About Us
Meet The People
Senior Management
John R. Taylor, Jr.
Chairman, CEO, CIO
Management Committee
Product Development Committee
John Taylor is the Chairman, CEO and founder of FX Concepts. He has over 30 years of experience in the foreign exchange and related fixed income markets. He is recognized as an expert in the management of foreign exchange and a pioneer in the analysis of cyclicality of foreign exchange and interest rate markets.
Prior to founding FX Concepts, John was a Vice President at Citibank, where he headed the bank's marketing and advisory services in foreign exchange.
John began his career at Chemical Bank, where he founded that bank's Foreign Exchange Advisory Service in 1972. In this capacity he was the author of Foreign Exchange Exposure Management, which was published by Chemical Bank. In addition, John developed the first computer models designed to assist multinational corporations in the management of foreign exchange risk.
John's executive responsibilities at FX Concepts include serving as Chief Investment Officer. He also continues to provide analytical input daily and is available for client contact.
John has had numerous articles published in investment management journals and is an accomplished speaker widely noted for his skills in forecasting currency relationships.
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Senior Management
Jonathan H. Clark
Vice-Chairman, Head of Research Advisory
Management Committee
Product Development Committee
Jonathan Clark is a graduate of Colgate University and obtained an MBA from New York University. His graduate thesis was on the topic of long-term currency swaps.
Jonathan joined FX Concepts in 1984. His responsibilities include managing the firm's foreign exchange and interest rate research that is sold to 240 institutional clients in forty countries.
Jonathan’s duties include writing and editing the firm's research products, product development, and overseeing research sales.
He is a member of the FX Concepts's Management and Product Development Committees, and the Deputy Chief Investment Officer.
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Senior Management
Philip E. Simotas
President and Director of Investment Management
Management Committee
Product Development Committee
Philip Simotas, President and Director of Investment Management, joined FX Concepts in 1994. He heads up all aspects of the firm’s investment management activities, which include trading, portfolio administration, client servicing, investment research, and marketing. In addition, he is Chairman of the Product Development Committee which directs the firm’s research and model development efforts.
Philip began his career in derivatives at Dean Witter in 1986, where he was Foreign Exchange Strategist. From 1987 to 1993, he was Assistant Vice President and Senior Trader on Dean Witter's foreign exchange desk. He also served as Deputy Chief of the foreign exchange department.
Philip is a cum laude graduate of Yale University.
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Senior Management
Ryan O'Grady
Director of Investment Research
Management Committee
Product Development Committee
Ryan O'Grady has been the Director of Investment Research since 1999. He joined FX Concepts in 1992 as an Assistant Trader. Ryan was promoted to Foreign Exchange Manager/Trader in 1993 and served in this capacity until 1995 when he became the Manager of New Model Research.
Prior to joining FX Concepts, Ryan worked in the fixed income department of Neuberger & Berman, where he assisted in the development of a currency management system. He had previously worked at Standard Chartered Bank as a proprietary trader, focusing on emerging market currencies.
Ryan has a B.A. from Johns Hopkins University and an M.S. in Statistics and Operations Research from New York University. He has also completed coursework towards a PhD at the University of California, Irvine.
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Senior Management
Hugh Tilney
Chief Operating Officer, Chief Compliance Officer
Management Committee
Hugh Tilney is a member of the Board of Directors and Chairman of the Management Committee at FX Concepts. As Chief Operating Officer all financial, legal, and regulatory functions of the Company report to him. In addition the firm’s overseas offices fall within his responsibility.
Hugh joined FX Concepts in 1993 following a 28-year career in the insurance industry, both in the United States and the UK.
Hugh was educated in the UK and France.
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Senior Management
Daniel Szor
Managing Director
Management Committee
Daniel Szor has been with FX Concepts since 1987. Through 1992 he worked as a member of the company's research and advisory group with daily responsibility for foreign exchange and interest rate forecasting and advising clients on short-term market movement. Since then his focus has been on European business development.
In 1993, Daniel opened the company's first European office based in Paris, France. Through 2001, he was in charge of global sales for the firm's currency and interest rate advisory services. Since 2001, his focus has been on further developing the firm's European institutional investment client base.
Daniel now divides his time between the firm's New York office and Europe. He opened a new European office for the firm in London (August 2006) is responsible for marketing the firm's absolute return strategies and overlay programs to clients across Europe. Daniel is also a member of the firm's management committee.
Prior to joining FX Concepts, Daniel worked in both spot and corporate foreign exchange trading at Credit Lyonnais in NY. He was also a corporate foreign exchange advisor for the First National Bank of Boston in Boston MA. Daniel is a graduate of Tufts University.
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Senior Management
Raymond J. Sweeney
Senior Vice President
Management Committee
Ray Sweeney joined FX Concepts in 1998 as Vice President - Investment Management Sales & Marketing.
Ray has extensive experience as counsel to public sector and trade union pension funds. He is an expert on all aspects of labor law. He is one of the founders, and a past Chairman, of the Council of Institutional Investors, an organization that represents over 200 public and union pension funds. He also established a legal firm dedicated exclusively to the representation of union-sponsored pension funds, health care funds and non-profit organizations.
As a partner of the law firm Mulholland, Hickey & Lyman, Ray specialized in the representation of international labor unions. He was involved with litigation at all levels of the US Federal District Court System. He was a member of the American Bar Association's Advisory Committee on the Development of ERISA. He was also an editor of The Developing Labor Law, published by the American Bar Association.
Ray is a summa cum laude graduate of both Merrimack College and the University of Notre Dame Law School.
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Senior Management
Anthony Sacco
Chief Financial Officer
Management Committee
Anthony Sacco joined FX Concepts in June 2000. He is responsible for the establishment and monitoring of our internal controls, as well as the management of all aspects of the firm's accounting department. Tony oversees such functions as fund accounting, billing, cash management, financial statement preparation, preparation and filing of the all corporate and partnership tax returns for the firm and our funds, as well as overseeing the company’s various external audits.
Tony has spent the last twelve years in senior financial positions with organizations in the financial and/or international arenas. He graduated from St. Joseph University in 1993 with a major in Accounting and has been a Certified Public Accountant since 1997. Tony is also a member of the New York State Society of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the American Institute of Certified Public Accountants.
