MICHELLE CLAYMAN
CFA, Managing Partner & Chief Investment Officer
  NATHANIEL PAULL
CFA, Partner & Senior
Portfolio Manager
  CHRISTOPHER BOWEN
Partner & Head of Operations
  DAVID LUBELL
Partner & Head of Marketing
  WILLIAM LYNCH
CFA, Partner & Head of Managed Accounts

 







>> David Lubell, Partner & Head of Marketing, received a BA in Economics in 1988 from Tufts University and an MBA in Finance and Marketing from Columbia University in 1993. From 2000 until 2002, Mr. Lubell worked for FTSE Americas Inc., as Vice President of Plan Sponsor Sales & Consultant Relations. In this role, he was responsible for calling on large public and private pension plans, foundations and endowments, as well as developing corporate strategy. From 1993 until 2000, Mr. Lubell was a Vice President at Bank of Tokyo-Mitsubishi Trust Company, where he held various sales and client relationship roles. Mr. Lubell began his career at State Street Bank and Trust Company in North Quincy, MA in 1988, where he did portfolio accounting for various Xerox pension plans. He has also taught S.A.T. preparatory classes for the Princeton Review, and managed their eastern Massachusetts franchise from 1989 to 1991.



 
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