Partners Open

Chris Bittman
Partner, CEO and CIO
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Chris Bittman
Partner, CEO and CIO

Chris Bittman is a Partner at Perella Weinberg Partners (“PWP”) and CEO and CIO of Agility.

Prior to joining PWP, Chris was the Chief Investment Officer of the University of Colorado Foundation. Under his leadership the Foundation was named Large Foundation of the Year in 2007 by Institutional Investor’s Foundation & Endowment Money Management magazine, based on “superior investment performance, innovation and notable asset allocation moves.” Before being named the first CIO of the Foundation in 2004, he was the President and CEO of Jurika & Voyles, a California-based investment firm, where he was responsible for the management of over $5 billion for a broad variety of Fortune 500 corporations, public funds, foundations, endowments and families. He began his career on Wall Street as the Western Regional Manager for Merrill Lynch’s Business Financial Services Group and was the youngest Regional Manager in the group’s history.

Chris graduated from the University of Colorado in 1985 and served the institution as a volunteer for nearly 20 years in various capacities – as President of its Alumni Association, as Trustee and Director of its Foundation, and as Chair of the Foundation’s Investment Committee. He is a guest lecturer on investment management at the University’s Leeds School of Business and a former member of the University’s Intercollegiate Athletics Task Force. He has served as Chair of the Board of Directors for Colorado Public Television; Investment Committee member of the Colorado Health Foundation; board member of the University of Colorado Technology Transfer Office; Trustee of Colorado Academy, a private, coeducational college preparatory school in Denver; and the National President of the Sigma Phi Epsilon Fraternity. Under Chris’s management, Agility has received a number of awards including Institutional Investor’s OCIO of the Year Award in 2013, 2014, 2015 and 2017.

Kent Muckel
Partner, Deputy CIO
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Kent Muckel
Partner, Deputy CIO

Kent Muckel is a Partner at PWP and Deputy CIO of Agility. He also leads Agility’s Public Markets Team, and is a voting member of the Agility Investment Committee.

Prior to joining PWP, Kent was the Chief Investment Officer for Baylor University, where he was charged with overseeing the day-to-day investment practices and operations of Baylor’s endowment. Before joining Baylor, Kent was Senior Portfolio Manager with the University of Colorado Foundation, where he was jointly responsible for the evaluation, recommendation, and monitoring of the Foundation’s then $1 billion in assets. Previously, Kent was Vice President and Senior Director for Public Markets at Qwest Asset Management Company, where he was responsible for managing over $10 billion in public market and liquid alternative investments for the company’s defined benefit assets. Prior to Qwest, he held various positions as a fixed income portfolio manager and investment specialist.

Kent earned a BS in Finance with honors from the University of Colorado and an MBA from the Daniels School of Business at the University of Denver. He is a CFA charterholder.  Kent is an investment committee member for the healthcare foundation Colorado Trust, and is an active supporter of several other cancer and healthcare-focused philanthropies.

Darren Myers
Partner, Director of Research
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Darren Myers
Partner, Director of Research

Darren Myers is a Partner at PWP and Director of Research for Agility. He also leads Agility’s Absolute Return Team, and is a voting member of Agility’s Investment Committee.

Prior to joining PWP, he served as a Senior Research Analyst at Tejas Securities Group, Inc., where he provided investment recommendations on special situation and distressed debt opportunities.  Darren was previously a Senior Analyst at UTIMCO focused on hedge fund investments for the $3 billion Marketable Alternative Investments portfolio. He also worked at Perry Capital, LLC, a multi-billion dollar private investment management firm.

Darren earned both a BA – in the Plan II Honors Program – and an MBA from the University of Texas at Austin.  Darren is a CFA charterholder.

Trey Thompson
Partner, President
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Trey Thompson
Partner, President

Trey Thompson is a Partner and President of Agility. He also leads Agility’s private capital investment program.

Prior to joining PWP, Trey served as the Managing Director of Private Markets investments for the University of Texas Investment Management Company (“UTIMCO”) from 2002 to 2007.  During his tenure at UTIMCO, Trey built a team of professionals who were responsible for committing over $2.7 billion to venture capital and private equity funds globally. Prior to joining UTIMCO, Trey made investments on behalf of the Prudential Capital Group, served as a management consultant for A.T. Kearney, and worked as an Analyst at Goldman Sachs. Trey received an AB in American History from Princeton University and an MBA in Finance from the University of Texas at Austin.  He is a CFA charterholder.

Trey serves as an Elder at Covenant Presbyterian Church, and is a member of the Sportsman’s Club of Austin, which raises funds for the Rise School of Austin, a preschool for children with disabilities. Trey enjoys exercising and playing an occasional round of golf, and is happily married with two adult children.

Investment Team Open

Adam Cohen
Managing Director, Operational Due Diligence
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Adam Cohen
Managing Director, Operational Due Diligence

Adam Cohen is a Managing Director at PWP and is Head of Operational Due Diligence for Agility, where his duties include performing operational due diligence on Agility’s underlying investment managers and overseeing Agility’s Operational Due Diligence program.

Prior to joining PWP, Adam was an Executive Director in the Alternative Investments Group at Morgan Stanley Wealth Management (formerly known as Morgan Stanley Smith Barney), where he served as Head of Operational Due Diligence. Prior to this role, Adam served as Head of Operational Due Diligence at Citi Global Wealth Management. In both of these roles, Adam was responsible for conducting operational due diligence on a broad range of alternative investments globally, as well as managing a team of analysts. Adam brings more than 19 years of industry experience, including his tenure in previous roles as a controller and a senior financial officer.

Adam earned a BBS with Honors in Finance from the University of Cape Town and has earned the Chartered Alternative Investment Analyst (CAIA) designation.

Amita Schultes
Managing Director
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Amita Schultes
Managing Director

Dr. Amita Schultes is a Managing Director at PWP and a member of Agility’s Investment Committee.

