The Prisma team comprises experienced, senior-level professionals with expertise across portfolio management, risk, operations and client relationship management. Prisma’s founding partners have an average of 30 years of industry experience. Investment team members have, on average, over 22 years of experience in their respective areas of focus. All portfolio managers are required to have direct capital markets experience in either trading and/or managing assets. Portfolio managers conduct all of their own research directly with the managers and do not rely on junior analysts. Prisma’s senior risk management team members both hold PhDs, but have also had actual trading experience.
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Capital Markets Experience |
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|
Founding Partners |
Title |
Designations |
Years of |
Fixed Income |
Equity |
Derivatives |
| Girish Reddy | Managing Partner/ Investment Committee Member |
MBA, CFA |
30 |
x | x | |
| Gavyn Davies | Advisory Partner |
Hon. PhD |
30 | x | x | |
| Thomas Healey | Advisory Partner |
CFA, CRE |
32 | x |
x | |
|
Portfolio Managers
|
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| Girish Reddy | Managing Partner/ Investment Committee Member |
MBA, CFA |
30 | x | x | |
| William Cook | Senior Portfolio Manager/ Investment Committee Member |
MBA, CFA |
29 |
x |
x | |
| Eric Wolfe | Senior Portfolio Manager/ Investment Committee Member |
CFA | 18 |
x |
x | x |
| Donna Heitzman | Portfolio Manager | CFA, CPA |
29 |
x |
x | |
| Michael Rudzik | Portfolio Manager | MBA | 22 |
x | ||
| Daniel Lawee | Portfolio Manager | MBA, CFA |
15 |
x |
x | |
| Peter Zakowich | Portfolio Manager | MBA | 11 | x | ||
| James Welch, III | Managing Director | BA | 30 | x | x | |
|
Risk Management
|
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| Emanuel Derman | Head of Risk Management | PhD | 24 |
x |
x | x |
| Shankar "Nag" Nagarajan | Director of Risk Management | PhD | 22 | x |
x |
x |
|
Operations/Finance
|
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| Fran Conroy | Chief Operating Officer/Investment Committee Member |
MBA, CPA |
29 | x | x | |
| Mark DeGaetano | Head of Operational Due Diligence | BS | 28 | x |
x | |
| John Brennan | Director of Operations |
BS | 27 | x | x | |
| Kenneth Eagle | Controller | BS | 10 | |||
|
General Counsel
|
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| Anne Wynne | General Counsel | JD | 9 | |||
|
Marketing/Sales
|
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| Helenmarie Rodgers | Managing Director |
BA, MBA | 24 | x | ||
| Paul Roberts | Managing Director |
MA | 24 | x | x | |
| John Stimpson | Managing Director |
BA, MBA |
17 | |||
| James Walsh | Managing Director |
MS, MBA |
34 | x |
x | |
| Anthony Pennetti | Managing Director |
BA, JD |
26 | |||





