BIOGRAPHIES

Investment Analysis & Manager Research

Home : About Greycourt : Investment Analysis & Manager Research

Eric C. Haskel, Director

Eric joined Greycourt as a Director in 2007, he is responsible for manager research, investment analysis and client relations. Eric brings to Greycourt significant experience in family office operations and asset management. Most recently Eric was a portfolio manager with Avalon Capital Group, a large family office in California, where he oversaw the firm's alternative assets, notably its real estate and private equity investments. In addition, Eric was jointly responsible for developing and implementing the family's investment policy and asset allocation model, and served on a number of governing boards and advisory committees on the family's behalf. Prior to that, Eric was the director of financial planning for Newland Capital Advisors, a national CalPERS real estate advisor, where he was responsible for the firm's corporate planning and investor reporting. Prior to Newland, Eric was a financial analyst in the airline and aerospace industry. Eric holds a B.S. degree in Aeronautical Engineering from Arizona State University and a M.B.A. from the University of San Diego, California. He is an active member of the Urban Land Institute (ULI) and the Pension & Real Estate Association, and is involved in a number of family office organizations around the country.

Eric may be reached at 503-797-6411, via email at ehaskel@greycourt.com, or at Greycourt & Co., Inc., 720 SW Washington Street, Suite 640, Portland, OR 97205

Thomas R. Moore, Director

Tom is a Director in the Pittsburgh office. Prior to joining Greycourt in 2008, Tom managed a specialized practice in Morgan Stanley’s Pittsburgh office where he advised individuals, family offices and charitable organizations. At Morgan, Tom assisted clients with the development of investment policy statements, asset allocation, and manager selection. Before that, Tom was a Senior Vice President at PNC Advisors. He served in various positions in trust and private banking during his 21 years there. Tom helped to develop PNC’s first integrated private banking office, The PNC Financial Service Center, which opened in the fall of 1987. Prior to joining PNC he held positions as a fund raiser at Carnegie Mellon University and as a staff attorney at the Episcopal Diocese of Pittsburgh. Tom is an attorney with a background in trust, estate, and charitable planning. He has served on the adjunct faculty of the Heinz School at Carnegie Mellon University as well as a variety of boards including Kenyon College, The Episcopal Diocese of Pittsburgh, Trinity Cathedral of Pittsburgh, Gateway to the Arts, The Carnegie Mellon University Alumni Executive Board, The Heinz School Alumni Executive Board, The Pittsburgh Recovery Center, Calliope (The Pittsburgh Folk Music Society) and the Circles Board of the Pittsburgh Cultural Trust. Tom is a graduate of Kenyon College, Ohio Northern University’s Pettit College of Law, and Carnegie Mellon University’s Heinz School.

Tom may be reached at 412-361-0100, via email at tmoore@greycourt.com, or at Greycourt & Co., Inc., 607 College Avenue, Pittsburgh, PA 15232

Peter Wilamoski, PhD, Director of Manager Research

Peter is Director of Manager Research, and operates out of Greycourt's Pacific Northwest office. Prior to joining Greycourt, Peter was a research analyst with the Russell Investment Group (Frank Russell Company) evaluating manager strategies used in the firm's the firm's fund of funds and by its consulting clients. Peter has long experience evaluating a wide variety of investment strategies including US Equity, US Equity Market Neutral, Global and US Tactical Asset Allocation, and US Fixed Income. Prior to his work evaluating investment strategies, Peter conducted capital markets research on global and emerging markets issues. Peter began his career as a professor of economics in the Albers School of Business at Seattle University. There he taught courses and conducted research in international trade and finance, and developed a course on Chinese business and economic reform. Peter earned his doctorate in economics from the University of Oregon.

Peter may be reached at 503-226-0490, via email at pwilamoski@greycourt.com, or at Greycourt & Co., Inc., 720 SW Washington Street, Suite 640, Portland, OR 97205

MaryAnn Dahl, Manager, Investment Analyst Group

MaryAnn graduated with honors from the University of Wyoming in 1997 with a B.S. in Finance and minors in Spanish and International Business. Prior to joining Greycourt in 2001, she worked for Windermere Investment Associates as an Asset Allocation Analyst and as a Performance Reporting Analyst.

Jacob Atkinson, Manager Research Analyst

Prior to joining Greycourt in 2005, Jacob attended Duquesne University where he obtained his BSBA with a concentration in Finance and Investment Management. His prior work experience includes Global Financial Services where he performed market research and quality control. Jacob is currently pursuing his MBA at the University of Pittsburgh's Joseph M. Katz Graduate School of Business and is expecting to graduate in May 2009.

