People

As a focused institutional asset manager, culture is a critical component to the results we generate on our clients’ behalf. The professional experience of our partners and key investment professionals is highlighted in their biographies below:

TEAM
Managing Partners
Large-Cap
Small-Cap / SMID-Cap / Micro-Cap
Emerging Markets
Client Service / Marketing
Compliance / Admin / Operations
John D. Race
John D. Race
Founding Partner, Co-Chief Executive Officer & Board of Directors Member

Role:

  • Founding Partner
  • Co-Executive Officer
  • Board of Directors Member

Education & Credentials:

  • B.S. in Business, Rollins College
  • M.B.A., Rollins College

Past Experience:

  • Director, Partner, and President, SunBank Capital Management
  • Bank Examiner, Office of the Comptroller of Currency
Victor A. Zollo, Jr.
Victor A. Zollo, Jr.
Founding Partner, Co-Chief Executive Officer & Board of Directors Member

Role:

  • Founding Partner
  • Co-Chief Executive Officer
  • Board of Directors Member

Education & Credentials:

  • B.A. in Economics, Rollins College

Past Experience:

  • Director and Partner, SunBank Capital Management
Kelly W. Carbone
Kelly W. Carbone
Managing Partner, Board of Directors Member & Director of Marketing

Role:

  • Managing Partner
  • Board of Directors Member
  • Director of Marketing
  • Joined in 1995

Education & Credentials:

  • B.S. in Finance, University of Florida
  • M.B.A., University of Central Florida

Past Experience:

  • Client Service, SunBank Capital Management
Harry C. Radovich
Harry C. Radovich
Partner, Board of Directors Member & Portfolio Manager

Role:

  • Partner
  • Board of Directors Member
  • Portfolio Manager
  • Joined in 2009

Education & Credentials:

  • B.S. in Finance, St. John’s University
  • M.B.A., St. John’s University
  • CFA

Past Experience:

  • Sr. Research Analyst, BlackRock
  • Sr. Insurance Analyst, Dean Witter & Reynolds
Jill S. Lynch
Jill S. Lynch
Managing Partner & Co-Portfolio Manager, U.S. Large Cap Value

Role:

  • Managing Partner
  • Co-Portfolio Manager, U.S. Large Cap Value
  • Joined in 1995

Education & Credentials:

  • B.S. in Finance, University of Central Florida
  • M.B.A., Rollins College

Past Experience:

  • Value Research Analyst, SunBank Capital Management
Gregory T. Ramsby
Gregory T. Ramsby
Managing Partner, Board of Directors Member & Portfolio Manager, U.S. Small Cap/Micro Cap Value

Role:

  • Managing Partner
  • Board of Directors Member
  • Portfolio Manager, U.S. Small Cap/Micro Cap Value
  • Joined in 1996

Education & Credentials:

  • B.S. in Finance, Oglethorpe University
  • M.B.A., University of Notre Dame

Past Experience:

  • Associate Portfolio Manager, First Union Capital Management
Randy A. Renfrow, CFA
Randy A. Renfrow, CFA
Partner, Board of Directors Member & Co-Portfolio Manager

Role:

  • Partner
  • Board of Directors Member
  • Co-Portfolio Manager
  • Joined in 2008

Education & Credentials:

  • B.S. in Environmental Engineering, Murray State University
  • M.S.F., Boston University
  • CFA

Past Experience:

  • Equity Analyst, Veredus Asset Management
  • Equity Analyst, INVESCO
Darren C. Weems
Darren C. Weems
Partner & Sr. Research Analyst

Role:

  • Partner
  • Sr. Research Analyst
  • Joined in 2007

Education & Credentials:

  • B.S. and M.S. in Accountancy, University of Southern Mississippi
  • CFA, CPA, CFA Certificate in ESG

Past Experience:

  • Equity Analyst, SunTrust Banks
Brendan M. Long
Brendan M. Long
Partner & Sr. Research Analyst

Role:

  • Partner
  • Sr. Research Analyst
  • Joined in 2007

Education & Credentials:

  • B.A. in Anthropology, Rollins College
  • M.B.A., Rollins College
  • CFA

Past Experience:

