Eastern Shore Capital Management (ESCM) is an investment boutique specializing in long-only U.S. Small and Smid cap equities.
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 Smid Cap 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 Smid Cap 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 Smid Cap 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.
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.
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.
Julie M. DonovanDirector of Business Operations
Julie Donovan is Director of Business Operations for Moody Aldrich Partners, LLC (MAP). Julie joined MAP in 2021. Prior to joining, she spent more than twenty-nine years with Fidelity Investments, during which time she held various management and leadership positions. Since 2007, she was a Senior Vice President within the High Income division of Fidelity Asset Management leading the global business operations, including the development and implementation of key initiatives and strategic plans, oversight of operational risk management, directing the investment technology program and management of all operational and administrative support functions. Julie earned a B.A. in Economics from the University of New Hampshire and an M.B.A. from the Carroll School of Management at Boston College.
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.