INGALLS - Key Persons
Job Titles:
- MANAGING DIRECTOR
- Portfolio Manager
Adam has been a portfolio manager at Ingalls since 2002. Working with individual, retirement, and institutional accounts he uses tax-efficient, risk mitigating strategies to design portfolios that are aligned with clients' goals and needs. Portfolios include equities, fixed-income securities, and ETFs. In 2017, he co-founded The 6 th Avenue Team, where Exchange Traded Funds were broadly introduced for further optimization of client outcomes. Additionally, since 2005, Adam has been a partner in an Ingalls-advised private investment fund focusing on distressed debt and special situations.
Adam joined Ingalls after serving as President of Janovic/Plaza, a fourth generation, family-owned chain of paint and home decorating stores in New York City. Adam sold the business to Benjamin Moore in 1999, having grown it threefold over a nine-year period. Adam has lectured on the challenges and nuances of family business matters at universities, clubs, and private business organizations. Earlier in his career, Adam worked in the Corporate Finance Department at Smith Barney.
Adam received a B.A. from Colgate University with a major in economics and an M.B.A. from Cornell's Johnson School of Management.
Adam's outside activities have included nine years of service as a Board Member of Echoing Green, a foundation providing seed funding to social entrepreneurs. Separately, Adam has provided financial backing and counseling to numerous start-ups and early stage organizations. Adam lives in New York City with his family and the world's greatest pound dog.
Job Titles:
- Portfolio Manager
- SENIOR DIRECTOR
Alice Barzun McLean is a Senior Director and portfolio manager. She has been managing individual, retirement, trust, estate, institutional and charitable accounts at Ingalls & Snyder since 2001. She became a Senior Director of Ingalls & Snyder in 2022.
Alice believes in creating individually tailored, diversified portfolios which maximize each client's total return potential. She aims to meet her clients' specific financial needs and goals while carefully
Job Titles:
- Investment Manager
- MANAGING DIRECTOR
Aphrodite Garrison is a seasoned investment manager who builds portfolios suited to the needs of individuals, families, trusts and small endowments. As a value investor, Dyte seeks out mispriced securities in industries including energy, aerospace, transportation and healthcare. She believes that the ability to buy unpopular securities at a discount to the value of their assets and businesses, and to exercise patience in waiting for a turnaround, is the individual investor's advantage.
Dyte graduated cum laude with an A.B. degree from Mount Holyoke College, attended Boston University Graduate School of Public Communications and received an M.B.A in Finance from New York University Graduate School of Business. Prior to joining Ingalls & Snyder in 1987, Dyte spent seven years at Mobil Oil Corporation. She became a Director of Ingalls & Snyder in 2002, a Senior Director in 2007 and a Managing Director in 2012. Dyte is a member of the firm's Executive Committee.
Job Titles:
- Analyst
- Portfolio Manager
- VICE PRESIDENT
Ben Lanier is a portfolio manager and analyst at Ingalls & Snyder, working with Kenneth Lee and the Bridgehampton Group. Ben focuses on equity and convertible bond securities analysis and selection for a wide array of portfolio management mandates, including private client accounts, trusts, limited partnerships and institutional accounts.Prior to joining Ingalls & Snyder in 2018, Ben was on the audit staff of Deloitte & Touche. Ben has a B.S.B.A. in Finance and a Masters in Accountancy from the University of Arkansas. Ben is also a CFA® Level III candidate. Ben resides in New York City, and his outside interests include running and tennis.
Job Titles:
- Portfolio Manager
- Senior Vice President
Prior to joining Ingalls & Snyder, Bill was:
Managing Director and Wealth Manager with J.P. Morgan Wealth Management (2023-2024)
Senior Managing Director and Wealth Manager at First Republic Investment Management/Trainer Wortham (1978-2023)
Vice President, Investment Counsel and Employee Benefits Trust departments at Bank of New York (1968-1978)
Bill received his Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and earned his MBA from Rutgers University. He also served as a past President and Chairman of the Investment Counsel Association of America and a member of the Trainer Wortham Board of Directors.
Job Titles:
- Portfolio Manager
- SENIOR DIRECTOR
Bruce Molinaroli is a Senior Director and portfolio manager. Bruce's investment style may be best described as conservative with income as the primary consideration with growth secondary. He has a passion for researching special situations, large and small, and employs them as appropriate in client accounts.