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Senior Management
Kelly Adams
Chief Technology Officer
Management Committee
Kelly Adams joined FX Concepts in September 2004 as head of technology and development. Throughout his career, he has been involved in the design and development of several large scale data integration and collaboration systems for major investment banks and brokerage firms. Prior to joining the firm, Kelly was Managing Director and Partner at Indus Valley Partners, a boutique IT hedge fund consulting firm.
His previous experience includes seven years as Global Head of Client Technology, Equity Prime Brokerage at Deutsche Bank where he was responsible for building Deutsche Bank’s hedge fund equity prime brokerage support infrastructure. Before Deutsche Bank he was a Director and Partner at ZAI*NET Software, Inc. (now part of SunGard) for eight years where he helped design and build their FX trading system.
Kelly holds an M.A. degree in Spanish from Middlebury College and a B.S degree in Anthropology from Western Carolina University. He is a frequent speaker and author in the field of IT.
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Investment Marketing
Philip E. Simotas
President and Director of Investment Management
Management Committee
Product Development Committee
Philip Simotas, President and Director of Investment Management, joined FX Concepts in 1994. He heads up all aspects of the firm’s investment management activities, which include trading, portfolio administration, client servicing, investment research, and marketing. In addition, he is chairman of the Product Development Committee which directs the firm’s research and model development efforts.
Philip began his career in derivatives at Dean Witter in 1986, where he was Foreign Exchange Strategist. From 1987 to 1993, he was Assistant Vice President and Senior Trader on Dean Witter's foreign exchange desk. He also served as Deputy Chief of the foreign exchange department.
Philip is a cum laude graduate of Yale University.
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Investment Marketing
Daniel Szor
Managing Director
Management Committee
Daniel Szor has been with FX Concepts since 1987. Through 1992 he worked as a member of the company's research and advisory group with daily responsibility for foreign exchange and interest rate forecasting and advising clients on short-term market movement. Since then his focus has been on European business development.
In 1993, Daniel opened the company's first European office based in Paris, France. Through 2001, he was in charge of global sales for the firm's currency and interest rate advisory services. Since 2001, his focus has been on further developing the firm's European institutional investment client base.
Daniel now divides his time between the firm's New York office and Europe. He opened a new European office for the firm in London (August 2006) is responsible for marketing the firm's absolute return strategies and overlay programs to clients across Europe. Daniel is also a member of the firm's management committee.
Prior to joining FX Concepts, Daniel worked in both spot and corporate foreign exchange trading at Credit Lyonnais in NY. He was also a corporate foreign exchange advisor for the First National Bank of Boston in Boston MA. Daniel is a graduate of Tufts University.
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Investment Marketing
Raymond J. Sweeney
Senior Vice President
Management Committee
Ray Sweeney joined FX Concepts in 1998 as Vice President - Investment Management Sales & Marketing.
Ray has extensive experience as counsel to public sector and trade union pension funds. He is an expert on all aspects of labor law. He is one of the founders, and a past Chairman, of the Council of Institutional Investors, an organization that represents over 200 public and union pension funds. He also established a legal firm dedicated exclusively to the representation of union-sponsored pension funds, health care funds and non-profit organizations.
As a partner of the law firm Mulholland, Hickey & Lyman, Ray specialized in the representation of international labor unions. He was involved with litigation at all levels of the US Federal District Court System. He was a member of the American Bar Association's Advisory Committee on the Development of ERISA. He was also an editor of The Developing Labor Law, published by the American Bar Association.
Ray is a summa cum laude graduate of both Merrimack College and the University of Notre Dame Law School.
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Investment Marketing
Cristina Scherer
Investment Management Marketing
Cristina Scherer joined FX Concepts in 1991 as Marketing Assistant to the FX Concepts Sales Department. Her multilingual skills - German, Swiss German, French, Italian, and conversational Spanish – enhance communication with overseas clients who prefer to speak or write in their native language. She presently works as an Investment Associate, providing clients, prospects and consultants with company and performance information on the various investment products that FX Concepts offers.
Cristina began her career at Deutsche Bank, and subsequently worked at Generale Bank in New York City. Prior to this she worked as a language instructor and translator in New York, Hong Kong and Japan. Originally a Swiss native, she majored in Art History at the University of Zurich.
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Investment Marketing
Daphne Bloore
Investment Management Marketing
New York City
Daphne Bloore joined FX Concepts in July 2005. She has extensive experience in marketing and communications in the financial services industry. Her most recent position was at Stratton Capital Management, a placement company that specializes in alternative investments.
Prior to that, Daphne worked 13 years at the World Gold Council, where she promoted gold investment products to institutional and high-net-worth investors. She has also held marketing positions at Platinum Guild International and Citibank International Private Banking.
Daphne received an MSc degree in Government from the London School of Economics in 1984, and a BA in Economics and Russian studies from the University of Pennsylvania in 1983.
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Investment Marketing
Kim Reardon
Investment Managment Marketing Associate
Kim began her career at FX Concepts in 1991 in the Research department. She worked in the New York office for five years before relocating to the Sydney, Australia office in 1996.
Previously Kim worked for four years at Sanford C. Bernstein & Co. as a Financial Advisors Associate.
She holds a B.A. in Economics from Syracuse University.
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Investment Marketing
Bernard Lock
Regional Manager
Asia Pacific (Singapore) Pte Ltd
Bernard Lock joined FX Concepts in 2002. He is the Head of our Singapore office and is responsible for sales as well as for providing strategies to the clients in Asia Pacific Region, including research, currency overlay and absolute return programs. Bernard had traded for banks in the foreign exchange and derivative markets for 20 years. He was the chief foreign exchange dealer at Bank of Tokyo Mitsubishi from 1990 to 1994, and at Banque Paribas from 1994 to 1997. Prior to FX Concepts, Mr. Lock worked for HSBC at the Emerging Markets & Derivatives Team, and was specialized in currency options.
