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Our Team

The Allocator Training Institute is continuing to build out our team.

alex ambroz is the ceo of the allocator training institute
CEO

Alex Ambroz, CFA, CAIA

Alex Ambroz has over 20 years of investment and leadership experience, including as the CIO at abrdn Investments Ireland and as a Director at the Cleveland Clinic Investment Office. He earned a BBA from the University of Massachusetts, Amherst and an MBA from Duke University.

Alex Ambroz has over 20 years of investment and leadership experience, including working with the Cleveland Clinic Investment Office, the CIO team at J.P. Morgan, and as a Senior Analyst with Morgan Creek Capital Management. He also served in the U.S. Army and was recognized as the Soldier of the Year (out of 5,000). He holds an undergraduate degree from the University of Massachusetts, Amherst and an MBA from Duke University.
geetanjali takkar is a marketing analyst with the allocator training institute
Marketing Analyst

Geetanjali Takkar

Geetanjali is a 2023 graduate of University College Dublin, earning a Master's Degree in Digital Marketing. Her past experience includes working as a Digital Marketing Executive for Manufapp and DailyMails. She also holds a BBA from Amity University.

Geetanjali is a 2023 graduate of University College Dublin, earning a Master's Degree in Digital Marketing. Her past experience includes working as a Digital Marketing Executive for Manufapp and DailyMails. She also holds a BBA from Amity University.
ralits petkova is an advisory board member for the allocator training institute
Advisory Board Member

Prof. Ralitsa Petkova

Ralitsa Petkova is an Associate Professor, Banking and Finance Department at Case Western Reserve University. Petkova’s research focuses on empirical asset pricing. Her findings have appeared in such prestigious journals as the Journal of Finance, Review of Financial Studies, Journal of Financial Economics, and the Journal of Empirical Finance. She holds a PhD from University of Rochester and a BA from Hamilton College

Ralitsa Petkova is an Associate Professor, Banking and Finance Department at Case Western Reserve University. Petkova’s research focuses on empirical asset pricing. Her findings have appeared in such prestigious journals as the Journal of Finance, Review of Financial Studies, Journal of Financial Economics, and the Journal of Empirical Finance. She holds a PhD from University of Rochester and a BA from Hamilton College
jonathan hook is the former chief investment officer for the harry and jeannette weinberg foundation
Advisory Board Member

Jonathan Hook

After 20 years on Wall Street, Jonathan was the first CIO for Baylor University, and then the first CIO for The Ohio State University. He was then the CIO for the Harry & Jeannette Weinberg Foundation before retiring. He earned an MBA from Baylor University and a BS from Willamette University.

After 20 years on Wall Street, Jonathan was the first CIO for Baylor University, and then the first CIO for The Ohio State University. He was then the CIO for the Harry & Jeannette Weinberg Foundation before retiring. He earned an MBA from Baylor University and a BS from Willamette University.
howard hodel is the former chief investment officer of the hawaii employees retirement system
Advisory Board Member

Howard Hodel

After 28 years in investment management, including stints in risk management, strategic planning, financial analysis, and investments, Howard then spent eight years as the CEO of Absolute Plus Advisors before joining the Hawaii Employees’ Retirement System. He spent ten years there before retiring, finishing his career as the Deputy Chief Investment Officer. He earned an MBA from the University of Chicago and an AB from Dartmouth College. He earned his CFA charter in 2006.

After 30 years in investment management, Howard then spent eight years as the CEO of Absolute Plus Advisors before joining the Hawaii Employees’ Retirement System. He spent ten years there before retiring, finishing his career as the Chief Investment Officer. He earned an MBA from the University of Chicago and an AB from Dartmouth College.
evril clayton is a managing director for the hershey trust
Advisory Board Member

Evril Clayton, Jr.

Evril’s career started on Wall Street, working for Smith Barney and then Merrill Lynch. He then joined the New York State Common Retirement Fund as a Deputy Director of Global Equity before eventually joining the Hershey Trust. He earned an MBA from Clarkson University and a BS from the State University of New York, Potsdam.

Evril’s career started on Wall Street, working for Smith Barney and then Merrill Lynch. He then joined the New York State Common Retirement Fund as a Deputy Director of Global Equity before eventually joining the Hershey Trust. He earned an MBA from Clarkson University and a BS from the State University of New York, Potsdam.
biagio manieri is the global chief investment strategist for pfm asset management
Advisory Board Member

Biagio Manieri, PhD, CFA

Biagio’s career started as a professor, then equity analyst, then moved to an investment role with the Federal Reserve System. He has since been a senior investment leader, overseeing over $30 billion in multi-asset class portfolios. He has earned a PhD from Columbia University and a BEEE from City University of New York.