Prior to joining PWP, Amita was a Partner, Managing Director, and Senior Consultant at Colonial Consulting where she served as the sole investment consultant to many non-profit institutional investors and pension plans, including Stark Community Foundation and the Jewish Federation of Cleveland. Before joining Colonial, Amita was a Senior Consultant at Ibbotson Associates where she developed asset allocation programs for asset management companies, insurance companies, and broker dealers. Amita began her career as an Investment Consulting Analyst at Salomon Smith Barney.

Amita earned a BA and an MA in Economics from the University of Illinois at Chicago, an MS in Financial Markets and Trading from the Illinois Institute of Technology, and a PhD in Finance from Walden University. She is a former board member of the Service Program for Older People, the Bronx Lighthouse Charter School, and Family Advisory Council of the Komansky Center for Children’s Health at New York Presbyterian Hospital/Weill Cornell Medical Center. Amita is a Trustee of the Mitchell Wolfson Sr. Foundation.

Tamara Larsen
Executive Director, Mission-Aligned Investing
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Tamara Larsen
Executive Director, Mission-Aligned Investing

Tamara Larsen is an Executive Director at PWP and a member of Agility’s Investment Team. She leads the Mission-Aligned Investment practice of the firm. Tamara is responsible for partnering with clients to further align their investment portfolio with their mission.  She leads the investment selection of environmental, social, and governance (ESG) and impact investments across asset classes.  She is a member of Agility’s Investment Committee.

Tamara brings more than 18 years of investment experience. Prior to joining PWP, Tamara was at Russell Investments for nearly nine years. Most recently, she served as Head of Private Markets Research where she led the investment selection and due diligence for various private capital investment strategies including energy, infrastructure, private equity, private debt, and real estate. She was also a Portfolio Manager for a mission-aligned mandate focused on the healthcare, climate change mitigation, and financial inclusion sectors. Tamara was a voting member of the Russell Investments Alternatives Subcommittee, which governed all client investment recommendations for hedge funds, private markets, and listed real assets. She was previously a Senior Vice President of Centerline Capital Group, where she was a Portfolio Manager and Acquisitions Officer for a real estate investment joint venture with California Public Employees’ Retirement System (“CalPERS”).  Prior to that, Tamara held acquisitions roles at Lehman Brothers and at boutique real estate investment manager, Thor Equities. She began her career as an Analyst at J.P. Morgan Asset Management.

Tamara earned an MSc in Real Estate Development from the Massachusetts Institute of Technology, and a BA in Economics from Smith College.  She serves on the boards of Colorado Public Television (CPT12) and a renewable energy venture focused on Africa. She is also a member of the Investment Committee for the David Rockefeller Fund, and is on the Steering Committee for the Intentional Endowments Network and Membership Committee for Confluence Philanthropy.

Jeff Curtis
Executive Director, Private Capital
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Jeff Curtis
Executive Director, Private Capital

Jeff Curtis is an Executive Director at PWP and is a member of Agility’s Private Capital Team, where he is responsible for managing clients’ private investment portfolios. In addition to portfolio management, Jeff is involved in managing client relationships, sourcing investments, managing relationships with General Partners, and is a participating member on Agility’s Investment Committee.

Prior to joining PWP, Jeff was an Analyst in the Energy Group at UBS Investment Bank, where he worked on various transactions including corporate mergers and acquisitions, asset divestitures, debt restructuring, and strategic advisory assignments. Jeff is a CFA charterholder, and represents PWP on multiple Limited Partner Advisory Committees.

Jeff received a BA in the Business Honors Program and an MPA, both from the University of Texas at Austin. Outside the office, Jeff stays active by playing sports and loves to spend time with his wife and their two kids, Cooper and Charley.

Brad Edson
Executive Director, Portfolio Management
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Brad Edson
Executive Director, Portfolio Management

Brad Edson is an Executive Director at PWP and a member of Agility’s Portfolio Management Team, where he leads Agility’s efforts in transitioning and monitoring client portfolios.

Brad has more than 12 years of investment experience. Prior to joining PWP, Brad was at Mount Yale Capital Group from 2006 to 2011 where he most recently served as a leading member of the investment team. In this role, Brad was responsible for sourcing and conducting research on traditional and alternative investment managers on a platform with over $1.5 billion in assets.

Brad earned a BA in Economics from the University of Colorado at Boulder, and is a CFA charterholder. In his spare time, he enjoys hockey and golf, as well as camping and hiking with his wife.

Nat Fraser
Executive Director, Private Capital
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Nat Fraser
Executive Director, Private Capital

Nat Fraser is an Executive Director at PWP and is a member of Agility’s Private Investment Team, where he is responsible for managing clients’ private investment portfolios.

Prior to joining PWP, Nat worked for Strategic Investment Group, an OCIO provider in the Washington D.C. area, where he was most recently a Senior Associate responsible for investment due diligence in private equity, venture capital, and illiquid real assets. During his time at Strategic, Nat also had roles on the client service and marketing sides of the business, working with existing clients on a range of portfolio management activities as well as with potential endowment and foundation clients considering an OCIO solution. Prior to that, he was a Senior Associate with IXI Corporation, where his analytics supported market sizing and asset allocation studies on behalf of various bank clients.

Nat graduated from the University of Virginia where he earned a BA in Economics. He is a CFA charterholder and a member of the CFA Institute. When he’s not scouring the world for investment opportunities, Nat enjoys being outdoors with his wife, two young boys, and labradoodle.

Nicholas Hartnett
Director, Absolute Return
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Nicholas Hartnett
Director, Absolute Return

Nicholas Hartnett is a Director at PWP and a member of Agility’s Absolute Return Team, where he is a key member in the team’s investment sourcing and due diligence effort. He participates on the Agility Investment Committee.

Prior to joining PWP, Nicholas worked as a member of the Investment Team at Quish & Co., where he sourced and conducted research on alternative investment managers. His responsibilities included financial market research, investment and operational due diligence, as well as placing trades and monitoring trade analytics for a systematic, all equity, portfolio. While an undergraduate, Nicholas interned for PWP.

