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.
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.
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.
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.
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.