Investment Team
VELA Portfolio Managers also hold the title of Research Analyst and maintain industry coverage which supports all investment strategies. We believe strongly that this structure enhances collaboration and a constructive team dynamic.
Portfolio Managers maintain regular communication with each analyst and are advised on investment ideas from the point of idea generation, leveraging their experience throughout the research process and adding to their depth of knowledge for each name in their respective portfolios.
Ric Dillon, CFA
CEO, CIO &
PORTFOLIO MANAGER
Chris Brinich, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Jason Downey, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Max Grogg, CFA
RESEARCH ANALYST
Jenny Hubbard, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Bobby Murphy, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST;
DIRECTOR OF RESEARCH
Zach Muzumdar
RESEARCH ASSOCIATE
Maya Peterson
RESEARCH ASSOCIATE
Nick Rinker, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Kyle Schneider, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Bob Sharpe
PORTFOLIO MANAGER
& RESEARCH ANALYST
Shaun Steiger, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST;
OPTIONS SPECIALIST
Matt Susi, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Bryan Yu
SENIOR QUANTITATIVE
RESEARCH ASSOCIATE
Ric Dillon, CFA
CEO, CIO &
PORTFOLIO MANAGER
Chris Brinich, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Jason Downey, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Max Grogg
SENIOR RESEARCH
ASSOCIATE
Jenny Hubbard, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Bobby Murphy, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST;
DIRECTOR OF RESEARCH
Zach Muzumdar
RESEARCH ASSOCIATE
Maya Peterson
RESEARCH ASSOCIATE
Nick Rinker, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Al Rodack
SENIOR CONSULTANT,
FIXED INCOME
Kyle Schneider, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Bob Sharpe
PORTFOLIO MANAGER
& RESEARCH ANALYST
Shaun Steiger, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST;
OPTIONS SPECIALIST
Matt Susi, CFA
PORTFOLIO MANAGER
& RESEARCH ANALYST
Bryan Yu
SENIOR QUANTITATIVE
RESEARCH ASSOCIATE