He holds a B.S. in Finance and a minor in Economics from the Leeds School of Business at the University of Colorado at Boulder. Nicholas is a CFA charterholder. In his spare time, Nicholas enjoys traveling and training for marathons and triathlons.

Patrick Callahan
Director, Private Real Assets
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Patrick Callahan
Director, Private Real Assets

Patrick Callahan is a Director at PWP and a member of Agility’s Private Capital Team. His primary responsibility is to source, underwrite, and monitor private investments in real asset sectors including energy, real estate, and agriculture. He also represents PWP on multiple Limited Partner Advisory Committees.

Prior to joining PWP, Pat was as a member of the Investment Team at Mantucket Capital, a private investment firm with more than $1 billion in capital under management, where he evaluated and conducted due diligence for acquisitions, recapitalizations, growth equity, and specialty financing across numerous industries.

Pat earned an MBA and a BS in Business Administration in Finance from the Daniels College of Business at the University of Denver, and is a CFA charterholder. He is a founding and current member of the University of Denver Rugby Football Club Board.  In his spare time, Pat enjoys playing golf, traveling, skiing, and spending time with family, friends, and his two Labradors.

Karl Wichorek
Director, Risk Management
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Karl Wichorek
Director, Risk Management

Karl Wichorek is a Director at PWP and oversees risk management on behalf of Agility’s clients. Prior to joining PWP, Karl was a Senior Investment Director at Cambridge Associates in the OCIO practice. In his previous role, Karl worked with a variety of endowments and foundations, ranging in size from $100 million to over $3 billion, on risk measurement and monitoring, strategic and tactical asset allocation, and position sizing. Karl was also responsible for sourcing and evaluating managers in the marketable and alternative investment categories. Karl graduated from Harvard College. He is a CFA charterholder and a member of the CFA Institute. In his spare time, Karl enjoys skiing and playing tennis with his wife, and analyzing baseball data.

Kirill Buzinov
Associate, Absolute Return
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Kirill Buzinov
Associate, Absolute Return

Kirill Buzinov is an Associate at PWP and a member of Agility’s Absolute Return Team, where he assists with investment manager due diligence, asset allocation, and market analysis.

Prior to joining PWP, he worked at the University of Colorado Treasury where his responsibilities included assisting the treasurer in allocation and reinvestment of earnings in a $1.5+ billion fund, performing portfolio and daily liquidity budget reconciliations, and conducting investment research.

Kirill received a BS in Finance and a Certificate in Commodities from the University of Colorado Denver. Originally from Russia, Kirill enjoys skiing, traveling, and practicing Kendo. He is also a member of the Young Professionals Council at Denver Kids, a local non-profit that supports K-12 students in the Denver Public School system facing the challenges of a higher-risk environment.

Mason Harris
Associate, Public Markets
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Mason Harris
Associate, Public Markets

Mason Harris is an Associate at PWP and a member of the Public Markets Team, where his responsibilities include conducting manager due diligence, asset allocation research, and performance and attribution analysis. He also develops asset class commentaries and client presentation materials.

Prior to joining PWP, Mason worked at the University Corporation for Atmospheric Research (UCAR) as a Business Analyst. As an undergraduate, he interned for Raymond James and Associates where he assisted with asset allocation, fund research, and customer relationship management.

Mason received a BS in Finance with minors in Mathematics and Economics, and a Certificate in Quantitative Finance from the University of Colorado at Boulder. He is also a CFA charterholder. Outside the office, Mason enjoys traveling the world, skiing, mountain biking, listening to audiobooks, and spending time with his dog, girlfriend, and close family and friends.

Luke Ketzenbarger
Associate, Operational Due Diligence
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Luke Ketzenbarger
Associate, Operational Due Diligence

Luke Ketzenbarger is an Associate at PWP and a member of Agility’s Operational Due Diligence Team where his duties include performing operational due diligence on Agility’s underlying investment managers.

Prior to joining PWP, Luke worked as a Supervisor of Alternative Investment Fund Accounting at ALPS Fund Services. In this role, he computed net asset values of various hedge funds, assisted in portfolio valuations, and aided in the completion of associated financial statements.

Luke received a BS in Business Administration with an emphasis in Finance and an MS in Business Administration with an emphasis in Accounting from the University of Colorado at Boulder. Luke is a CFA charterholder. In his spare time, he enjoys biking, fly fishing, spending time in the mountains, and traveling.

Jake Lee
Associate, Private Capital
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Jake Lee
Associate, Private Capital

Jake Lee is an Associate at PWP and a member of Agility’s Private Capital Team, where he focuses on investment due diligence and market research and analysis.

Prior to joining PWP, Jake interned as a member of the Group Strategy Team at Hong Kong Exchanges and Clearing Ltd. His primary responsibilities included macroeconomic research, business development in Mainland China, as well as directly supporting the executive team with its execution of strategic initiatives.

Jake earned a BA in History modified with Economics, with High Honors, from Dartmouth College. Jake has passed all three levels of the CFA Program, and may be awarded the charter upon completion of the required work experience. In his spare time, Jake enjoys foreign affairs, skiing, and fly fishing.

Robin Holby
Associate, Portfolio Management
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Robin Holby
Associate, Portfolio Management

Robin Holby is an Associate at PWP and a member of Agility’s Portfolio Management Team, where he assists with the rebalancing and transitioning of client portfolios.

Prior to joining PWP, Robin was an Associate at Goldman Sachs where he focused on the valuations, liquidity, and pricing for the Equity Derivatives trading business.

Robin earned a BS in Finance from the University of Utah. He has passed all three levels of the CFA program, and may be awarded the charter upon completion of the required work experience. Outside the office, Robin enjoys skiing, mountain biking, and spending time outdoors.