Bruce received his A.B. in economics from Dartmouth College and earned an M.B.A. with a concentration in finance from The Tuck School at Dartmouth. He began his career at Standard & Poor's as an analyst covering the oil and gas industry. From there he headed special situations analytical groups at several Wall Street firms. Bruce joined Ingalls & Snyder in 1979 and became a Partner in 1983, a Director in 1996 and Senior Director in 2007.
Bruce was born and raised in Vermont. His father, a small businessman, ignited his interest in the stock market and investing in general when Bruce was a teenager. This interest has turned into a lifelong vocation.
After raising a family in the New Jersey suburbs, Bruce and his wife moved back to Manhattan where they enjoy all that New York City has to offer. However, Bruce remains a Vermonter at heart.
Christine E. Weston, Managing Director, has been with Ingalls & Snyder for more than 30 years. She combines a high level of client service with careful portfolio construction based on each client's unique objectives and risk tolerance. Christine seeks to achieve superior returns with a disciplined investment strategy and appropriate portfolio diversification across industries, geographies and asset classes. Christine has extensive experience with retirement accounts, trusts, charitable organizations and estates.
Christine joined Ingalls & Snyder in 1982. She became a Director in 1998, a Senior Director in 2005 and a Managing Director in 2013. Christine is a member of the firm's Executive Committee.
Born in England, Christine has a business degree from Holborn College in London. She enjoys travel, especially by bicycle! Christine and her husband live in New York City.
Cintia Kempkes is a Senior Financial Planner at Ingalls & Snyder. Cintia works with clients to create financial plans and to validate that they are on track for meeting their financial goals, including saving for retirement, college, and unexpected life events. She also assists clients in creating tax-efficient plans for investing and transferring assets to heirs.
Cintia joined Ingalls in 2020, bringing over 15 years of experience in financial planning at Capital Formation Group, USAA Wealth Management, and several private banks, including J.P. Morgan, U.S. Trust, and Credit Suisse. Cintia holds Series 7 and 63 securities licenses; Life, Annuity and Health Agent insurance licenses; and is a CERTIFIED FINANCIAL PLANNER™ professional.
A native of Romania, Cintia holds a BBA from Baruch College's Zicklin School of Business. She enjoys art, cuisine, and international adventure travel. Cintia and her family live in Westchester, NY.
Dan joined Ingalls & Snyder in 2013 with over twenty-five years of experience as a credit portfolio manager and risk manager and now leads high-grade portfolio management in the Bridgehampton Group of Ingalls & Snyder.
Prior to joining Ingalls, Dan was with Knight Credit Group (2010-2013) where he was responsible for trading and sales of stressed and distressed loans and high yield bonds. Prior to Knight, Dan held credit portfolio management responsibilities at ABN Amro Group (2004-2008), Kellner DiLeo (2001-2004) and Banc One Corp. (1994-2001). Early in his career, Dan worked as an M&A and restructuring advisor at PricewaterhouseCoopers LLP.Dan began his career working in commercial lending and structuring at PNC Bank.
Dan received his Masters and B.S. degrees from the Pennsylvania State University School of Business. Dan and his family reside in Westchester County, NY.
Job Titles:
- DIRECTOR
- Portfolio Manager
Liz Larson is a Director and portfolio manager, handling individual, corporate, charitable, trust and retirement accounts in the U.S. and abroad. Liz seeks investment opportunities in companies with strong managements, excellent long term growth prospects, solid financial characteristics and whose securities are trading at reasonable prices. Liz prides herself on providing the highest level of individual client service, and has many long term client relationships.
Gerard Losurdo is the Head of the firm's Securities Lending group. He joined Ingalls & Snyder in 2023 with over 20 years of experience in the Securities Lending Industry. Jerry joined the firm from Siebert Financial, where he co-headed the Securities Finance unit. Previously Jerry worked at TD Prime Services, Albert Fried & Co. and Swiss American Securities.
Job Titles:
- Investment Advisor
- MANAGING DIRECTOR
Guy Riegel, an investment advisor, has managed client portfolios at Ingalls & Snyder for three decades. He seeks to identify attractive investments using value investing methods among small and medium sized companies. He focuses on out of favor securities trading at a deep discount to fair value, as well as compelling business models with strong free cash flows relative to price.
Guy joined Ingalls & Snyder in 1982 after working in the Private Banking Division at Citibank. Guy became a Director of the firm in 1996, a Senior Director in 2008, and a Managing Director in 2011.