Christopher Fineburg, CFA, Investment Analyst

Prior to joining Greycourt in 2007, Chris was a Principal at Calibrated Asset Management researching and developing tax efficient equity market neutral strategies. Previous to CAM he was employed by Delaware Investments most recently as Assistant Vice President with responsibility for institutional clients in the Northeast and Midwest. Chris began his career working for a family office as an analyst on the acquisition and buyout team. Chris is a CFA Charterholder and member of the Pittsburgh Society of Financial Analysts. He holds an MBA with concentrations in Finance and Investment Management from Carnegie Mellon's Tepper School of Business and a BS in Finance from the Florida State University.

Kathy Goliat, CPA, Senior Manager Research Analyst

Kathy is a Senior Manager Research Analyst in the Pittsburgh based Manager Research team and works in conjunction with the Manager Research team in Portland. Previously, she was an Investment Analyst and Client Account Administrator at Greycourt. Prior to joining Greycourt in 1999, she was an Accounting Department Manager and Internal Auditor at Westinghouse Electric Corporation. Kathy holds a BA and an MBA from the University of Pittsburgh.

Stephanie Halpern, Manager Research Analyst

Prior to joining Greycourt in 2007, Stephanie received a Masters of Business Administration at Carnegie Mellon University's Tepper School of Business. Prior to business school, Stephanie was an Investment Performance Analyst at Cambridge Associates, LLC in Arlington, Virginia. Stephanie received her Bachelor of Science in Business and Economics from Lehigh University.

Chingyee Ellen Kim, Investment Analyst

Ellen joined Greycourt in 2006. Previously, she worked for a local registered investment advisory firm where she focused on the areas of investment/portfolio analyses, trading, and financial planning. Prior work experiences include being a registered representative in the Private Client Services group at Morgan Stanley and a senior analyst in the Performance Analytics group at Windermere Investment Associates. Ellen graduated with honors from Portland State University, majoring in Finance and HR management, and obtained her MBA at the University of Portland.

Brian LaBore, Senior Manager Research Analyst

Prior to joining Greycourt in 2004, Brian worked at CTC Consulting, where he spent two years as a Research Analyst. He was a resource for consultants, with a particular emphasis on investment performance measurement and small cap manager research. Prior to CTC Consulting, he worked at Windermere Investment Associates as a member of the Alternative Asset Group and at Salomon Smith Barney as an analyst in the Consulting Group division. He has a BS in Finance from Portland State University.

Amanda Macugoski, Investment Analyst

Prior to joining Greycourt in 2002, Mandy attended Duquesne University where she obtained a BSBA with a concentration in Investment Management. Her previous work/intern experience includes Duquesne University Finance Department, Security Asset Management, Inc., and Harris & Associates Wealth Management. She also has experience in Europe studying Global Economics.

Alison Moscoffian, Investment Analyst

Prior to joining Greycourt in 2006, Alison spent four years at Roxbury Capital Management, LLC, most recently as a Consultant Services Associate. Her responsibilities included calculating portfolio performance, statistical analysis and the development of marketing presentations. Prior work experiences include State Street Global Advisors as an Investment Operations Associate and Mellon Financial Corporation as a Trust Specialist. Alison graduated from Colgate University with a BA in History.

Brian Savikas, Manager Research Analyst

Brian joined Greycourt in 2005 as a Senior Performance Analyst. His previous work experience includes 8 years at Mellon Financial Corporation, most recently as a Financial Analyst in the Private Wealth Management division. His responsibilities included financial accounting, forecasting and reporting. Brian holds an MBA with a concentration in Finance from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business and a BS in Accounting from Pennsylvania State University.

Brian Yank, Senior Manager Research Analyst

Brian joined Greycourt as a Senior Manager Research Analyst in 2008 where he focuses on conducting hedge fund and fund of funds manager research. Over the past twelve years Brian has worked in the Pacific Northwest with the Portland offices of Merriman Curhan Ford and Wells Fargo Securities, where he focused on providing equity research to institutional clients including hedge funds. Prior to moving to the Northwest, Brian spent ten years in New York and Chicago where he structured, traded, and sold equity derivative products for a variety of firms including Chase Manhattan Bank, First Boston, Merrill Lynch and O’Connor and Associates. Brian holds a MS and BA from the University of Wisconsin – Madison and was a selected member of the Applied Securities Analysis and Investment Management Program.