Howard Present - Chairperson
President and Chief Executive Officer, Board Member, Co-Founder
Mr. Present is Co-Founder, President and CEO of F-Squared Investments. Prior to F-Squared Investments, he was Founder and President of Helicon Partners LLC, a boutique management firm specializing in new business development within the financial services industry.
Previously, Mr. Present was Managing Director at Evergreen Investments where he was a member of the Evergreen Executive Committee. Mr. Present ran global product management and strategy for the firm, led the successful multi-billion dollar business launch into closed end funds, and was business owner of the Alternative Investments, Managed Accounts, and 529 businesses. He was also a lead participant in the firm's M&A efforts.
Prior to joining Evergreen, he was a Managing Director at Putnam Investments, where he founded the firm's Corporate Product Management department. He also was Partner and Director of Strategy for the Boston Financial Group, a leader in the real estate investment industry, and he spent 6 years at Chase Manhattan Private Bank where he ran the firm's offshore fund business.
Mr. Present earned a BS in Petroleum Engineering from the University of Texas at Austin and an MBA from Emory University, where he was awarded the Robert W. Woodruff Fellowship for academic excellence.
Mr. Present has authored or co-authored several strategy white papers and research studies covering the investment industry, including a 2006 study in conjunction with Financial Research Corporation entitled "THE NEW GATEKEEPERS: Navigating the Investment Manager Selection Process at Distributors."
George McClelland
Vice Chairman and Director of Business Development, Board Member, Co-Founder
Mr. McClelland is Co-Founder, Vice Chairman, and Director of Business Development for F-Squared Investments. Mr. McClelland has experience in the computer, software, telecommunications, financial services, Internet auction, nanotech and medical delivery fields. Mr. McClelland has held senior positions at Data General, Fidelity Investments, University of Massachusetts Medical Center and United Asset Management. He has founded, or co-founded The Charitable Gift Fund and eSecLending companies, where he was Chairman and CEO.
He currently serves on the board of Safeguard Scientifics, Inc. and Friends of the Children, Boston; and is member of the Board of Advisors for Executive Resources International. He has previously served on the boards of Windward Investments (now Windhaven), Riverstone Networks, Storage Networks, The Campbell Group, OSV Partners, Acadian Asset Management, Dwight Asset Management, Clay Finlay, Rogge Partners, Palledyne, Murray Johnstone, L&B Realty Advisors, C S McKee, Advisory Committee of the Group of Thirty, and others.
Mr. McClelland has lectured at MIT, Boston College, and Bentley College. He also has the rare distinction of having Harvard Business School write a case series on entrepreneurship and leadership based on his experience. This case is taught to all first year students. His educational background includes Trinity College in Hartford, Connecticut, from which he graduated cum laude with a BA in economics, and Harvard Business School, from which he received an MBA (with distinction). In 1998 he was awarded a Ph.D., Humane Letters from the University of Massachusetts Medical School in Worcester, Massachusetts.
Vadim Fishman
Managing Director and Chief Technology Officer, Co-Founder
Mr. Fishman is a Co-Founder, Managing Director and Chief Technology Officer of F-Squared Investments. Prior to F-Squared Investments, Mr. Fishman was the Founder and CEO of IntelDM, Inc., a consulting firm providing mathematical and programming services for the financial services and biotech industries.
Previously, Mr. Fishman was Software Project Manager for Artann Laboratories, where he led software development of new medical diagnostic devices. In this capacity, he designed and developed near real-time methods and software for 2D- and 3D-medical image analysis. He has also held analytical and development roles for such firms as Markov Processes, Inc., Minimax Ltd. in Kharkov, Ukraine, and the Kharkov Institute of Industrial Buildings.
Mr. Fishman is fluent in multiple computer and web programming languages, software and database programs. He earned an MS in Technology from the Kharkov Politechnical University in Kharkov, Ukraine.
Richard F. Tomney
Managing Director, RIA and Wealth Management
Mr. Tomney is Managing Director, Investments for F-Squared Investments, Inc. F-Squared is a
privately-held, SEC registered boutique investment management firm providing investment
advisory and portfolio management services for Financial professionals, Wealth managers,
Institutional investors and sub-advisory services for mutual funds. F-Squared was founded with
the explicit mission of redefining how quality investment management can be reliably delivered
to investors.