Guy holds a B.A. from Kenyon College. Guy and his wife reside in Fairfield County, CT, where they are the parents of four daughters. When not studying the market, his interests include long distance running, tennis and reading biographies.
Job Titles:
- SENIOR VICE PRESIDENT
- Founder and Group Head of Nobska Capital Management
Denis Toner is a Founder and Group Head of Nobska Capital Management while also serving as a Senior Vice President with Ingalls & Snyder. Over the course of his career, Denis has served as a trusted advisor offering family office services and tailored investment solutions to a select group of ultra-high-net-worth families, endowments, foundations, and institutions.
Prior to forming Nobska Capital Management, Denis was:
Senior Managing Director with First Republic Investment Management/Trainer Wortham
Managing Director and Head of the Tailored Portfolio Group at Citigroup Asset Management
Vice President and Senior Portfolio Manager with Bankers Trust Company
Denis's work and focus on the client experience have led to recognition in industry publications including Barron's Top Advisor Rankings and the Forbes Best-In-State Wealth Managers.
Denis received an BA from Dickinson College and an MBA/GMP from Harvard Business School. Committed to public service and his community, he has served as Chair of the General Management Program Fund for The Harvard Business School, as Vice Chairman of the board of trustees for the Weston Public Library, and as the Finance Chair on the board of trustees for the Children's School of Science in Woods Hole, MA.
Shep Boone is a Senior Vice President and portfolio manager, and manages a private investment fund at the firm. He has over 20 years of experience in debt and equity investments. His investment strategies have focused on undervalued securities and distressed/turnaround opportunities. Shep believes in buying out-of-favor or mispriced securities at a discount to the intrinsic value of a company's underlying assets or business.
Prior to joining Ingalls & Snyder in 1993, Shep was a distressed debt trader with Mabon Nugent & Co. Shep has been a Director of Ingalls & Snyder (1997-1998), a Senior Director (1999-2001 and 2009-2010), a Managing Director (2002-2008), and has been a Senior Vice President since 2010.
Job Titles:
- PORTFOLIO MANAGER
- SENIOR VICE PRESIDENT
Bill Ghriskey is a Senior Vice President and Portfolio Manager at Ingalls & Snyder where he is a part of the Nobska Capital Management team.
Job Titles:
- Portfolio Manager
- Senior Vice President
Hattie Wright is a Senior Vice President and portfolio manager. Hattie and her team develop custom investment portfolios and provide personalized service to individuals and businesses. As a CERTIFIED FINANCIAL PLANNER™ professional, she provides advice on a wide array of topics including retirement planning, Medicare planning, tax planning and budgeting.
Prior to joining Ingalls & Snyder, Hattie served as Managing Director of Mountain State Analytics, LLC, an investment advisory firm located in Morgantown, West Virginia. There she provided clients with financial and investment advice, and managed the firm on a day-to-day basis, overseeing its compliance, accounting, and trading activities.
Hattie earned her B.S. from West Virginia University, and her M.S. in Financial Planning from the University of Georgia. She resides in Clarksburg, West Virginia with her husband.
Job Titles:
- Chartered Financial Analyst
- VICE PRESIDENT
Ingrid Schnau is a Chartered Financial Analyst® charterholder. She received a B.B.A. in International Finance & Marketing from the University of Miami and an M.B.A. in International Business from George Washington University. Before joining Ingalls & Snyder in 2003, Ingrid worked at CID Investment & Trading, a family-owned real estate investment company, where she researched, evaluated, and recommended investment opportunities in Honduras, Germany, and the United States.
Ingrid grew up in in Central America and Germany, and is fluent in Spanish and German. She is also an avid traveler who enjoys exploring and learning about other cultures.
James Thatcher, Managing Director, focuses on asset allocation and international equity portfolio management for private clients, endowments and institutions. James spent his formative years as an investment professional in France, where he gained an international perspective on investing. He has earned the designation of Certified Portfolio Manager (CPM®) through Columbia University.
James is a Director of The Bridge Fund, a private charitable program dedicated to preventing homelessness among the working poor. He serves as Trustee of Old First Presbyterian Church in Huntington, New York, and as Advisor to Volunteers for Wildlife, and nonprofit wildlife hospital and education center on Long Island.
James received his B.A. summa cum laude from Hampden-Sydney College, in Virginia, earned an M.A. from the University of Virginia and an M.B.A. from the Ecole de Management de Lyon, France.
