bidang Keuangan dari Fuqua School of Business di Duke University dan BA dari Brandeis University. Dia juga memegang lisensi Seri 7 dan 63 dengan FINRA. Eric berfokus pada originasi dan manajemen proyek untuk berbagai produk investasi alternatif dengan penekanan pada ekuitas pribadi, real estat dan aset riil. Dia memiliki 11 tahun pengalaman pasar modal dan konsultasi keuangan, delapan di antaranya telah dihabiskan bekerja dengan investasi alternatif. Sebelum bergabung dengan Mitra Eaton pada tahun 2015, dia membantu meluncurkan LB Group, LLC, sebuah perusahaan penempatan pribadi dari mana dia berasal, mengemas dan meningkatkan modal institusional untuk dana investasi alternatif. Sebelumnya, Eric adalah Associate di Lehman Brothers yang berfokus pada investasi perbankan, distribusi, dan penataan di Global Commercial Real Estate Group. Sementara di Lehman, Eric memimpin CMBS, CRE CDO dan penawaran keuangan terstruktur lainnya. Beliau memulai karirnya di Ernst amp Young LLP di mana dia bekerja pada keterlibatan klien institusional untuk layanan konsultasi keuangan terstruktur. Eric menerima B.S. Gelar dengan konsentrasi di bidang Keuangan dan Hukum, dan minor di bidang Ekonomi dari Ithaca College. Dia adalah pemegang Piagam CAIA, kandidat CFA Level III dan memegang lisensi Seri 7, 24, 63, 79 dengan FINRA. Olivia memberikan dukungan distribusi pemasaran untuk tim strategi penggalangan dana pasar perusahaan. Sebelum bergabung dengan Eaton Partners, dia bekerja sebagai asisten McQuay International dimana dia memberikan penerimaan dan dukungan administratif. Dia memulai karirnya sebagai magang Media Pustakawan di Madison Square Garden. Olivia menerima gelar BA dalam bidang Komunikasi dan Sejarah Seni dari Marist College. Charlie mendirikan Eaton Partners pada tahun 1983 dan merupakan pelopor konsep agen penempatan. Sebelumnya, dia sedang dalam riset dan penjualan institusional di Mitchell Hutchins, Morgan Stanley, dan H.C. Wainwright amp Company, di mana dia menjadi partner saat Wainwright menduduki peringkat teratas perusahaan riset institusional di Tanah Air. Dia memulai karirnya sebagai petugas riset investasi di Morgan Guaranty Trust Company (pendahulu J. P. Morgan Investment Management). Charlie lulus dari Washington dan Jefferson College dan menerima gelar MBA dari Columbia University Graduate School of Business. Dia memegang Seri 7,63, dan 99 lisensi dengan FINRA. Dia menjabat sebagai Letnan Pertama di cabang Armor Angkatan Darat A.S. Charlie adalah mantan wali dari Washington dan Jefferson College. Dia juga pernah menjabat sebagai Ketua Kampanye Dana Komunitas Darien dan saat ini terlibat aktif dalam Operation Comfort San Antonio dan The Wounded Warrior Project, keduanya untuk dokter hewan yang terluka parah. Steven D. Eaton Partner Steve focuses on the distribution of the firms private equity, real estate and real assets offerings. He has 16 years of experience in the financial services industry, working in both the buy-side and the sell-side of the market. Prior to joining Eaton Partners, he was a Director at C6 Capital, a Moscow-based investor of renewable energy projects, where he was in charge of business development. Previously, he worked for Montrose Food and Wine in Shanghai, China, Invesco Funds Group and Citigroup Diners Club. He has several years of experience living and working in emerging market countries, namely China, Russia and Ukraine. Steve graduated from Bucknell University with a BA in Economics, and earned a Master of International Affairs degree from Columbia University, where he focused on Energy Policy and Business in Emerging Markets. He holds Series 7, 6, 63 and 106 licenses with FINRA. Leanne Erickson CCO Leanne is Chief Compliance Officer for the firm and manages the CRM database. She has over 17 years of experience in the financial services industry. Prior to joining Eaton Partners, she was an assistant at the law firm of Brody Wilkinson where she coordinated and handled all legal matters that included mergers, corporate employment and pension plans. In addition to her legal background, Leanne previously worked at Walter C. King Associates, providing assistance in financial planning and corporate tax returns. Leanne received her BS in Office Administration from Southern New Hampshire University. She holds Series 7, 63, 24, and 99 licenses with FINRA. Megan B. Felipe Accounting Clerk Megan provides accounting support for the firm. She has over 15 years of experience in accounting and administration. Prior to joining Eaton Partners, Megan was a Consultant and an Associate at Pequot Capital Management, where she was responsible for coordinating documentation for completion of financial statements and maintaining financial, legal, and accounting files. Megan began her career as an Office Assistant with Titanus, where she was responsible for processing accounts payable and receivable and coordinating the full order chain process for clients. John focuses on the distribution of the firms hedge fund and public market strategies and has more than 12 years of institutional marketing and business development experience within alternative investments. Prior to joining Eaton Partners, John was a senior member of the investor relations and marketing team for Select