Bernard graduated at the Chinese University of Hong Kong and obtained his Master Degree at the Business School of University of Birmingham, UK. Mr. Lock is a Chartered Financial Analyst with the CFA Institute and also, a registered Financial Risk Manager with GARP.
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Investment Marketing
Maximillian Spiess
Vice-President
European Business Development
Maximilian has joined FX Concepts in August 2007. He will be working in Research Advisory Sales, taking responsibility for territories within Europe, Middle East and Africa. Maximilian has several years of work experience in the IT sector spanning from Project Management to Business Development and Sales, gained during an international career with Philips, Reuters, and The InterAmerican Development Bank. In his last role before joining FX-Concepts in the London office, he was working as ICT Investment Manager for Europe with Investment New Zealand. Maximilian holds a MSc. Degree in IT Management from the London School of Economics.
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Investment Marketing
Anu Chhabra
Investment Management Associate
Anu Chhabra joined FX Concepts in 2008. She is part of the Marketing and Sales support for the European Investment Management Team working in conjunction with Daniel Szor.
Previously, she worked for Collingham Capital Management –a fund of fund based in London as an Investor Relations analyst and fund administrator. Prior to that Anu has also worked at Northern Trust and HSBC doing a wide range of roles including derivative valuations, mortgages and sales.
She graduated with a Bsc in Economics from City univesity in London.
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Compliance
Courtney Wessling
Investment Management Associate
Courtney Wessling is a member of the Investment Management group where she helps administer the company's Compliance Program and supports the marketing and client service team.
Courtney joined FX concepts in August 2006 as a Research and Consulting Operations Associate. Her responsibilities included gathering foreign exchange, fixed income, options, commodities, and equities data and executing financial models. She also helped edit and produce the daily and weekly research letters.
She graduated with a B.S. in Finance from Saint Joseph's University in Philadelphia, Pennsylvania.
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Investment Marketing
Steve Macari
Performance Analyst
Steve Macari joined the firm in June of 2004 as a network administrator responsible for network and systems support. He has recently joined the proprietary systems group as a performance analyst. Prior to joining FX Concepts, Steve worked at Shire US, a pharmaceuticals company.
Steve obtained a BBA in Information Systems and an MBA in Finance from Loyola College in Baltimore. He is also a Microsoft Certified Systems Engineer.
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Investment Research
Edward Boyle
Quantitative Model Development
Product Development Committee
Ed Boyle develops statistically driven quantitative models with an emphasis on highly diversified Global Futures and FX markets. His current research incorporates applying Statistical Arbitrage and Volatility Prediction techniques to a globally diverse set of asset classes. Prior to joining FX Concepts in July 2007, Ed developed and traded models for the Quantitative Group at Brevan Howard, a $12 billion UK fund. Previously, Ed managed Escher Capital Management, a quantitative advisory firm in Westport, CT and Magnum Design, Inc, a technology firm in San Francisco.
Ed has a Masters Degree from Stanford University where he did PhD candidate work on Automation and Artificial Intelligence systems. He holds an MSBA from the Boston University, International Business Program. Ed is a graduate of United States Military Academy, West Point and served active duty overseas for 5 years as a Captain in the US Army Corps of Engineers.
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Investment Research
Dr. Photios Harmantzis
Systematic Trading Models R&D
Product Development Committee
Dr. Photios Harmantzis joined FX Concepts in June 2006, as a member of the Investment Management Research group. His responsibilities include researching and developing new proprietary investment and trading models for the firm's portfolios. He has prior systematic trading hedge fund experience in the areas of Long/Short (Market Neutral) U.S. equities (fundamentals driven) and Long/Short U.S. credit (capital structure arbitrage). Besides the US, he worked in Canada and Greece.
His current research interests include various topics in finance, such as equity and credit modeling, financial econometrics, real options, risk management and optimal portfolio construction. His works have been presented in several conferences and he maintains strong ties with academia.
His degrees include a Ph.D. from the University of Toronto, an MBA from the Rotman School (U. Toronto) & Stern (NYU), and a Master's from the University of Pennsylvania.
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Investment Research
Saurabh Kumar
VP Investment Research
Product Development Committee
Saurabh Kumar joined FX Concepts, Inc in October 2005,as Vice President, Application Development Group. Prior to joining FX Concepts, Mr. Kumar was working as Senior Business Analyst at Indus Valley Partners responsible for managing projects, interacting with clients and providing domain expertise. Indus Valley Partners is a niche, technology consultancy focused on the Capital Markets industry. Prior to that he worked with iNautix Technologies Ltd. (Credit Suisse First Boston Group) as Program Manager. In addition, he has also worked with Tata Consultancy Services.
Saurabh holds an MBA from the Indian Institute of Management Bangalore and Bachelor of Technology from Lucknow University.
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Investment Research
Ryan O'Grady
Director of Investment Research
Management Committee
Product Development Committee
Ryan O'Grady has been the Director of Investment Research since 1999. He joined FX Concepts in 1992 as an Assistant Trader. Ryan was promoted to Foreign Exchange Manager/Trader in 1993 and served in this capacity until 1995 when he became the Manager of New Model Research.
Prior to joining FX Concepts, Ryan worked in the fixed income department of Neuberger & Berman, where he assisted in the development of a currency management system. He had previously worked at Standard Chartered Bank as a proprietary trader, focusing on emerging market currencies.
Ryan has a B.A. from Johns Hopkins University and an M.S. in Statistics and Operations Research from New York University. He has also completed coursework towards a PhD at the University of California, Irvine.
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Investment Research
Dr. Jim Conklin
Managing Director, Quantitative Research
Product Development Committee
Jim began his career in finance at Lehman Brothers in 1997 as a Foreign Exchange Strategist after a 10-year career as an economist with positions at the University of Madrid, the Bank of Spain and the University of Texas (Austin). From 2000 to 2004, Jim served as an FX and Fixed Income portfolio manager at Putnam Investments and West End Capital (Bermuda). From 2005 to 2008 Jim was Managing Director at Fortress Investments, managing quantitative portfolios in FX, Fixed Income, Commodities and Equities.
Jim is a cum laude graduate of Princeton University and has a PhD in Economics from Stanford University.