Prior to F-Squared Rick was Marketing Director at Gottex Fund Management responsible for
institutional sales and client service to North American clients and consultants. Mr. Tomney has
also held the position of Deputy Chief Investment Officer for Liberty Ridge Capital. In that
capacity, he was responsible for facilitating projects related to the investment process including the revamping the investment models and universe screening tools. He also assisted the Chief Investment Officer in managing the daily operations of the investment management department. Additionally Rick served as Risk Officer, overseeing the implementation of risk management techniques and systems. He was also responsible for product development at the firm for both institutional and retail offerings.
Prior to joining Liberty Ridge Capital, Mr. Tomney was vice president in the Corporate Product
Development Group at Putnam Investments. Rick also held other senior product positions at
United Asset Management Corporation and Fidelity Investments. Rick received a BS and an
MBA in finance and marketing from Boston College.
Richard B. Weed, CFA
Managing Director, Alternative Investments
Mr. Weed is a Managing Director of the firm and sits on F-Squared's Investment Committee. Mr. Weed has over 20 years of investment management experience with extensive portfolio management,
risk-control, quantitative modeling, product research and design expertise.
Previously, Mr. Weed was the CIO of Vernon Square Capital, a long-short, market neutral hedge fund based in Boston. Prior to founding Vernon Square Capital, Mr. Weed spent 9 years at Putnam Investments, where he led the Small and Emerging Growth Equities Team. He also spent 8 years at State Street Global Advisors, where he was a Senior Portfolio Manager in the US Active Equities team.
Mr. Weed earned an S.M. from the MIT Sloan School of Management, an MS from Northeastern University in Chemical Engineering, and a BS from Worcester Polytechnic Institute in Chemical Engineering.
John J. Harrington, CFA
Senior Vice President, Investments
Mr. Harrington is a Senior Vice President of the firm and sits on F-Squared's Investment Committee.
Previously, Mr. Harrington was Director of Investments at Rampart Investment Management in Boston, a firm focused on enhanced income and protective strategies via the use of derivatives.
Prior to joining Rampart, Mr. Harrington spent nine years at Wellington Management Company where he co-managed the firm's Mid Cap Growth investment approach for a number of years. His work experience also includes over five years in the product management area at major global investment management firms.
Mr. Harrington earned a Masters in Business Administration - (Finance) from the University of Connecticut at Storrs, and an undergraduate degree from the University of Michigan in Ann Arbor. He was awarded the Chartered Financial Analyst designation in 1991.
Kevin Orr
Senior Vice President, Investments
Mr. Orr is a Senior Vice President of the firm and sits on F-Squared's Investment Committee.
Mr. Orr has twenty years experience in the investment management industry with extensive product development and management expertise. Prior to joining F-Squared, Mr. Orr was Executive Vice President at Structured Investment Management where he led the sales and marketing effort for the boutique investment advisory firm specializing in best in class principal protected strategies. He also held the position of Director of Marketing for Loomis Sayles & Company L.P.
Prior to Loomis Sayles & Company L.P., Mr. Orr was Managing Director of Business Development & Investment Services at PanAgora Asset Management, overseeing global product development and business strategy for the quantitative investment firm. He previously held senior positions at Putnam Investments including Managing Director, Director New & Alternative Product Development and Director of International Product Development & Management. Kevin received his BA in Economics from the University at Buffalo.
Thomas W. Hagstrom, CFA
Senior Vice President, Investments
Mr. Hagstrom is a Senior Vice President of the firm and sits on F-Squared Investment Committee.
Mr. Hagstrom has over twenty years of experience in the financial markets, with responsibilities in business development, portfolio management, and sales and trading. Prior to joining F-Squared, Mr. Hagstrom was a Managing Director at State Street Global Advisors in Boston, heading Global Business Management, and was a member of the Senior Management Group. Mr. Hagstrom was a Managing Director and principal in the emerging markets team at State Street Research and Management before its acquisition by Blackrock in 2005. Prior to SSRM, Mr. Hagstrom held senior capital markets roles at RBS, Lehman Brothers and Credit Suisse First Boston, during which time he qualified for a CFA designation.
Tom received his MBA from the University of Chicago and BS from the United States Military Academy at West Point. In the intervening years, he flew Army helicopters while stationed in the Federal Republic of Germany.
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