THE MARY HERLIHY OPPORTUNITY FUND
BOARD OF ADVISORS
Chris Lafayette CFA, Co-Chair - New York
Bio.
Robert Belmont '03, Co-Chair - Boston
Robert M. Belmont, III is the Chief Investment Officer of Coast Line Trust in Providence, Rhode Island. Previously he was Senior Vice President and Portfolio Manager for Bank of America Private Bank. Rob has been in the financial services industry for over 18 years. Prior to Bank of America, Rob spent several years as a Financial Analyst in the Brokerage Division of Fidelity Investments. In addition to his degree from Stonehill College, Rob has two graduate degrees from Boston College - an MBA with a concentration in Asset Management and a Masters of Science in Finance.
Chris Lafayette '05 CFA, Co-Chair - New York
Chris Lafayette is a member of the Strategy and Capital Markets Team at Beta Technologies, an EV Aircraft Startup in Vermont. Previously, he was an Equity Portfolio Manager at The Clark Estates Inc., a family office in Rockefeller Plaza, New York where he managed a fund that employs a blend of fundamental and quantitative strategies. Prior to joining The Clark Estates in 2007, he was a Data Analyst at the Meketa Investment Group, Westwood, MA. In addition to his degree in Finance from Stonehill College, he is a Chartered Investment Analyst from the CFA Institute.
Ryan Blicker '14 CFA
Ryan Blicker is a Senior Research Associate at Casdin Capital, LLC in Boston. Prior to joining Casdin Capital, Ryan was Vice President, Healthcare Equity Research at Cowen and Company covering companies in the Life Science Tools and Diabetes Device industries for nearly 7 years after graduating from Stonehill College with a degree in Economics in 2014. Ryan was also a member and the first Portfolio Manager of the Skyhawk Investment Group's Mary Herlihy Opportunity Fund.
Mark Botelho '00
Mark Botelho is Vice President of Institutional Client Services at Fidelity Institutional Asset Management in Boston and has been with Fidelity since 2011. Prior to Fidelity, he spent 11 years with State Street Bank most recently in the role as Assistant Vice President, Finance Specialist, Global Treasury. Mark graduated from Stonehill in 2000 with a degree in Finance and in 2008 earned a Master's in Finance from Suffolk University.
Daniel Farley '92 CFA
Dan Farley is the Chief Investment Officer - Investment Solutions at State Street Global Advisors in Boston leading a team of over 80 investment professionals managing and developing over $200 billion in multi-asset class portfolio solutions for institutional clients. Dan has spent his entire career in a number of roles since joining SSGA in 1993. A graduate of Stonehill in 1992 with a degree in Finance, he also earned an MBA from Bentley University in 1995. He is a Chartered Financial Analyst from the CFA Institute since 1998 and serves as Chairman of the Board of Crispus Atticks Children's Center among other advisory roles at Stonehill and Bentley.
Kyra Fecteau '08 CFA
Kyra Fecteau '08 CFA
Kyra Fecteau is a vice president of Loomis, Sayles & Company and portfolio manager for securitized credit strategies managed by the mortgage and structured finance team. She is also an investment strategist for securitized credit, responsible for aiding the fixed income product teams in constructing and implementing optimal securitized strategies across all segments on securitized assets. Kyra joined Loomis Sayles in 2015 as a portfolio analyst and was promoted to senior portfolio analyst in 2017, and later to investment strategist in 2018. Previously, Kyra worked at Merganser Capital Management where she was a structured products research analyst, trader and co-portfolio manager of their CMBS unconstrained portfolio. Prior to this, she was an internal audit officer at State Street Corporation. Kyra earned a BA from Stonehill College in Economics. She is a Chartered Financial Analyst from the CFA Institute since 2012. Kyra also serves on the board of directors for the Hearts for Hope Foundation.
Matthew Kaminski '05 CFA
Matt Kaminski is a Partner and Research Director at DiMeo Schneider & Associates, LLC in Windsor CT. Previously, he spent 7 years in various roles, most recently as Director of Manager Research of Fiduciary Investment Advisors LLC. Matt graduated from Stonehill in 2005 with a degree in Finance and earned his Chartered Financial Analyst recognition in 2016.
Mark Porcaro '09 CFA
Mark Porcaro is a Vice President and Derivatives Data Analyst at Wellington Management in Boston joining the firm in 2019. Prior to Wellington, Mark spent 7 years at GMO as an Analyst and Valuations Supervisor monitoring the modeling and market data integrity of complex derivative instruments for near $80 billion in AUM. Mark graduated from Stonehill in 2009 with a degrees in Finance and Economics. He his also a Chartered Financial Analyst of the CFA Institute.
James Scanlan '15 CFA
Jim is a former Portfolio Manager of the Mary Herlihy Opportunity Fund and is currently Director of Finance and M&A at Apella Capital LLC in Hartford, CT. After graduation, Jim spent several years as an investment banking analyst with BMO Capital Markets. Prior to Apella, Jim was the Director of Research at RMC Investment Advisors.
Joseph Urban '11 CFA
Joe Urban leads Analytics relationship management with Asset Managers, Asset Owners, and Investment Consultants from Hartford to Boston. In his role, Joe is responsible for new business development, client relationship management, and client support of MSCI’s equity and multi-asset class risk and portfolio management products and services. Prior to MSCI, Joe worked at State Street Global Markets as an analyst supporting the creation of Structured Products, through a combination of both on and off-balance sheet investment vehicles. Joe received his bachelor’s degree from Stonehill College in 2011 and received his CFA designation in 2017.
Alexandre Swayne '11
Alexandre is Director, DEI Business Development, at Cushman & Wakefield, a global real estate development company. Previously, he had been with MSCI in Atlanta and New York. Alexandre started his career with State Street, initially as an Internal Wholesaler and more later as Assistant Vice President, Institutional Sales. Alexandre graduated Stonehill with a BA degree in Psychology.
Jennifer M. Wolfsberg, CDFA
With over 19 years of wealth management experience, Jennifer serves as Managing Principal of Centerpoint Advisors of Needham, MA and leads the team's communications with clients and their families.