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Investment Research
Yeu-Fann Stafford
Research Assistant
Yeu-Fann Stafford joined FX Concepts in 2008 as a research assistant working primarily with quantitative model development and operation. He is also working to integrate FX Concepts' current models into QuantOffice software developed by Deltix Lab.
Yeu-Fann graduated in 2008 from the University of North Carolina with a B.S. in Mathematics, a B.A. in Economics, and a minor in Chemistry. In addition to financial models, he has experience analyzing scientific models and has done extensive laboratory work in both biochemistry and genetics.
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Investment Research
Trey Fitzpatrick
Vice President
Trey joined FX Concepts in March 2009. He is active in the development of quantitative strategies and as a member of the Research Advisory team. Trey was previously employed by Fortress Investment Group and Weiss Multi-Strategy Advisers. His experience includes portfolio management, fundamental and quantitative research, and trading.
Trey holds a BS from the Wharton School at the University of Pennsylvania, where he was a Joseph Wharton Scholar.
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Trading/Portfolio Management
Trading/Portfolio Management
Ross Thalheimer
Senior Vice President
Portfolio Manager/Analyst
Ross Thalheimer joined FX Concepts in 1992 as a technical analyst and currently works as a portfolio manager for the Global Currency Program. He began his career in the foreign exchange market in 1987 at Fuji Bank in New York City, where he worked as a currency manager specializing in developed market currencies.
Ross holds a B.A. in Economics from the Whittemore School of Business and Economics at the University of New Hampshire. He also holds an MBA in Finance from New York University.
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Trading/Portfolio Management
Douglas Taylor
Cash Management Manager
Doug Taylor joined FX Concepts in 2004 to oversee our Cash Management Department and now also is responsible for trading in energy and equities.
His major accomplishments include having co-founded, managed, and marketed two successful businesses. One business was an $8 billion dollar institutional global fixed income investment management firm, and the other was a cutting edge smart card technology business, where he invented and patented the proprietary technology.
Just prior to joining FX Concepts, he was responsible for completely restructuring of the investment portfolio of a life insurance company. He has over twenty years of fixed income investment experience in all major sectors across the entire yield curve.
He is a graduate from George Washington University, Washington, D.C. with a BA in International Political Science.
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Trading/Portfolio Management
Jeffrey Weiser
Vice President
Portfolio Manager
Jeffrey Weiser is the portfolio manager for the Global Currency Program (GCP). He has been with FX Concepts since 1996 when he joined the firm as a technical analyst. Previously, he worked for two years at Pegasus Econometrics, a division of Thomson Research, as an analyst covering the Far East markets.
Jeffrey is a graduate of Case Western Reserve University where he holds a degree in Economics.
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Trading/Portfolio Management
Scott Ainsbury
Portfolio Manager
Scott Ainsbury is a Senior Portfolio Manager looking after allocations within the Developed Markets, Global Currency and Options programs.
He has 20 years of currency and financial market trading experience and has spread his experience through several international centers including Sydney, Singapore and New York. After starting his career at the Bank of America in 1986 he became Chief Trader at the Commonwealth Bank of Australia from 1991-1995 before moving to Natwest Markets in New York from 1995-1999.
In 1999, Scott joined FX Concepts working initially out of our Sydney office before moving back over to the US and our headquarters in New York. He is a graduate of the University of Queensland, Brisbane, Australia with a Bachelor of Economics.
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Trading/Portfolio Management
Michael Zentz
Vice President
Portfolio Manager/Analyst
Michael Zentz joined FX Concepts in 1996 as a market analyst and has served as Portfolio Manager for the firm's Fixed Income Fund since 1999. Prior to this he was the Head of Treasury Market Research at Pegasus Econometric Group, a research and analysis boutique based in New York City.
Michael graduated from New York University with a B.S. in Finance.
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Trading/Portfolio Management
Sankalp Singh
Portfolio Manager & Investment Research
Product Development Committee
Sankalp Singh manages the portfolio for FX Concepts' options programs. In addition, Sankalp develops and implements quantitative trading models for the Investment Research group.
Sankalp began his career as an analyst at FX Concepts in 2004. He graduated from the University of Pennsylvania in 2002, completing a dual-degree program in Finance from the Wharton School of Business and Electrical Engineering from the School of Engineering & Applied Sciences.
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Trading/Portfolio Management
Robert Mammolito
Vice President
Portfolio Manager/Analyst
Bob Mammolito began his career at Bank of America in the late 70's trading FX spot and forwards. In 1983, he joined Renault Finance, New York where his activities involved both the currency and the U.S. Treasury Markets.
The bulk of his experience came when he joined Commerzbank A.G. New York in 1985 where he was an Assistant Chief Dealer and Deputy Manager of Foreign Exchange. In the early 1990's, he was asked to work on Commerzbank's money desk. He returned to their FX desk in 1997 to work with the branches and manage the bank's global order book. Bob joined FX Concepts in 2006 as a trader of our short-term models.
He graduated with a B.B.A. in Finance and Investments from the Bernard M. Baruch College in New York City.
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Trading/Portfolio Management
Lincoln Weekes
Vice President
Portfolio Manager
Lincoln Weekes has been in the FX markets ever since he graduated from the Wharton School, University of Pennsylvania in 1985. He held positions as Chief Dealer and Director of AIG Trading both in the USA and the UK before he founded the AIG Strategic Fund. Most recently he managed a foreign exchange portfolio for the Citibank affiliated hedge fund, Tribeca Global Management, and prior to that Lincoln was Managing Director at Bear Stearns.
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Consulting Department
Ron DiRusso
Vice President
Portfolio Manager
Ron joined FX Concepts in February 2009 as a Portfolio Manager in options trading. Prior to joining FX Concepts, he was a principal of Hyman, Beck & Co., responsible for all options trading and research. From 2001 to 2005, Ron was president of North Bridge Capital Management, and was responsible for all of trading and research. Northbridge had over $400 million in assets, primarily allocated to quantitative strategies in foreign exchange options.
