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Clark Wagner, President, Foresters Investment Management Company and Chief Investment Officer, Foresters Financial

Clark Wagner

Chief Investment Officer and Portfolio Manager

Clark is the Chief Investment Officer of Foresters Financial and Foresters Investment Management Company. He joined FIMCO in 1991 as a Portfolio Manager and also served as Director of Fixed Income. Previously, he worked at General Electric Investment Corporation, American Express, and National Westminster Bank USA. Clark has been in the investment management industry since 1986. He received a B.A. in history from Williams College and a Masters in international affairs from Columbia University.  

Sean Reidy

Sean Reidy

Director of U.S. Equities and Portfolio Manager

Sean is Director of U.S. Equities, overseeing all of FIMCO’s internally managed equity funds, and a Portfolio Manager. He joined the firm in 2010. Previously, Sean was a Proprietary Trader at First New York Securities and a Portfolio Manager and Director of Research at Olstein Capital Management. He has been in the investment management industry since 1994. Sean received a B.A. in liberal arts from Pace University.

Rajeev Sharma

Rajeev Sharma

Director of Fixed Income and Portfolio Manager

Rajeev is Director of Fixed Income, overseeing all of FIMCO’s internally managed fixed income and money market funds, and a Portfolio Manager.  He joined the firm in July 2009. Previously, he was a Vice President and Senior Credit Analyst at Lazard Asset Management and an Associate Director in the Corporate Ratings Department at Standard and Poor’s Rating Service.  Rajeev has been in the investment management industry since 2002. He received a B.S. in electrical engineering from Drexel University, a Masters in electrical engineering from the University of Pennsylvania, and an M.B.A. from Cornell University.

Pedro

Pedro Marcal

Director of International Equities and Portfolio Manager

Pedro is the Director of International Equities and a Portfolio Manager at Foresters Investment Management Company, Inc. (FIMCO), and joined the firm in May 2018. Previously, he was a Portfolio Manager of global and international products at Fred Alger Management, where he worked for more than five years. Before that he was a Portfolio Manager at Allianz Global Investors and its predecessor, Nicholas‐Applegate Capital Management, for 18 years where he focused on international equities including developed and emerging markets. Pedro has been in the investment management industry since 1994. He has a B.A. in economics from the University of California at San Diego and an M.B.A. from UCLA.

Steven Hill

Steven S. Hill

Senior Portfolio Manager

Steven is a Senior Portfolio Manager on the U.S. Equities team at FIMCO and joined the firm in 2002. Previously, he was an investment banker specializing in M&A for Credit Suisse, HSBC and UBS Warburg. Steven has been in the financial services industry since 1992. He graduated magna cum laude from the University of California at San Diego with a B.A. in mathematics. He has an M.B.A. in finance from the Wharton School at the University of Pennsylvania.

Rodwell Chadehumbe

Rodwell Chadehumbe

Fixed Income Portfolio Manager

Rodwell is a Fixed Income Portfolio Manager at FIMCO and joined the firm in December 2012. Previously, he was a Portfolio Manager at ClearArc Capital (formerly Fifth Third Asset Management) and a Portfolio Manager at Fifth Third Private Bank’s Trust Services unit. Rodwell has been in the investment management industry since 1995. He has a B.A. in business from Davenport University and an M.B.A. in finance from Xavier University’s Williams College of Business.

Michael OKeefe

Michael O’Keefe

Fixed Income Portfolio Manager

Michael is a Fixed Income Portfolio Manager and senior taxable bond trader at FIMCO and joined the firm in 1985. He has been in the investment management industry since 1985. Michael has an associate’s degree in accounting from Fayetteville Technical Institute. 