Biagio’s career started as a professor, then equity analyst, then moved to an investment role with the Federal Reserve System. He has since been a senior investment leader, overseeing over $30 billion in multi-asset class portfolios. He has earned a PhD from Columbia University and a BEEE from City University of New York.
josh tilley is the head of investor strategy, know bio
Advisory Board Member

Josh Tilley

Josh has over 20 years of experience, starting as an investment banker and then working at a university endowment. He was also a senior leader with Morgan Creek Capital Management before moving to KNOW Bio. He has earned a BS from the University of North Carolina.

Josh has over 20 years of experience, starting as an investment banker and then working at a university endowment. He was also a senior leader with Morgan Creek Capital Management before moving to KNOW Bio. He has earned a BS from the University of North Carolina.
andrew is a general manager for trintech
Advisory Board Member

Andrew Anton

After serving in the U.S. Army, Andrew worked for years as a solutions consultant for Oracle, Zendesk, and Celonis. He is a senior leader with Trintech and a Strategic Advisor to Aero X Ventures, a venture capital firm. He has earned an MBA from the University of Pennsylvania and a BS from East Texas A&M University.

After starting her career in engineering, Bhavya moved to working in Investment Banking. She later started working as an Associate Director of Investments for the William & Flora Hewlett Foundation before joining Santa Clara University. She has earned an MS from Carnegie Mellon University and a BE from the RV from College of Engineering.
john trammell is a member of the investment committee for the episcopal diocese of new york city
Advisory Board Member

John Trammell

John’s career spans almost 30 years across the investment management world, including as the CEO of Cadogan Management and Global Co-Head, Asset Management for Cantor Fitzgerald. He earned a BA from DePauw University and a BA from Waseda University.

John’s career spans almost 30 years across the investment management world, including as the CEO of Cadogan Management and Global Co-Head, Asset Management for Cantor Fitzgerald. He earned a BA from DePauw University and a BA from Waseda University.
mike negussie is an investment director with children's healthcare of atlanta
Advisory Board Member

Mike Negussie, CFA

Mike started his career working in the investment office for Mass General Brigham and later worked on investments at CSAA Insurance and MSCI. He later worked as an Investment Director with Emory University before joining Children’s Healthcare of Atlanta. Mike has earned both an MBA and a BS from the University of Massachusetts, Boston

Mike started his career working in the investment office for Mass General Brigham and later worked on investments at CSAA Insurance and MSCI. He later worked as an Investment Director with Emory University before joining Children’s Healthcare of Atlanta. Mike has earned both an MBA and a BS from the University of Massachusetts, Boston
sean poe is a director, investment manager research at keybank
Advisory Board Member

Sean Poe, CFA, CAIA

Sean’s career has spanned from equity research, to fund-of-funds, and investment banking. He also spent time in enterprise strategy before joining as a senior leader with KeyBank. He has earned an MBA from Vanderbilt University and a BBA from the University of Notre Dame.

Sean’s career has spanned from equity research, to fund-of-funds, and investment banking. He also spent time in enterprise strategy before joining as a senior leader with KeyBank. He has earned an MBA from Vanderbilt University and a BBA from the University of Notre Dame.
greg rozolsky is an advisory board member for the allocator training institute
Co-founder

Gregory Rozolsky, CFA

Gregory’s career started in the allocator industry, working with the Carnegie Corporation, the YMCA Retirement Fund, and then on the investment team at Wellesley College. He earned an MBA from the University of North Carolina and a BS from the University of Connecticut.

Gregory’s career started in the allocator industry, working with the Carnegie Corporation, the YMCA Retirement Fund, and then on the investment team at Wellesley College. He earned an MBA from the University of North Carolina and a BS from the University of Connecticut.
will hudson is a private markets researcher for icapital
Advisory Board Member

William Hudson, CFA

William Hudson, has spent his career in investment management, with a focus on investment due diligence and portfolio construction. He began his career at Artemis Wealth Advisors, an outsourced CIO for family offices, endowments, and foundation, where he spent over a decade leading investment due diligence and overseeing $500M+ in closed direct investments. William is currently the Chief Investment Officer for a private family office. He holds a BS in Finance from Virginia Tech and an MBA from Columbia Business School.

