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Equable Shares mutual funds are managed by Teramo Advisors, an investment firm specializing in defensive strategies

EXPERIENCED TEAM

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Ronald A. Santella
Founder, CEO & CIO
  • 30+ years in financial markets

  • Founded two hedge funds focused on volatility arbitrage

  • Served as CEO at an institutional brokerage firm

  • Advised investment firms on new product development

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Tom Hogan 
Chief Operating Officer 
  • 5+ years in the financial markets

  • Lead Analyst at a Venture Capital firm 

  • Experience in Fixed Income Trading, Equity Research, and Venture Capital

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Chris Lauro
Senior Managing Director, Sales
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Michael Mogavero
Managing Director, Sales
  • 15+ years of experience in sales and client service

  • Developed and executed strategic sales initiatives across multiple investment vehicles and asset classes

  • Experience with retail and institutional investors

  • 15+ years in sales and business development

  • Experience with retail and institutional investors

  • Developed sales strategies for equities, fixed income and alternatives in multiple investment vehicles

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Cody Lambert 
Operations Associate
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Eric J. Kleinschmidt 
Chief Compliance Officer
  • Experience as a Managing Member for a Real Estate investment group

  • 3+ years of service in the United States Navy as a Search and Rescue Swimmer

  • Previous experience in Operations 

  • 27+ years in the Financial Services industry

  • Creates and manages compliance programs for RIAs

  • Experience with assessing operational effectiveness and applying regulatory policies and diligent oversight in order to mitigate risk

PARTNERS & SERVICE PROVIDERS

Chapman and Cutler LLP​

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