James, his wife and their two daughters live on Long Island, while maintaining close relationships with family and friends in France.
Job Titles:
- SENIOR VICE PRESIDENT
- Senior Vice President and Investment Advisor Managing Assets
Jason Morad is a Senior Vice President and investment advisor managing assets for private client, trust and foundation portfolios. Jason leads the firm's wealth management offering, developing asset allocation recommendations and handling third party manager due diligence. Jason works primarily in the firm's office in Wellesley, MA.
Jason joined Ingalls & Snyder in 2015 when the firm became sub-advisor for the investment management clients of Capital Formation Group, Inc., where he had been Chief Investment Officer beginning in 2007. Previously, he was Portfolio Manager and Manager of Equity Research at Hale & Dorr Capital Management in Boston. Jason started his career as a securities trader and analyst at Investors Bank & Trust.
Jason holds a B.A. from Vanderbilt University and a J.D. from Pepperdine University. He is a member of the Boston Security Analysts Society and is a Level III candidate in the Chartered Financial Analyst program.
Jason resides with his family in Boston, MA. He is an avid surfer and snowboarder, and recently has entered the sport of triathlon.
John Hughes advises business owners, executives, athletes and entertainers on investment, tax and estate planning strategies. He focuses on overall balance sheet management and wealth structuring techniques. John works closely with James Thatcher, and the Bridgehampton Team, on providing family office services to their clients.
Prior to joining Ingalls & Snyder in 2016, John was a Senior Advisor with Merrill Lynch's Private Bank. He took a leave from Ingalls during a portion of 2019-20 to work with a private equity firm. John began his financial services career in Fixed Income Capital Markets at J.P. Morgan Securities in New York.
John holds a B.S. in Finance from the W.P. Carey School of Business at Arizona State University. He is an avid golfer, and is actively involved with NYC's Empire Ball for Diabetes Research and the Table to Table community-based food rescue program. John primarily resides in Ridgewood, New Jersey, while also spending time in Scottsdale, Arizona.
John Dougherty leads Ingalls & Snyder's Fixed Income group, which he founded in 1991. John researches and invests in high yield bonds, as well as distressed debt and convertible securities, on behalf of the firm and clients.
John received a B.S. and an M.B.A. from Syracuse University. Formerly, he was with Mabon Nugent & Co. and Bank One. John has been with Ingalls & Snyder since 1991, became a Director in 1995 and a Managing Director in 1996. John is a member of the firm's Executive Committee.
John resides with his family in New York City.
Joseph Lotito is a Sales Professionals and Trader in the firm's Securities Lending group. joins Ingalls as a Sales/Trader in Securities Lending. Joe has over 20 years of experience in the field. Prior to joining Ingalls & Snyder, he was an Executive Director-Equity Finance Trader at Mizuho. Joe has also held positions in Securities Lending and/or Prime Brokerage at UBS, Barclays Capital and Goldman Sachs. Joe has both a BS and an MBA from St. John's University.
Joseph Murphy develops and manages new investment advisory client relationships for Ingalls & Snyder in partnership with Roger Corrado. He joined Ingalls & Snyder in 2015. As an Ingalls & Snyder client himself for over 20 years prior to joining the firm, Joe understands well the quality of investment advice and attention the firm provides to its clients. Joe began his financial career at Chase Manhattan Bank in its Treasury and Capital Markets units, as well as in Chase Manhattan Futures. He then joined HSBC Bank where his roles included Executive Managing Director in North America and head of sales for HSBC's U.S. futures commission merchant (FCM) business. Joe next joined Refco, LLC serving as the President of its FCM unit and as global head of sales. From 2008 to 2013, Joe was Executive Vice President and President of the Americas for R.J. O'Brien & Associates LLC overseeing marketing and business development in the U.S. and abroad. Joe has served as Chairman of the Futures Industry Association, Vice Chairman of the Chicago Board of Trade Clearing Corp. and as a Board Member of the National Futures Association. Joe holds a B.A. from Providence College and resides with his family in Hoboken, NJ.
Joseph Potestivo is a Trader at Ingalls & Snyder. He joined the firm in 2000. Prior to Ingalls & Snyder Joe was a Trader at PaineWebber for 12 years.
