Benjamin S. Thompson
President and Chief Executive Officer
Ben was a co-founder and Chief Executive Officer of Samson Capital Advisors LLC. In addition to heading its Management Committee as Chief Executive Officer, he was a portfolio manager and a member of the Investment Committee. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations
Before the founding of Samson, Ben was a Managing Director and Head of Tax Aware fixed Income Investments within JP Morgan Fleming’s U.S. Fixed Income Group. With JP Morgan from 1999 to 2004, he was the investment strategist for the tax aware fixed income sector and responsible for $36 billion in managed bond strategies for US taxpaying investors, including mutual funds, institutional accounts and over $12 billion in private client separate accounts. Ben was a member of both the Global Fixed Income management team and the US Macro investment team.
Prior to joining JP Morgan, Ben was a Vice President and the senior municipal portfolio manager with Goldman Sachs Asset Management from 1992 to 1999. He began his career as an analyst in Chase Manhattan Bank’s Structured Finance Group from 1990 to 1992.
Ben completed a four year term on the Board of Directors of the Municipal Securities Rulemaking Board in 2014 and currently serves as a member of the MSRB’s Investor Advisory Group. The MSRB was established by Congress in 1975 to protect investors and the public interest by promoting a fair and efficient municipal securities market. Ben has appeared on Wall Street Week, and has been a contributor on CNBC’s Strategy Session and related programs, as well as a regular commenter on industry and market subjects in the financial press.
Ben received a B.A. in economics from Colorado College.
Pierre Blanchette, CPA
Executive Vice President, Head of Finance
Since joining Fiera Capital in 2007, Pierre has played an instrumental role in the growth and development of the company as Head of Finance in Montreal. A Chartered Professional Accountant (CPA, CA), Pierre has over 28 years of experience in corporate finance and accounting , holding senior positions at various organizations including TAL Private Wealth Management Ltd. and Air Canada Vacations. Pierre holds a BAA from the University of Quebec.
Carolyn N. Dolan, CFA
Executive Vice President, Head of Direct Client Investments
Carolyn was a co-founder and a Managing Principal of Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. Carolyn was a member of the Management Committee, and the Chairman of the Principals Meeting, She was also a Portfolio Manager and served as a member of the Investment Committee.
Prior to Samson, Carolyn was a cofounder of OFFITBANK, which in 2002 after the firm’s merger with Wachovia, was restructured and changed to OFFIT Investment Group. At Wachovia, Carolyn was a Senior Vice President and the Senior Managing Director of OFFIT Investment Group. In this role, she led the firm’s 25 person Tax Sensitive Fixed Income management team; while in this role, the OFFIT three municipal funds achieved and maintained Morningstar 5 star ratings. Prior to OFFITBANK’s purchase by Wachovia, Carolyn was responsible for the firm’s high net-worth investment group and was a member of the Management Committee. She was integrally involved in the management and analysis of taxable and tax-exempt portfolios and managed OFFITBANK’s New York Municipal Bond Fund, which achieved a Morningstar 5 star rating during the five years that Carolyn managed the account. Carolyn was on the firm’s investment strategy committee and portfolio review committee. She represented OFFITBANK as a trustee on various fiduciary accounts and worked extensively with clients on asset allocation and manager selection decisions.
From 1978 to 1983 she was associated with Julius Baer Securities, Oppenheimer Capital Corporation and Equitable Life Assurance as a portfolio manager, investment analyst and quantitative analyst. At Equitable, she was a senior team member in the restructuring of a multi-billion dollar Taft-Hartley Fund.
She currently serves as a Trustee of Fordham University and serves on the Finance/Investment and Audit Committees. She has served on the boards of the Cathedral School of St. John the Divine and Marymount College. Carolyn is presently on the boards of Mutual of America Funds, Inc., and Market Street Trust Company. She is a member of The Economic Club of New York.
Carolyn received an MS Degree from the Columbia School of Social Work in 1977 and an MBA from Columbia University in 1978. Carolyn graduated from Marymount College in 1968 and was a social worker for the state of New Jersey from 1968 to 1975. She is also a CFA charterholder.
Scott D. Einhorn, CFA
Executive Vice President, Director of Marketing
Scott was a co-founder and a Managing Principal of Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. He was Samson’s Director of Marketing and served as a member of the Management Committee and the Investment Committee. Scott was responsible for business development, all aspects of marketing and brand management, and advisor and client relations.
