Breadth of experience in a nimble, boutique organization

Daniel Strickberger
Managing Partner/CIO

Daniel Strickberger began his career in 1979 as a credit analyst, first at Morgan Guaranty, and later at Bank of Tokyo. He joined Oppenheimer & Co. as a securities analyst in 1982. He joined Lazard Freres & Co. later that year, after Oppenheimer & Co. was sold.

Dan was appointed Director of Research of Lazard Freres Asset Management in 1987 and was made a general partner of Lazard Freres & Co. in 1988. He was one of two senior portfolio managers supervising Lazard’s domestic equity investments. Dan also developed and was the senior portfolio manager of Lazard’s international equities portfolio. Dan joined W.P. Stewart & Co. in 1991 where he served as senior portfolio manager and equity analyst, managing a substantial portion of the firm’s assets. Dan left W.P. Stewart in 2000 to co-found DSM.

Dan holds a Bachelor of Science in Business Administration and Finance from the University of Delaware and a Master of Business Administration in Finance and International Business from New York University. Dan serves on the Investment Committee of the University of Delaware Endowment.

David McVey
Deputy Chief Investment Officer

David McVey started out in 1992 at Mutual Funds Service Company in Boston. In 1995 he became an equity research associate for biotechnology and healthcare at Hambrecht & Quist. He then moved to Furman Selz, becoming a vice president and serving as a media and entertainment analyst. Most recently, he has been media and entertainment associate analyst at J.P. Morgan H&Q. David received a Bachelor of Science degree in Economics and Finance from New Hampshire College and holds a Chartered Financial Analyst designation. David joined DSM in 2001.

Eric Woodworth
Deputy Chief Investment Officer

Eric Woodworth joined Price Waterhouse Coopers in 1994 as a technology consultant. He became a team leader and managed projects for PWC in Toronto and Chicago. He also served as an internal instructor for PWC in Tampa, Florida. Eric left PWC in 1999 to attend business school, spending his summer in equity research at Merrill Lynch. Eric holds a Bachelor of Arts in Economics from Williams College, an MBA in Finance from New York University, and a Chartered Financial Analyst designation. Eric joined DSM in 2001.

Shirley Hu Anderson
Portfolio Manager/Analyst

Shirley Hu Anderson began her career as an analyst in the Technology Investment Banking Group at Credit Suisse.  In 2008, she joined Qatalyst Partners, a technology-focused M&A investment bank, as a founding member of the team.  In 2014, she moved to Bernstein Research as a senior research associate, where her team was ranked #1 by Institutional Investor for their coverage of semiconductors.  Shirley was most recently a senior analyst in technology, media and telecom with Alliance Bernstein’s Arya Partners.  She graduated from Princeton University with a BA in public and international affairs and received her MBA from The Wharton School, University of Pennsylvania. Shirley holds a Chartered Financial Analyst designation.  She joined DSM in 2021.

Bryant Burciaga
Analyst

Bryant began his career at Janus Henderson Investors in 2015 as a product manager/analyst, eventually becoming an investments business analyst responsible for the redesign of several operational and trading platforms. Bryant left Janus Henderson in July 2022 to attend business school during which he worked in equity research at Thrivent Asset Management. He holds a B.S. in Business from the University of Colorado-Denver and an MBA in Finance from the University of Michigan, where he was a Toigo Foundation Fellow and LunaCap Foundation Scholar. Bryant is currently working towards a B.S. in Computer Science and AI from the University of London.  He joined DSM in 2024.

Justin Burk
Portfolio Manager/Analyst

Justin Burk joined Moody’s Investor Services in 1998, moving to Carlyle High Yield Partners as an analyst in 1999. In 2001, he joined Aslan Capital Management, a high yield event-driven hedge fund, where he specialized in corporate structure analysis and asset valuation. Justin received an A.B. in Biochemical Sciences with Honors from Harvard University, and holds a Chartered Financial Analyst designation. Justin joined DSM in 2002.