Job Titles:
- MANAGING DIRECTOR
- Portfolio Manager
- Member of the Firm 's Executive Committee
Keith Lane-Zucker is a Managing Director and portfolio manager with the firm. Keith is also a member of the firm's Executive Committee. He invests globally in special situations and securities that he believes represent distinctly attractive value. Keith manages individual client accounts, as well as private investment funds at the firm.
He joined Ingalls & Snyder in 1999, became a Senior Director in 2004 and a Managing Director in 2011. Previously, he was with Societe Generale Asset Management Corp. and Booz-Allen & Hamilton.
Keith received a B.A. from Hamilton College, an M.S. from Syracuse University and an M.B.A. from Columbia University.
Keith resides with his family in Connecticut.
Ken manages customized portfolios for private clients, trusts and institutions. Ken launched Bridgehampton Capital Management in 2006 and since then he and his group have been serving a growing group of advisory clients, many of whom have been invested with Mr. Lee since inception. Prior to starting his own firm, Mr. Lee joined Salomon Brothers Asset Management (SBAM) in 1998 and remained until its successor Saranac Capital began to manage assets for Citigroup and others as a separate entity in 2005. Ken managed over $1 billion in convertible and corporate bonds in a multi-strategy hedge fund setting within SBAM. Prior to Salomon, Mr. Lee worked for Brown Brothers Harriman in equity research focusing on technology and financial services firms. Mr. Lee has a B.A. in History from Wesleyan University and an M.B.A. in Finance and Management from the Stern School of Business, New York University.
Kenneth Tierny is a Trader at Ingalls & Snyder. He joined the firm in September 2000. Prior to Ingalls & Snyder, Ken was a Trader at Paine Webber where he joined the firm in 1998.
Kevin Gillard is a Senior Vice President in the Fixed Income Group. He researches and invests in high yield corporate bonds, as well as distressed debt and convertible securities, on behalf of the firm and clients.
Prior to joining Ingalls & Snyder in 2012, Kevin worked as Area Manager for Gill Guys Group, a restaurant chain operator in central Indiana.
Kevin received his B.A. in Peace and Conflict Studies and Economics from Colgate University in 2010. He resides in Brooklyn.
Job Titles:
- SENIOR VICE PRESIDENT
- Design and Development
Finance has been an unlikely and lifelong interest of mine. I grew up in the South watching Louis Rukeyser on Friday nights with my father. He paid for my East Coast education by investing in the stock market. I majored in Economics, which suited my early love of math and financial markets.
Job Titles:
- Portfolio Manager
- SENIOR DIRECTOR
Louise Weston is a Senior Director and portfolio manager. She works to build balanced, diversified, and tax efficient portfolios as appropriate for individuals, retirement accounts, trusts and families. Louise searches for well-priced securities with growth potential in domestic and international markets.
Prior to joining Ingalls & Snyder, Louise practiced corporate law at Simpson Thacher & Bartlett, and at Debevoise & Plimpton. She also managed associate development and recruitment at Cadwalader Wickersham & Taft.
Louise earned her B.A. from Lehigh University in Classical Civilization with minors in Geology and Journalism, and holds a J.D. from University of Pennsylvania Law School, with courses at the Wharton School of Business.
Louise Weston joined Ingalls & Snyder in 2011 and became a Senior Director in 2023. Louise enjoys cycling, photography, English football and walking her honey badger-chihuahua mix.
Marshall Kaplan is a Senior Vice President at Ingalls & Snyder. He has 35 years of investment industry experience and manages the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors (FEA). FEA is an investment management team formed in October 2010 at MorganStanley, which joined Ingalls & Snyder in 2018. Previously, Marshall worked in Morgan Stanley's Portfolio Strategy and Research Group and managed the Equity Model Portfolio team. Marshall joined Smith Barney in 1983 as a Portfolio Analyst. Subsequently, he created and managed that firm's Equity High Net Worth and Portfolio Management programs and served on its Global Investment Committee and Global Portfolio Committee. Prior to Smith Barney, Marshall spent two years as a paper and forest products analyst at an institutional research firm. Marshall graduated from Baruch College with a B.B.A. in finance and investments and earned an MBA in corporate financial management from the Lubin School of Business at Pace University.
Job Titles:
- Chartered Financial Analyst
- Senior Vice President
Martin Chanzit has an extensive background managing portfolios for institutions and high net worth investors. Before joining Ingalls & Snyder in 2018, Martin spent 18 years at U.S. Trust, where he was a Senior Portfolio Manager in the Global Wealth and Investment Management Division. In that role Martin managed $1.3 billion of custom portfolios for high net worth clients, and co-founded and lead-managed the World Thematic Alpha Portfolio - a $1.6 billion global equity strategy which combined quantitative and fundamental investment disciplines.
