Melissa Bridgeford is portfolio manager of Guggenheim Real Estate International Fund LP (GREI) and a member of the GREI Investment Committee. She is responsible for the sourcing, evaluation, due diligence and monitoring of real estate managers as investment opportunities for GREI and managing GREI's investment allocations in conjunction with the GREI Investment Committee.
Marina is vice president, Women Investors for Personal Investing, a unit of Fidelity Investments that provides retail brokerage, mutual funds, managed accounts, and other financial products and services to millions of individual investors. Marina is responsible for leading the women investor’s strategy. Her passion is to inspire all women to engage with their money, starting with education. Ms. Buatti’s focus is to deliver a differentiated, industry leading customer experience for women. Since joining Fidelity, Ms. Buatti has held a number of marketing leadership roles in the organization, including customer segment and product management, advertising, and integrated marketing.
Neil Desai is a portfolio manager of the Putnam Global Technology Fund, Putnam Long/Short TMT Fund, and Putnam Global Research Fund. He is responsible for the sourcing, research, due diligence and monitoring of technology investment opportunities on a global basis.
Kusum was born in India. After early education in a British school, she moved to New York City in 1966 when her father, who was part to the Indian diplomatic core, was transferred to New York. She attended high school in New York and upon completion in 1969, returned to New Delhi, India to attend college. She attended LSR College in Delhi University and graduated with Honors in Economics and Mathematics.
Joan Miller joined RHR International in 2015 as Chief Marketing Officer. Joan is responsible for leading RHR’a marketing and sales support activities. In her role, she manages and build awareness of the RHR brand, supports growth through business development and client relationship management, and harnesses intellectual capital through research and content marketing.
Lisa Mullan is the Director of Investor Relations at HubSpot, an online media company, located in Boston, Massachusetts. Prior to her role at HubSpot, Ms. Mullan was an Investment Analyst and Portfolio Manager at Adage Capital. Ms. Mullan is a graduate of Columbia University in New York City and serves on the Board of Invest In Girls.
Kathy is partner at Rodman and Rodman. She came to Rodman & Rodman in 1999. She graduated from the University of Texas at Austin with a degree in accounting. She received her master in taxation from Bentley University. She is also a Certified Advanced ProAdvisor for QuickBooks. Kathy is thoroughly involved with the clientele of Rodman & Rodman. She works closely with our clients assisting them with their tax and financial needs
une Thorne is a Partner of Brown Advisory where she Heads the Boston Office and works closely with families to help them develop thoughtful financial and investment plans. She leads her own family’s family office where she works with 3 generations and over 20 family members as well as a small group of other families to provide multi-generational investment, tax and long-term planning advice.
Prior to joining Brown Dune was a principal and Silver Bridge Advisors, a Boston based boutique investment advisory firm.