Equity Group, Inc. a multi-billion dollar equity hedge fund sponsor where he focused on institutionalizing the firms investor relations and marketing efforts. Previously, John held various business development roles within asset management and prime brokerage at J.P. Morgan Asset Management and Bear Stearns amp Co. John was an associate with Citigroups Corporate Client Advisory Group, where he was responsible for marketing the teams traditional and alternative multi-manger investment platform. He began his career as a marketing specialist for OutlookSoft Corporation, a former GE Capital, Merrill Lynch Ventures, and FirstMark Capital portfolio company which was sold to SAP in 2007. John received a BA from Colgate University and an MBA from Columbia Business School, where he earned Deans Honors. He holds both Series 7 and 63 licenses with FINRA. Marie Ferreira provides marketing distribution support for the firms public market strategies fundraising team. Prior to joining Eaton Partners she was a Marketing Assistant at Barnum Financial Group, an office of MetLife where she provided ongoing support for two of the firms leading Certified Financial Planners. She began her career as a Fund Accountant II at The Gemini Companies on Long Island where she was responsible for daily monitoring of mutual funds and nightly NAV calculation. Marie received her BA in Marketing from Hofstra University. C. Ulises Flores Partner Ulises focuses on fund origination, screening, due diligence and packaging of various alternative products for distribution with an emphasis on real estate and real assets. He has 16 years of financial services and corporate experience, ten of which have been spent in the private equity industry. During his time at Eaton Partners, he has covered primarily real estate, real assets and hedge fund strategies. Prior to joining Eaton, he worked at Servicios Quirurgicos, an exclusive distributor for Tyco Healthcare, a U.S.-based public conglomerate where he oversaw logistic and distribution efforts. He began his career at Grupo Alza in their production and operations units overseeing system implementations and production execution. Ulises received an MBA in Finance from Fordham University, where he graduated with honors and was recipient of the Hitachi Scholarship for Academic Merit. He has a degree in Industrial Engineering from Universidad Rafael Landivar. He holds Series 7 and 63 licenses with FINRA. Ulises also holds Mexican citizenship and is fluent in Spanish and English. Scott Froehlich leads Eatons Public Markets Origination effort where he focuses on sourcing, building and strengthening Eatons relationships with top Hedge Fund and Long Only managers. He has 20 years of financial services experience, 8 of which have been spent directly allocating to hedge funds and marketing single strategy hedge fund products. In addition, he has 10 years combined experience across fixed income derivatives trading and equity research. Prior to joining Eaton Partners, Scott led Marketing and Investor Relations at Artha Capital, a LS Emerging Markets manager with a peak assets in excess of 2B. Previously, he spent 4 years at UBP as an Executive Director responsible for manager research and portfolio construction in the LS Equity space. Prior, Scott spent 5 years in Equity Research at ING Investments and CKM Investments. He spent the first 5 years of his career trading Fixed Income Derivatives at HSBC in New York and London. Scott received an MBA in Finance from Columbia Business School and a BA in English from Boston College. He holds Series 7 and 63 licenses with FINRA. Meg is an Analyst dedicated to the firms hedge fund and public market strategy offerings. She has over seven years of marketing experience and four years of financial services experience. Prior to joining Eaton, she worked as an associate for an event based marketing firm. She began her career as a legal patent associate where she collaborated and worked alongside a team of senior partners. Meg received her BA in Political Science and Criminal Justice from The University of Connecticut. During her time at UConn, she spent a semester abroad studying in Australia, and was an active member of many sports clubs and organizations. Nicole provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. She has held various marketing and support roles in the sales industry and has over 10 years of marketing experience. Prior to joining Eaton Partners, she worked in the sports television industry as a senior marketing manager with NBC Sports and Comcast Networks. Nicole received a BS in Business Administration with a minor in Retailing from York College of Pennsylvania. Tom leads the hedge fundpublic market strategies fundraising team at Eaton Partners. His responsibilities include originating funds, managing GP relationships, distributing funds to institutions in the northeast U.S. and managing the hedge fundpublic market strategies team. Tom has over 33 years of institutional marketing and financial markets experience. Prior to joining Eaton Partners in 2004, Tom spent 22 years in institutional fixed income sales and sales management most recently at J.P. Morgan where he was a Managing Director and Institutional Sales Manager for liquid debt