Martin is a Chartered Financial Analyst® charterholder. He earned his B.A. in Economics from Drew University and his M.B.A. from the N.Y.U. Stern School of Business.
Michael Nelson is a Senior Vice President at Ingalls & Snyder and was formerly an Assistant Vice President at Morgan Stanley Investment Management. He assists in all aspects of Fundamental Equity Advisors daily business operations including Research and Analysis, Stock Selection, Portfolio Management, Marketing and Field Support. Michael has over 14 years of investment industry experience. Previously, he worked in Morgan Stanley's Portfolio Strategy and Research Group. Prior to Morgan Stanley, Mr. Nelson worked in Smith Barney's Equity Model Portfolio group, which he joined in 2004. Mr. Nelson attended Union College where he studied Political Science.
Job Titles:
- DIRECTOR
- Portfolio Manager
- Chairman and Co - Founder of the Bridge Fund of New York, Inc
Oscar S. Pollock is a Director and portfolio manager. Oscar manages accounts with a focus on established, large capitalization companies.
Oscar is a Phillips Exeter Academy graduate and received a B.A. from Harvard College. He has worked at Ingalls & Snyder for over thirty-eight years, and he became a Director of the firm in 1974.
Throughout his career, Oscar has actively sought to advance the interests of individual investors, believing that they play an essential role in the U.S. economy. His research and newspaper editorials have been cited to support a number of significant federal tax changes that have arguably been critical for investors and for economic growth.
In addition, Oscar is also Chairman and Co-Founder of The Bridge Fund of New York, Inc., a private charitable program dedicated to preventing homelessness among the working poor.
Oscar and his wife reside in New York City.
Job Titles:
- CHIEF EXECUTIVE OFFICER
- SENIOR MANAGING DIRECTOR
Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to private clients and institutional investors.
Bob Case is Chief Executive Officer and Senior Managing Director of Ingalls & Snyder, and chairs the firm's Executive Committee. He joined the firm in 2011 after an extensive career in investment banking, alternative investments and risk management.
From 2007 through 2011, Bob was with JP Morgan, where he was head of Principal Investment Management, a unit that developed and managed alternative strategies, including Private Equity Principal Investments, which Bob founded and led. Bob also held risk management roles globally for the bank's treasury and securities services platforms. From 1993 to 2007 he worked at Citigroup/Smith Barney in a variety of senior roles, most notably as Chief Administrative Officer of Smith Barney, Inc., and as CAO of Citi Alternative Investments. Bob also served as Director of Private Client Investment Strategy in Citi's Investment Research group. Bob began his career as a mergers & acquisitions specialist at Morgan Stanley, where he rose to Managing Director.
Bob received an A.B. from Harvard College in Applied Mathematics, a J.D. from Harvard Law School and an M.B.A. from Harvard Business School.
He and his wife Susie reside in New York City and have two children. In his time off, Bob enjoys skiing, both on water and snow.
Job Titles:
- SENIOR VICE PRESIDENT
- Investment Manager With
Bob Gipson has been an investment manager with Ingalls & Snyder for nearly 40 years. Bob invests globally in equity and debt securities, with a focus on identifying special situations where the market price deeply discounts underlying asset and business values. A significant sector focus over the years has been energy and natural resources. Bob manages accounts for individuals, families and charitable entities, and co-manages a private investment fund at the firm.
Bob received a B.S. in engineering from Princeton University and attended M.I.T.'s Sloan School of Business as a graduate student. Bob and his wife reside in New York City and Unadilla, New York. They also travel regularly to Bulgaria, his wife's native country, to visit family and friends.
Rochelle F. Wagenheim is a Senior Vice President at Ingalls & Snyder and Co-manager of the Fundamental All-Cap Equity portfolios and the Fundamental Small/Mid-Cap Strategy for Fundamental Equity Advisors (FEA). FEA is an investment management team formed in October 2010 at Morgan Stanley, which joined Ingalls & Snyder in 2018. Rochelle has 18 years of investment industry experience. Previously, Rochelle worked in Morgan Stanley's Portfolio Strategy and Research Group and co-managed the Equity Model Portfolios and the Priority Equity Recommended List (PERL) for the Equity Model Portfolio team. She joined the Equity Model Portfolio team in 2005. Previously, Rochelle spent three years as a research associate for Citi Investment Research & Analysis (CIRA), covering stocks in the lodging and gaming sector. She also spent two years working as a sales liaison for Smith Barney's Portfolio Management Group. Rochelle graduated with high honors from the University of Florida, where she holds a degree in finance with a minor in economics.
