Our Team

Judy O'Connell Judith W. O’Connell Managing Partner – Chief Executive Officer
Scott T. Brayman, CFA Managing Partner – Chief Investment Officer
Corey N. Bronner, CFA Partner – Deputy Chief Investment Officer
Joe Caligiuri Joseph M. Caligiuri, CFA Partner – Deputy Chief Investment Officer
Mike Cervi Michael A. Cervi Partner – Client Service
Joe Farley Joseph J. Farley Partner – Analyst
Matthew S. Garcia Partner – Chief Compliance Officer
Rob Hallisey Robert D. Hallisey Partner – Analyst
Andrew Hanson Andrew J. Hanson, CFA Partner – Analyst
Angie Holbrook Angie M. Holbrook, CFA Partner – Client Service
Finn R. McCoy Partner – Head Trader
Wendy Nunez Wendy K. Nunez Partner – Senior Advisor
Eric P. Ode Partner – President & Chief Operating Officer
Jacqueline W. Williams, CFA Partner – Analyst
Jason L. Wyman, Ph.D. Partner – Quantitative Analyst
Meredith A. Ackel Senior Associate – Human Capital Management & Sustainability
Jared Annello Principal – Director of Operations
Kelly S. Barnes Principal – Business Administration & Finance
Michael W. Berube Senior Associate – Investment Operations & Reporting
Ketan Bhuptani Senior Associate – Software & Data Engineering Lead
Tyler D. Brabant Associate – Information Technology
Lauren E. Cootware Associate – Compliance
Zack Darling Associate – Investment Operations & Reporting
Harriet R. Davis Senior Associate – Business Administration Support
Lauren C. Dolan Senior Associate – Investment Team Support
Rachel C. Drakon, CFA Associate – Analyst
Ethan C. Ellison, CFA Principal – Analyst
Toni A. Finnegan Associate – Office Administration
Hamza Halilovic Associate – Client Service
Michal Januszczyk Senior Associate – Director of Technology
Breanne McLernan Associate – Compliance
James A. Mallon, IACCP© Senior Associate – Compliance
Margaret C. O’Brien Principal – Client Service
Cameron L. O’Connell Senior Associate – Client Service
Maura R. Oliveri Senior Associate – Client Service
Henry C. Sinkula, CFA Principal – Analyst
Courtney A. Willson, CFA Principal – Analyst
Elizabeth J. Wykoff Senior Associate – Office Administration
Lukas A. Yasuda Senior Associate – Portfolio Reporting & Analytics
Leah A. Zeigler Principal – Director of Finance & Human Capital Management
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James A. Mallon, IACCP©

Senior Associate – Compliance

James brings seven years of industry experience to his role on the compliance team. James joined Champlain in 2015 as an Associate Operations and Compliance and transitioned to focus solely on compliance in the fall of 2017. His prior experience includes a summer internship with LL Global.

James graduated from Colgate University with a Bachelor of Arts degree in Psychology. James was awarded the Investment FoundationsTM certificate by the CFA Institute in 2017. James earned his Investment Adviser Certified Compliance Professional® (IACCP®) designation in 2021.