Executive Committee

 - HOWARD NIXON

HOWARD NIXON

CO-FOUNDER,
MANAGING DIRECTOR
 - AARON IZENSTARK

AARON IZENSTARK

CO-FOUNDER,
CHIEF INVESTMENT OFFICER
 - RAMESH POOLA, PH.D., CFA

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY
 - RICHARD LAKIN

RICHARD LAKIN

MANAGING DIRECTOR,
CHIEF COMPLIANCE OFFICER
 - ROBERT COHN

ROBERT COHN

MANAGING DIRECTOR,
DIRECTOR OF FINANCE
 - RICHARD FRIEDMAN

RICHARD FRIEDMAN

MANAGING DIRECTOR,
BUSINESS DEVELOPMENT
CORPORATE RETIREMENT SOLUTIONS
 - STEVEN WEIL

STEVEN WEIL

MANAGING DIRECTOR,
REGIONAL SALES, MIDWEST

Portfolio Management Team

 - AARON IZENSTARK

AARON IZENSTARK

CO-FOUNDER,
CHIEF INVESTMENT OFFICER
 - DANIEL STERNBERG

DANIEL STERNBERG

CO-PORTFOLIO MANAGER,
IRON STRATEGIC INCOME FUND
 - RAMESH POOLA, PH.D., CFA

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY
 - TED CONNOLLY

TED CONNOLLY

DIRECTOR, PORTFOLIO
MANAGEMENT AND TRADING
 - JOE FANARO

JOE FANARO

PORTFOLIO MANAGEMENT
AND TRADING

Investment Research Team

 - RAMESH POOLA, PH.D., CFA

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY
 - BILL HASSIEPEN

BILL HASSIEPEN

SENIOR CREDIT RESEARCH ANALYST
 - DONALD CASEY, CFA

DONALD CASEY, CFA

SENIOR INVESTMENT ANALYST
 - AARON HELTSLEY

AARON HELTSLEY

RESEARCH ANALYST
 - YUETING (AMELIA) WU

YUETING (AMELIA) WU

QUANTITATIVE ANALYST
 - SOUMYA KANCHARLA

SOUMYA KANCHARLA

SENIOR APPLICATION DEVELOPER

RESEARCH

 - RAMESH POOLA, PH.D., CFA

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY
 - DONALD CASEY, CFA

DONALD CASEY, CFA

SENIOR INVESTMENT ANALYST
 - AARON HELTSLEY

AARON HELTSLEY

RESEARCH ANALYST
 - YUETING (AMELIA) WU

YUETING (AMELIA) WU

QUANTITATIVE ANALYST

OPERATIONS AND TECHNOLOGY

 - JO DUPRE

JO DUPRE

OPERATIONS ANALYST
 - CANDY MARIN

CANDY MARIN

CONVERSION SPECIALIST
 - SOUMYA KANCHARLA

SOUMYA KANCHARLA

SENIOR APPLICATION DEVELOPER
 - EDWARD CRAIG

EDWARD CRAIG

DATA BASE ADMINISTRATOR
 - TOM SCHWARZ

TOM SCHWARZ

MANAGER OF INFORMATION
TECHNOLOGY AND INFRASTRUCTURE

Distribution and Marketing

 - HOWARD NIXON

HOWARD NIXON

CO-FOUNDER,
MANAGING DIRECTOR
 - RICHARD FRIEDMAN

RICHARD FRIEDMAN

MANAGING DIRECTOR,
BUSINESS DEVELOPMENT
CORPORATE RETIREMENT SOLUTIONS
 - STEVEN WEIL

STEVEN WEIL

MANAGING DIRECTOR,
REGIONAL SALES, MIDWEST
 - JASON WOON

JASON WOON

REGIONAL SALES EXECUTIVE,
WEST COAST
 - AMY CHANDLER

AMY CHANDLER

CORPORATE BUSINESS RELATIONS
 - ROBYN HENSEL

ROBYN HENSEL

INTERNAL BUSINESS COORDINATOR

Operational Management

 - CHERYL BOWNESS

CHERYL BOWNESS

DIRECTOR OF CORPORATE
RETIREMENT SERVICES
 - CHERYL SEDLAK

CHERYL SEDLAK

DIRECTOR OF INVESTMENT
OPERATIONS
 - TOM SCHWARZ

TOM SCHWARZ

MANAGER OF INFORMATION
TECHNOLOGY AND INFRASTRUCTURE
 - SYLVIA TAYLOR

SYLVIA TAYLOR

HUMAN RESOURCES

Client Services

 - JAMES HULT

JAMES HULT

OPERATIONS ANALYST
 - CATHY STULL

CATHY STULL

SENIOR PLAN ADMINISTRATOR
 - BARBARA MILAM

BARBARA MILAM

SENIOR PLAN ADMINISTRATOR
 - LILIANA SOTO

LILIANA SOTO

SENIOR CLIENT SERVICE SPECIALIST
 - PATTY HANNA

PATTY HANNA

CLIENT SERVICE SPECIALIST
 - MICHAEL GRAY

MICHAEL GRAY

WITHDRAWAL SPECIALIST

Get In Touch

For individual investor or firm level inquiries please contact Howard Nixon at hnixon@ironfinancial.com

For marketing and media inquiries, please contact Deana Lewis at deana.lewis@ironfinancial.com

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