and derivative products. At Morgan, Toms responsibilities included managing a group of 14 sales professionals and maintaining an institutional client base consisting of insurance companies, banks and asset managers. Tom received his MBA from Boston College in Finance and his BA in Economics from Colgate University. He holds Series 7, 63, 24, 31 and 99 licenses with FINRA. He serves on a number of charitable boards including Domus Kids in Stamford, CT and the Fairfield Museum in Fairfield, CT. Sharon is the firms controller. She has more than 15 years of experience in the financial accounting services. Prior to joining Eaton Partners, she was an AVP at Citi Private Equity Services in New York, where she provided accounting outsourcing services to private equity and broker dealer clients. Previously, she was a Senior Associate at Bisys Private Equity, and Dalessio, Miller amp Leben, LLP. Sharon received a BS in Economics and Business amp Management from Stony Brook University. She holds Series 28 and 99 licenses with FINRA. Elaine Leung Accounts Payable Elaine provides accounting support for the firm. She has over 10 years of experience in full cycle accounts payable. Prior to joining Eaton Partners, Elaine was an Accounts Payable Supervisor at Shared Mutual Services, where she was responsible for managing the Accounts Payable team that handled 15 hotels in the US and UK. Elaine began her career as an Accounts Payable Associate with The Western Hotel and earned her AS degree in Accounting from Norwalk Community College. Will focuses on the firms private equity, real asset and real estate fund distribution. He has over 10 years of experience in the financial services industry. Prior to joining Eaton Partners, Will was an associate at Galatioto Sports Partners, where he focused on professional sports franchise MampA transactions, franchise financing advisory and franchise valuations. He also worked on the firms proprietary credit platform, analyzing professional sports credit opportunities in both the primary and secondary market. Previously, Will worked as an equity analyst at Fred Alger Management. He began his career as an equity analyst at Fulcrum Global Partners before moving onto BBampT Capital Markets. Will received an MBA from Columbia Business School and a BA in History from Princeton University. He holds Series 7 and 63 licenses with FINRA. Megan Markus provides marketing distribution support for our Real Estate, Private Equity and Real Asset Fundraises. She started her career at Colangelo Synergy Marketing working as an Account Executive and Senior Administrative Assistant supporting the creative department. She brings to the firm a strong background in marketing, administrative coordination and sales experience. Megan received a BA in Communications from Keene State College. Al is the Technology Officer at Eaton Partners and is responsible for all aspects of the firms global technology, including communications, networks, applications, tech security and help desk support. With over 20 years of experience in high-level, technical positions, Al spent the last 10 years as VP of Technology for a private equity firm specializing in real estate opportunities. Previously, he has held such positions in a variety of industries, including a technical consulting firm, an international sales and service organization, and a national specialty retail chain. Al began his career working as an engineer, focusing on research and development areas for Fortune 500 companies such as Pitney Bowes, Perkin-Elmer and Applied Bio Systems. He also is named in several patents used in the bio-technology industry. Al received his BS in Electrical Engineering from Fairfield University and his MBA from Sacred Heart University. Wesley Payne is the firms Desktop Support Specialist. In this role, Wesley provides operational and technical support to computer users and interacts with external suppliers of technology. His focus is on installing and configuring personal computers, printers and peripheral equipment, assist with capacity planning for computers and networks. Wesley joined Eaton Partners in 2014 and has more than 10 years of experience in Information Technology. Prior to joining the firm, he held a variety of IT positions including, deployment enterprise technician at Hewlett Packard, and desktop support technician at Unger Enterprises. He began his career in the United States Navy serving 10 years of active duty as an Information Specialist. Wesley received his AS in Network Administration from the University of Phoenix, and A, Network, and MCSE certifications from Porter and Chester Institute of Technology. Michael focuses on advising clients on both the purchase and sale of assets in the secondary market. Previously, he was a Director and Senior Portfolio Manager in the Private Markets Group at DuPont Capital Management, where he helped to manage the DuPont Pension Trusts multi-billion dollar alternative assets portfolio, including private equity and real estate investments, as well as the Wilton Private Equity Fund and DCM Private Equity Fund II, two private equity fund-of-funds. Additionally, Michael was responsible for US and European partnership and secondary investments as well as