  • Sr. Marketing Analyst, Standish Mellon Asset Management
  • Treasury Management Analyst, SunTrust Banks
Damien Amato
Damien Amato
Partner & Sr. Research Analyst

Role:

  • Partner
  • Sr. Research Analyst
  • Joined in 2014

Education & Credentials:

  • B.S. in Finance, Lancaster University
  • M.S.F., Lancaster University
  • CFA

Past Experience:

  • Associate Portfolio Manager, Russell Investments
Zachary J. Pancratz
Zachary J. Pancratz
Sr. Research Analyst

Role:

  • Sr. Research Analyst
  • Joined in 2010

Education & Credentials:

  • B.S. in Mathematics, Northern Illinois University
  • M.B.A., Rollins College
  • CFA

Past Experience:

  • Intern, DePrince, Race & Zollo
Marc P. Miller
Marc P. Miller
Partner, Board of Directors Member & Portfolio Manager

Role:

  • Partner
  • Board of Directors Member
  • Portfolio Manager
  • Joined in 2012

Education & Credentials:

  • B.A. in Political Science, University of Pittsburgh
  • M.A. in Economic Development, University of Pittsburgh
  • M.B.A., Boston College

Past Experience:

  • Sr. EM Research Analyst, BNP Paribas

Languages:

  • Spanish, fluent
  • Portuguese, fluent
  • German, conversant
Robert Zhang
Robert Zhang
Sr. Research Analyst

Role:

  • Sr. Research Analyst
  • Joined in 2019

Education & Credentials:

  • B.S. in Computer Science and Engineering, Ohio State University
  • M.S.F., Kent State University

Past Experience:

  • Sr. EM/Intl Equity Research Analyst, PNC Capital Advisors
  • EM/Intl Equity Portfolio Manager, Victory Capital Management

Languages:

  • Mandarin Chinese, fluent
Yinyan Ibanez
Yinyan Ibanez
Sr. Research Analyst

Role:

  • Sr. Research Analyst
  • Joined in 2021

Education & Credentials:

  • B.S. in Finance, University of International Business and Economics
  • M.B.A., University of Pennsylvania
  • PhD Candidate in Finance, University of Cambridge

Past Experience:

  • Sr. EM Equity Research Analyst, Matthews Asia International Capital Management

Languages:

  • Mandarin Chinese, fluent
  • Cantonese Chinese, fluent
  • Japanese, conversant
Falko Huettenberger
Falko Huettenberger
Sr. Research Analyst

Role:

  • Sr. Research Analyst
  • Joined in 2022

Education & Credentials:

  • B.S. in Finance, University of San Francisco
  • M.S. in Finance and Investments, Erasmus University
  • CFA, CFA Certificate in ESG

Past Experience:

  • Sr. Equity Research Analyst and Jr. Portfolio Manager, River and Mercantile Group
  • V.P. and Jr. Portfolio Manager, Credit Suisse Asset Management

Languages:

  •  German, fluent
J. Kurt Wood
J. Kurt Wood
Partner & Director of Client Services

Role:

  • Partner
  • Director of Client Service
  • Joined in 2004

Education & Credentials :

  • B.S. in Business Administration, Clemson University

Past Experience:

  • Partner, JRW Partners
  • Managing Director, SunBank Capital Management
Jason T. Palma
Jason T. Palma
Client Service Associate

Role:

  • Client Service Associate
  • Joined in 2008

Education & Credentials:

  • B.A. in International Relations and Political Science, Rhodes College

Past Experience:

  • Lobbyist, Captel Washington
Nathan C. Rusbosin
Nathan C. Rusbosin
Marketing/Client Service Associate

Role:

  • Marketing/Client Service Associate
  • Joined in 2008

Education & Credentials:

  • B.A. in Political Science, Rollins College
  • M.B.A., Rollins College

Past Experience:

  • Research Analyst, DePrince, Race & Zollo
Erica C. Fox
Erica C. Fox
Client Services Associate

Role:

  • Client Service Associate
  • Joined in 2011

Education & Credentials:

  • B.S. in Telecommunication News, University of Florida
Adelbert “Bert”  R. Sanchez
Adelbert “Bert” R. Sanchez
Chief Compliance Officer

