Meet the Team
Cooper Abbott
Chief Executive Officer
Michael Edmonds
CIO & Head of International/Global Equity
Deepranjan Agrawal
Chief Financial Officer
Ted Sevick
Group Chief Operations Officer
Michael Sugrue
Portfolio Manager - International/Global Equity
Oliver Marschner
Head of Emerging Markets Equity
Christopher Weaver
Head of Listed Private Equity
James Millward
Head of Opportunistic Value
Jeff Gill
Portfolio Manager - Emerging Markets Equity
Carolyn Murphy-Lepore
Portfolio Manager - Emerging Markets Equity
Pavle Gegaj
Portfolio Manager - Emerging Markets Equity
Felix Prince
Portfolio Manager - International/Global Equity
Philip Bagshaw
Portfolio Manager - Opportunistic Value
Sherman Kwan
Portfolio Manager - Emerging Markets Equity
Tarang Patel
Portfolio Manager - Emerging Markets Equity
Edward Brook
Assistant Portfolio Manager
Simon Westlake
Head of UK Corporate Governance
José Gago
Head of Research
Jake Sankey
Investment Analyst
Edmund Price
Research Analyst
Justin Kariya
Head of Economic and Market Strategy
Yasemin Engin
Senior Economist
Tom Traill
Economist
Courtney Short
Group Head of External Relations and Data Management
Todd Fawaz
Head of US Marketing
Becca Annan
Marketing & Consultant Relations Specialist
Krista Dodds
Head of US Client Servicing
Josephine Kitcher
European Operations & Client Servicing Manager
Designations
Certified Fraud Examiner (CFE)
The Certified Fraud Examiner (CFE) designation is awarded by the Association of Certified Fraud Examiners (ACFE). To earn the CFE designation, candidates must complete a self‑study program that combines a comprehensive body of anti‑fraud knowledge with professional conduct requirements, culminating in a four‑part exam covering financial transactions and fraud schemes, law, investigation, and fraud prevention and deterrence. The CFE Program assesses expertise in detecting, preventing, and investigating fraud, including the analysis of complex financial transactions, forensic techniques, and internal control evaluation. Candidates are required to be ACFE members and must meet an eligibility points system, generally consisting of a bachelor’s degree (or equivalent) and at least two years of professional experience related to fraud examination, auditing, loss prevention, accounting, or similar fields. The CFE designation is globally recognized as the premier credential for fraud examination professionals and demonstrates advanced knowledge of fraud investigation, risk assessment, and fraud‑prevention frameworks. CFE holders must complete 20 hours of continuing professional education annually to maintain the credential, ensuring they remain current with evolving fraud schemes, investigative methods, legal standards, and best practices.
Chartered Financial Analyst (CFA)
The Chartered Financial Analyst (CFA®) designation is awarded by CFA Institute. To earn the CFA designation, candidates must complete a graduate-level self-study program that combines a comprehensive curriculum with professional conduct requirements, culminating in three sequential exams. The CFA Program tests a broad range of investment topics, including ethical and professional standards, economics, financial reporting and analysis, equity and fixed-income analysis, derivatives, alternative investments, and portfolio management. Candidates are generally expected to have an undergraduate degree or equivalent work experience in investment decision-making. The CFA designation is globally recognized as one of the most respected credentials in the investment profession and demonstrates advanced knowledge of investment analysis, portfolio management, and ethical standards. Charterholders are required to maintain and update their knowledge through ongoing professional development and continuing education, ensuring they remain current with evolving market practices, regulatory changes, and ethical standards.
Chartered Alternative Investment Analyst (CAIA)
The Chartered Alternative Investment Analyst (CAIA®) designation is awarded by the CAIA Association. To earn the CAIA designation, candidates must complete a self-study program that combines a comprehensive curriculum with professional conduct requirements, culminating in two sequential exams. The CAIA Program tests a range of topics related to alternative investments, including hedge funds, private equity, real assets, structured products, risk management, and ethics. Candidates are generally expected to have a foundational understanding of finance and investment concepts, and while a bachelor’s degree is strongly recommended, it is not strictly required. The CAIA designation is globally recognized as a leading credential for professionals specializing in alternative investments and demonstrates advanced knowledge of non-traditional asset classes and portfolio construction techniques. Holders of the CAIA designation are expected to maintain and update their knowledge through ongoing professional development and continuing education, ensuring they remain current with evolving market practices, regulatory changes, and ethical standards.
Chartered Market Technician (CMT)
The Chartered Market Technician (CMT®) designation is awarded by the CMT Association. To earn the CMT designation, candidates must complete a self-study program that combines a comprehensive curriculum with professional conduct requirements, culminating in three sequential exams. The CMT Program tests a range of topics related to technical analysis, including charting techniques, quantitative methods, risk management, behavioral finance, and ethical standards. Candidates are generally expected to have a foundational understanding of financial markets and investment concepts, though there is no formal degree requirement. The CMT designation is globally recognized as the leading credential for professionals specializing in technical analysis and demonstrates advanced knowledge of applying technical tools and methodologies to investment decision-making. Holders of the CMT designation are expected to maintain and update their knowledge through ongoing professional development and continuing education, ensuring they remain current with evolving market practices, regulatory changes, and ethical standards.