Although Ron came to us with significant experience in managing portfolios, he has also spent time in research and trading at major investment banks. From 1996 to 2001, he was a Managing Director at Lehman Brothers, where he ran the global foreign exchange options desk. From 1985 to 1996, he worked at Goldman Sachs in the J. Aron Division where he held several positions in trading and research. Ron came to Goldman in 1985 from AT&T Bell Laboratories, where he performed research in local area networks.
Ron received a BS in Electrical Engineering from the Cooper Union in 1980 and a MS in Electrical Engineering from Carnegie Mellon University in 1982.
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Investment Administration
Investment Administration
Laurie Pisano
Vice President
Head of Investment Administration
Laurie Pisano is Vice President and Head of Investment Administration. She has been with FX Concepts since 1992. During her tenure at the FX Concepts, she has held numerous positions in Operations, Research, and Portfolio Administration.
Laurie is responsible for the management of all aspects of the firm's operations and investment administration department. She establishes and oversees the processes and controls over such functions as trade processing, reconciliations, performance reporting and client reporting.
Laurie received her B.A. from State University of NY, Cortland.
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Investment Administration
Melissa Dominguez
Senior Portfolio Administrator
Melissa Dominguez is the Senior Portfolio Administrator in the Portfolio Administration group. Her responsibilities include reconciliations, back-office administration and client servicing. Melissa has been with FX Concepts since 2000.
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Investment Administration
Veronica Zurita
Portfolio Administrator
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Investment Administration
Gianluca Lippiello
Portfolio Administrator
Gianluca Lippiello joined FX Concepts in August of 2006.
Prior to his arrival, Gianluca was employed in residential and commercial real estate as a licensed realtor. Additionally, he was employed at one of the top insurance carriers in the US as a Liability Representative.
Gianluca is an alumni of Fordham University where he graduated in 2004 with a B.S. in Finance and Economics.
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Investment Administration
Lauren Orlouski
Portfolio Administrator
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Investment Administration
Ozzie Saad
Analyst
Ozzie joined FX Concepts in January 2009 as an Analyst. He specializes in developing and implementing enhancements and solutions of business processes across the firm's platforms. In addition, he is responsible for supporting performance-related reporting and programs.
Prior to his tenure at FX Concepts, Ozzie worked at Ospraie Management as a Middle Office Analyst handling operations, pricings and daily performances for their Wingspan Platform that consisted of 9 major managed hedge funds with unique strategies across all aspects of trades.
From 2006-2008, he worked at Integra Investment Management as an Operations Analyst and, with both his MIS and Finance knowledge, developed in-house systems that handled daily blotters/positions reconciliations and P&L reports. Ozzie started his career, in December 2004, as a Project Coordinator at Information Technology Practice, Inc. covering medical clinics for the Southeast Region.
Ozzie graduated from Florida Atlantic University (FAU) with two BS degrees in Finance and Management Information System in 2004.
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Consulting Department
Jonathan H. Clark
Vice-Chairman, Head of Research Advisory
Management Committee
Product Development Committee
Jonathan Clark is a graduate of Colgate University and obtained an MBA from New York University. His graduate thesis was on the topic of long-term currency swaps.
Jonathan joined FX Concepts in 1984. His responsibilities include managing the firm's foreign exchange and interest rate research that is sold to 240 institutional clients in forty countries.
Jonathan’s duties include writing and editing the firm's research products, product development, and overseeing research sales.
He is a member of the FX Concepts's Management and Product Development Committees, and the Deputy Chief Investment Officer.
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Consulting Department
Ross Thalheimer
Senior Vice President
Portfolio Manager/Analyst
Ross Thalheimer joined FX Concepts in 1992 as a technical analyst and currently works as a portfolio manager for the Diversified Currency Overlay Fund. He began his career in the foreign exchange market in 1987 at Fuji Bank in New York City, where he worked as a currency manager specializing in developed market currencies.
Ross holds a B.A. in Economics from the Whittemore School of Business and Economics at the University of New Hampshire. He also holds an MBA in Finance from New York University.
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Consulting Department
Jeffrey Weiser
Vice President
Portfolio Manager
Jeffrey Weiser is the portfolio manager for the Global Currency Program (GCP). He has been with FX Concepts since 1996 when he joined the firm as a technical analyst. Previously, he worked for two years at Pegasus Econometrics, a division of Thomson Research, as an analyst covering the Far East markets.
Jeffrey is a graduate of Case Western Reserve University where he holds a degree in Economics.
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Consulting Department
Michael Zentz
Vice President
Portfolio Manager/Analyst
Michael Zentz joined FX Concepts in 1996 as a market analyst and has served as Portfolio Manager for the firm's Fixed Income Fund since 1999. Prior to this he was the Head of Treasury Market Research at Pegasus Econometric Group, a research and analysis boutique based in New York City.
Michael graduated from New York University with a B.S. in Finance.
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Consulting Department
Cornelius Luca
Vice President
Head of Client Advisory for the
Americas
Cornelius Luca is an internationally renowned foreign exchange and technical analysis expert who joined FX Concepts in 2002. He has more than 20 years of experience in the currency markets; he has previously traded spot, forwards, futures and currency options at Sanwa Bank (BOTM), Creditanstalt Bankverein (Bank Austria), and Prudential Securities.
He is the author of "Trading in the Global Currency Markets" (Second edition 2000, First edition 1995), "Technical Analysis Applications in the Global Currency Markets" (Third edition 2007, Second edition 2000, First edition 1997), both published by Prentice Hall, "Technical Analysis Applications", 2004, published by McGraw-Hill and "Practical Introduction to Technical Analysis", 1997, published by Euromoney. He published numerous articles in "Stocks and Commodities" and "Futures" magazines.
Cornelius holds an MBA from the New York University Stern School of Business with a double major in Finance and International Business.
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Consulting Department
Kristian Kerr
Research Analyst
Kristian Kerr joined FX Concepts as a research analyst in 2006 from MCM/MMS International where he was a senior currency analyst. Previously, he also worked at RefcoFX and Bank of America.
Kristian is a graduate of Schiller University in Madrid, Spain where he holds a degree in International Business.
