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Name | Title | Since | Until |
---|---|---|---|
Salvatore Naro | Managing Member | 2017 | 2021 |
Biography | Sal Naro is Managing Member, Chief Executive Officer, and Chief Investment Officer of Coherence, which he founded in January 2012. Prior to Coherence Capital Partners, Sal was the vice chairman of Jefferson National Financial Corp and CEO of Jefferson National Asset Management from March thru December of 2011. From October 2008 to March 2011, Sal was an executive vice president and head of the acquisitions committee at Markit Group, a leading financial services technology firm. Prior to Markit, Sal was the co-ceo and president of Sailfish Capital Partners, LLC. Prior to Sailfish, Sal worked at UBS Investment Bank where he was a managing director and the global co-head of fixed income. He was also a member of the board of directors of UBS Investment Bank. Prior to joining UBS, he was a senior managing director and global head of credit trading at Bear Stearns from 1989 to 1998. While at UBS and Bear Stearns, he managed an investment team and traded a significant proprietary book. Sal also served on the global risk committees of both firms. He began his career on Wall Street in 1982 as a fixed income associate for Dreyfus. Sal is a 1983 graduate of C.W. Post College of Long Island University and currently sits on the board of trustees of Long Island University. | ||
Vincent Mistretta | President | 2017 | 2021 |
Biography | Vincent Mistretta is the President and Co-Senior Portfolio Manager, Chairman of Offshore Board of Coherence, which he joined in January 2012. Prior to Coherence Capital Partners, Vincent was the Senior Portfolio Manager at Jefferson National Asset Management. Prior to Jefferson National, Vincent was a Founding Partner and Portfolio Manager at L Plus LLC, an asset management company. Prior to L Plus, Vincent worked at UBS Investment Bank where he was a Managing Director and Head of Global Credit Strategies (GCS), a multi-strategy proprietary investment business he founded in 2006. Prior to establishing GCS, Vincent was the Global COO for Credit Fixed Income from 2004 to 2005 and Head of U.S. credit derivatives trading from 2003 to 2004. During his time at UBS, Vincent was a member of the Board of Directors of ISDA (International Swaps Dealers Association 2005-2006) and Markit Group (2004-2005). Vincent also served on several management committees and was instrumental in recruiting new talent to UBS. Prior to joining UBS, Vincent held senior trading and portfolio management positions at SAC Capital Advisors (2001-2002), HSBC (2000-2001), DLJ(1998-2000) and Bear Stearns (1986-1998). Vincent is a 1986 graduate of Bucknell University where he earned a Bachelor of Arts Degree in Economics. | ||
Michael Cannon | Senior Portfolio Manager | 2017 | 2021 |
Biography | Michael Cannon is Senior Portfolio Manager at Coherence, which he joined in January 2014. Prior to joining Coherence, Mr. Cannon was with UBS Investment Bank for 16 years, most recently as Managing Director and Co-Head of Investment Grade Credit Trading. | ||
Akos Beleznay | CIO (Chief Investment Officer) | 2016 | 2021 |
Biography | Akos Beleznay serves as Chief Investment Officer of James Alpha Advisors, LLC and is responsible for managing research and asset allocation for the firm. Prior to joining James Alpha Advisors, LLC, Mr. Beleznay was the Chief Investment Officer at Riverside, the asset management arm of HFR (Hedge Fund Research, Inc.) managing over one billion dollars of fund of hedge fund products. Before Riverside, Mr. Beleznay served as the Chief Investment Officer at Commerce Asset Management and CSG Asset Management with responsibility for managing funds of hedge funds and a hedge fund index replication product. Mr. Beleznay also served as the Director of Consulting Research for Equitas Capital Advisors, LLC from 2002 to 2010 and the Chief Investment Officer of Equitas Evergreen Fund LP, a fund of hedge funds with $300 million in assets, from 2003 to 2010. Mr. Beleznay has a PhD degree in Physics from Eotvos Lorand University, Hungary and an MBA from Tulane University. | ||
Kevin R. Greene | Managing Partner | 2016 | 2021 |
Biography | Kevin R. Greene serves as a Managing Partner of James Alpha Advisors, LLC and is responsible for overseeing the day to day management of the firm. . Mr. Greene is the former Chairman & CEO of Capital Resource Holdings, LLC the holding company parent of CRA RogersCasey, one of the leading pension consulting firms in the United States. Prior to CRA RogersCasey, he founded Bryant Park Capital, a privately held investment bank specializing in private equity financing and mergers and acquisitions for both private and public companies in the United States and Europe. Since 1991, Mr. Greene has served as the Chairman and CEO of KR Group, an international consulting and investment banking firm which he founded. | ||