Role:

  • Chief Compliance Officer
  • Joined in 2012

Education & Credentials:

  • B.S. in Economics and Finance, Barry University
  • CFA Certificate in ESG

Past Experience:

  • Regulatory Consultant, ACA Compliance Group
  • Examiner, SEC Division of Investment Management
Angela A. Johnston
Angela A. Johnston
Partner, Board of Directors Member & Chief Financial Officer

Role:

  • Partner
  • Board of Directors Member
  • Chief Financial Officer
  • Joined in 2009

Education & Credentials:

  • B.S. in Accountancy, University of Florida
  • M.S. in Accountancy, University of Central Florida
  • CPA

Past Experience:

  • Chief Financial Officer, AOI Medical
  • Controller, Capital Cargo Intl Holdings
  • Senior Auditor, Arthur Andersen
Shimeh Vaziri
Shimeh Vaziri
Partner & Director of Operations

Role:

  • Partner
  • Director of Operations
  • Joined in 1995

Education & Credentials:

  • B.A. in French, University of Central Florida

Past Experience:

  • Supervisor of Operations, SunBank Capital Management
Eric Murillo
Eric Murillo
Operations Associate

Role:

  • Operations Associate
  • Joined in 2022

Education & Credentials:

  • B.S. in Economics, Florida State University

Past Experience:

  • Account Specialist, JP Morgan Chase
Whitney Silver
Whitney Silver
Compliance Associate

Role:

  • Compliance Associate
  • Joined in 2020

Education & Credentials:

  • State College of Florida

Past Experience:

  • Insurance
Orea Guyadeen
Orea Guyadeen
Senior Operations Associate

Role:

  • Senior Operations Associate
  • Joined in 2020

Education & Credentials:

  • B.B.A.. in Business Administration and Marketing, Baruch College

Past Experience:

  • Operations Specialist, Trilogy Global Advisors
  • Client Administrator, Swiss American Securities
  • Global Income Specialist, Bank of New York Mellon
Michelle Ware
Michelle Ware
Executive Administrative Assistant

Role:

  • Executive Administrative Assistant
  • Joined in 2000

Education & Credentials:

  • B.A. in Advertising (Marketing concentration), University of Florida
Jennifer M. Klusman
Jennifer M. Klusman
Administrative Assistant

Role:

  • Administrative Assistant
  • Joined in 2015

Education & Credentials:

  • B.A. in Political Science, Rollins College
  • B.A. in Psychology, Rollins College
  • M.S. in Counseling, Rollins College

Past Experience:

  • Layout Editor, Wall Street Journal
Andrew Cohen
Andrew Cohen
Director of Information Technology

Role:

  • Director of Information Technology
  • Joined in 2013

Education & Credentials:

  • B.S. in Business Administration/Information Systems, Embry-Riddle Aeronautical University
  • Microsoft Certified Engineer

Past Experience:

  • IT Director, FGX International
  • IT Manager, Comtech Systems
  • IT Manager, Amon Investments
Sarah B. Butterfield
Sarah B. Butterfield
Client Service Associate

Role:

  • Client Service Associate
  • Joined in 2022

Education & Credentials:

  • B.S. in Psychology, University of Florida

Past Experience:

  • Marketing Consultant and Project Manager, Universal American
Joseph A. Turman
Joseph A. Turman
Senior Research Analyst

Role:

  • Senior Research Analyst
  • Joined in 2013

Education & Credentials:

  • B.S. in Economics, University of North Dakota
  • M.B.A., University of Maryland
  • CFA Certificate in ESG

Past Experience:

  • Financials Research Analyst, Height Analytics
  • Research Analyst, DePrince, Race & Zollo
Anthony J. Lombardo
Anthony J. Lombardo
Research Analyst

Role:

  • Research Analyst
  • Joined in 2022

Education & Credentials:

  • B.A. in Organizational Communication, Rollins College
  • Finra Series 7, 9, 10, 63 and 65
  • CFA

Past Experience:

  • Portfolio Strategist, Winter Park Wealth Group
  • Director of Financial Planning, Northwestern Mutual of Greater Orlando
  • RIA Relationship Manager, Charles Schwab & Co.