Equable Shares mutual funds are managed by Teramo Advisors, an investment firm specializing in defensive strategies
EXPERIENCED TEAM
Ronald A. Santella
Founder, CEO & CIO
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35+ years in financial markets
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Founded two hedge funds focused on volatility arbitrage
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Served as CEO at an institutional brokerage firm
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Advised investment firms on new product development
Chris Lauro
Senior Managing Director, Sales
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15+ years of experience in sales and client service
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Developed and executed strategic sales initiatives across multiple investment vehicles and asset classes
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Experience with retail and institutional investors
Cody Lambert
Senior Operations Manager
Matt Mullen
Chief Operating Officer
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Experience as a Managing Member for a Real Estate investment group
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3+ years of service in the United States Navy as a Search and Rescue Swimmer
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Previous experience in Operations
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10+ years of experience in finance and accounting
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Sr. Assistant Director of Finance for one of Marriott's top fee producing hotels
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Experience in financial statement analysis, internal audit & management operations
Eric J. Kleinschmidt
Chief Compliance Officer
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27+ years in the Financial Services industry
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Creates and manages compliance programs for RIAs
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Experience with assessing operational effectiveness and applying regulatory policies and diligent oversight in order to mitigate risk
PARTNERS & SERVICE PROVIDERS
Chapman and Cutler LLP
