Of course, there are the rest of us here at H+D too, and it would be an injustice not to mention the contributions that each of us makes. Here is a quick recap of who does what day in and day out:
Alex Watson is a senior portfolio manager and Investment Committee member, where he always loves a spirited debate. He works closely with clients, conducts investment research, and takes on countless technology initiatives to make our firm better. Alex lives in South Burlington with his family.
Alma Pilausic is a client service manager and member of our operations team. She’s also in charge of the firm’s intensive equity trading process, which makes her a multitasker extraordinaire. Alma lives in Williston with her family and enjoys skiing in the winter and camping in the summer (ask about her gigantic camper).
Anne Doremus is a senior investment research professional focused on idea generation and security selection. She has been with H+D from its first days and formerly, she ran the firm as managing partner. Today, Anne remains a valued analyst and often, our voice of reason. She lives with her husband in Shelburne.
Art Wright is a firm partner with managerial oversight over the firm. As a senior portfolio manager, he works closely with clients on complex planning issues – and he enjoys teaching a unique undergraduate course on personal finance at the University of Vermont. Art lives with his family in South Burlington.
Eric Hanson is our founder. He started the firm in 1995, grew it from the ground up, and established our investment thinking heritage. As the original thinker behind this Thoughts newsletter, Eric continues to write in these pages on the interesting and unusual. He lives with his wife in Greensboro, Vermont.
Jordan Lafayette is head of operations, overseeing portfolio administration, reporting, trading, and client service. Almost all our clients know Jordan as our chief problem-solver – and internally, we know her as our relentless driver of firm efficiency. Jordan lives with her family in South Burlington.
Julie Won is the firm’s managing partner and head of investments. She directs the firm’s stock-picking as a value investor and its broader investment thinking across asset classes. Julie is an avid reader and writer of nonfiction and fiction, and she lives in Burlington with her husband.
Kristen Rich is head of human resources and our office manager. She oversees an enormous amount of detail ranging from payroll and bookkeeping to paper clips and employee healthcare. She also lays out and produces this newsletter every month. Kristen lives with her family in Williston.
Liz Ford is a portfolio manager who works closely with clients, runs the firm’s bond trading, manages compliance, and contributes to our sustainable investment research. Liz is a serious backpacker who often disappears into the wild for her vacations before returning refreshed. She lives in Winooski.
Mark Andrews is a portfolio manager who works with clients and conducts investment research. As a former analyst with the New York Fed, Mark is a keen macroeconomic observer – and surely our best interpreter of Fed-speak. Mark lives with his family in Randolph.
Sarah Cocina is a portfolio manager who works closely with clients on planning and investing issues. She’s come up with dozens of innovations to make our operational processes better — and as a visually-oriented creative type, she contributes heavily to our marketing work. Sarah lives in Shelburne with her family.
Sven Eklof is a firm partner with managerial oversight and our Chief Compliance Officer. Sven has been with us since 2007 and today works closely with a large roster of clients as a senior portfolio manager. Outside of work, he’s heavily involved in youth sports and the town of Essex, where he lives with his family.