Investment Team
Philippe RollandFounder, Partner, Chief Investment Officer, Portfolio Manager
Philippe is Chief Investment Officer of Global Value Advisors where he serves as a Co-Portfolio Manager on the firm’s strategies. He joined Grantham, Mayo, Van Otterloo (GMO) in Boston in 1997 as a real estate analyst, picking European stocks for the Global Properties Fund. In 2000, he became co-portfolio manager for the GMO Global Active Equity Fund where he was responsible for investments in global industries (developed and emerging markets). He was made Partner in 2008 and was a portfolio manager for European countries and industries from 2008 to 2017 for large cap and small cap international strategies. Philippe graduated in 1993 from the Paris Business School (ISC) and completed a Master’s Degree in International Business at the University of Normandy, France, in 1995. He served in the French Navy for one year in 1996.
Todd Bassion, CFAFounder, Partner, Portfolio Manager
Todd is a Co-Portfolio Manager on Global Value Advisors’ strategies. Todd brings over 18 years of investment experience to GVA. Previously, he was a Portfolio Manager at Delaware Investments on their International Value equity fund and Global Value equity fund where he was responsible for co-managing approximately $1.4 billion in assets. Todd worked within the same group for 17 years at a firm that was acquired several times during his tenure. The original firm, ValueQuest/TA, was first acquired by Thomas Weisel Partners, then by Delaware Investments, and finally by Macquarie Group in 2010. He began as a Research Assistant and was promoted to Research Associate in 2001, Analyst in 2002, Senior Analyst in 2004 and Portfolio Manager in 2006. Todd received his B.A. in Economics, Phi Beta Kappa from Colorado College. He is a member of the CFA Society Boston, Inc. and the CFA Institute.
Mathew Marotta, CFAFounder, Partner, Investment Research, Portfolio Implementation
Mathew is responsible for quantitative analysis and portfolio construction and implementation on Global Value Advisors’ strategies. He also contributes to investment research. Mathew brings over fifteen years of industry experience to GVA. Prior to co-founding GVA, he was a member of the international active investment division at GMO, where he was responsible for the portfolio construction, implementation and analysis for the team’s global and international strategies. Previously at GMO, Mathew was a member of the asset allocation investment division as a systems engineer for the derivatives trading desk, and was also a member of the information technology group as a software engineer for the operations team. Prior to joining GMO in 2007, he was a financial analyst at Fidelity Investments. Mathew received his B.S. in Business Administration from Babson College. He is a member of the CFA Society Boston, Inc. and the CFA Institute.
Moody Aldrich Partners offers a centralized team of experienced non-investment professionals and an institutional infrastructure to support each of its investment teams. Shared business services ensures consistency across operational capabilities and adherence to a robust compliance program.
Shared Services
William B. Moody, CFAFounder, Managing Partner
Bill is co-Managing Partner of Moody Aldrich Partners (MAP) and is responsible for profitably growing the business through development of affiliates. Bill and Eli Kent lead the firm’s overall business strategy and oversee its centralized business management activities. In 1988, Bill co-founded Moody Aldrich & Sullivan which became MAP in 2003. He has been a portfolio manager and business leader throughout his career. Previously, he was co-founder, President and Chief Investment Officer at Dewey Square Investors, a multi-billion dollar diverse strategy firm that was sold to United Asset Management. Formerly, he was Senior Vice President and Head of Institutional Investment Management at Bank Boston for fourteen years. Bill is a Chartered Financial Analyst and earned a B.S. in Economics from Syracuse University.
Eli S. KentManaging Partner
Eli is co-Managing Partner of Moody Aldrich Partners (MAP) and is responsible for profitably growing the business through development of affiliates. Eli and Bill Moody lead the firm’s overall business strategy and oversee its centralized business management activities. Eli joined MAP in 2002 as Director of Marketing and Client Service and became a partner in 2007. He co-founded Harvest Funds Management in 2010 and became co-managing partner of MAP in 2012. Prior to joining MAP, Eli earned an MBA, Magna Cum Laude, from the F.W. Olin Graduate School of Business at Babson College with a concentration in Entrepreneurship and Finance. Previously, he worked at MFS Investment Management in institutional sales and at Fidelity Investments in institutional client management. He attended The Wharton School for Executive Education at the University of Pennsylvania and received the Certified Investment Management Analyst designation and earned a BA in Government and History from St. Lawrence University.
Richard J. BonzagniHead of Business Development & Client Service
Rich is Head of Business Development and Client Service at Moody Aldrich Partners (MAP) and is responsible for new business development, consultant relations and client service for the firm’s boutiques including Eastern Shore Capital Management and Global Value Advisors. He has over 19 years of industry experience. For six years prior to joining MAP in 2020, he worked as Managing Director, Consultant Relations at Manulife Investment Management, a global multi-boutique investment management firm. His responsibilities included developing relationships at global, national and regional institutional investment consulting firms where he represented fixed income, equity and private market strategies. For 13 years prior to Manulife, he worked at Cadence Capital Management, a boutique equity investment management firm, where he was a Principal responsible for new business development, consultant relations and client service. Rich earned his B.A. in Political Science from the University of Massachusetts at Amherst.
Joseph StowellChief Compliance Officer
Joe has over 25 years of compliance experience working in the investment management industry. As an outsourced Chief Compliance Officer and the Managing Member of Ally Compliance Partners, Joe serves as the designated CCO for a limited number of SEC registered investment advisers. Joe has served in this role since June 2018. Previously, Joe served as Global Chief Compliance Officer for Oechsle International Advisors for 18 years. Joe was responsible for administering the firm’s global compliance program. Additionally, Joe served as Director of Operations, where he was responsible for managing the firm’s vendors, front/middle/back-office systems, and the outsourcing of technology and legal. Before joining Oechsle in 2004, Joe held the position of Compliance Manager for Putnam Investments, and Compliance Analyst for State Street, and Scudder Stevens and Clark.
Joseph LaMarcaMarketing and Communications Associate
Joe is a Marketing and Communications Associate. He joined Moody Aldrich Partners (MAP) in 2022 and has over six years of industry experience. Joe is responsible for the accurate and timely dissemination of investment information to the firm’s clients including the preparation and updating of marketing materials, maintaining consultant databases, and responding to requests for information. He also works closely with business, portfolio management and client service teams on marketing and communication projects. Joe began his career at Bank of New York Mellon where he was a Client Service Manager prior to joining MAP. He earned his B.A. in Economics from the University of Massachusetts Lowell.
John P. SherlockSenior Trader, Portfolio Administrator
John serves as Senior Trader and Portfolio Administrator and has over 17 years of industry experience. John is responsible for trade execution, trade cost analysis, policy, broker/vendor management, and portfolio administration oversight. John joined Moody Aldrich Partners in 2007 as a Portfolio Administrator and Trading Operations Associate. John previously worked at State Street Global Advisors in international operations as a Portfolio Accounting Analyst and began his career at State Street Bank in Boston as a Portfolio Administrator. John earned a B.A. in Business from Saint Anselm College.
John HemenwayPortfolio Administrator, Operations Specialist
John is a Portfolio Administrator and Operations Specialist. He joined Moody Aldrich Partners (MAP) in 2018 and has over 7 years of industry experience. John is responsible for setting up accounts, updating portfolio information and managing workflows. He also supports the firm’s Chief Compliance Officer, Senior Trader and investment teams. Prior to joining MAP firm, John was a Trade Specialist at Bank of New York Mellon. Previously, he was a Mutual Fund Specialist at Bank of New York Mellon and began his career at Putnam Investments. He earned his MBA from Plymouth State University and BBA in Finance from Stetson University.