Copper Rock Professionals

Tucker Walsh is a founding partner, Chief Executive Officer and Head of Portfolio Management at Copper Rock Capital Partners. Prior to Copper Rock, Tucker was a Managing Director and Head of the Small Cap Growth team at State Street Research. He managed a $2 billion portfolio for State Street Research's institutional separate accounts and registered mutual funds. Previously, he was an Equity Analyst at Chilton Investment Company, Equity Analyst at SG Cowen Asset Management, and Equity Analyst at Merrill Lynch. Tucker earned a BA in Economics from Washington and Lee University. He has over 17 years of investment industry experience.

Michael Malouf is a founding partner and Portfolio Manager at Copper Rock Capital Partners. His responsibilities include portfolio management and research. He previously held the position of Managing Director and Head of Small Cap Growth Investing at Neuberger Berman. He provided the leadership necessary to start a Small Cap Growth Product raising over $800 million in just over four years. Prior to Neuberger Berman, he held the position of Small Cap Portfolio Manager at RCM Capital Management. He successfully managed 15 Institutional Accounts encompassing over $1 billion in total assets. Michael is Chairman of the Affordable Housing Committee for the town of Concord, MA. He holds a BS in Finance from Arizona State University and a CFA designation. He has over 18 years of investment industry experience.

Michael Forrester joined Copper Rock Capital Partners as Principal and Chief Operating Officer in September 2007. As COO, he is responsible for all non-investment management functions of the firm, including business administration, relationship management, and human resources. In addition to this, he serves as the Chief Compliance Officer and in conjunction with the Sr. Compliance Officer, has oversight responsibility for the firm’s compliance program. Most recently, Michael was Chief Operating Officer at DDJ Capital Management, a $3 billion investment management firm where he was responsible for all non-investment related activities. Prior to this, he spent 10 years at Fidelity Investments where he was EVP and Head of Sales, Client Service, Consultant Relations, Marketing and Product Management for Fidelity’s Institutional defined benefit business. Michael earned his Bachelor of Arts in Business Administration and Accounting and graduated cum laude from Washington and Lee University. He has over 19 years of investment industry experience.

Greg Poulos is a founding partner and Senior Analyst for the Small Cap Growth team at Copper Rock Capital. He was previously a Vice President and dedicated Equity Analyst for the Small Cap Growth team at State Street Research. Prior to State Street Research, he held the position of Vice President at Loomis Sayles working as a Specialty Growth Analyst for health care, technology and consumer sectors with a market cap up to $10 billion. Greg is a member of the CFA institute and the Boston Security Analysts Society, and holds a BA from Middlebury College. He has over 10 years of investment industry experience.

David Cavanaugh is a Principal and Research Analyst who joined the firm in July, 2005 and became a partner in February, 2006. He is responsible for fundamental research for small and mid cap stocks. Prior to Copper Rock, David was vice president and equity research analyst at MFS Investment Management where he covered the consumer/business services sectors as a member of Small/Mid Cap Growth Team and managed a portion of the Analyst Research fund. He also previously worked as an equity analyst on the Central Research team at State Street Research & Management Company. He earned his Master of Business Administration in Finance and Accounting from the Wharton School of Business and his Bachelor of Science in Finance from Boston College. He has 12 years of industry experience.

Jeff Golden is a Vice President and Analyst who joined the firm in November 2006. Jeff’s focus is on the consumer sector, and he also provides generalist coverage in other sectors. Prior to Copper Rock, Jeff was an Analyst for the Small/Mid Cap Equity team at BlackRock responsible for idea generation and research for small and mid cap stocks in the specialty retail footwear/apparel and consumer staples sectors. Jeff started his career working at State Street Research covering consumer staples, including the beverages, household products, food and drug, and retail industries. Jeff is a member of the CFA Institute and graduated with a BA from Princeton University. He has over 8 years of investment industry experience.

Michael Callahan is a founding partner and Head Trader at Copper Rock Capital Partners. He is responsible for trading, organizing broker agreements and relationships, and syndicate issues. Prior to Copper Rock, he worked at State Street Research as a Vice President and Senior Equity Trader. Previously Michael worked as a Trader for the Aggressive Growth Fund at Phoenix Investments. He is a member of Boston Securities Traders Association and former Director of Connecticut Securities Traders Association. Michael earned a BA from the University of Connecticut. He has 20 years of trading experience.

Julie Fjeldheim is a Vice President and Trader who joined the firm in June 2007. Julie assists in trading all institutional accounts, serving as a back up to the Head Trader and supporting the investment team. Most recently, Julie was a Principal and Sales Trader at Avondale Partners where she helped establish the firm’s Boston regional office. Prior to that, she was a Partner and Head Trader at HLM Management Inc. and has worked at several other buy side firms including Essex Investment Management. She has over 19 years investment industry experience.

Peter Hadelman is a founding partner and Head of Relationship Management at Copper Rock Capital Partners. He is responsible for Business Development and Relationship Management for the firm's clients. Prior to Copper Rock, Peter worked at State Street Research as a Senior Vice President, Client Advisor in the Institutional Business Group. He provided quality service and communication to the firm's institutional clients in the Northeast, Midwest and Canada. He previously worked as Vice President of New Business Development for Pioneer Investment Management and started his career with Mellon Trust as a Vice President of Institutional Sales. Peter is a former member of the National Council on Teacher Retirement Corporate Advisory Board. He earned a BS in Business Administration and graduated Cum Laude from the University of Massachusetts. He has 20 years of investment industry experience.

Lidney Motch joined Copper Rock Capital Partners in 2006 as Director of Client Service. She is responsible for the Client Services strategy and delivery to the firm’s clients. Prior to Copper Rock, Lidney worked at PNC Advisors and at Wellington Management, primarily working with the firm’s public fund clients in the US, Canada, and Latin America. She formerly worked with Barents Group, LLC, a former subsidiary of BearingPoint Inc., where she was a consultant in the financial services practice in Washington D.C. and Mexico City, Mexico. Lidney is a founding board member of the USS Constitution Museum’s Young Professionals Society. She earned her Master of Business Administration, Cum Laude, from the F.W. Olin School of Business at Babson College. She received her Bachelor of Arts degree with Honors from Wellesley College and has over 12 years of industry experience.

Michael Gargano is a Senior Analyst who joined the firm in March, 2008. He is responsible for fundamental research in the technology and health care sectors, and he also provides generalist coverage in other sectors. Most recently, Michael worked at BlackRock where he was a Research Analyst in the Health Sciences and Global Opportunities Group. Prior to this role, he was an Equity Analyst on the Large Cap Growth team at State Street Research. In addition, he worked at Bear Stearns as an Equity Research Associate focusing on the technology and communications equipment industries. Michael earned his Bachelor of Science in Finance from Boston College where he graduated Magna Cum Laude. He has over 11 years of investment industry experience.