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

a

JOIN US!

Interested in joining the IRON Team? Go to our Careers Section and tell us a little more about yourself.