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Consulting Department
Joseph Palmisano
Senior Research Analyst
Joe has 16 years of experience in the financial markets arena. He began his career in 1992 as a foreign exchange trader with Prominence International, Inc., a mid-sized hedge fund. He moved to Dow Jones & Co in 1994 as a financial journalist covering the foreign exchange and U.S fixed income markets, with a daily column published in the Asian Wall Street Journal. In 1997, he joined IDEAglobal as a market technician, covering the foreign exchange markets, the U.S and Canadian fixed income and equities markets, commodities markets, and emerging markets. He was also a contributing writer for the trade magazine Stocks, Futures, and Options (SFO).
He holds a B.S. in Finance from the Kogod School of Business at The American University. He has been an active member of the Market Technicians Association since 1997 and received his Chartered Market Technician (CMT) certification in 2000.
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Consulting Department
Trey Fitzpatrick
Vice President
Trey joined FX Concepts in March 2009. He is active in the development of quantitative strategies and as a member of the Research Advisory team. Trey was previously employed by Fortress Investment Group and Weiss Multi-Strategy Advisers. His experience includes portfolio management, fundamental and quantitative research, and trading.
Trey holds a BS from the Wharton School at the University of Pennsylvania, where he was a Joseph Wharton Scholar.
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Research Sales
Xavier Porterfield
Vice President
Global Head of Research Sales
Xavier Porterfield joined FX Concepts in March 1998 to help promote the firm's research business, initially in Central Europe. This role has since expanded and now includes responsibility for research advisory sales globally. Prior to joining FX Concepts Xavier worked for IDEA Global in London on their Emerging Markets research sales team after spending a couple years baking bread in Paris. He holds a history degree from the University of Kent at Canterbury.
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Research Sales
Bernard Lock
Regional Manager
Asia Pacific (Singapore) Pte Ltd
Bernard Lock joined FX Concepts in 2002. He is the Head of our Singapore office and is responsible for sales as well as for providing strategies to the clients in Asia Pacific Region, including research, currency overlay and absolute return programs. Bernard had traded for banks in the foreign exchange and derivative markets for 20 years. He was the chief foreign exchange dealer at Bank of Tokyo Mitsubishi from 1990 to 1994, and at Banque Paribas from 1994 to 1997. Prior to FX Concepts, Mr. Lock worked for HSBC at the Emerging Markets & Derivatives Team, and was specialized in currency options.
Bernard graduated at the Chinese University of Hong Kong and obtained his Master Degree at the Business School of University of Birmingham, UK. Mr. Lock is a Chartered Financial Analyst with the CFA Institute and also, a registered Financial Risk Manager with GARP.
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Research Sales
Maximillian Spiess
Vice-President
European Business Development
Maximilian has joined FX Concepts in August 2007. He will be working in Research Advisory Sales, taking responsibility for territories within Europe, Middle East and Africa. Maximilian has several years of work experience in the IT sector spanning from Project Management to Business Development and Sales, gained during an international career with Philips, Reuters, and The InterAmerican Development Bank. In his last role before joining FX-Concepts in the London office, he was working as ICT Investment Manager for Europe with Investment New Zealand. Maximilian holds a MSc. Degree in IT Management from the London School of Economics.
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Research Sales
Elizabeth Lim
Research Manager
Asia Pacific
Elizabeth joined FX Concepts in 2007. She is responsible in Research Advisory for the Asia Pacific region. Prior to joining the firm, Elizabeth spent years working in the hedge fund industry. Her assignment was to develop new business and sales opportunities, while fostering client relationships with fund managers and institutional investors worldwide. She also has experience in broking and analyzing Emerging Market, particularly in interest rate swap and cross currency swap from her previous engagement with Tradition Singapore.
Having graduated at the University of Malaya with a degree in Architecture, Elizabeth obtained her M.Sc. in Project Management from National University of Singapore and has passed all Professional Examinations required by CFA Institute.
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Consulting Department
Cornelius Luca
Vice President
Head of Client Advisory for the
Americas
Cornelius Luca is an internationally renowned foreign exchange and technical analysis expert who joined FX Concepts in 2002. He has more than 20 years of experience in the currency markets; he has previously traded spot, forwards, futures and currency options at Sanwa Bank (BOTM), Creditanstalt Bankverein (Bank Austria), and Prudential Securities.
He is the author of "Trading in the Global Currency Markets" (Second edition 2000, First edition 1995), "Technical Analysis Applications in the Global Currency Markets" (Third edition 2007, Second edition 2000, First edition 1997), both published by Prentice Hall, "Technical Analysis Applications", 2004, published by McGraw-Hill and "Practical Introduction to Technical Analysis", 1997, published by Euromoney. He published numerous articles in "Stocks and Commodities" and "Futures" magazines.
Cornelius holds an MBA from the New York University Stern School of Business with a double major in Finance and International Business.
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Consulting Operations
Jennifer Kim
Manager of Research and Consulting Operations
Jennifer Kim joined FX Concepts as a part time research operations associate in 1998. Her responsibilities included proofreading, editing and compiling the finished weekly research letters and distributing/emailing the letters to clients.Her other duties included charting daily data.
In 2001, in addition to the weekly letters, she became responsible for proofreading, editing and sending out the Daily Interest Rate and Foreign exchange Technical Outlook letters.
Jennifer joined FX Concepts full time in November of 2003 and in January 2005, joined the Research/ Consulting Operations group as a Senior Associate. Her primary responsibilities include gathering foreign exchange, fixed income, options, commodities, and equities data and executing financial models.
She attended Boston University and graduated The Fashion Institute of Technology with a Business Merchandising Management Degree.
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Consulting Operations
Katarzyna Maldonado
Associate of Research and Consulting Operations
Kasia joined the Research Consulting Operations group at FX Concepts in 2008. She is responsible for gathering foreign exchange, fixed income, options, commodities, and equities data and executing financial models.
Prior to joining FX Concepts, she served as an accountant at Goma Corporation, a jewelry manufacturer. During her eight year tenure there, she worked on accounts payable and receivables; prepared tax and payroll returns; and created a database of customers, vendors, and subcontractors, among other responsibilities. She began her career as a clothing store assistant manager.
Kasia is fluent in Polish, and speaks conversational Spanish.
She received her B.B.A. in Accounting from Baruch College, New York in 2006.