Hannah Chiang
Portfolio Manager/Analyst

Hannah Chiang began her career at American Century Investment Management in 1997. She rose up from financial analyst, focused on international equities, to senior investment analyst of international and global growth. She was responsible for sourcing ideas with a focus on large cap global consumer staples companies. Hannah holds a Bachelor of Science in International Business and a Master of Science in Finance, both from the University of Colorado. Hannah joined DSM in 2015.

Giles Evans
Portfolio Manager/Analyst

Giles Evans began his career in finance as a senior associate in equity research at Evercore ISI after receiving his MBA from The Wharton School, University of Pennsylvania in 2020.  From 2009-2018 Giles was an AC-130 aircraft commander in the US Air Force Special Operations Command.  His wide-ranging responsibilities while in the Air Force included scheduling and budgeting, operations management, student training and missions in Iraq and Afghanistan.  Giles holds a Bachelor of Science in Economics from the United States Military Academy at West Point and holds a Chartered Financial Analyst designation.  He joined DSM in 2021.

Steve Tish
Portfolio Manager/Analyst

Steve Tish began his career at Lazard Freres Asset Management in 1991 as an analyst/portfolio manager. He covered a multitude of industries including technology, healthcare, business services, and conglomerates. Steve then moved to PAW Partners in Greenwich as a partner and analyst/portfolio manager where he was responsible for the P&L of the healthcare segment of a multi-sector hedge fund. He then joined Millennium Partners in New York as a partner and analyst/portfolio manager where he worked with a team which was dedicated to their global healthcare hedge fund. The members of the team later left Millennium to start Panacea Asset Management, an independent healthcare sector hedge fund in New York. He joined DSM in October 2007. Steve earned a B.S. in Finance from the University of Maryland, an MBA from Cornell University and holds a Chartered Financial Analyst designation.

Chris Bertoni
Head Trader

Chris Bertoni began his career in 1998 at Cramer Rosenthal McGlynn LLC and rose to senior portfolio accountant. He moved to Axe Houghton Associates, Inc. in 1999 as a trader of both listed and NASDAQ securities. While at Axe Houghton, Chris worked alongside a team of portfolio managers and the senior trader with regard to the daily management of client accounts. Chris received a Bachelor of Science degree from SUNY Oneonta in Business Economics and an MBA in Finance from Fordham University. Chris joined DSM in 2002.

Shayn Logan
Senior Trader and Operations Specialist

Shayn Logan began his career in 2008 at Independent Portfolio Consultants, first as a portfolio analyst and later as assistant overlay portfolio manager. Following an internship as a financial analyst at CJJ Corp. while in graduate school, he joined Northern Trust in 2013. As an overlay portfolio manager and team lead at Northern Trust, Shayn provided investment support to portfolio managers, coordinated the execution of block trades and supervised trades of equities, ETF’s and funds. Prior to college, Shayn spent five years in the Security Forces division of the US Air Force. He received both a Bachelor of Arts in Finance and an MBA in Finance from Florida Atlantic University. Shayn joined DSM in 2016.

Meredith Meyer
Chief Operating Officer

Meredith Meyer began her career in 1995 as a staff accountant for Sotheby’s in New York.  In 1997, she joined Marsh & McLennan Companies where she was an audit supervisor, eventually moving to a subsidiary, Mercer HR Consulting as assistant treasurer, then to Marsh Inc. as finance manager of international operations, in both New York and Sydney, Australia.  After nine years, Meredith left to join Macquarie Investment Management where she spent the next twelve years in various positions including business operations manager and chief operating officer, global listed infrastructure. She was also chief financial officer and treasurer of the Macquarie Global Listed Infrastructure Total Return Fund and most recently director of strategic initiatives in the global client service group.  Meredith holds a BS in Accounting from Villanova University and is a Certified Public Accountant.  She is a member of the Executive Board of Girls Inc. of New York City.  Meredith joined DSM in December 2019.