William’s career has been focused on investments, starting with the Fiduciary Trust Company and time spent in China. He then spent more than a decade with Artemis Wealth Advisors before joining as a senior leader with iCapital. He has earned an MBA from Columbia University and a BS from Virginia Tech University.
brian haughey is an associate professor of finance at marist college
Advisory Board Member

Brian Haughey, CFA, FRM, CAIA

Brian has worked in the securities industry for over 20 years. Prior to joining Marist, he led a team in Citigroup's Special Situations Group, where he was responsible for structuring esoteric asset-backed securities, including deals backed by mutual fund fee, timeshare, energy, movie, auto and mortgage collateral. He has earned an MBS and BS from the University College Dublin.

Brian has worked in the securities industry for over 20 years. Prior to joining Marist, he led a team in Citigroup's Special Situations Group, where he was responsible for structuring esoteric asset-backed securities, including deals backed by mutual fund fee, timeshare, energy, movie, auto and mortgage collateral. He has earned an MBS and BS from the University College Dublin.
anjum hussain is a director of portfolio & Risk, international private bank
Advisory Board Member

Anjum Hussain, CFA

Anjum’s career of 40 years has spanned banking, investment management, financial consulting, and as an allocator with Oberlin College, Case Western Reserve University, and DePaul University. He is now a senior leader with the International Private Bank and Night Sky Capital Management. He has earned an MBA from Case Western Reserve University and a BA from the University of Bombay.

Anjum’s career of 40 years has spanned banking, investment management, financial consulting, and as an allocator with Oberlin College, Case Western Reserve University, and DePaul University. He is now a senior leader with the International Private Bank and Night Sky Capital Management. He has earned an MBA from Case Western Reserve University and a BA from the University of Bombay.
dan zarling is the director of risk management for montana board of investments
Advisory Board Member

Dan Zarling, CFA

Dan’s career started as an equity research analyst before moving to the allocator world, focusing first on research, manager selection, and then risk. He earned an MBA from the University of Chicago and a BS from the University of Minnesota.

Dan’s career started as an equity research analyst before moving to the allocator world, focusing first on research, manger selection, and then risk. He earned an MBA from the University of Chicago and a BS from the University of Minnesota.
Jiangning (jen) plett is an investment officer, portfolio risk and research for the oregon state treasury
Advisory Board Member

Jiangning (Jen) M. Plett, CFA, CAIA

Jen’s career started as an auditor before moving to work in investment management with the Alaska Permanent Fund Corp. She then covered equity research with Pacific Crest Securities before moving to senior roles with the Oregon State Treasury. She earned an MBA from the University of Alaska, Fairbanks, and an MA from the University of Ottawa.

Jen’s career started as an auditor before moving to work in investment management with the Alaska Permanent Fund Corp. She then covered equity research with Pacific Crest Securities before moving to senior roles with the Oregon State Treasury. She earned an MBA from the University of Alaska, Fairbanks, and an MA from the University of Ottawa.
sam derosa-farag is a partner with centennial3 credit partners
Advisory Board Member

Sam DeRosa-Farag

Sam has over 40 years of experience, starting as a credit analyst focused on high yield securities. He also spent time working as a senior leader and partner with a fund-of-funds firm and other investment firms. He has earned an MS from Boston University and a BS from Cairo University.

Sam has over 40 years of experience, starting as a credit analyst focused on high yield securities. He also spent time working as a senior leader and partner with a fund-of-funds firm and other investment firms. He has earned an MS from Boston University and a BS from Cairo University.
Amy Hanan
Advisory Board Member

Amy Hanan

Amy is a marketing executive with 20+ years of experience leading global go-to-market strategies across legal, financial services, media, and technology. She specializes in marketing transformation, demand generation, and thought leadership that drive measurable growth and corporate value. Amy has held senior marketing leadership roles at Limelight, LRN Corporation, Baretz+Brunelle, Octus, ALM Media, and The Associated Press.

Anjum’s career of 40 years has spanned banking, investment management, financial consulting, and as an allocator with Oberlin College, Case Western Reserve University, and DePaul University. He is now a senior leader with the International Private Bank and Night Sky Capital Management. He has earned an MBA from Case Western Reserve University and a BA from the University of Bombay.