Roger Corrado develops and manages new investment advisory client relationships for Ingalls & Snyder in partnership with Joseph Murphy. He joined Ingalls & Snyder in 2015. Roger began his financial career trading agricultural commodities in the pits of the New York Board of Trade (NYBOT, now known as ICE Futures U.S.) on behalf of Dean Witter and Merrill Lynch. He subsequently founded his own commodities firm and became a significant trader of agricultural commodities as well as oil and precious metals. Roger's leadership skill and industry knowledge led to his selection as Vice Chairman of NYBOT and Chair of its Executive Committee. In this capacity he played key roles in NYBOT's governance, public relations, and in its ultimate acquisition by the Intercontinental Exchange in 2007. Roger has been a frequent guest on financial television news shows offering his commentary on the commodity markets. Roger has been enthusiastically engaged in many charitable and community initiatives including the NYMEX/CME Charitable Foundation, the St. Francis Breadline, Futures & Options for Kids, Say: The Stuttering Association for the Young, and Building Homes for Heroes. Locally, he is the Vice President of the Hoboken YMCA, mentors at St. Anthony's High School in Jersey City, and coaches basketball at Hoboken Catholic Academy. Roger resides with his family in Weehawken, NJ.
Sean P. Meehan is a Managing Director in the Fixed Income group. He researches and trades high yield, distressed and convertible securities.
Sean joined Ingalls & Snyder in 2005, after earning his B.A. from Colgate University. He became a Director of the firm in 2008, a Senior Director in 2010, and a Managing Director in 2014.
Sean resides in New York City.
Job Titles:
- Portfolio Manager
- Senior Vice President
Shep Boone is a Senior Vice President and portfolio manager, and manages a private investment fund at the firm. He has over 20 years of experience in debt and equity investments. His investment strategies have focused on undervalued securities and distressed/turnaround opportunities. Shep believes in buying out-of-favor or mispriced securities at a discount to the intrinsic value of a company's underlying assets or business.
Prior to joining Ingalls & Snyder in 1993, Shep was a distressed debt trader with Mabon Nugent & Co. Shep has been a Director of Ingalls & Snyder (1997-1998), a Senior Director (1999-2001 and 2009-2010), a Managing Director (2002-2008), and has been a Senior Vice President since 2010.
Shep earned his B.A. from Colgate University in 1989.
Shep and his family reside in Connecticut.
Steve Dianora is an experienced finance professional with a career spanning over two decades. He has consistently demonstrated a proven history of accomplishments in security lending, financial reporting, sophisticated analysis, middle & back-office operations, and proficient project management. Steve joined Ingalls & Snyder as Vice President of Securities Lending - Operations Manager in October 2023. He previously served as the Assistant Vice President of Securities Lending at ICBC Financial Services where he oversaw and executed all day-to-day Stock Loan operational activities. Steve's role extended to provide adept trade support, regulatory expertise, ensuring and adhering to settlement procedures to uphold regulatory compliance and mandates. He also served as a Subject Matter Expert on REG SHO 204 and 15c3-3 deficit monitoring and reporting. Prior to this, as a Senior Associate in Securities Lending at E*TRADE, Steve orchestrated the management of pre-market borrows, engaged in negotiations, and vigilantly supervised all dimensions of the intricate Buying process. Steve's expertise encompassed generating comprehensive reports, monitoring Fully Paid Lending activities, executing a wide array of Stock Loan functions and addressing challenges. Additionally, Steve spearheaded successful process improvements and provided invaluable support during audit initiatives, showcasing his commitment to excellence and continuous improvement in the finance industry.
Stephen Tran is a Sales Professional and Trader in the firm's Securities Lending group. Steve has over 20 years of experience in the field. Prior to joining Ingalls & Snyder, he was a Director in Securities Lending at TD Prime Services. Steve has also worked at Albert Fried and Company, BMO Capital Markets and Fiserv Securities. Steve graduated from Drexel University with a B.S. in Business Administration: Management Information Systems and Marketing.