AIS Capital Management, LLC
AIS Futures Management, LLC
187 Danbury Road
Wilton, CT 06897
Tel. 203-563-1180
Fax 203-563-1186
E-mail info@aisgroup.com |
|
Our People
| John R. Hummel, Partner, President & Chief Investment Officer. Mr. Hummel has 40 years experience in portfolio management. He has managed assets for Fortune 500 retirement plans, endowments, foundations and the Federal Reserve retirement plan, as well as high net worth individuals. Prior to founding AIS, Mr. Hummel was a partner at Cowen & Co., a partner at Matuschka & Co., and a managing director at Mitchell Hutchins Asset Management. Mr. Hummel holds a B.S. in Investment Management from Northwestern University and serves on the national board of Young Life along with the board of Tyndale Seminary.
|
| Bradley C. Stern, Partner, Portfolio Risk Manager & Chief Compliance Officer. Mr. Stern has 19 years experience in investment management with an emphasis on statistics and capital markets theory. Prior to the founding of AIS, Mr. Stern was an associate at Cowen & Co. where he designed the proprietary modeling system that would later become the basis for AIS’ strategy. Mr. Stern holds a B.B.A. from Emory University.
|
| Bret A. Curlee, Partner, Director of Marketing & Client Service. Mr. Curlee has 20 years of investment industry experience. Prior to joining AIS, he was a managing director on the fixed income team at Mesirow Financial. Mr. Curlee holds a B.S. in Business from Ferris State University and an M.B.A. from DePaul University. |
| Nancy E. Stuebe, Partner, Portfolio Manager & Equity Analyst.. Ms. Stuebe has 23 years experience in equity analysis. Prior to joining AIS, she was an assistant portfolio manager at Gabelli Asset Management. Earlier, Ms. Stuebe was an analyst at Weiss, Peck & Greer and Advent Capital Management. Ms. Stuebe holds a B.A. in Economics and English from Wellesley College and an M.B.A. from Columbia University.
|
| Robert F. Ward, Consultant. Mr. Ward has 29 years of investment consulting and investment management experience. Prior to joining AIS, he was a senior vice president with Morgan Stanley, Paine Webber, and Kidder Peabody, Inc. Mr. Ward holds a B.A. in History from Metropolitan State College.
|
| Linna Ru, Partner, Chief Financial Officer. Ms. Ru has 25 years of experience in business operations, computer programming and financial reporting. Prior to joining AIS, Ms. Ru worked for Texlnnova Company. She holds an M.S. in Computer Science from WuHan University in China and an M.S. in Applied Mathematics from Toledo University.
|
| Roger A. Wilkin, Partner, Client Service. Mr. Wilkin has 36 years experience in both corporate and non-profit organizations. Prior to joining AIS, Mr. Wilkin served as national director of development of the New York metropolitan area for Young Life. Prior to this he was with AT&T Bell Laboratories. Mr. Wilkin holds a B.S. in Electrical Engineering from Union College (Magna Cum Laude), an M.S. in Operations Research from Cornell University, and a Masters of Divinity from New Brunswick Reformed Seminary.
|
| Robert A. Barbieri, Partner, Chief Accounting Officer. Mr. Barbieri has 37 years of investment management experience. Prior to joining AIS, he was a vice president for Wright Investors’ Service performing economic and securities analysis as well as product development. He was also responsible for supervising composite performance accuracy and compliance. Mr. Barbieri holds a B.A. from Southern Connecticut State University and is a member of the Hartford Society of Security Analysts (HSSA) and the Association for Investment Management and Research (AIMR).
|
| Jennifer Bruno, Investment Consultant. Ms. Bruno has more than 12 years of investment marketing experience. Prior to joining AIS, Ms. Bruno was a financial consultant for a brokerage firm in the Virgin Islands. Her experience also includes marketing and client services for a systematic CTA and marketing for a large mutual fund. Ms. Bruno holds a B.A. in Journalism from the University of New Hampshire.
|
| Jarvis R. Roque, Controller. Mr. Roque graduated from the Pennsylvania State University Smeal College of Business with a B.S. in Accounting and Finance. Prior to joining AIS, he received leadership training through the LIFT Discipleship Program and served as assistant recruiter at New England Wealth Strategies (MetLife affiliate).
|
| Daniel Volz, Assistant Portfolio Manager, Fund Accounting. Mr. Volz holds a B.A. in Accounting with concentrations in Finance and Information Systems from the University of Connecticut. Prior to joining AIS, Mr. Volz was responsible for automating accounting procedures at ADP and Meadowland Systems Inc.
|
Lu-Ann Roth, Information Technology & Administration. Ms. Roth has 18 years experience in IT infrastructure and business administration. Prior to joining AIS, Ms. Roth spent 15 years with GE Capital Corporation where she provided leadership in information technology and LAN management.
|
|
