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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30+ 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
Tom Hogan
Chief Operating Officer
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5+ years in the financial markets
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Lead Analyst at a Venture Capital firm
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Experience in Fixed Income Trading, Equity Research, and Venture Capital
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
Rob Trenham
Managing Director, Sales
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20+ years of sales & marketing experience
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Successful track record of raising capital for traditional and alternative investment strategies
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Experience working within several distribution channels
Shannon Hittner
Client Service Representative
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5+ years of client service and sales experience
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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
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Developed and maintained close relationships with clients through various exchanges to provide the best services based on their business, lifestyle and daily market conditions
Cody Lambert
Operations Associate
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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
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
