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


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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

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

Chris Lauro
Senior 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

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Rob Trenham
Managing Director, Sales
  • 20+ years of sales & marketing experience

  • Successful track record of raising capital for traditional and alternative investment strategies

  • Experience working within several distribution channels

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Shannon Hittner
Client Service Representative
  • 5+ years of client service and sales experience

  • 5+ years working on a top revenue-producing Morgan Stanley Wealth Management team for “Ultra-High-Net-Worth” clientele, serving all financial needs of total portfolios of 350+ clients

  • Developed and maintained close relationships with clients through various exchanges to provide the best services based on their business, lifestyle and daily market conditions

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Cody Lambert 
Operations Associate
  • 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 

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Eric J. Kleinschmidt 
Chief Compliance Officer
  • 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


Chapman and Cutler LLP​

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