Chase Lerner
Analyst, Mission-Aligned Investing
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Chase Lerner
Analyst, Mission-Aligned Investing

Chase is an Analyst at PWP and a member of Agility’s Mission-Aligned Investing Practice, where she assists clients in implementing their Mission-Aligned and Impact Investing portfolios and identifying suitable investment opportunities for these objectives.

Prior to joining PWP, Chase interned with U.S. Trust and the Bank of England, among other organizations.

Chase received a BA in Justice and Collective Responsibility from the Gallatin School of Individualized Study at New York University. In her free time she enjoys traveling and spending time with friends and family.

Patrick Machell
Analyst, Public Markets
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Patrick Machell
Analyst, Public Markets

Patrick Machell is an Analyst at PWP and a member of Agility’s Public Markets Team where his duties include investment due diligence, performance and attribution analysis, market research, and data aggregation.

As an undergraduate, he interned for IPS Strategic Capital. His primary responsibilities included conducting investment research, back-testing options strategies, and new business development for the firm’s mutual fund. Patrick also interned for PWP as a graduate student.

Patrick holds an MSF and a BSBA in Finance from the Daniels College of Business at the University of Denver. He has passed all three levels of the CFA program and may be awarded the charter upon completion of the required work experience. Outside the office, Patrick enjoys skiing, fly fishing, playing golf, and spending time with friends and family.

Thomas Gerling
Analyst, Private Capital
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Thomas Gerling
Analyst, Private Capital

Thomas Gerling is an Analyst at PWP and a member of Agility’s Private Capital Team, where his duties include investment due diligence and market research and analysis.

Prior to Joining PWP, Thomas interned for PTV Healthcare Capital. His primary responsibilities included managing the pipeline of potential investments, conducting market research, and directly supporting due diligence efforts.

Thomas holds a BBA in Finance, a minor in Accounting, and the Business of Healthcare Certificate from The University of Texas at Austin. When he is not in the office, Thomas enjoys traveling, spending time with family, and rowing on Lady Bird Lake.

Samuel Oyemade
Analyst, Absolute Return
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Samuel Oyemade
Analyst, Absolute Return

Samuel Oyemade is an Analyst at PWP and a member of Agility’s Absolute Return Team where he assists with investment manager due diligence, asset allocation, and market analysis.

Prior to joining PWP, Samuel interned at Goldman Sachs twice within their securities division, first as a spring intern then again as a summer analyst. His responsibilities included proposing daily investment ideas, producing market summaries for traders, as well as completing assigned projects across multiple trading desks. Prior to that, he gained experience at National Securities in Miami as a wealth management intern.

Samuel holds a first class MEng degree in Chemical Engineering from the University College London. Outside of work, Samuel is an avid sportsman and played rugby at the county level in England. He also co-founded the Young Buharian Culture Organization in Nigeria, where the aim was to help eradicate the mindset of corruption from the next generation of Nigeria’s politicians.

Client Service, Legal and Operations Team Open

Philip Alfonsin
Managing Director, Accounting and Operations
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Philip Alfonsin
Managing Director, Accounting and Operations

Philip Alfonsin is a Managing Director at PWP and a senior member of Agility’s Accounting and Operations Teams.

Prior to joining PWP, Philip worked at Starwood Capital Group within the Operations and Accounting group for their REIT business. Previously, Philip worked at Sandelman Partners, LP, where he was responsible for various aspects of financial and management reporting. He gained public accounting experience at Ernst & Young LLP in the Asset Management group, where he covered clients including hedge funds, mutual funds, and private equity funds.

Philip received a BS in Business Administration with concentrations in Accounting and Finance from the University at Buffalo.

Stephen Fleischer
Managing Director, Associate General Counsel
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Stephen Fleischer
Managing Director, Associate General Counsel

 Stephen Fleischer is a Managing Director at PWP and Associate General Counsel of Agility. In this role, he is responsible for all legal matters pertaining to Agility.

Stephen has more than 15 years of legal experience in the investment management industry. Prior to joining PWP, Stephen was at Janus Capital Group from 2013 to 2015, where he most recently served as an Assistant Vice President and Senior Counsel, responsible for providing legal support to the global institutional sales group, including privately-offered commingled funds. He was previously a Senior Counsel of Marsico Capital Management LLC, where he worked on institutional separate accounts. Prior to that, Stephen was a Senior Counsel at UBS Global Asset Management (Americas) Inc. and Senior Counsel and Chief Compliance Officer at Harris Alternatives LP. Stephen began his career in private practice.

Stephen earned a BA in French with a Minor in Economics (Phi Beta Kappa) from the University of Iowa, a JD from the Iowa College of Law, and an MA in International Relations from the Johns Hopkins School of Advanced International Studies (SAIS). Outside the office, Stephen enjoys spending time with his family, cycling, and playing tennis.

Brian Dutzar
Executive Director, Business Development
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Brian Dutzar
Executive Director, Business Development

Brian Dutzar is an Executive Director at PWP and leads the Business Development efforts for distribution relationships via the Agility platform.

Prior to re-joining the firm, Brian was Managing Director–US Wealth at Man Group, where he led the sales and client service efforts for Man Investments’ suite of offerings. Before Man Group, Brian was a Director at PWP and was responsible for sales and client service for Alternative Investment funds offered via intermediary and sub-advisory relationships. Brian previously spent 13 years with Wells Fargo developing and implementing new business strategies in the areas of Wealth Management, Investment Consulting, and Asset Management. Prior to this role, Brian was Regional Vice President for Wachovia’s Alternative Strategies Group. He was formerly an Institutional Sales Consultant with Evergreen Investments.

Brian earned a BS in Finance from the University of Florida and holds FINRA Series 7 & 63 licenses. He holds the Chartered Alternative Investment Analyst (CAIA) designation as well as the Certified Investment Management Analyst (CIMA) certification, administered by Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania.

Kyle Adams
Director, Business Development and Client Services
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Kyle Adams
Director, Business Development and Client Services

Kyle Adams is a Director at PWP and Head of Agility’s Business Development and Client Services efforts.