James Brown
Business Development

James Brown began his career in asset management in 1995 when he joined Derby Securities as a trader. In 1999 he joined J.M. Hartwell where he was a trader as well as an associate in business development. From 2000-2007 he was a Vice President in Sales and Marketing for Lazard Asset Management, with responsibility for distribution of separately managed accounts, mutual funds and alternative investments. He then joined Scotsman Capital Management from 2007-2008 as Director of Sales and Marketing. He joined Cramer Rosenthal McGlynn in 2008 where he was Director of Third Party Distribution. Subsequently he became Head of Global Funds Distribution with responsibility for distribution of separately managed accounts, mutual funds and alternative investments. Jimmy joined DSM in 2018. He received a BA from Vanderbilt University in 1995.

Rob Cassata
Business Development

Rob Cassata joined the internal sales team at First Eagle Investment Management in 2005 initially covering Florida and later the entire southeast.  In 2010, he was named Vice President and Gulf Region Sales Director responsible for regional sales and distribution of the firm’s funds through various channels including RIAs, wirehouse, broker-dealer, consultants and family offices.  Rob moved to Centerstone Investors in 2015 as a managing partner in business development where he helped develop the firm’s distribution platform and fund strategy.  In 2020, he joined Succession Link as an advisor consultant, and later became regional director at Gold Bullion International.  Most recently, Rob was a regional consultant at UX Wealth Partners with a focus on RIAs in the eastern US.  He holds a B.S. in Finance from Syracuse University.  Rob joined DSM in 2024.

Jessica Page
Business Development

Jessica Page began her career in 2007 as an operations assistant at Oldendorff Carriers in Stamford, CT.  She joined Tremblant Capital in 2013 as a Vice President in Broker Relations.  In 2018 Jess moved to Tremblant’s Client Advisory & Business Relations Group in West Palm Beach, Florida, where she was a Managing Director responsible for marketing long/short and long-only strategies across multiple investor types.  She received her Bachelor of Arts in Business Economics from Eastern Connecticut State University.  Jess joined DSM Capital in August 2024.

Christine Ardito
Marketing Specialist

Christine Ardito began her career at Intech Investment Management in 2013 as a Product Management Associate after several years in higher education as an instructor and administrator.  In 2018, she was promoted to Product Communications Specialist at Intech, responsible for creating and managing firm presentations, RFPs and other marketing content.  Christine transitioned to a contracting role with Intech in 2020, continuing to support the development and execution of marketing and client communications strategies.  Christine received a Bachelor of Arts in English and an MEd in Secondary English Education from the University of Florida.  She joined DSM in 2024.

Blair Barton
Senior Counsel

Blair Barton joined Hamstreet & Associates as an administrative assistant in 2009. While attending law school she was a summer associate at Nelson Levine de Luca & Hamilton and served as a judicial extern for The Honorable Allan L. Gropper of the US Bankruptcy Court, Southern District of NY. Blair joined Natixis Wholesale Banking Americas in 2013 as a staff attorney, focusing on capital markets and project finance. She received a Bachelor of Arts degree from UC San Diego and a law degree from the Fordham University School of Law. Blair joined DSM Capital in April 2016 as associate attorney.

Patricia Bonadio
Client Relations and Business Manager

Patricia Bonadio began her career in 1994 as a research assistant at W.P. Stewart & Company. In 1996 she became a portfolio assistant and was eventually promoted to associate portfolio manager.  Patricia’s responsibilities included client service, trading and trade allocation, performance calculations and client/consultant reporting. Patricia received a Bachelor of Science in Applied Mathematics & Statistics from Stony Brook University. Patricia joined DSM in 2007.

Kristen D’Ambrosio
Senior Client Communications Specialist

Kristen D’Ambrosio began her career in 1993 as an operations assistant at Barclay Investments, Inc. Later that year she joined W.P. Stewart & Company as a portfolio assistant, eventually becoming an associate portfolio manager where her responsibilities included client service, trading and trade allocation and reporting. Kristen received a Bachelor of Science in Finance from Fairfield University and an MBA in Finance from New York University. Kristen joined DSM in 2008.

