Each member of our investment team and client service staff has earned their place at our firm by consistently demonstrating an unwavering commitment to uphold our core values of honesty and integrity while carrying out their fiduciary responsibility to serve the best interests of our clients.

Amit S. Khandwala

Chairman, Chief Executive Officer & Chief Investment Officer

Chairman, Chief Executive Officer & Chief Investment OfficerChairman & Chief Executive Officer of Khandwala Capital Management, Inc. Mr. Khandwala received a BS in Economics, Accounting, International Business and Computers from the...

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M. Anthony E. Van Daalen, CFA®


Chief Investment Officer of Global Fixed Income Mr. van Daalen received a BA in Psychology from Wesleyan University and an MBA in Finance and International Business from New York University’s Stern School of Business. Mr. van...

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Phyllis A. Fleno

Assistant Portfolio Manager

Ms. Fleno received a BA in Accounting from Boston College and an MBA in Finance from Babson College. Ms. Fleno is a member of the fixed income team covering corporate and municipal bonds. In addition, Ms.Fleno provides research...

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Mark F. Moyher

Vice President-Head of Trading

Mr. Moyher attended Fairfield University. He is responsible for US, international equity and fixed income trading. Prior to working as Head Trader, Mr. Moyher held various positions at Wright including initiating the Worldscope...

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Diane M. Carstensen

Vice President – Information Technology

Ms. Carstensen received a BS in Applied and Computational Mathematics from the University of Connecticut. Ms. Carstensen is responsible for managing the design, procurement, development, operation, and maintenance of all aspects of...

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Abhilasha Somani

Investment Analyst

Ms. Somani received her Chartered Accountant degree from The Institute of Chartered Accountants of India (ICAI) and bachelor’s degree in Commerce and Finance from University of Rajasthan, India. Ms. Somani, an Investment Analyst...

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Neha Gupta

Investment Analyst

Ms. Gupta received her Chartered Accountant degree from The Institute of Chartered Accountants of India (ICAI) and bachelor's degree in Accounting and Finance from Shri Shikshayatan College affiliated to the Calcutta University in 2016...

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