Prior to joining PWP, Kyle competed in the NFL for three years as a member of the Chicago Bears and the Tampa Bay Buccaneers. As an undergraduate, Kyle interned for Oerlikon Fairfield, where his responsibilities included research, development, and implementation of process improvement and cost-reduction projects within their manufacturing department.

Kyle graduated with Highest Honors from Purdue University, where he earned a BS in Business Management with an emphasis in Finance and Marketing. Kyle is a CFA charterholder. When he’s not in the office, Kyle enjoys spending time with his family and serving at his local church.

Delina Arroyo
Director, Accounting and Operations
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Delina Arroyo
Director, Accounting and Operations

Delina Arroyo is a Director at PWP and a senior member of Agility’s Accounting and Operations Team, where her primary duties include leading the client performance reporting process, assisting with new client-onboarding, and day-to-day operations related projects.

Prior to joining PWP, Delina was a Vice President at Duhallow Financial Services, L.L.C., where she was responsible for financial and investor reporting for the Fletcher Funds. She gained public accounting experience at Ernst and Young LLP and Arthur Andersen LLP, where she was in the financial markets group focusing on hedge fund and broker dealer clients.

Delina received her BS in Accounting from Fordham University.

Brenna Mitton
Director, Compliance
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Brenna Mitton
Director, Compliance

Brenna Mitton is a Director of Compliance at PWP and a member of Agility’s Legal and Compliance Team.

Prior to joining PWP, Brenna gained eight years of compliance experience in positions at Shelton Capital Management and ALPS Fund Services, where she directly supported compliance activities mandated by federal securities laws and the compliance programs for investment advisers, registered investment companies, and broker-dealers.

Brenna earned a BS in Business Administration with a major in Finance from Northern Arizona University. She holds the FINRA Series 7 & 24 licenses. Outside the office, Brenna enjoys traveling and exploring in the Colorado outdoors.

Jessica Pomo
Director, Accounting and Operations
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Jessica Pomo
Director, Accounting and Operations

Jessica Pomo is a Director in PWP’s Asset Management business and a senior member of Agility’s Accounting and Operations Team, where her primary duties include managing the accounting of the Agility commingled vehicle, along with leading the client performance reporting process, assisting with new client onboarding, and day-to-day operations-related projects.

Jessica has more than 12 years of experience. Prior to joining PWP, Jessica worked for Marathon Asset Management from 2013 to 2017, where she most recently served as a Fund Accounting Supervisor responsible for investor and fund-level reporting for the commingled vehicles. She was previously an Assistant Vice President at Conifer Financial Services, where she oversaw the calculation of net asset value for several institutional clients. She began her career at Ernst & Young.

Jessica earned a BS in Accounting and Finance from New York University.

Mallory Beck
Associate, Business Development
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Mallory Beck
Associate, Business Development

Mallory Beck is an Associate at PWP and a member of Agility’s Business Development Team.

Prior to joining PWP, Mallory was the Channel Marketing Manager for the institutional, retirement, and national accounts practices at Victory Capital Management. In this role, she was responsible for developing and writing marketing content, as well as managing quarterly reporting and production for the firm’s nine investment franchises. Prior to Victory, Mallory worked for New York-based asset manager Garrison Investment Group where she supported the investor relations team.

Mallory graduated cum laude from Gettysburg College with a BA in English with a Writing Concentration. Outside the office, Mallory can typically be found running, hiking or skiing Colorado’s mountains with her husband and their dog, Frankie.

Rossy Burgin
Associate, Client Performance Reporting and Operations
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Rossy Burgin
Associate, Client Performance Reporting and Operations

Rossy Burgin is an Associate at PWP and a member of Agility’s Client Services and Operations Team. Her primary duties include leading the client performance reporting process, assisting with new client onboarding, and day-to-day operations-related projects.

Prior to joining PWP, Rossy worked within client portfolio operations and client services as a member of the Investment Team at the JP Morgan Private Bank. Before this role, she worked as an Investment Analyst at JDS Holdings LLC, a single-family office in Orlando, Florida, where she conducted investment research, oversaw family and company investment portfolios, and provided investment advice to family members.

Rossy earned an MBA with a concentration in finance from the Crummer Graduate School of Business at Rollins College, and received a BA in Economics from Sofia University in Bulgaria.  In her spare time, Rossy enjoys traveling, the outdoors, and spending time with her family.

Lindsay Olson
Associate, Client Service
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Lindsay Olson
Associate, Client Service

Lindsay Olson is an Associate at PWP and a member of Agility’s Client Service Team, where her duties include serving as a specialist for all client-related information and activity, communicating directly with clients on requests and inquiries, and creating client presentation materials.

Prior to joining PWP, Lindsay worked as a Credit Analyst at Bank of America where her responsibilities included assisting in the structuring, underwriting, and monitoring of various loan facilities to support new deals, refinancing, and M&A activity.

Lindsay received a BA from Rice University. Outside the office, Lindsay enjoys spending time with her husband, traveling, and volunteering at her church.

Matthew Sloan
Associate, Business Development
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Matthew Sloan
Associate, Business Development

Matthew Sloan is an Associate at PWP and a member of Agility’s Business Development Team, where his primary responsibility is leading Agility’s proposal writing practice.

Prior to joining PWP, Matthew served as Proposal Manager at Janus Henderson Investors, where he led the company’s US-based proposal writing function and staff in support of the firm’s global business development effort. Prior to Janus Henderson, he worked for Empower Institutional, writing proposals and managing content on behalf of the company’s institutional clients.

Matthew holds a BA in Philosophy from the University of Northern Colorado. When he’s not in the office, Matthew enjoys time with his wife and two sons, is an aspiring distance runner, and finds solitude hiking Colorado’s high mountain peaks.

