Azarias is a lean, experienced team focused on investing and investor relations.
Daren C. Heitman, CFAManaging Partner &
Chief Investment Officer
Christopher S. CatonPartner &
Christopher J. GillespiePartner &
Joe KnechtInvestor Relations Consultant
Tim PercarpioManaging Partner & Investor Relations
Colleen KellyChief Compliance Officer
Chris was a senior research analyst with Federated Investors (2006-2014) and for his last five years there he served on the Prudent Bear team, which has a decades-long dedication to short bias investing.
Prudent Bear was acquired by Federated in 2008. At Prudent Bear, Chris spent 100% of his time researching individual companies in a variety of sectors to help populate the short portfolio. From 2001 through 2006, Chris was a healthcare analyst with Principal Global Investors in Des Moines, Iowa, performing in-depth analysis on the healthcare sector across all capitalizations.
He has over 30 years of investment experience and began his career as a sell-side analyst, most recently with Robert W. Baird & Co (1997-2001) and McDonald & Company Securities, Inc. (1992-1997). Chris holds a B.A. in Economics from The Ohio State University.
Joe has 15 years of relationship building experience in the investment industry. He began his career at Vanguard (2003-2011) in an accelerated leadership program.
Subsequently, he worked at Turner Investments (2011-2013) and Chartwell Investments (2013-2018) where he developed relationships with institutional clients, consultants and third-party distribution platforms.
He earned his MBA at Villanova and graduated from Bloomsburg University with a B.S. in Marketing.
She previously served as Chief Compliance Officer for NADART, the financial services division of NADA, a plan administrator for over $3.3 billion in retirement assets.
Ms. Kelly was Chief Compliance Officer for Cardinal Wealth Management Group which included the trust division, registered investment adviser and oversight of the broker–dealer compliance effort. She was a founding principal and Chief Operating Officer for Columbia Partners Investment Management and was involved in all aspects of starting up the compliance, financial, trade and hedge fund operations for the company.
Ms. Kelly has implemented and administered several compliance programs for both SEC and state registered investment advisers and has managed several regulatory examinations. She has over 20 years of experience in the investment management industry and is a graduate of Villanova University.