Prior to Samson, he was the Director of Sales at OFFIT Investment Group (formerly OFFITBANK) where he headed OFFITBANK's national sales, marketing and client development effort. Concurrently, Scott was a Director of Consultant Relations with Evergreen Investment Company with responsibilities for marketing Evergreen Investments' range of institutional investment products.
Previously, Scott was a Senior Portfolio Manager at OFFITBANK from 1991 through 2000 for institutional clients with responsibilities for global and domestic fixed income portfolio management. Scott was a member of OFFITBANK's Investment Management Committee. Between 1987 and 1991, Scott was with both L.F. Rothschild and Franklin Resources, Inc. (by acquisition) with portfolio management responsibilities for high grade fixed income portfolios. He joined Merrill Lynch in 1982 as part of a successful high net worth and institutional sales team.
Scott is a member of the Board of Trustees of the American Jewish Historical Society, where he also serves as a member of the Investment Committee.
Scott received his BA in Economics from Hobart College and is a CFA charterholder.
Nitin N Kumbhani
Vice Chairman, Chief of Growth Equity Strategies
He served as CIO of Apex prior to its acquisition by Fiera Capital. Apex Capital Management was founded in 1987 with a singular focus on growth investing. Prior to launching Apex, Nitin started Source Data Systems, a software company which pioneered ATM software. He sold SDS and started Kumbhani and Co. (now Apex) in 1987. Nitin’s background as a developer of technology working with the financial services industry has served him well as a growth stock portfolio manager.
Nitin received his BS in Electrical Engineering and Economics and did graduate studies in Computer Sciences at West Virginia University.
Jonathan E. Lewis
Chief Investment Officer
Jonathan was a co-founder of Samson Capital Advisors LLC. Samson was a privately-owned investment management firm that was founded in 2004 by senior investment professionals from OFFITBANK, Goldman Sachs, and JPMorgan. Prior to its acquisition by Fiera Capital, Samson managed over $7 billion in assets in customized fixed income for affluent families and their foundations, endowments and corporations. He was a Managing Principal, Chief Investment Officer and a member of the Management Committee. As chair of its investment committee, he supervised the design, development, and implementation of the investment and risk management processes central to the firm’s approach to taxable and tax-efficient investing. In this position, he designed the quarterly planning process that serves as a foundation of the firm’s longer-term outlook, risk management approach, and the quality control techniques used in its peer review process. His work in currency investing led Samson to launch its first mutual fund. His comments regularly appear in The Wall Street Journal, Reuters, and Bloomberg News and he has appeared on Bloomberg TV, CNBC, and PBS’ Nightly Business Report.
Prior to Samson, he was the Chief Fixed Income Strategist at OFFIT Investment Group (formerly OFFITBANK), which he joined in 1999. Jonathan also chaired its Portfolio Strategy Committee. In that capacity, he served as Managing Director of Fixed Income for Evergreen Private Asset Management, which managed $18 billion in private client assets. He also served as a member of Evergreen’s Customized Fixed Income Management Team, overseeing more than $100 billion in fixed income assets.
From 1988 through 1999, Jonathan was a Portfolio Manager and Vice President with Skandia Asset Management, where he served as Head of Fixed Income, and a member of the firm’s Global Fixed Income Investment Policy Committee for the firm’s insurance related portfolios. From 1986 to 1988, Jonathan was a money market trader at Dean Witter Reynolds.
Jonathan is an active member of Business Executives for National Security, an organization comprised of senior American business leaders contributing potential solutions to national security problems. He served as part of the congressionally mandated independent panel that reviewed the CIA’s venture capital operation, In-Q-Tel, in 2001. From 2003-2004, he was part of a compensation reform study which was presented to the CIA Director and the House Permanent Select Committee on Intelligence. He was awarded the CIA’s Agency Seal Medal for this work. He was also a part of a 2008 study of private sector analytical practices and how they could inform the Intelligence Community’s own capabilities. In 2015, he was a member of a four-person BENS Task Force which reviewed domestic security capabilities to protect the US from terrorism.