co-investments, establishing the long-term and tactical investment strategy for the Private Markets Group. He was a member of the Private Markets Group investment committee, which reviewed and approved in excess of 3.5 billion of investments during his tenure, and served on the DCM Fiduciary committee. Previously, Michael was a Vice President in the Private Equity Finance group at Deutsche Banc Alex. Brown and an Associate in the investment banking division at Cowen amp Company. Michael received a BA in Finance from Loyola College and an MBA in Finance from the Johnson Graduate School of Management at Cornell University. He holds Series 7 and 63 licenses with FINRA. Andrew focuses on the distribution of the firms hedge fund and public market strategies. He has 13 years of experience in the financial services industry, mostly in institutional sales and marketing. Prior to joining Eaton Partners, Andrew was Vice President at RBS Securities, working in their high yield amp distressed credit group. At RBS, he was responsible for covering a broad group of institutional credit investors, including hedge funds, mutual funds and CLO managers. Andrew ha s also held similar institutional sales positions at Nomura Securities, Putnam Lovell NBF and Lehman Brothers, where he began in the private investment management group, before transitioning to market the firms private equity fund strategies. Andrew earned his MBA from the University of Virginias Darden Graduate School of Business and his BA in History from Colgate University. He holds both Series 7 and 63 licenses with FINRA. Ryan Still Vice President Ryan Still focuses on the execution of various illiquid funds marketed by the firm and has over 6 years of financial services experience. Prior to joining Eaton Partners, he was an associate at Champlain Advisors, a boutique fund placement agent, where he was responsible for the firms project management efforts. Previously, he spent time in the venture lending space at Square 1 Bank, where he worked as an underwriting analyst and later in strategic planning. Ryan graduated from Georgetown University with a BA in Government. Sean H. Taraz Business Support Administrator Sean is responsible for operational and business support aspects of the firm, including coordinating and assisting with recruiting, training and staffing needs. She has more than 12 years of communications experience, over five of which have been spent in the finance industry. Prior to joining Eaton Partners, she worked for Cablevision as part of their Government and Public Affairs group. Previously, she has worked as a public relations professional for agencies such as Ruder Finn and Dan Klores Communications, working with an array of media, sports, and travel industry clients. Sean received a BS in Television, Radio, and Film Studies from the S.I. Newhouse School of Public Communications at Syracuse University. She also holds a Professional in Human Resources (PHR) Certification. Melissa Teague provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraises. Prior to joining Eaton Partners, she was an Associate Buyer with Lord and Taylor, Inc. in New York City and the Contemporary Buyer for Dillards, Inc. in Fort Worth, Texas. She also interned for Conde Nasts VOGUE Magazine. She has over 7 years of support, marketing and sales experience. Melissa earned her BA in Apparel and Merchandising with a minor in Business Administration from Louisiana State University. Danielle is a Project Management and Origination Analyst with seven years of experience working in the financial services industry. She returns to Eaton from Omega Advisors, where she worked as an Investor Relations Associate. Danielle originally joined Eaton Partners as a Marketing Associate, providing hedge fund distribution support. Prior to Eaton Partners, she worked for Consolidated Contractors Company in Athens, Greece as a plant procurement administrator. Previously, she worked at Hobbs, Inc. as a project estimator and began her career at GVA Williams Commercial Real Estate as a commercial real estate broker and marketing associate. Danielle received a BA in Corporate and Organizational Studies from The University of Connecticut. Jeff leads worldwide origination for Eaton Partners out of our Houston office. He primarily manages the consideration and acquisition of new clients across all investment strategies for the firm. Jeff additionally directs project management efforts for funds focused on energy and other real asset strategies. He has a diverse background in energy investments and over 16 years of experience in the financial industry. Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group leading principal transactions for their natural gas structuring and trading division. Jeff graduated from Duke University with degrees in Economics and History, and received his MBA from Dukes Fuqua School of Business. He recently joined the inaugural Board of Visitors for Dukes new Innovation and Entrepreneurship Initiative. He holds Series 7, 63, 57 and 24 licenses with FINRA and is also licensed with the Financial Conduct Authority (FCA) in Europe. Cortney Meza Marketing Associate Cortney Meza provides marking distribution support for our Private Equity, Real Estate, and Real Asset fundraises. Prior to joining Eaton Partners, she worked for Genesys Works, a non-profit organization, supporting the CEO. She also has a background in law and entrepreneurship. Cortney received a JD from South Texas College of Law and a BA from George Washington University. David focuses on the firms private equity, real asset and real estate fund distribution. He has fourteen years of private equity experience including seven years as an institutional fund investor. Prior to joining Eaton Partners, he was a Director at Morgan Creek Capital Management, where he was a member of the private asset investment team and spearheaded the teams global sales and marketing efforts. While in this role, Davids team raised 1.5 billion in private assets from institutional investors. Previously, he worked for Lehman Crossroads (now NB Alternatives), where he was a member of the investment team covering private equity fund strategies across North America and Asia as an institutional investor. David received an MBA from the University of Texas at Austin and a BE in Electrical Engineering from Vanderbilt University. He holds Series 7 and 63 licenses with FINRA. Shannon provides marketing distribution support. Prior to joining Eaton Partners, she worked for Irish DreamTime, a Los-Angeles based production company, as the Executive Assistant to Pierce Brosnan. Previously, she worked in support of various executives at Bluegrass Films and at Creative Artists Agency. Shannon received a BA (Hons) in Theatre Studies from California State University of Northridge. Allie Flint provides marketing distribution support for our Real Estate, Private Equity and Real Asset fundraising team. She has over 6 years of experience in the Financial Industry and she was a partial owner of a Jersey Mikes franchise in Northern California prior to joining Eaton Partners. Allie has previously held the roles of Executive Assistant to the Executive Vice President of Trading at LPL Financial, as well as Research Assistant at Metropolitan West Capital Management in Newport Beach, CA. Allie received her BBA from the University of San Diego with a minor in History. Keith focuses on the distribution of the firms Hedge Fund and Public Market Strategies and has more than 15 years of finance experience. Prior to joining Eaton Partners, he worked as a Senior Vice PresidentCredit Analyst for HSBC Securities. Previously, Keith served as a Senior Vice PresidentCredit Analyst on the Proprietary Trading Desk at Macquarie Capital, a Vice PresidentCredit Analyst at RBS Greenwich Capital Markets, and a Corporate Bond TraderCredit Analyst for Metropolitan West Asset Management. He began his finance career with Patterson Capital Corporation as a Corporate Bond TraderCredit Analyst. Keith earned a BS in Mechanical Engineering, with merit, from the United States Naval Academy in Annapolis, MD and a MBA in Finance from UCLA Anderson in Los Angeles, CA. Notably, Keith served in the United States Navy as a Submarine Officer, where he was awarded two Navy Achievement Medals for outstanding performance of duties. He holds his Series 7 and 63 licenses with FINRA. Keith is also a volunteer US Naval Academy Blue amp Gold Officer, a Qualified Submarine Officer by the US Navy, and a Nuclear Engineer Officer by the United States Department of Energy. Dave is a Senior Advisor for Eaton Partners. Previously, he held the role of Partner, leading Eaton Partners efforts in San Diego, Shanghai, and Hong Kong. Dave has been involved in the full spectrum of the investment management business for over 47 years, with more than 17 years spent with Eaton Partners. During his ten years as an investment analyst and Senior Vice President with H. C. Wainwright amp Co. Dave earned a national reputation and was twice named to a first team position on Institutional Investors All American Research Team. Prior to joining Eaton Partners, he was President of Kenmar Institutional Investment Management President of Marathon Asset Management Co. Senior Vice President for AtalantaSosnoff Capital Corporation and Executive Vice President of RSF Investment Advisers. Dave graduated from the University of Michigan with a BBA degree in Economics and an MBA in Finance. He holds Series 7, 24, and 63 licenses with FINRA and is registered with the SFC in Hong Kong. He was a competitive triathlete who completed 20 full Ironman Triathlons and is a fundraiser for the Challenged Athletes Foundation. Dave is a former member of the Board of Directors of the San Diego County Employees Retirement Association and he is a Chartered Financial Analyst. Peter focuses on fund distribution, monitoring, client servicing and execution of the various alternative funds marketed by the firm. He has over 20 years of diversified management and investment experience, which includes 15 years of direct private equity funds investment experience. Prior to joining Eaton Partners, he was a Managing Director with Macquarie Funds Management, where he led a team of investment professionals structuring, fundraising and investing fund of funds and separate accounts into global PE opportunities. Previously, he was a Director with Pacific Corporate Group, where he advised large and small institutional investors on structuring and