Kelsey Whatley
Associate, Client Service
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Kelsey Whatley
Associate, Client Service

Kelsey Whatley is an Associate at PWP and a member of Agility’s Client Service Team. Her duties include serving as a specialist for all client-related information and activity, communicating directly with clients on requests and inquiries, and creating client presentation materials.

Prior to joining PWP, Kelsey worked as a Client Relationship Coordinator at The Select Group where she was responsible for onboarding new clients, maintaining client relationships, and managing vendor relationships.

Kelsey holds a BS in Business Administration in Finance from Kenan-Flagler Business School at The University of North Carolina at Chapel Hill.  When she’s not in the office, she enjoys traveling and reading.

Katelyn Zeno
Associate, Legal
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Katelyn Zeno
Associate, Legal

Katelyn Zeno is an Associate at PWP, where she assists with the legal efforts for the Agility team.

Prior to joining PWP, Katelyn interned for Memphis Area Legal Services and was a patient advocate and guardian ad litem for Memphis CHiLD, a legal clinic operating out of LeBonheur Children’s Hospital.

Katelyn received a B.A. from the University of Tennessee, Knoxville, and a J.D. from the University of Memphis, Cecil C. Humphreys School of Law. Outside the office, Katelyn enjoys spending time with her family, hiking, and traveling.

Ming Zhu Wang
Associate, Accounting and Operations
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Ming Zhu Wang
Associate, Accounting and Operations

Ming Zhu Wang is an Associate at PWP and a member of Agility’s accounting and operations team, where her primary duties include the client performance reporting process, assisting with new client onboarding, and day-to-day operations-related projects. Prior to joining PWP, Ming was an Associate at The Millennium Partners LP, where she was responsible for the financial reporting and daily operations for their foreign management companies. She gained public accounting experience at Deloitte and Touche LLP, where she focused on hedge fund and alternative asset management funds within the financial markets group. Ming received her BS in Accounting from Baruch College. Outside the office, Ming enjoys volunteering, traveling, and spending time with her family and friends.

Brian Ghiselli
Analyst, Client Service
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Brian Ghiselli
Analyst, Client Service

Brian Ghiselli is an Analyst at PWP and a member of Agility’s Client Service Team, where his duties include serving as a specialist for all client-related information and activity, creating client presentation materials, and supporting senior client service members.

Prior to joining PWP, Brian was an analyst at Aon, where he was responsible for preparing quarterly investment reports, researching prospective investments, and assisting consultants on a variety of ad hoc requests.

Brian holds a B.S. from Purdue University.

Austin Hirt
Analyst, Accounting and Operations
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Austin Hirt
Analyst, Accounting and Operations

Austin Hirt is an Analyst at PWP and a member of Agility’s Accounting and Operations Team, where he assists with daily operational tasks such as cash management and day-to-day trade activities. Prior to joining PWP, Austin interned at Squarepoint Capital, where he was responsible for a number of operational functions including margin management and trade booking. Austin graduated cum laude from Hobart College with a dual major in Economics and History. At Hobart, Austin was a member of both the finance club and the investment club on campus. Outside the office, Austin enjoys playing golf and spending time at the beach.

Luke Jones
Analyst, Client Service
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Luke Jones
Analyst, Client Service

Luke Jones is an Analyst at PWP and a member of Agility’s Client Services Team, where his duties include serving as a specialist for all client-related information and activity, supporting the senior investment team, and creating client presentation materials.

Prior to joining PWP, Luke was a Regional Consultant at NorthStar Securities, where he was responsible for promoting the inclusion of REITS in assets managed by financial advisors for the Eastern Great Lakes Region. Prior to that, Luke was a Financial Services Representative at Scottrade, providing advice and services to clients with trust, retirement and brokerage accounts.

Luke holds a B.B.A. in Non-Profit Development, Marketing from Baylor University, as well as Series 7 and 63 licenses. Outside the office, Luke enjoys spending time with friends and family, skiing, golfing, and traveling.

Dan McKenna
Analyst, Accounting and Operations
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Dan McKenna
Analyst, Accounting and Operations

Dan McKenna is an Analyst at PWP and a member of Agility’s accounting and operations Team, where he assists with various fund accounting and financial operations tasks, including monthly client reporting and day-to-day trade activities. Prior to joining Agility, Dan was a graduate student at Kogod School of Business in Washington, D.C., where he was the Fund Manager of the Student Managed Investment Fund and a finance teaching assistant. Dan graduated Summa Cum Laude with a BA in Finance from Muhlenberg College in Allentown PA. He received his MS in Finance from American University and is a CFA Level II Candidate. Outside the office, Dan enjoys theatre, music, and spending time with his beagle, Zoey.

Administrative Team Open

Paula Borton
Receptionist
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Paula Borton
Receptionist

Paula Borton is the Receptionist for the Agility Denver office.

Prior to joining PWP, Paula worked for various commercial real estate companies in the greater metropolitan Denver area including CBRE (Property Management – Administrative Assistant), NAI Shames Makovsky (Receptionist), and Broker Agent at Keller Williams Realty – DTC.

Paula has a B.A. with an emphasis in Business and Communications from the University of Colorado – Denver and holds a Colorado Broker’s License. In her spare time, Paula enjoys hiking, biking, and photography in her own backyard of the beautiful Rockies. Also, a true advocate of the arts, Paula loves theatre, concerts, movies, and being with her family and friends, dining, and traveling when applicable. Lastly, alone time for Paula is never out of the question.

Sonja Choate
Coordinator, Operational Due Diligence
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Sonja Choate
Coordinator, Operational Due Diligence

Sonja Choate is the Coordinator for the Operational Due Diligence Team.

Prior to joining PWP, Sonja was Executive Assistant to the Chief Financial Officers at PennWell Corporation and The William K. Warren Foundation, and Paralegal at GableGotwals and Texaco, Inc.

Sonja received her B.A. and Paralegal Certificate from Tulane University.

Emily Christensen
Executive Assistant, Private Capital
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Emily Christensen
Executive Assistant, Private Capital

Emily Christensen is an Executive Assistant in Agility’s Austin office.