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Information Technology
Nancy Wu
Vice President
Head of Proprietary Systems and Performance Analytics
Product Development Committee
Nancy Wu joined FX Concepts in April 2004. She is responsible for the performance system and various proprietary model implementations.
Prior to joining FX Concepts, Nancy worked for two years at Deutsche Bank as a technology analyst in derivatives. Before that, she was a principal consultant at Keane Inc. where she had more than four years of experience building large scale application systems.
Nancy holds an MS degree in Engineering from Rutgers University. In addition, she holds a Finance Certificate in Computational Finance from Carnegie Mellon University, and the CFA Institute's Certificate in Investment Performance Measurement (CIPM).
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Information Technology
Kelly Adams
Chief Technology Officer
Management Committee
Kelly Adams joined FX Concepts in September 2004 as head of technology and development. Throughout his career, he has been involved in the design and development of several large scale data integration and collaboration systems for major investment banks and brokerage firms. Prior to joining the firm, Kelly was Managing Director and Partner at Indus Valley Partners, a boutique IT hedge fund consulting firm.
His previous experience includes seven years as Global Head of Client Technology, Equity Prime Brokerage at Deutsche Bank where he was responsible for building Deutsche Bank’s hedge fund equity prime brokerage support infrastructure. Before Deutsche Bank he was a Director and Partner at ZAI*NET Software, Inc. (now part of SunGard) for eight years where he helped design and build their FX trading system.
Kelly holds an M.A. degree in Spanish from Middlebury College and a B.S degree in Anthropology from Western Carolina University. He is a frequent speaker and author in the field of IT.
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Information Technology
Ross Bowser
Senior Developer, Business Analyst
Ross Bowser joined FX Concepts in May 2007 as a senior application developer and business analyst.
Prior to working at FX Concepts, Ross was a Vice President at Deutsche Bank where he was responsible for Equities Prime Brokerage cross-product margin and risk systems. His experience includes application development and project management in the areas of market and credit risk management, portfolio accounting, derivatives systems, and trade processing. Ross has also been a consultant for BankBoston, Citibank, and the Toronto Stock Exchange. He began his career developing computational fluid dynamics and flow visualization applications for the Canadian Navy.
Ross holds a Master's degree in Aerospace Engineering and a Bachelor's degree in Engineering Science from the University of Toronto.
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Information Technology
George Fujioka
Business Analyst & Developer
George joined FX Concepts in November of 2004 as a business analyst and application developer. He specializes in gathering the required business specifications and develops the necessary tools/applications to be delivered, which enables FX Concepts to be at the cutting edge of technology
George holds over 6000 hours of experience working with projects and is a PMI certified project management professional (PMP).
Prior to working at FX Concepts, George worked over three years in information technology for the Prime Services Client Reporting and Consulting Group at Deutsche Bank. His contributions spanned from developing internal business applications to fully integrated, external client interfacing web portals. Furthermore, he graduated with distinction from the 2 year Deutsche Bank graduate training program.
George is a cum laude graduate of Rutgers University with a BS in Computer Science and Economics.
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Information Technology
Steven Sevchuk
Business Analyst and Developer
Steve Sevchuk joined FX Concepts in February of 2006 as a business analyst and application developer. He specializes in gathering the required business specifications and develops the necessary tools/applications to be delivered, which enables FX Concepts to be at the cutting edge of technology
Steve holds 3 Microsoft certified accreditations. He is distinguished by earning the certifications of MCP, MCAD .NET and MCSD .NET, providing him the expertise and knowledge to design and implement enterprise-scale applications and solutions.
Prior to working at FX Concepts, Steve worked for the Bureau of Application Development at the New Jersey Department of Transportation developing systems to support the internal operations of the administrative bureaus. His contributions focused on developing enterprise level internal business applications that integrated the data and technologies of the autonomous bureaus within the DOT, from human resources to maintenance operations.
Steve also completed an internship at Alliance Capital Management with their Fixed Income Technologies Group, contributing to development of a fixed income research modeling application.
Steve is a graduate of Rutgers University with a BS in Computer Science and minor in Music.
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Information Technology
Thomas Snider
Senior Network Engineer
Tom Snider joined FX Concepts in September 2003 as Network Engineer for the IT Infrastructure. Prior to joining FX Concepts, Tom managed all IT operations for a regional Internet and E-Commerce Provider.
Tom holds a bachelors degree in Music from the University of Michigan and holds IT certification from Cisco.
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Information Technology
Paul Pagan
Network Administrator
Paul Pagan joined FX Concepts in August 2006 as a Network Administrator for the IT Infrastructure. Prior to joining FX Concepts, Paul was a Network Administrator for Clever Devices in Plainview, NY.
Paul graduated from Adelphi University with a B.S in Computer Science in 2001 and was a member of NCAA champion lacrosse team all 4 years.
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Information Technology
Morten Hoyer
Senior Research Analyst
Morten Hoyer joined FX-Concepts in December of 2007 as a Senior Research Analyst.
Prior to joining FX-Concepts, Morten was a Senior Software Engineer at Truviso, where he was responsible for the company’s realtime visualization framework, the foreign exchange market monitor, and the first iteration of the algorithmic backtesting framework.
Prior to Truviso, Morten was a senior consultant at Randomwalk Computing, a consulting company for the financial services sector.
Morten holds a Masters degree in Business and Economics from the Norwegian School of Management, and a dual degree in MBA and Master of Science in MIS from the Weatherhead School of Management, Case Western Reserve University.
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Information Technology
Liang Shi
Business Analyst and Senior Application Developer
Liang joined FX Concepts in January 2008 as a Senior Application Developer and Business Analyst.
Prior to joining the firm, he worked at Deutsche Bank and Credit Suisse as a leading developer and architect. There he designed and implemented several large enterprise applications in the area of prime services, including client web portals, reporting systems, and entitlement engines. He has extensive experience in the development of complex, high performance, multi-tiered systems. Before joining the financial industry, he worked in various telecommunications, Enterprise Resource Planning (ERP), and media software companies. He also worked as a government contractor. His roles included programming, system integration, and software development management.
