Spyglass Investment Strategy Overview slide image

Spyglass Investment Strategy Overview

0 The Spyglass Team Collaborative approach to portfolio & risk management CIO has ultimate decision-making authority Investment Research Ruth R. Bryson Managing Director Denis R. Clohisy Senior Research Analyst James A. Robillard Founder & Chief Investment Officer Operations Patrick T. Higgins Chief Operating Officer & Head of Trading Jason K. Blatter Director of Operations & Trading Williams Trading Trading Partner John Zhang, CFA, CAIA, CIPM Chief Financial Officer & Chief Compliance Officer Shane Christiansen Director of Administration Client Relations Peter R. Kris Chief Client Officer XJ Liao, CFA Client Relations Associate Kroll, LLC Compliance Partner Dakota Marketing Partner Cowen Prime Services Trading Partner ACA Group Compliance Support Aravis Capital Marketing Partner HC Global Accounting Support
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