Prior to PWP, Emily was an Executive Assistant for Walker Myers Insurance Agency, handling everything from administrative duties to human resources and social media. She also has several years of event management experience working festivals and weddings.

Emily received a B.S. in Communications from the University of Texas at Austin. When she’s not in the office you can find Emily on a plane traveling to a new country or checking out live music.

Jaime Granillo
Analyst, Information Technology
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Jaime Granillo
Analyst, Information Technology

Jaime Granillo is an Analyst at PWP and a member of the Information Technology Team. Jaime provides IT support for the Agility team in the Denver, Austin, Los Angeles, and San Francisco offices. His duties include: configure, deploy, maintain, troubleshoot, and support computer workstations, laptops, printers, mobile devices, phones, and other computer and telecommunications equipment.

Prior to Joining PWP, Jaime worked at Janus Capital Group as Senior Desktop Support with similar duties.

Jaime attended Metropolitan State University of Denver. In his spare time, Jaime enjoys spending time with his wife and daughter, and likes hiking, cars, and traveling.

Annette Narans
Executive Assistant, Public Markets
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Annette Narans
Executive Assistant, Public Markets

Annette Narans is an Executive Assistant in Agility’s Denver office.

Prior to joining PWP, Annette was employed by Davita, Inc. where she was responsible for supporting five executives. Before that, and when Annette first moved to Colorado, she owned a promotional products and marketing distributorship for ten years. Her responsibilities included sales, marketing, human resources, inventory, and accounting.

Annette received an Associates Degree in Executive Secretarial Science and has been able to support C-Suites from Michigan to Colorado. In her free time, Annette enjoys golf, bowling, and spending as much time as possible with her husband.

Melissa Rivera
Executive Assistant, Absolute Return
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Melissa Rivera
Executive Assistant, Absolute Return

Melissa Rivera is an Executive Assistant in Agility’s Denver office.

Prior to joining PWP, Melissa spent 12 years as an Administrative Assistant III within the Healthcare Investment Banking Division at Bank of America in New York City.

Melissa is a registered Yoga Teacher and coordinates the Wellness Activities for the Agility office.  In her spare time, Melissa enjoys yoga with her baby girl and being in nature with her family as often as possible.

Advisory Board Open

Chris Bittman
Partner, CEO and CIO
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Chris Bittman
Partner, CEO and CIO

Chris Bittman is a Partner at Perella Weinberg Partners (“PWP”) and CEO and CIO of Agility.

Prior to joining PWP, Chris was the Chief Investment Officer of the University of Colorado Foundation. Under his leadership the Foundation was named Large Foundation of the Year in 2007 by Institutional Investor’s Foundation & Endowment Money Management magazine, based on “superior investment performance, innovation and notable asset allocation moves.” Before being named the first CIO of the Foundation in 2004, he was the President and CEO of Jurika & Voyles, a California-based investment firm, where he was responsible for the management of over $5 billion for a broad variety of Fortune 500 corporations, public funds, foundations, endowments and families. He began his career on Wall Street as the Western Regional Manager for Merrill Lynch’s Business Financial Services Group and was the youngest Regional Manager in the group’s history.

Chris graduated from the University of Colorado in 1985 and served the institution as a volunteer for nearly 20 years in various capacities – as President of its Alumni Association, as Trustee and Director of its Foundation, and as Chair of the Foundation’s Investment Committee. He is a guest lecturer on investment management at the University’s Leeds School of Business and a former member of the University’s Intercollegiate Athletics Task Force. He has served as Chair of the Board of Directors for Colorado Public Television; Investment Committee member of the Colorado Health Foundation; board member of the University of Colorado Technology Transfer Office; Trustee of Colorado Academy, a private, coeducational college preparatory school in Denver; and the National President of the Sigma Phi Epsilon Fraternity. Under Chris’s management, Agility has received a number of awards including Institutional Investor’s OCIO of the Year Award in 2013, 2014, 2015 and 2017.

Robert Pozen
Advisory Board Member
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Robert Pozen
Advisory Board Member

Robert Pozen is Senior Lecturer at MIT Sloan School and Senior Fellow at the Brookings Institution. He was formerly Chairman of MFS Investment Management®, which manages over $200 billion in assets for over five million investors worldwide. In late 2001 and 2002, Mr. Pozen served on President Bush’s Commission to Strengthen Social Security. He developed a model called “progressive indexing” for closing Social Security’s long-term deficit.  In 2003, Mr. Pozen served as Secretary of Economic Affairs for Massachusetts Governor Mitt Romney. He helped the Governor close the state’s large budget gap and reorganize its functions in business and technology, labor and workforce training and consumer affairs. Mr. Pozen was formerly vice chairman of Fidelity Investments and president of Fidelity Management & Research Company, the investment advisor to the Fidelity mutual funds. During Mr. Pozen’s five years as president, Fidelity’s assets increased from $500 billion to $900 billion. From 1987 to 1996, Mr. Pozen was managing director and general counsel of Fidelity Investments. In that role, he created Fidelity’s Charitable Gift Fund, launched Fidelity’s entry into the Japanese mutual fund business, and served as a director of its credit card bank. Before joining Fidelity, Mr. Pozen was a partner at the Washington, D.C., law firm of Caplin & Drysdale, where he led the banking/securities department from 1981 to 1986. Prior to that, he was associate general counsel to the Securities & Exchange Commission from 1978 to 1980. Mr. Pozen also was a law professor at Georgetown and New York University from 1973 through 1977. In 1968, Mr. Pozen graduated summa cum laude and Phi Beta Kappa from Harvard College, which awarded him a Knox Traveling Fellowship. In 1972 he received a law degree from Yale Law School, where he served on the editorial board of the Yale Law Journal. In 1973, he received a JSD from Yale for his doctoral thesis on state enterprises in Africa. Mr. Pozen is an outside director of Medtronic and Nielsen. In addition, he is involved with various non-profit organizations, such as the Tax Policy Center and the Boston Foundation.

