Edgewood Management LLC

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.

Vito joined Edgewood in June 2018. 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.

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.

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.

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.

Jared joined Edgewood in October 2020. 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 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.

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.

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.

Julie joined Edgewood in April 2002. 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.

Nate joined Edgewood in December of 2019. His responsibilities include leveraging technology to drive processes in Administration, Operations and Compliance. In addition he manages Edgewood’s CRM system and provides technology support across multiple departments.