investing their private equity programs. He began his career as an Operations Officer in the United States Navy within the surface warfare community. Peter received an MBA from Yale University in New Haven, CT and a BS in Oceanography from the United States Naval Academy in Annapolis, MD. He is also a graduate of the U.S. Naval War College in Newport, RI. He holds Series 7, 63 and 24 licenses with FINRA. Chris focuses on the firms private equity, real asset, and real estate fund distribution. He has 13 years of professional management experience and five years of direct private equity and real estate experience. Prior to joining Eaton Partners, he was a Vice President at Triton Pacific Capital, where he provided strategic advisory and private equity placement services to top-tier private equity real estate and infrastructure managers. Previously, he worked for Heitman, where he was responsible for identifying potential investments for programmatic joint ventures, separate account clients and in-house investment funds. Chris received an MBA from the University of Missouri in Columbia, MO and a BS in Economics from the University of Missouri. He is a CPA and holds Series 7 and 63 licenses with FINRA. Peter Purcell focuses on the firms private equity, real asset, and real estate fund distribution. He has 13 years of experience in the financial services industry. Prior to joining Eaton Partners, Peter was an Assistant Vice President at GE Antares Capital, providing debt and equity capital to private equity owned businesses. Previously, he served as an Investment Banking Associate with Duff amp Phelps, providing MampA and corporate advisory services to the middle market. He also has experience working in strategic finance roles at Fannie Mae and Illumina, where he played a key role in the formation of GRAIL. Peter began his career as an Associate, Assurance amp Advisory with PriceWaterhouseCoopers. Peter received an MBA from the University of Chicago Booth School of Business where he majored in finance and accounting, and a BA in Economics amp Management from Albion College in Albion, MI. He holds Series 7 and 63 licenses with FINRA. Mike focuses on the firms private equity, real asset and real estate fund distribution. He has over 11 years of experience in the financial services industry. Prior to joining Eaton Partners, Mike was Vice President at Altegris Investments, where he was responsible for the distribution of alternative investment strategies in both private and public offerings. Previously, he worked at Goldman Sachs, where he focused on relationship management and fund distribution to top-tier registered investment advisors and brokerdealers. Mike began his career in the financial services industry as a Wealth Management Associate at Rydex Investments, where he educated financial advisors on the importance of implementing alternative investment solutions into their portfolios. Mike received his Bachelor of Arts in Business Management from Gustavus Adolphus College. He holds his NFA Series 3 and FINRA Series 7, 63 amp 65 licenses. Jessica Akyaa provides marketing distribution support for our Private Equity, Real Assets, and Real Estate fundraises. She brings over 10 years of multi-sector support in marketing, and service experience. Prior to joining Eaton Partners. she served as the Office Manager at Sensornet, where she supported the sales, manufacturing, and technology teams in addition to manag ing the office, logistics, and HampS. Previously, Jessica has worked in marketing and business-oriented support roles in the oil amp gas, manufacturing, and retail banking sectors. Jessica earned her BA (Hons) in Human Resource Management from Kingston University. Gianluca DAngelo leads the origination, execution, and distribution of alternative funds for Eaton Partners in Europe. He has over 15 years of financial service experience and has led various entrepreneurial initiatives in different sectors. Prior to joining Eaton Partners, he was a Partner for Probitas Partners UK, a global placement agent, where he was responsible to originate, execute and distribute private equity and real assets funds. Previously, he worked at Credit Suisse Italy in their Private Banking unit in Rome. Gianluca began his career at UBS-Paine Webber in New York. Gianluca received an MBA from University of Geneva and a Masters Degree in Economics from University of Rome La Sapienza and University of Stockholm. He also earned a Certificate in Corporate Finance from the Securities and Investment Institute and a Certificate in Business Accounting from the Chartered Institute of Management Accountants. Gianluca is fluent in English and Italian and has a good knowledge of Spanish. He is licensed with the Financial Conduct Authority (FCA) in Europe. Kaiser Jasrai Managing Director Kaiser focuses on European distribution of the firms private equity, real assets, real estate and hedge fund offerings with over nine years of financial services experience. Prior to joining Eaton Partners, he was a Director for Wedge Alternatives in London, a global boutique placement agent raising institutional capital for private equity, real assets, real estate and hedge funds. Previously, he was Director at Scimitar Private Equity, an