AMERICAS

CT / Westchester

Established 2007

News & Updates

Member Highlight: Julia Zhu, CFA, FRM

Member Highlight: Julia Zhu, CFA, FRM

Jun 9, 2022

Julia Zhu, CFA, FRM Senior Vice President, NorthCoast Asset Management Julia Zhu joined NorthCoast Asset Management as a Senior Vice President in the Portfolio Management and Research group in 2013. Previously, Ms. Zhu worked as a Vice President at Research...

Member Highlight: Nancy Davis

Member Highlight: Nancy Davis

Jun 9, 2022

Nancy Davis Founder, Quadratic Capital Nancy Davis founded Quadratic Capital in 2013. She is the portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (NYSE Ticker: IVOL) and The Quadratic Deflation ETF (NYSE Ticker: BNDD). Both funds...

Upcoming Events

 

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CT / Westchester Committee

Volunteer committee members plan peer engagement, impact, and education events.

Contact us

Co-Chair

Marla Dans

Tradeweb

Co-Chair

Genna Garver

Troutman Sanders

Sarah Christensen

L/S Equity Hedge Fund

Megan Gay

Deloitte

Chelsea E. Graves

Portfolio Advisors

Spring Hollis

Star Strong Capital

Katie Schuhow

RSM US LLP

Amanda Tarplin

Tarplin Consulting