CARDINAL CAPITAL MANAGEMENT - Key Persons

Chitra Sundaram

Job Titles:

Senior Research Analyst
Chartered Accountant from India
Senior Research Analyst / Cardinal Capital Management, L.L.C.
Senior Research Analyst at Cardinal Capital

Chitra Sundaram is a senior research analyst at Cardinal Capital. She has been in the investment industry since 1993. Prior to joining Cardinal in 2005, Chitra was a senior consumer analyst at J.P. Morgan Fleming Asset Management. She also covered commercial printing and publishing small and mid cap stocks as a sell-side analyst for 4 years at Goldman Sachs & Co. Before her move to the U.S., Chitra worked as a senior management accountant for ANZ Grindlays Bank in India and as a senior audit officer for M/s Sharp & Tannan, India's fifth largest audit Firm. Chitra is a Chartered Accountant from India, holds a BComm from the University of Pune and has a MBA from New York University.

Christopher W. Robertson

Job Titles:

Senior Research Analyst
Senior Research Analyst / Cardinal Capital Management, L.L.C.
Senior Research Analyst at Cardinal Capital

Christopher W. Robertson is as a senior research analyst at Cardinal Capital. He has been in the investment industry since 1997. Prior to joining Cardinal in 2007, he worked at Credit Suisse from 2000 to 2007 as an analyst on the HOLT team (CS's proprietary valuation and strategy group) and on both the media and transportation sell-side research teams. Previously, he was a member of Prudential Securities auto sell-side research team. Christopher holds a BA from the University of Rochester and a MBA from Columbia University Graduate School of Business.

Claire Casale

Job Titles:

Executive Assistant
Office Manager
Executive Assistant and Office Manager / Cardinal Capital Management, L.L.C.
Executive Assistant and Office Manager at Cardinal Capital

Claire Casale is an executive assistant and office manager at Cardinal Capital. She has been in the finance industry since 2017. Prior to joining Cardinal Capital, she was an executive assistant at Sema4 Genomics where she provided administrative support for the Chief Commercial Officer and Chief Analytics Officer. Claire also served as an administrative assistant at Aristeia Capital L.L.C. Claire holds a BS in Psychology from Purchase College.

Dahlia D. Black - Chief Compliance Officer

Job Titles:

Chief Compliance Officer

Elyse Lurie

Job Titles:

Director of Finance & Accounting

Eugene Fox, III - CEO

Job Titles:

Managing Partner
Managing Partner / Cardinal Capital Management, L.L.C.
Managing Partner of Cardinal Capital

Eugene Fox, III is a managing partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1987. Before leaving for Cardinal in 1995, Eugene was a managing director of Deltec Asset Management where he and Amy Minella, a retired partner, built the value equity investment management business. Eugene joined Deltec from D.S. Kennedy & Co., a small cap value equity firm, where he was an investment analyst and previously held financial positions at FMC Corporation from 1984 to 1991. These included five years as the director of pension investments where he selected and monitored value-oriented investment advisors for the company's top performing $2 billion pension plan. While at FMC, Eugene also completed the nation's second largest pension plan reversion. His other principal position at FMC was as manager of corporate finance where he was part of the team that completed the company's leveraged recapitalization. Eugene holds a BA in economics from the University of Virginia and a MBA in finance, statistics and accounting from the University of Chicago Graduate School of Business.

Jake Kelly

Job Titles:

Junior Trader / Cardinal Capital Management, L.L.C.
Junior Trader at Cardinal Capital
Trader

Jake Kelly is a junior trader at Cardinal Capital. He has been in the investment industry since 2016. Prior to joining Cardinal in 2021, he was an associate portfolio manager at Bank of America Private Bank and Bourgeon Capital. Jake is also a Marine and served in the United States Marine Corps before joining the investment industry. Jake holds a BS in financial management from the University of Connecticut.