emerging markets private equity firm, and at Standard Chartered Bank as Associate Director of Global Institutional Sales in Dubai. Kaiser began his career at UBS Investment Bank in London. Kaiser holds a Masters from the London School of Economics and a BA from the University of Oxford, Hertford College. He is a native English speaker and has basic knowledge of German and Arabic. He is licensed with the FCA in Europe. Patrick ODolan works out of the London office as a Vice President for our Origination team. Prior to joining Eaton Partners, Patrick was an investment manager at Connection Capital, where he was responsible for sourcing, executing and managing Connection Capitals third party alternative fund investments. Prior, Patrick worked for Campbell Lutyens in private equity Fund placement, focusing on origination and execution of buyout, infrastructure and venture capital mandates for European General Partners. He began his career at ING working in Leverage Finance. Patrick earned his Bachelor of Commerce degree from University College Dublin and spent his Erasmus at EDHEC Business College in Nice, France. He is also licensed with the FCA in Europe. Lucy provides marketing distribution support for our Private Equity, Real Assets, Hedge Fund and Real Estate fundraises. She also assists the Origination team in Europe. She brings over 7 years of experience in marketing and client services. Prior to joining Eaton Partners, Lucy held account management positions at advertising agencies including J. Walter Thompson and Proximity London, as well as working within the marketing teams at BSkyB and ITV. Lucy graduated with a first class BA (Hons) Politics Degree from the University of Leeds and also holds a Post-Graduate Diploma in Direct and Interactive Marketing from the Institute of Direct Marketing. James Townend focuses on European distributiondevelopment of firms hedge fund and public market strategies. He has over twelve years experience in the European Financial Services Markets. Prior to joining Eaton Partners he was a Business Development Director for Nomura Asset Management in London, responsible for building a European presence and raising institutional capital for the firms hedge funds. Previously he was an International Financial Advisor at Merrill Lynch, a member of the Multi Manager Team at Global Asset Management, and was also a Consultant at Statistical Decisions Ltd. James holds a Masters MSc (Distinction) in Investment Management from CASS Business School, and a BA from the University of Westminster. He is licensed with the Financial Conduct Authority (FCA) in Europe. Nancy provides marketing distribution support and has over 21 years of administrative support experience with multi-national corporations. Prior joining Eaton Partners, she was administrative assistant at Bank of America Merrill Lynch. Previously, she was office manager at Urban Land Capital Alexander Mann and Stephens Associates, where she provided overall business administration including accounting to financial markets expatriates. She also worked as the business administration executive at Alliance Boots Group for five years, within the retail section on their Healthcare amp Beauty unit. Prior, she was involved in international trading businesses and foreign direct investments in China market. Nancy received a BA (Hons) in Business Administration from the University of Greenwich. She is fluent in Cantonese, Mandarin and English. Jackson focuses on the distribution of the firms alternative assets offerings in Asia. He has more than 15 years of institutional sales and marketing experience in the alternative space. Prior to joining Eaton Partners, Jackson headed the business development function at Hamilton Lane in Asia, where he was responsible for the sales and marketing and client servicing of all the groups alternative solutions and products to Asian investors. Previously, he held similar positions at Ramius, SGAM and SAIL Advisors. Jackson began his career as an investment consultant, working at both Pricewaterhouse Coopers and Tower Watsons, assisting a number of Asian institutional investors in developing their investment strategies, with a focus on alternative assets. Jackson received his Bachelor of Commerce degree in Actuarial Studies from Macquarie University in Sydney, Australia. He has also served as committee member for a number of non-profit associations in HK the most recent one being the Finance and Administration Committee Member for the HK YWCA. Liana provides marketing distribution support in the Hong Kong Office and has over five years of experience in the Financial Industry. Prior to joining Eaton Partners, she was an administrative assistant at Angelo, Gordon Asia Limited. Previously, she was an administrative customer service assistant at Fisher amp Paykel Healthcare Limited. She also worked as a customer service manager at Pureheart Capital Asia Limited for over three years, where she handled professional investor accounts and provided support to the settlement department. Liana started her career at Standard Chartered Bank as a personal financial consultant. Liana received a BA in Business Administration from Jinan University. She is fluent in English, Mandarin and Cantonese. Liana