Glenn Koach | Co-Founder | 2013 | 2021 |
Biography | Glenn Koach has over 30 years of experience in managing short-term, high-yield funds. Mr. Koach co-founded Riverside Capital Advisers in 1984. As a corporate board director, Mr. Koach has guided several companies through difficult financial situations including turn-arounds, workouts and bankruptcies. In addition, he is an experienced corporate executive, having held key positions with public and private companies. He began his career at Peat, Marwick, Mitchell & Co. as a CPA. Mr. Koach holds a Bachelor of Economics in Finance and Accounting from the Wharton School at the University of PA. | ||
Tom Krasner | Portfolio Manager | 2013 | 2021 |
Biography | Tom Krasner, CFA, has spent over 25 years in fixed income, distressed debt and high yield bonds. Prior to co-founding Concise Capital, Mr. Krasner was Executive VP at Harch Capital Management. Previously, Mr. Krasner was a Principal/Portfolio Manager at Riverside Capital Advisers, co-managing the short-term high yield portfolio. Mr. Krasner began his career at John Alden Asset Mgmt, where he ran a private placement portfolio. Mr. Krasner holds a BA in Economics, English & Mathematical Sciences and a MA in Economics from Rice University. He was President of the CFA Society Miami, 1996-1998. | ||
Jonathan M. Duensing | Deputy Chief Investment Officer | 2013 | 2021 |
Biography | Jonathan M. Duensing, CFA, is the lead portfolio manager at Amundi Pioneer Institutional Asset Management, Inc. Mr. Duensing is Director of Investment Grades Corporates, Managing Director and Senior Portfolio Manager at Amundi Pioneer Institutional Asset Management. He joined the firm in 1996. Mr. Duensing holds a Bachelor of Arts in Finance from the University of Illinois, Urbana-Champaign, graduating with distinction and departmental honors. | ||
James S. Vitalie | CEO | 2016 | 2021 |
Biography | James S. Vitalie serves as Chief Executive Officer of James Alpha Advisors, LLC and has over 20 years of experience successfully building financial services firms.. Formerly the Institutional Group Head of Old Mutual Capital serving on the Executive and Product Development Committees, Mr. Vitalie was responsible for distribution and marketing of mutual funds, separate accounts and registered hedge fund of fund products. Prior to Old Mutual, Mr. Vitalie was the President of Curian Capital, an industry leading managed account platform. At Curian, Mr. Vitalie created the infrastructure of the asset management firm, developed and executed its strategic plan, and served as the Chairman of the Investment Policy Committee. Additionally, Mr. Vitalie was President of Foliofn Institutional, a financial services and technology company. As President of Century Business Services (CBZ) Retirement and Wealth Management Services division Mr. Vitalie created the strategic direction of the company, led the acquisition and integration efforts for the division and established their broker dealer and registered investment advisor. While at CBZ Mr. Vitalie was also responsible for securing the financing and launching of Allbridge Solutions as well as serving as its President and COO. Prior to CBZ, Mr. Vitalie was a partner at The Benefits Group, where he was responsible for the pension and investment services group. Lastly, Mr. Vitalie practiced corporate transactional law at Eckert, Seamans, Cherin & Mellott. Mr. Vitalie is also an officer of the Trust. | ||
Michael J. Montague | COO | 2016 | 2021 |
Biography | Michael J. Montague serves as Chief Operating Officer ofJames Alpha Advisors, LLC and is responsible for daily operations of the Manager as well as independent risk monitoring for the Manager’s funds. Most recently Mr. Montague worked as a Portfolio Manager for a global macro fund primarily responsible for commodity research and trading. Mr. Montague previously served as a Portfolio Manager for Chapin Hill Advisors, Inc., overseeing asset allocation, trading, and investment activity. Prior to Chapin Hill Advisors, Mr. Montague served as a Portfolio Manager for the Cayuga MBA Fund LLC, a long/short equity hedge fund. He began his career with Schlumberger where he spent six years working as a Senior Geophysicist in Schlumberger’s Oilfield Services division. |
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