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 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.
Amanda W. VellutoPartner, Chief Compliance Officer
Amanda joined Moody Aldrich Partners (MAP) in 2013 and became the CCO in 2016 and a partner in 2018. She has over 15 years of industry experience and has completed the National Regulatory Services’ Investment Adviser Certified Compliance Professional (IACCP®) Program course (exam pending). She works closely with Focus 1 Associates, a firm dedicated to assisting registered investment advisers with their compliance needs under Rule 206(4)-7 of the Investment Advisers Act of 1940. She was previously an Associate for MAP focused on marketing and client service, accounting and operations including as back up trader and portfolio administration functions. For 8 years prior, she worked at Little Harbor Advisors, an investment advisor, assisting the Chief Compliance Officer in the development, maintenance and oversight of the compliance program. She began her career as a Senior Fund Accountant at Brown Brothers Harriman. She earned a B.A. in Political Science with a minor in Economics from the College of the Holy Cross.
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.
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, 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.
Jennifer Dunn, CFP®Marketing & Client Service Associate
Jennifer is the Marketing and Client Service Associate for Moody Aldrich Partners (MAP). She has over 15 years of industry related experience. She is responsible for the development and dissemination of marketing materials, completing questionnaires and RFPs, updating databases, and responding to client questions and requests. Prior to joining MAP, Jennifer was the Director of Client Service for 7 years at Windham Capital Management in Boston, MA, a risk based, multi-asset class investment manager. Previously, she worked at Cabot Money Management as a Financial Advisor and began her career at Brown Brothers Harriman in Securities Lending. Jennifer is a Certified Financial Planner™ and earned a B.A.in Economics from the College of the Holy Cross.
Eastern Shore Capital Management — Investment Team
Robert C. Barringer, CFAFounder, Partner, Chief Investment Officer, Portfolio Manager
Bob is a co-founding partner of Eastern Shore Capital Management where he serves as co-portfolio manager of the ESCM Small Cap Equity and Select Equity strategies. Bob brings over twenty five years of investment experience to Eastern Shore and has held senior roles in several firms. Prior to co-founding ESCM he served as a managing director and portfolio manager at FBR Asset management, where he managed the FBR Small Cap and Large Cap funds. Before joining FBR, he was a Senior Portfolio Manager and Director of Research at Citizens Funds. Prior to joining Citizens, Mr. Barringer served as director and co-portfolio manager at AEW Capital Management. While at AEW, Bob was co-portfolio manager of the AEW institutional separately managed and alternative REIT portfolios. He began his career as a research analyst covering small and mid-cap banks and thrifts at Fidelity Investments. Bob received his B.A. in Economics from Wesleyan University and his MBA from Harvard Business School.
James M. O'Brien, CFAFounder, Partner, Portfolio Manager
Jim is a co-founding partner of Eastern Shore Capital Management where he serves as co-portfolio manager of the ESCM Small Cap Equity and Select Equity strategies. Prior to co-founding ESCM, Jim served as a member of the investment team for eight years at Moody Aldrich Partners: he began as a Senior Analyst, became an Associate Portfolio Manager in 2007, and was later named the Lead Portfolio Manager on the firm’s Small Cap Value strategy. Previously, he was an Equity Research Analyst at Citizens Funds for four years. Prior to that, he was a Financial Analysis Technology Strategist at Primark. Jim’s experience also includes Financial Technology Business Development at One Source Information Services, Senior Fund Accountant at Fidelity Investments, and Account Specialist at Boston Safe Deposit & Trust Company. Jim earned a Masters Certificate in Accountancy and a B.S. Degree in Economics and Finance at Bentley University.
Sarah L. Westwood, CFA, CMTPartner, Portfolio Manager
Sarah joined Eastern Shore Capital Management as a partner in March of 2013, and serves as co-portfolio manager of the ESCM Small Cap Equity and Select Equity strategies. Prior to joining the firm from Fidelity Investments, she served on the investment team at Moody Aldrich Partners as an Associate Portfolio Manager from 2008 to 2012. She joined Moody Aldrich following eight years at Putnam Investments, where she served as a Senior Vice President and Analyst on the firm’s Strategic Research Team. She began her career as a Research Associate for Harvard Business School, and later joined Cobey, Jacobson, and Gordon, a boutique investment management firm serving high net worth clients. A former Captain, Military Intelligence, U.S. Army Reserve, Sarah served in Baghdad during Operation Iraqi Freedom, 2003-2004. She earned a B.A. degree in English and Art History, Phi Beta Kappa from Wellesley College.
Global Value Advisors — 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 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 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 Level III candidate in the CFA Program.