Leadership

James A. Abate, MBA, CPA, CFA

  • Managing Director, Chief Investment Officer & Fund Manager, Select Equity
  • Prior fund management experience:
    • US Investment Director & Fund Manager, GAM
    • Managing Director, Head of Large Cap Active Equity & Fund Manager, Credit Suisse

T. Kirkham Barneby

  • Investment Director & Fund Manager, Active Fixed Income
  • Prior fund management experience:
    • Chief Strategist, American Independence
    • Managing Director, UBS Global Asset Management

David Tucker

  • Director, Head of US Sales and Marketing

David Itzkovits / Gideon Nell (Sanlam Investments)

  • Business Development, Non-U.S. Based Investors

Robert Roux (Sanlam Investments)

  • Director & Chairman

Daniel Kriel (Sanlam Private Wealth)

  • Director