Edgewood Management LLC

Our Team

Portfolio Administration

Donna M. Colon
Partner, CAO

Donna joined Edgewood in 1976 as Office Manager and Accountant. Prior to joining Edgewood, she was Assistant Comptroller at the Josiah Macy Jr. Foundation. She graduated from St. John’s University majoring in Accounting. In August 1993 she was elected partner of Edgewood. During the four decades with Edgewood, she has served as Chief Administrative Officer, Corporate Secretary and a member of the Risk Management Committee. Donna has, over the years, been involved with various philanthropic organizations supporting environmental and animal welfare. She served as a Troop Leader for Rockland County Girl Scouts for eleven years. She is a Board Member of TOUCH – Together Our Unity Can Heal, a non-profit organization that serves individuals with chronic illnesses. In 1994, under the auspices of TOUCH, she established an Eating Well Nutrition Program providing daily hot meals, delivered weekly, to housebound individuals with HIV and AIDS.

Donna M. Colon

dcolon@edgewood.com
41 Years of Industry Experience
41 Years with Edgewood

Nicole Pardo
Senior Portfolio Administrator

Nicole joined Edgewood in May 2000. Her responsibilities include the set-up, oversight and tracking of client accounts. She also oversees on a day-to-day basis the administration and activity of approximately 200 family office accounts.

Nicole Pardo

npardo@edgewood.com
17 Years with Edgewood

Suzanne Perdue
Senior Portfolio Administrator

Suzanne joined Edgewood in February 1996. Her responsibilities include the set-up, oversight and tracking of client accounts. She also deals with day-to-day administration of Edgewood’s domestic and international mutual fund clients, making sure trades are transmitted, recorded, settle and customer accounts are all properly managed. She communicates closely and handles the Firm’s relationships with international custodian banks.

sperdue@edgewood.com
21 Years with Edgewood

Kathleen Treutle
Senior Portfolio Administrator

Kathleen joined Edgewood in May 2003. Her responsibilities include the set-up, oversight and tracking of client accounts. She also deals with the day-to-day administration for both institutional and family wealth clients. This includes the monitoring of cash flows, stock gifts, accounting and performance reports.

Kathleen Treutle

ktreutle@edgewood.com
14 Years with Edgewood

Ellen Weber
Senior Portfolio Administrator

Ellen joined Edgewood in June 1986. Her responsibilities include the set-up, oversight and daily tracking of client accounts which include institutions, individuals, family groups, pension plans and foundations. Ellen prepares detailed monthly performance reports in conjunction with client requests, and is liaison with custodian banks, attorneys, accountants, and brokerage firms in the day-to-day administration of her accounts. She communicates directly with the consultant representatives, their clients, and the fund’s administrators to ensure a smooth application process from inception to investment in the Fund.

Ellen Weber

eweber@edgewood.com
31 Years with Edgewood

Emily Ma
Portfolio Administrator

Emily joined Edgewood in February 2003. Her responsibilities include the set-up, oversight and tracking of client accounts. She prepares detailed reports and responses to regular requests for portfolio-related information, confirming the accuracy and completeness of transactions, performance and data for accounts. She also interfaces with custodians to resolve client issues.

Emily Ma

ema@edgewood.com
14 Years with Edgewood

John Nahaczewski
Portfolio Administrator

John joined Edgewood in August 2016. His responsibilities include new account set-up for institutions, individuals, foundations, pension plans and family groups. He is the day to day administrator for clients, custodian banks and brokerage firms. He communicates directly with the Traders and Portfolio Managers to ensure a smooth application process from inception to trading in the account.

Adrienne Hensen
Junior Administrator

Adrienne joined Edgewood in March 2004. Her responsibilities include working closely with the portfolio administrators in overseeing the organization of client services as well as maintaining the database and producing new account packages.

Adrienne Hensen

ahensen@edgewood.com
13 Years with Edgewood

Client Administration/Operations

James Chatham
Director of Information Technology

James joined Edgewood in March 2008. His responsibilities include the development, design and implementation of new applications and changes to existing computer systems and software packages. He is also responsible for the ordering, acquisition, inventorying, and disposition of hardware and software. He works to maintain the integrity and continual operation of the Firm’s IT network.

James Chatham

jchatham@edgewood.com
9 Years with Edgewood

Vincent Byrne
Portfolio Systems Administrator

Vincent joined Edgewood February 2008. His responsibilities include maintaining the processes and integrity of Edgewood’s trading and portfolio accounting systems; as well as providing data management support to managers, administrators, traders and compliance.

Vincent Byrne

vbyrne@edgewood.com
9 Years with Edgewood

Kristin Giaime
Operations Associate

Kristin joined Edgewood in September 2013. Her responsibilities include maintaining the processes and integrity of Edgewood’s trading and portfolio accounting systems, as well as providing support to the Operations Department.

Kristin Giaime

kgiaime@edgewood.com
3 Years with Edgewood

Michelle Barkan
Administrative Associate

Michelle joined Edgewood in July 2008. Her responsibilities include managing relations and communications with the Firm’s European, Middle Eastern and Latin American based clients. She also generates and updates monthly fact sheets for our offshore funds including the “Edgewood L Select Fund”. Michelle is the Executive Assistant to Alex Farman-Farmaian, and among her diverse roles she works to coordinate travel arrangements and meeting materials.

Michelle Barkan

mbarkan@edgewood.com
9 Years with Edgewood

Ashley Guerrera
Administrative Associate

Ashley joined Edgewood in July 2016. Her responsibilities include working closely with other departments in all operational projects and office management as well as being the executive assistant to Donna Colon and Nicholas Stephens. She is also responsible for preparing and coordinating quarterly client meetings and reports.


1 Year with Edgewood

Maria Sicilia
Office Clerk

Maria joined Edgewood in May 1999. Her responsibilities include updating and maintaining all client records, along with running point for all client statement mailings and filings. She also works closely with Edgewood’s WRAP and Growth Fund account record keeping practices.

Maria Sicilia

msicilia@edgewood.com
18 Years with Edgewood

Janelle Noel
Receptionist

Janelle joined Edgewood in October 2015. Her duties include answering the phone, taking care of guests and front of house maintenance.


1 Year with Edgewood