Patrick Tucci

Patrick M Tucci, CFA

Fixed Income Portfolio Manager

Patrick is a Fixed Income Portfolio Manager at FIMCO and joined the firm in May 2016. Previously, he was the President and Founder of Harbor Hills Investment Management Co, and a Portfolio Manager and Trader at Dexia Credit Local and MBIA Capital Management Corp. Patrick has been in the investment management industry since 1993. He has a B.A. in finance from Villanova University and is a CFA® charterholder. 

alonso

Thomas Alonso, CFA

Assistant Portfolio Manager

Thomas is an Assistant Portfolio Manager at FIMCO and joined the firm in October 2017. Previously, he was a co-Portfolio Manager and investor relations professional at Prospect Capital Corporation, a Senior Research Analyst at Macquarie Capital, and an Analyst at First Investors Management Company. Thomas has been in the investment management industry since 2000. He has a B.A. in finance from Baruch College and is a CFA® charterholder.

Evan Snyder

Evan Snyder, CFA

Equity Analyst and Assistant Portfolio Manager

Evan is an Equity Analyst and Assistant Portfolio Manager at FIMCO and joined the firm in March 2015. Previously, he worked as an Equity Analyst at Invesco Advisors. Before that he worked at IBM’s Corporate Development Group and at Credit Suisse (formerly Credit Suisse First Boston) in mergers and acquisitions. Evan has been in the financial services industry since 2000. He has a B.S. in electrical engineering from Brown University and an M.B.A. from Stanford University. He is a CFA® charterholder.

Brandywine

Brandywine Global Investment Management, LLC (Brandywine Global)

Brandywine Global specializes in international bonds with strategies offered across fixed income, equity and alternative asset classes. Founded in 1986 and a wholly owned subsidiary of Legg Mason since 1998, Brandywine Global is recognized as an industry leader in global fixed income management and a trusted provider of asset management solutions for institutions and individuals. The firm, headquartered in Philadelphia, has offices in Montreal, Toronto, San Francisco, Singapore and London. Today, Brandywine Global continues to carry forward the original vision of its founding partners about the important diversification benefits of international bonds which can potentially provide attractive risk-adjusted returns over full investment cycles. Brandywine Global is an unaffiliated investment subadviser for the First Investors International Opportunities Bond Fund.

 

 

Green Square logo

Green Square Capital Wealth Management

At Green Square Capital Wealth Management, our core values, brand promise and investment advisors are the biggest drivers of our success. An investment advisory team consisting of senior investment professionals works with every client of our firm. This team-based, boutique approach ensures that our clients receive the highest degree of personal service.

Muzinich

Muzinich & Co., Inc. (Muzinich)

Muzinich has managed high yield bond investments since 1990. Today, Muzinich manages assets for a global client base from offices in New York, London, Cologne, Paris, Milan, Madrid, Zurich and Manchester. From the start, Muzinich has maintained a singular focus on corporate credit investments, seeking to preserve and compound client capital through rigorous fundamental credit research and active risk control in all market environments. Muzinich is an unaffiliated subadviser for the First Investors Floating Rate Fund, Fund for Income and Life Series Fund for Income.

 

Smith Group

Smith Asset Management Group, LP (Smith Group)

Smith Group specializes in equity management. Founded by Stephen S. Smith in 1995, the Smith Group currently manages assets for more than 70 institutions, as well as high-net-worth families and individuals. Using proprietary investment models and fundamental research, the Smith Group identifies companies that it believes have undiscovered growth potential. After identifying these companies, the Smith Group creates risk-controlled portfolios that it expects will produce attractive returns. The Smith Group is an unaffiliated subadviser for the First Investors Select Growth Fund and Life Series Select Growth Fund.

 

Vontobel

Vontobel Asset Management, Inc. (Vontobel)

Founded in 1984, Vontobel provides global asset management services to investors. Vontobel is a wholly owned subsidiary of Vontobel Holding AG and a sister company of Bank Vontobel AG, one of Switzerland’s foremost private banks for more than 90 years. Vontobel employs a long-term, disciplined investment strategy, relying on bottom-up analyses to help identify highquality companies with consistent operating histories, solid financial results and favorable long-term economic prospects. Vontobel is an unaffiliated subadviser for the First Investors International Fund and Life Series International Fund.

