Executive Committee

HOWARD NIXON

CO-FOUNDER,
CHIEF EXECUTIVE OFFICER

AARON IZENSTARK

CO-FOUNDER,
CHIEF INVESTMENT OFFICER

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY

ROBERT COHN

MANAGING DIRECTOR,
DIRECTOR OF FINANCE

Partners

HOWARD NIXON

CO-FOUNDER,
CHIEF EXECUTIVE OFFICER

AARON IZENSTARK

CO-FOUNDER,
CHIEF INVESTMENT OFFICER

RICHARD FRIEDMAN

MANAGING DIRECTOR,
BUSINESS DEVELOPMENT
CORPORATE RETIREMENT SOLUTIONS

STEVEN WEIL

MANAGING DIRECTOR,
REGIONAL SALES, MIDWEST

RICHARD LAKIN

MANAGING DIRECTOR,
CHIEF COMPLIANCE OFFICER

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY

Portfolio Management Team

AARON IZENSTARK

CO-FOUNDER,
CHIEF INVESTMENT OFFICER

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY

TED CONNOLLY

DIRECTOR, PORTFOLIO
MANAGEMENT AND TRADING

JOE FANARO

PORTFOLIO MANAGEMENT
AND TRADING

Investment Research Team

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY

DONALD CASEY, CFA

SENIOR INVESTMENT ANALYST

BILL HASSIEPEN

SENIOR CREDIT RESEARCH ANALYST

YUETING (AMELIA) WU, CFA

SENIOR QUANTITATIVE ANALYST

GEORGE GEORGIEV, CFA

SENIOR FUND RESEARCH ANALYST

CORY EAGERMAN

SENIOR FUND RESEARCH ANALYST

SOUMYA KANCHARLA

SENIOR APPLICATION DEVELOPER

3(38) FIDUCIARY TEAM

RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR,
INVESTMENT, QUANTITATIVE
RESEARCH AND TECHNOLOGY

DONALD CASEY, CFA

SENIOR INVESTMENT ANALYST

YUETING (AMELIA) WU, CFA

SENIOR QUANTITATIVE ANALYST

GEORGE GEORGIEV, CFA

SENIOR FUND RESEARCH ANALYST

CORY EAGERMAN

SENIOR FUND RESEARCH ANALYST

SOUMYA KANCHARLA

SENIOR APPLICATION DEVELOPER

JO DUPRE

OPERATIONS ANALYST

CANDY MARIN

CONVERSION SPECIALIST

PAYAL VIRDI

CONVERSION SPECIALIST

EDWARD CRAIG

DATA BASE ADMINISTRATOR

TOM SCHWARZ

MANAGER OF INFORMATION
TECHNOLOGY AND INFRASTRUCTURE

Distribution and Marketing

HOWARD NIXON

CO-FOUNDER,
CHIEF EXECUTIVE OFFICER

RICHARD FRIEDMAN

MANAGING DIRECTOR,
BUSINESS DEVELOPMENT
CORPORATE RETIREMENT SOLUTIONS

STEVEN WEIL

MANAGING DIRECTOR,
REGIONAL SALES, MIDWEST

JASON WOON

REGIONAL SALES EXECUTIVE,
WEST COAST

ROBYN HENSEL

INTERNAL BUSINESS COORDINATOR

AMY CHANDLER

STRATEGIC RELATIONSHIP MANAGER

SARAH ALLRED

MARKETING MANAGER

Timothy Ziemba, CFA, CFP®

PRIVATE CLIENT EXPERIENCE MANAGER

Compliance and Operations

RICHARD LAKIN

MANAGING DIRECTOR,
CHIEF COMPLIANCE OFFICER

CHERYL SEDLAK

DIRECTOR OF INVESTMENT
OPERATIONS

JAMES HULT

OPERATIONS ANALYST

TOM SCHWARZ

MANAGER OF INFORMATION
TECHNOLOGY AND INFRASTRUCTURE

SYLVIA TAYLOR

HUMAN RESOURCES

Client Services

JAMES HULT

OPERATIONS ANALYST

CATHY STULL

SENIOR PLAN ADMINISTRATOR

BARBARA MILAM

SENIOR PLAN ADMINISTRATOR

YVONNE THOMPSON

SENIOR PLAN ADMINISTRATOR

LILIANA SOTO

SENIOR CLIENT SERVICE SPECIALIST

TERI DRUHOT

SENIOR CLIENT SERVICE AND FIDUCIARY SPECIALIST

MICHAEL GRAY

WITHDRAWAL SPECIALIST

DAVID MAKI

PLAN ADMINISTRATION SUPPORT

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 our marketing team at marketing@ironfinancial.com

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