He is the author of Spy Capitalism: Itek and the CIA (Yale University Press, 2002) and the co-author of CIA Deputy Director Richard Bissell’s memoirs: Reflections of a Cold Warrior (Yale University Press, 1996). He is a member of the Investment Committee of The Phi Beta Kappa Foundation and served as a trustee of the Fellows of Phi Beta Kappa. He is a former trustee of the Scarsdale Board of Education. He served as President of the Juvenile Diabetes Research Foundation of Westchester County and remains on its board of chancellors.
Jonathan holds an MA from New York University Graduate School of Arts and Sciences, and an MBA from the Columbia University Graduate School of Business. He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill.
Steve has significant experience representing issuers, managers and investors in connection with structuring, organizing, offering, operating, and investing in, international and domestic private investment funds (including seed funds, hedge funds, private equity funds, fund-of-funds and bespoke funds) as well as liquid alternative mutual funds. He also has experience in securities law and regulatory compliance, private equity financing, mergers and reorganizations, general corporate matters, secured lending, and bankruptcy. Steve is a frequent speaker at industry conferences and on webinars dealing with regulatory and compliance issues facing SEC-registered investment advisers and CFTC-registered commodity pool operators.
In addition to his role at Fiera Capital Inc., Steve also serves as an Adjunct Professor of Law at Fordham University School of Law, where he teaches a class on investment adviser and hedge fund regulation. Prior to joining Fiera Capital, he was the General Counsel and Chief Compliance Officer at Larch Lane Advisors. Prior to joining Larch Lane, he was a senior associate at Dechert LLP in its Financial Services and Investment Management group.
Steve received a JD/MBA from Boston College in 2000 and is a member of the Bars of New York and Massachusetts.
Executive Vice President, Business Development
Previously, Rick led the successful launch and start-up of AGF Investments America Inc. headquartered in Boston MA. As Managing Director and Global Head of Sales he also led U.S. distribution including growth in global markets in Asia and EMEA. Over the course of his 30+ year business career, Rick has led a 3rd party multi-manager investment platform, provided fiduciary oversight to corporate pension plans and gained experience in corporate development, business operations, compliance, human resources, and institutional and private client management.
Rick is a graduate of the University of Western Ontario (Bachelor of Arts) and an MBA graduate from McMaster University. He has also completed the Ivey School of Business Executive Development Program in Marketing and in 2005 was awarded the prestigious Chartered Director (C. Dir) designation through McMaster University’s Directors College. He has also served as a Lecturer at the Wilfrid Laurier University School of Business. In 2010, Rick completed the Global Studies in Investment Strategies and Portfolio Management course at the University of Pennsylvania-Wharton School.
Executive Vice President, Operations, Technology and Control
Amy previously worked at JP Morgan, where she was a managing director and spent 18 years in key leadership roles in the Asset Management Division, the Private Bank, Chase Wealth Management and the Investment Bank. With JP Morgan since 1998, Amy’s leadership roles spanned business integration, process re-engineering and product and service development in an organization that has grown from under 30,000 employees to over 230,000 employees through organic and strategic initiatives. Amy began her career with Bankers Trust in 1995 and she has over 20 years of experience in the finance industry.
Amy received her MBA in Finance from NYU and her BS degree in Business and minor in Labor and Industrial Relations from Pennsylvania State University.
Donald M. Wilkinson, III, CFA
Vice Chairman and Chief Investment Strategist for Global Equity and Tactical Asset Allocation
Prior to joining Fiera Capital Inc., Don was the Chief Executive Officer at Wilkinson O’Grady & Co. (“Wilkinson O’Grady”) where he was responsible for the day-to-day management and strategic direction of the firm and also served on the Board of Directors. Wilkinson O’Grady, a global equity and bond manager founded in 1972, was acquired by Fiera Capital Corporation in October 2013 and changed its name to Fiera Capital Inc. in October 2015. Don joined Wilkinson O’Grady in 1994 and helped the firm grow from $290 million in assets under management to more than $2 billion at the time of the Fiera Capital Corporation acquisition. He joined Wilkinson O’Grady after working two years in the corporate finance and derivatives groups at Chase Manhattan Bank and four years in a retailing subsidiary of the CML Group.
He is a member of the NYSSA and the CFA Institute.
Don holds a B.A. from Washington and Lee University and an M.B.A. from the University of Virginia.