Wellington

Wellington Management Company, LLP (Wellington Management)

Wellington Management serves as an investment adviser to over 2,000 clients located in more than 50 countries. The Firm’s investment focus ranges across global equities and fixed income to currencies and commodities. Wellington Management places a high priority on organizing the decision making through a community of teams that create solutions designed to respond to specific client needs. The Firm’s most distinctive strength is proprietary, independent research, shared across all areas of the organization and used only for managing clients’ portfolios. The Firm traces its roots to the founding of Wellington Fund in 1928 and has offices in Boston, Massachusetts; Chicago, Illinois; Radnor, Pennsylvania; San Francisco, California; Beijing; Frankfurt; Hong Kong; London; Singapore; Sydney; Tokyo and Zurich respectively. Wellington Management is an unaffiliated subadviser for the First Investors Hedged U.S. Equity Opportunities Fund. 

Ziegler

Ziegler Capital Managment, LLC

Ziegler Capital Management, LLC is a wholly owned subsidiary of Stifel Financial Corporation and manages portfolios across the fixed income and equity spectrum for 
corporations, mutual fund sub- advisor, municipalities, pension plans, foundations, endowments and  investors. It was formed in 1991 and headquartered in Chicago, IL. Zeigler Capital is an unaffiliated subadviser for the First Investors Covered Call Strategy Fund and First Investors Premium Income Fund.

Blake Moore

Blake Moore

President, North American Asset Management

Blake Moore was appointed President of North American Asset Management at Foresters Financial™ in January of 2018. In this role, he provides leadership and oversight of all asset management and related businesses, including Foresters Financial Services, Inc., a registered broker-dealer; Foresters Investment Management Company, Inc., a registered investment advisor for First Investors Family of Mutual Funds; and Foresters Asset Management, Inc., a Toronto-based asset management company.

He has more than 20 years of experience in financial services, most recently as Head of the Americas Region at UBS Asset Management, which had over $600 billion in global assets under management. He’s also held senior executive positions for Mackenzie Investments and Allianz Global Investors.

Blake has a passion for giving back and has been engaged with a variety of non-profits. He is currently a member of the College of Wooster Board of Trustees, and has been chair of the College’s most recent capital campaign (successfully exceeding $165 million), wrapping up in 2018. Previously he served on the boards of the Greater New York Chapter of the American Red Cross and the Central Park Conservancy. Blake also served on the board of the Investment Adviser Association for many years.

Blake has a law degree from Harvard Law School and a Bachelor of Arts in history from the College of Wooster. He also played six seasons in the National Football League for both the Cincinnati Bengals (where he played in Super Bowl XVI) and the Green Bay Packers. Blake is also the author of his football memoirs, Through a Pigskin Prism: An Unlikely Journey to and through the NFL.

Jim Moody

Jim Moody

Vice President, National Sales Manager

Jim Moody is the Vice President, National Sales Manager, responsible for leading the intermediary distribution of the firm’s investment solutions to financial advisors in North America, as well as leading the sales and business development teams covering registered investment advisors, broker dealers and DCIO. He has over 20 years of sales, business development and relationship management experience. He joined Foresters Financial in November 2013.

 Before joining Foresters Financial, Mr. Moody, brings various senior leadership roles from the asset management industry and most recently in 2012 as the Senior Director at Destra Capital distributing closed-end funds, mutual funds, SMAs and hedge funds.  Prior to that in 2007, he was the National Sales Manager at Foxhall Capital Management, responsible for sales distribution of SMAs and mutual funds to RIAs, high-net worth advisors and pensions. He was educated at the University of Louisiana at Lafayette. He holds FINRA series 7, 26 and 63 licenses.

Rob Leonardi

Robert Leonardi

Director, Intermediary Distribution

Robert Leonardi serves as the Director of Intermediary Distribution, responsible all aspects of the organization’s operational and administrative functions.  This includes management of strategic initiatives, compensation, planning, goals and objectives as it relates to the organization's interaction with product, IT, finance, marketing, legal and analytics functions.  In addition, Rob has oversight of the Strategic Accounts team and the Internal Sales Desk. 

Prior to joining Foresters, Rob worked for TD Ameritrade where he held various positions including Vice President Mutual Fund Relationships and Vice President Mutual Fund Operations. He holds a Bachelor of Science degree in Finance from the College of Staten Island. He holds FINRA series 6, 7, 26 and 99 licenses.