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.
Vice President Back Office Operations
Previously, Elsete was the Vice President of Operations at Wilkinson O'Grady. 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. Prior to joining the firm, she worked for Lord Abbett & Co. in Institutional Accounting and for Fiserv Securities in Mutual Fund Accounting.
She received her BSBA from Pennsylvania State University and MBA from Felician University.
Maria T. Carlson
Senior Vice President, Middle Office Operations
Maria was a co-founder and Principal of Samson Capital Advisors LLC, where she also served as Director of Operations and Administration. 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. She was responsible for client and portfolio administration, trade support, and office management. Maria also served as Co-Chief Compliance Officer, ensuring firm-wide compliance. At Fiera Capital, she continues her management role in operations.
Before Samson, she was a Vice President at Wachovia Bank, N.A. serving as the Director of Administration for the OFFIT Investment Group (formerly OFFITBANK), which she joined in 2000. Maria was responsible for portfolio administration and client servicing for the OFFIT Wealth Relationships.
Prior to that Maria was a Vice President at Lazard Asset Management where she directed portfolio administration for a $74 billion global investment advisor with a client base consisting of both high net worth individuals and varied institutional accounts including private and public pension funds and mutual funds. During her eight years with Lazard, Maria was instrumental in the development of procedures for the firm’s global expansion. Maria is on the Advisory Board of the NYU Lutheran Medical Center.
Vice President, Fund Administration
Previously, Terrence was the Manager of Analytics and Operations at Larch Lane. He began at Larch Lane as a Fund Accountant in July 2006, was promoted to Assistant Controller in January 2008, and then became Manager of Operations in August 2011. Prior to his tenure at Larch Lane, Terrence worked as an Institutional Asset Administrator for AllianceBernstein from June 2005 – July 2006. Terrence earned his B.S in Finance and Marketing from SUNY Albany and his Masters in Accounting from Pace University.
Chief Technology Officer
Prior to joining Fiera, Yaacov was a Senior Systems Analyst with Aberdeen Asset Management where he focused on long term strategy for their alternatives platform and operating model. Prior to Aberdeen Asset Management, Yaacov was the Chief Technology Officer at Arden Asset Management where he designed and implemented their data warehouse, data governance and business intelligence platform in addition to their information security program. Yaacov was also responsible for re-designing their business processes to ensure cross functional collaboration across the business.
Operations, Technology & Control
Nicole Dyer, Senior Analyst
Amanda Sukhoo, Senior Analyst
Kara McElduff, Senior Analyst
Christina Harris, Manager
Jennifer Kramer, Office Manager, Analyst
Pat Sallin, Senior Analyst
Michael Shannon, Analyst
Confirmation and Trade Support
Nick Zora, Manager
Carey Fong, Senior Analyst
Greg Smith, Analyst
Casey Darnieder, Trading Manager
Debra Bossert, Senior Equity Trader
Ryan Holway, Equity Trader
Technology, Infrastructure & Integration
Aerlia Maclaird, Manager, Infrastructure and Technical Services
Manuel Delarosa, Manager
Rose D'Avino, Senior Analyst
Carla Leroux, Senior Analyst
Roberto Gonzalez, Analyst
Lailah Taylor, Analyst
Data, Reporting & Performance Mgmt
Sherry Fox, Manager
Bill Rella, Senior Analyst
Kim Staffan, Analyst
System Maintenance and Evolution
Shirod Sookram, Manager
Jennifer Moix, Senior Analyst
Billy Cacsire, Analyst
Brandon Sisson, Analyst