Liang holds a Ph.D. in Nuclear Engineering and an MS in Computer Science from North Carolina State University, and a BS in Nuclear Physics from Beijing University, China.
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Information Technology
Benjamin S. Adler
Senior Network Engineer
Ben joined FX Concepts in March 2009 as Senior Network Engineer.
Previously, he was Senior IT Specialist at BlueMountain Capital Management for four years where his numerous accomplishments include relocating the company's data center to New York City and the development and implementation of a new IT infrastructure and Disaster Recovery Strategy.
Prior to that, Ben worked for four years at EZE Castle Integration as Senior Engineer where he serviced a wide variety of clients including hedge funds on all aspects of IT. Ben also worked at Dynax Solutions as Network Administrator, and at SAP America Headquarters on the Communications and Technology Team.
Ben holds a BS degree in Business Administration from Villanova University where he played for the ice hockey team.
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Information Technology
Ravi Iyer
Senior Database Administrator
Ravi joined FX Concepts in March 2009 as Senior Database Administrator.
He has extensive database management, performance monitoring and business continuity planning experience. Prior to working at FX Concepts, Ravi worked at various financial services firms, most recently at Deutsche Bank and JPMorgan Chase. He was a member of the Swat Team, a cross platform performance improvement initiative, and led migration efforts to the latest releases of OS and DBMS software.
Ravi is a graduate of the New Jersey Institute of Technology with a BS in Computer Engineering and a member of Tau Beta Pi, the Engineering Honor Society.
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Accounting
Anthony Sacco
Chief Financial Officer
Management Committee
Anthony Sacco joined FX Concepts in June 2000. He is responsible for the establishment and monitoring of our internal controls, as well as the management of all aspects of the firm's accounting department. Tony oversees such functions as fund accounting, billing, cash management, financial statement preparation, preparation and filing of the all corporate and partnership tax returns for the firm and our funds, as well as overseeing the company’s various external audits.
Tony has spent the last twelve years in senior financial positions with organizations in the financial and/or international arenas. He graduated from St. Joseph University in 1993 with a major in Accounting and has been a Certified Public Accountant since 1997. Tony is also a member of the New York State Society of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the American Institute of Certified Public Accountants.
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Accounting
Funmi Adesanya
Accounting Supervisor
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Accounting
Rosemarie Giannola-Asaro
Fund Accountant
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Accounting
Eugenia Aronov
Senior Accountant, CPA
Genie Aronov, CPA joined FX Concepts in August of 2005 as Senior Accountant.
Prior to joining FX Concepts Genie worked at FFTW Inc., a fixed income investment manager and oversaw all accounting functions of the company's foreign subsidiaries. Prior to that she worked with PricewaterhouseCoopers, and had internships at Arthur Anderson and the NY City Dept of Investigation. In addition, she has experience in global internal audits, having spent some time conducting financial & operational audits in Poland and Russia.
Genie's accomplishments include: being Certified Public Accountant since 2001; founding the NYSSCPA Young CPAs of Queens Committee; writing for the Trusted Professional Newsletter as a Media Relations Liason for Queens; and acting as Chair Assistant and Secretary for the NYSSCPA Tax Committee of Queens. She was a former writer for the Women's World Magazine, an actress of the Russian Theatre Renaissance, and a founder and a host of the youth club KIWI.
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Accounting
Joanny Santana
Staff Accountant
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Accounting
Adriano Duarte
Staff Accountant
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Accounting
Leonard Weedman
Staff Accountant
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Accounting
Kim Reardon
Investment Managment Marketing Associate
Kim began her career at FX Concepts in 1991 in the Research department. She worked in the New York office for five years before relocating to the Sydney, Australia office in 1996.
Previously Kim worked for four years at Sanford C. Bernstein & Co. as a Financial Advisors Associate.
She holds a B.A. in Economics from Syracuse University.
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Office Administration
Marie Currim
Executive Assistant to the Chairman
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Office Administration
Lachandra Jones
Office Manager
Lachandra Jones joined FX Concepts in July of 2006 as Office Receptionist, then was promoted to the position of Office Manager including the responsibilities of Benefits Administrator. Prior to joining the firm, Lachandra worked five years for Banana Republic as a Career Development Manager. She has also been certified as a Medical Assistant (M.A.) in Medical Billing & Coding from Sanford Brown Institute.
Lachandra is currently enrolled in Brooklyn College, New York where she is studying Business Administration in Management.
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Office Administration
Sharlene Bisram
Receptionist
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Compliance
Hugh Tilney
Chief Operating Officer, Chief Compliance Officer
Management Committee
Hugh Tilney is a member of the Board of Directors and Chairman of the Management Committee at FX Concepts. As Chief Operating Officer all financial, legal, and regulatory functions of the Company report to him. In addition the firm’s overseas offices fall within his responsibility.
Hugh joined FX Concepts in 1993 following a 28-year career in the insurance industry, both in the United States and the UK.
Hugh was educated in the UK and France.
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Compliance
Susan Kim
Vice President
Legal Counsel and Compliance Officer
Susan joined FX Concepts in February 2007. Prior to joining FX Concepts, she was a Vice President in Regulatory Compliance at JPMorgan Asset Management from 2002 - 2007 and worked in the Legal and Compliance Department of Credit Suisse Asset Management, LLC from 2001 - 2002. Prior to that, Susan was an Examiner in the Pacific Regional Office of the Securities and Exchange Commission in the Investment Adviser/Investment Company Examination program from 1998 - 2000.
Susan is a graduate of The Ohio State University with a B.S. in Psychology and received her J.D. from the Fordham University School of Law. She is admitted to the Bar in New York and New Jersey.
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Compliance
Courtney Wessling
Investment Management Associate
Courtney Wessling is a member of the Investment Management group where she helps administer the company's Compliance Program and supports the marketing and client service team.
Courtney joined FX concepts in August 2006 as a Research and Consulting Operations Associate. Her responsibilities included gathering foreign exchange, fixed income, options, commodities, and equities data and executing financial models. She also helped edit and produce the daily and weekly research letters.
She graduated with a B.S. in Finance from Saint Joseph's University in Philadelphia, Pennsylvania.
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