is a licensed representative to conduct Type 1 (Dealing in Securities) regulated activities by the Hong Kong Securities and Futures Commission. Dennis Corcoran Analyst Dennis Corcoran focuses on advisory of both purchase and sale of assets in the secondary market. Dennis first joined Eaton as an Intern assisting the firms project management and origination efforts in China. Prior to joining Eaton, he worked as an account manager and project coordinator in media and communications where he was responsible for raising sponsorship and funds for companys television platform. Dennis also has experience in commercial real estate and in government relations, where he worked as an assistant to a Federal Member of Parliament in Canada. Dennis holds a B in accounting and finance from McGill University. Hitesh Gumnani focuses on the origination and execution of alternative funds in Asia. He has six years of investing and private equity experience. Prior to joining Eaton Partners, Hitesh worked as an associate for HQ Capital, where he invested in private equity funds in Asia across primary and secondary transactions. Previously he served as a Research Associate at Mergermarket Ltd. Hitesh earned his BSc in Financial Management from Upper Iowa University. Hitesh speaks English, Cantonese, Hindi and Sindhi. Chris Lerner leads the origination and execution of alternative funds for Eaton in Asia. He has over 15 years of investment banking and direct investment experience with over 10 billion in completed transactions. Prior to joining Eaton Partners, he was a Managing Partner for Mercer Street Capital, an independent strategic advisory and investment firm. Chris began his career with Citigroup and its predecessor firm, Salomon Smith Barney. He was the firms first investment banking expatriate based in Mainland China and helped established the Asia Pacific Financial Institutions Group. Later, he worked on the corporate buy-side in strategic planning and business development, including for The Timberland Company where he completed the first four acquisitions in that companys history. Chris received an MBA from Columbia Business School and a BA from Tufts University. He also earned a Certificate in Mandarin Chinese from the College of Foreign Languages in Beijing. He holds Series 7, 63, 24 and 79 licenses with FINRA and is also licensed with the SFC in Hong Kong. Ye focuses on fundraising execution in Asia. Prior to joining Eaton Partners, Ye worked at Aurora Capital, a New York-based boutique investment bank, as an Analyst. Ye graduated from the University of Rochester with a BA in Economics and a BS in Applied Mathematics. Ye also attended the London School of Economics in the UK where he interned at a global boutique placement agent, Wedge Alternatives. Robin focuses on the origination and execution of alternative funds in Asia. He has nine years of investing and private equity experience with 900 million in completed transactions. Prior to joining Eaton Partners, he was an Associate at Capital Dynamics in New York, a global private equity asset manager. He began his career with Sterling InfoSystems, where he worked on MampA opportunities and joint ventures to build the firms international capabilities. Robin received a BA from Brandeis University, where he also completed his MA in International Economics and Finance. As part of his studies he also attended the London School of Economics and ESSEC Business School in Paris, France. Robin speaks English, German, Mandarin Chinese, French and Hebrew. Viki Zhong provides marketing distribution support. She has over 3 years marketing management and administration experience in the real estate and education industry. Prior to joining Eaton Partners, she was an assistant to the managing director at an UK-headquartered company PRC in Shanghai, providing accounting support and innovative marketing solutions. Previously, she was a department manager at SISU (Shanghai International Studies University), providing office management, customer service and training program. Viki received a BA in English Language and Literature from SISU (Shanghai International Studies University), where she also studied accounting during her free time. Eaton Partners, LLC, is a Registered Broker-Dealer and a member of FINRA (FINRA.org ), and is also registered as an Introducing Broker with the Commodity Futures Trading Commission and member of the National Futures Association (NFA). Eaton Partners (UK) LLP is authorized and regulated by the Financial Conduct Authority (FCA). Eaton Partners Advisors (HK) Limited is approved as a Type 1 License company under the Securities and Futures Commission (SFC) in Hong Kong. Eaton Partners and the eaton partners logo are trademarks of Eaton Partners, LLC, a limited liability company reg Eaton Partners, LLC, 2017. Eaton Partners, LLC is a wholly owned subsidiary and affiliate of Stifel Financial Corp.We use cookies on our website. If you continue to browse our website without taking any action, we will assume that you are happy to receive all cookies from our website. Read More Dismiss Trustnet Limited (we, our, us and derivatives) are committed to protecting and respecting your privacy. 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