Catherine Clark
Advisory Board Member
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Catherine Clark
Advisory Board Member

Cathy Clark has been an active pioneer, educator and consultant for 25 years in the fields of impact investing and social entrepreneurship.  In 2014, Clark was named one of top 20 women working in philanthropy, social innovation and civic engagement in the USA.  As Faculty Director at the Center for the Advancement of Social Entrepreneurship (CASE) at Duke University’s Fuqua School of Business, she founded the CASE i3 Initiative on Impact Investing and co-leads the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID-funded global health accelerator. She has coordinated global research across 15 universities using data from $4.5 billion of impact assets under management and from over 11,000 impact entrepreneurs in 29 countries. Clark was the sole academic member invited to David Cameron’s G8 Social Impact Investment Taskforce US National Advisory Board, and worked with the Obama White House Office of Social Innovation and Civic Engagement to track $2.5 billion in impact investment funding by US-based entities. She is co-author of The Impact Investor: Lessons in Leadership and Strategy for Collaborative Capitalism (2014), which reached #18 in finance textbooks on Amazon in 2014, and a new online training series for social entrepreneurs, called CASE Smart Impact Capital. She tweets at @cathyhc.

Michael Kennedy
Advisory Board Member
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Michael Kennedy
Advisory Board Member

Michael Kennedy is a Senior Client Partner in the Atlanta office of Korn Ferry. He leads the firm’s efforts in the pension sector and has conducted senior level searches for the largest pension plans in the country. He has conducted Chief Investment Officer assignments for pension funds, endowments and foundations, Taft-Hartley plans and asset management organizations. He is also a co-leader in the firm’s diversity efforts, and has worked with numerous financial services organizations in the development and implementation of diversity recruiting efforts. Prior to joining Korn Ferry, Mr. Kennedy’s career experience was in corporate finance and asset management. He previously worked in senior roles at General Electric Capital Corporation and Wachovia. He started his financial services career at JP Morgan Investment Management Group. In 2010, Mr. Kennedy was nominated by President Obama, and confirmed by the US Senate, to the Federal Retirement Thrift Investment Board (FRTIB), the largest retirement plan in the country. In 2011, President Obama designated him as Chairman. With assets exceeding $480 billion, the Federal Retirement Thrift Investment Board develops and establishes policies governing the Thrift Savings Plan (TSP). In 2014, Mr. Kennedy was recognized for his leadership by Sovereign Wealth Institute’s publication, Sovereign Wealth Quarterly, which ranked him as #5 on its list of the top 100 public investors globally. Also in 2014, he was reappointed by President Obama to another four-year term as Chairman. Prior to his roles at FRTIB, Mr. Kennedy served for 14 years as a Trustee at the Employees Retirement System of Georgia. During part of his tenure, he served as the Board Chair and Chairman of the Investment Committee. During his term as Chairman of the Investment Committee, he was involved in moving the plan into alternative investments, including private equity. Mr. Kennedy currently sits on the Board of the University of North Carolina at Chapel Hill Investment Foundation Fund and also serves as a national co-chair of the UNC capital campaign. He previously served as Chairman of the UNC Board of Visitors. He previously served on the Board of Trustees of the Phillips Exeter Academy in Exeter, New Hampshire. Mr. Kennedy has been involved with the Communities-In-Schools program in Atlanta, serving in numerous leadership roles including Board Chair. He has also been involved in the Harvard Business Club of Atlanta and the National Association of Securities Professionals. Mr. Kennedy earned a Master in Business Administration from Harvard Business School. He received a Bachelor’s degree with highest honors in History and Political Science from the University of North Carolina at Chapel Hill.

Erik Lundberg
Advisory Board Member
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Erik Lundberg
Advisory Board Member

Erik Lundberg is the Chief Investment Officer at University of Michigan, responsible for directing the University’s more than $11 billion of investment programs, which includes the 9th largest endowment of an institution of higher learning. Located in Ann Arbor, Michigan, the University of Michigan is one of the best-known and respected higher education institutions in the United States.  Founded in 1817 as one of the first public universities in the United States, the University of Michigan today is consistently ranked among the nation’s top universities with students from all 50 states and over 100 different countries. Since joining the University as its first Chief Investment Officer in the fall of 1999, Mr. Lundberg has established the University’s Investment Office as a highly regarded institutional investor and has seen the endowment grow from being the 17th largest endowment when he joined to being 9th in size today with a value of nearly $10 billion.  Mr. Lundberg received Institutional Investor Magazine’s Award for Excellence in Investment Management for Endowments in 2007 to recognize his outstanding achievement, was named Public Endowment CIO of the Decade in 2015, and ranked among the top 20 CIOs in the world by Chief Investment Officer magazine. Leading a staff of twelve investment professionals, Mr. Lundberg develops and implements investment strategy for all of the University’s investment programs, evaluates current and prospective investment managers, explores alternative investment strategies, and ensures successful communication and relations with the University and its Investment Advisory Committee. Mr. Lundberg chairs the Investment Committee of the Skillman Foundation in Detroit, serves on the State of Michigan’s Investment Advisory Committee, the Detroit Renaissance Venture Capital Fund Board of Directors, Okabena Investment Services Investment Advisory Committee, and is a member of the CIO Advisory Council of Alternative Investment Management, Inc. He has been a trusted advisor to TIFF (The Investment Fund for Foundations) and EMGF (Capital International’s Emerging Markets Growth Fund). Prior to joining the University of Michigan, Mr. Lundberg held positions with increasing responsibilities at a corporate investment office which was charged with overseeing $22 billion in pension and other plan assets.  While there, he helped develop overall investment strategy, lead the global asset allocation activities, and managed the U.S. and non-U.S. equity programs.  He also has prior experience in investor relations and corporate finance. Mr. Lundberg is a CFA charterholder.