Leadership Executive Management Directors Investment Team Client Service & Marketing Executive Management Responsible for business, legal and compliance matters for the firm Board of Director and Member of ...More Syed Mehdi, CPA (inactive) President, Chief Compliance Officer Portfolio Manager of the Hedged Convertible strategies 25 years as SSI’s Chief Investment Offi...More George M. Douglas, CFA Chief Investment Officer, Managing Principal Oversees the daily management of the Convertible Investment portfolios; provides equity and credit r...More Ravi Malik, CFA Portfolio Manager, Principal Directors Responsible for the daily management of firm operations and administration Member of the Executive C...More Judy Wang Managing Director Operations Responsible for the daily management of all SSI corporate financial matters 18 years of experience i...More Maria Ruiz, CPA (inactive) Director of Finance Responsible for the daily management of all Information Systems, including network security, busines...More Thomas Ye Director, IT and Security Responsible for managing account reconciliation, partnership accounting, and valuation policies and ...More Helen Moseley Director Portfolio Accounting Investment Team Portfolio Manager of the Hedged Convertible strategies 25 years as SSI’s Chief Investment Offi...More George M. Douglas, CFA Chief Investment Officer, Managing Principal Oversees the daily management of the Convertible Investment portfolios; provides equity and credit r...More Ravi Malik, CFA Portfolio Manager, Principal Oversees the daily management of the Convertible Investment portfolios and provides equity and credi...More Florian Eitner, CFA Portfolio Manager Oversees the daily management of the Convertible Investment portfolios and provides equity and credi...More Michael J. Opre, CFA Portfolio Manager Portfolio Manager, Equities Responsible for the execution and monitoring of specialized equity portf...More Kenneth Raguse, CFA Portfolio Manager Portfolio Manager of SSI’s Multi-Asset and Core Equity Strategies Provides equity research in Fina...More Stephen Wachtel, CFA Portfolio Manager Oversees the daily management of the Hedged Convertible investment portfolios Focus on high yield an...More Dagney Maseda Portfolio Manager Provides equity research in the Utilities, Energy, Materials and REITS Sectors Member of SSI’s Tac...More Tim Ruiz Portfolio Manager Oversees the daily management of the Hedged Convertible investment portfolios Responsible for analyz...More Alex Volz Portfolio Manager Responsible for the Institutional Convertible Investment Trading Desk Head Trader in long-only, conv...More Lily Yu Trader Responsible for quantitative and analytical reporting on portfolio positions and the convertible uni...More Areeb Jafry Associate Client Service & Marketing Responsible for business development in the institutional and broker-dealer markets, expanding relat...More Andrew J. Eras, CFA Senior Vice President Responsible for business development in the institutional and broker-dealer markets, expanding relat...More Elisa Kowal Senior Vice President Responsible for overseeing client service, marketing collateral, and prospect RFPs in addition to bu...More Jon Lin Vice President Responsible for full coverage of consulting firms, including establishing and developing relationshi...More James Kowal Vice President Responsible for the centralized coordination of SSI’s relationship management effort and meeting t...More Wambui Lynch Assistant Vice President Responsible for managing RFPs, DDQs, and databases reporting. Works extensively with the consultant ...More Penny Chou Associate Responsible for implementing and overseeing SSI’s communication programs which effectively describ...More Lana Brkic Associate Chairman Emeritus Co-founded SSI in 1973, pioneering market neutral investment strategies 51 years of experience in po...More John D. Gottfurcht Founder, Chairman Emeritus