Certifications
Fundamentals of Sustainability Accounting (FSA) Credential
The Fundamentals of Sustainability Accounting (FSA®) Credential is awarded by the IFRS Foundation and focuses on applying the Sustainability Accounting Standards Board (SASB) framework. To earn the FSA Credential, candidates must complete a self‑study program that combines sustainability accounting principles with professional conduct expectations, culminating in two sequential exams. Level I assesses essential principles and practices of sustainability accounting, while Level II focuses on application and analysis through case‑based evaluation. The FSA program covers topics such as ESG materiality assessment, the relationship between sustainability factors and financial performance, industry‑specific sustainability metrics, and disclosure analysis. It equips professionals to evaluate ESG‑related risks and opportunities and to integrate sustainability considerations into financial analysis and reporting. Candidates are generally expected to have a foundational understanding of finance and sustainability concepts, though there is no formal degree requirement. The credential is recognized globally as a leading qualification for professionals working at the intersection of finance, sustainability reporting, and investment analysis, demonstrating rigorous competency in sustainability accounting. There are no formal continuing education requirements for maintaining the FSA Credential; however, credential holders are encouraged to stay current with evolving sustainability standards, including IFRS Sustainability Disclosure Standards and SASB‑based reporting frameworks.
Investment Management Certificate (IMC)
The Investment Management Certificate (IMC) is a professional qualification awarded by CFA Society of the UK. To earn the IMC designation, candidates must complete a self-study program that combines a comprehensive curriculum with professional conduct requirements, culminating in two sequential exams. The IMC Program tests a range of investment topics, including financial markets, investment instruments, portfolio construction, economics, and ethical and regulatory standards. Candidates are generally expected to have a foundational understanding of finance and investment concepts, though there is no formal degree requirement. The IMC is widely recognized as the benchmark entry-level qualification for investment professionals in the UK and demonstrates a strong understanding of investment principles and regulatory frameworks. Holders of the IMC are expected to maintain and update their knowledge through ongoing professional development and continuing education, ensuring they remain current with evolving regulations, market practices, and ethical standards.
CFA Sustainable Investing Certificate
The CFA Sustainable Investing Certificate is awarded by CFA Institute. To earn the certificate, candidates must complete a self-study program that combines a comprehensive curriculum with professional conduct requirements, culminating in a single exam. The program covers sustainability context, environmental, social, and governance (ESG) factor analysis, ESG integration in portfolio construction, and client reporting. Candidates are generally expected to have a foundational understanding of investment concepts, though there is no formal degree requirement. The certificate is designed for investment professionals seeking to embed ESG considerations into investment processes and demonstrates practical skills for analyzing and incorporating sustainability factors into investment decisions. There are no continuing education or renewal requirements associated with this certificate.
CFA Certificate in ESG Investing
The CFA Certificate in ESG Investing, now integrated into the Sustainable Investing Certificate program, is awarded by CFA Institute. To earn the certificate, candidates must complete a self-study program culminating in a single exam. The program covers ESG principles, analysis, portfolio integration, and performance reporting. Candidates are generally expected to have a foundational understanding of investment concepts, though there is no formal degree requirement. The certificate is intended for investment professionals seeking foundational ESG expertise and demonstrates knowledge of incorporating ESG factors into investment decision-making. There are no continuing education or renewal requirements associated with this certificate.
CFA Investment Foundations Certificate
The CFA Investment Foundations Certificate is a professional credential awarded by CFA Institute. To earn the certificate, candidates must complete a self-study program that combines a comprehensive curriculum with professional conduct requirements, culminating in a final online assessment. The program covers fundamental topics such as the structure of the investment industry, financial instruments, ethics and regulation, and basic investment principles. Candidates are generally expected to have a foundational understanding of finance concepts, though there is no formal degree requirement. The Investment Foundations Certificate is designed for individuals working in roles that support investment professionals and demonstrates a solid understanding of the global investment industry and its ethical framework. There are no continuing education or renewal requirements associated with this certificate.
CFA Institute Associate Membership
CFA Institute Associate Membership (also referred to as Affiliate Membership) is granted to individuals who have not earned the CFA Charter but meet certain eligibility criteria. Applicants must have a bachelor’s degree or equivalent professional experience and pass at least Level I of the CFA Program, the CIPM Level II, or CFA Institute’s Standards of Practice Exam. This membership provides access to continuing education events, local society programming, professional development resources, and networking opportunities. Members must adhere to CFA Institute’s Code of Ethics and Standards of Professional Conduct and pay annual membership dues. Affiliate members are not entitled to use the CFA® designatory letters but participate in the CFA community and benefit from its professional infrastructure.