Executive Committee

- HOWARD NIXON

HOWARD NIXON

CO-FOUNDER,
CHIEF EXECUTIVE OFFICER
- 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
- ROBERT COHN

ROBERT COHN

MANAGING DIRECTOR,
DIRECTOR OF FINANCE

Partners

- HOWARD NIXON

HOWARD NIXON

CO-FOUNDER,
CHIEF EXECUTIVE OFFICER
- AARON IZENSTARK

AARON IZENSTARK

CO-FOUNDER,
CHIEF INVESTMENT OFFICER
- RICHARD FRIEDMAN

RICHARD FRIEDMAN

MANAGING DIRECTOR,
BUSINESS DEVELOPMENT
CORPORATE RETIREMENT SOLUTIONS
- STEVEN WEIL

STEVEN WEIL

MANAGING DIRECTOR,
REGIONAL SALES, MIDWEST
- RICHARD LAKIN

RICHARD LAKIN

MANAGING DIRECTOR,
CHIEF COMPLIANCE OFFICER
- 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

Portfolio Management Team

- 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
- 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
- DONALD CASEY, CFA

DONALD CASEY, CFA

SENIOR INVESTMENT ANALYST
- BILL HASSIEPEN

BILL HASSIEPEN

SENIOR CREDIT RESEARCH ANALYST
- YUETING (AMELIA) WU, CFA

YUETING (AMELIA) WU, CFA

SENIOR QUANTITATIVE ANALYST
- GEORGE GEORGIEV, CFA

GEORGE GEORGIEV, CFA

SENIOR FUND RESEARCH ANALYST
- CORY EAGERMAN

CORY EAGERMAN

SENIOR FUND RESEARCH ANALYST
- SOUMYA KANCHARLA

SOUMYA KANCHARLA

MANAGER, ENTERPRISE SOFTWARE APPLICATIONS

3(38) FIDUCIARY TEAM

- 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
- YUETING (AMELIA) WU, CFA

YUETING (AMELIA) WU, CFA

SENIOR QUANTITATIVE ANALYST
- GEORGE GEORGIEV, CFA

GEORGE GEORGIEV, CFA

SENIOR FUND RESEARCH ANALYST
- CORY EAGERMAN

CORY EAGERMAN

SENIOR FUND RESEARCH ANALYST
- SOUMYA KANCHARLA

SOUMYA KANCHARLA

MANAGER, ENTERPRISE SOFTWARE APPLICATIONS
- JO DUPRE

JO DUPRE

SENIOR OPERATIONS ANALYST
- CANDY MARIN

CANDY MARIN

CONVERSION SPECIALIST
- PAYAL VIRDI

PAYAL VIRDI

CONVERSION SPECIALIST
- EDWARD CRAIG

EDWARD CRAIG

DATA BASE ADMINISTRATOR
- TOM SCHWARZ

TOM SCHWARZ

DIRECTOR OF IT

Distribution and Marketing

- HOWARD NIXON

HOWARD NIXON

CO-FOUNDER,
CHIEF EXECUTIVE OFFICER
- 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
- ROBYN HENSEL

ROBYN HENSEL

DIRECTOR OF BUSINESS COORDINATION
- AMY CHANDLER

AMY CHANDLER

DIRECTOR OF STRATEGIC INITIATIVES
- SARAH ALLRED

SARAH ALLRED

MARKETING MANAGER

Compliance and Operations

- RICHARD LAKIN

RICHARD LAKIN

MANAGING DIRECTOR,
CHIEF COMPLIANCE OFFICER
- Timothy Ziemba, CFA, CFP®

Timothy Ziemba, CFA, CFP®

DIRECTOR OF PRIVATE CLIENT
- CHERYL SEDLAK

CHERYL SEDLAK

DIRECTOR OF INVESTMENT
OPERATIONS
- JAMES HULT

JAMES HULT

OPERATIONS ANALYST
- TOM SCHWARZ

TOM SCHWARZ

DIRECTOR OF IT
- 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
- YVONNE THOMPSON

YVONNE THOMPSON

SENIOR PLAN ADMINISTRATOR
- LILIANA SOTO

LILIANA SOTO

SENIOR CLIENT SERVICE SPECIALIST
- TERI DRUHOT

TERI DRUHOT

SENIOR CLIENT SERVICE AND FIDUCIARY 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 our marketing team at marketing@ironfinancial.com

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