Global Equities Investment Specialists

Marketing & Client Service

Peter Hadelman

Peter  Hadelman

Partner, Head of Relationship Management

  • 25+ years experience
  • State Street Research, Pioneer, Mellon
  • BBA, University of Massachusetts

Lidney Motch

Lidney  Motch

Partner, Director of Client Service & Marketing

  • 22 years experience
  • Wellington Management, PNC, Barents Group (KPMG)
  • BA with Honors, Wellesley College; MBA cum laude, FW Olin School of Business at Babson College

Susan Rosmarin

Susan Rosmarin

Senior Client Service & Marketing Analyst

  • 13 years experience
  • Marketing Information Analyst, Putnam Investments

Jeanna McCarthy

Jeanna McCarthy

Client Service & Marketing Analyst

  • 7 years experience
  • Executive Assistant, Global Equities Portfolio Management, CopperRock Capital

Caitlin Taylor

Caitlin Taylor

Senior Executive Assistant

  • 8 years experience
  • Audax Group, The Conference Board