Russell Katz
General Counsel, CCO

Russell Katz began his career as an analyst in 1994 in the enforcement division of the New York Stock Exchange. In 1996, Russell joined Oppenheimer & Company as an attorney in its legal department, and in 1999 moved to Goldman Sachs Asset Management as a compliance associate. Russell joined Credit Suisse Asset Management in 2000 as vice president and legal counsel. In 2005, he became general counsel and chief compliance officer of Family Management Corporation. Russell joined DSM Capital in January 2011 as general counsel and chief compliance officer. He holds a Bachelor of Arts & Science degree from Syracuse University and a law degree from New York Law School.

Vitas Martinenas
Controller

Vitas Martinenas began his career in 1980 as a staff accountant for Paine Webber. In 1983 he joined Donaldson, Lufkin, & Jenrette as a financial analyst, eventually becoming a manager within the product control group of the Institutional Equities Division. In 2001 he became the head of Global Expense Management of NA at Credit Suisse First Boston. In 2004 he became controller at Acorn Capital Group, a hedge fund dealing in asset-backed lending. Vitas received his Bachelor of Science in Accounting from the University of Bridgeport and an MBA in Finance from Baruch College. Vitas joined DSM in 2010.

Sandra Montoya
Performance Analyst

Sandra Montoya began her career in 2002 as an operations specialist for Virtual Bank. In 2005, she joined Ocwen Loan Servicing as a reconciliation analyst, and later moved into corporate accounting. Sandra joined Northern Trust in 2010 as an investment operations specialist. She was promoted to team lead, and then manager of investment operation oversight, where she helped develop an automated process to reconcile nearly 30,000 accounts prior to market open each day. Sandra has a Bachelor of Science in International Business Management from Northwood University. She joined DSM in May 2016.

Nina Petrushev
Senior Marketing Specialist

Nina Petrushev began her career in 2003 as a financial services representative at First Investors Corporation. She moved to Morgan Stanley in 2004 as a client reporting analyst in the private wealth management group. In 2006, Nina joined Kenmar Group, a managed futures fund of funds, where she had a number of investor relations and operational responsibilities. In 2010, she took a position with the investor services group of SS&C GlobeOp. Nina received a Bachelor of Science in Business Administration from SUNY Albany. She joined DSM in 2014.

Nina Renna
HR/Office Administration

Nina Renna began her career in office administration in 1981 at Burlingham Underwood and Lord, an admiralty law firm in New York. She moved to the real estate law firm of Demov Morris & Hammerling before starting a career with Citibank in 1986 where she was a vice president managing business compliance, real estate projects and environmental issues. After a hiatus, Nina returned to work in the health care sector first as an office manager, then as a senior systems implementation leader. Nina received a BA in Psychology and a BA in English Literature from Kutztown University. She joined DSM in 2014.

Hikaru Sato-Hua
Senior Client Service Specialist

Hikaru Sato-Hua began her career in the Financial industry in 1998 as a Global Client Service Manager in the International Business Development Department at Putnam Investments in Boston. In 2002, she joined the Japanese Institutional Sales and Marketing team at Putnam Investments in Tokyo, Japan as a Vice President, Senior Global Client Service Manager. Hikaru received a Bachelor of Science in Hospitality Administration from Boston University and Masters of Science in Administrative Studies from Boston University. Hikaru joined DSM in February 2018.

Stephen Memishian
Co-Managing Partner

Stephen Memishian began his career as a management consultant at McKinsey & Company in 1970. In 1976, he joined Columbia Pictures Industries, a client, as an executive in the feature film division. In 1979, he helped to found APM, ultimately one of the largest specialized hospital consulting firms.

Steve moved to Paine Webber in 1984 as senior vice president of the equity research division and, later, the investment banking division. He joined W.P. Stewart & Company in April 1989 as chief operating officer. Steve held that position for a number of years, eventually moving fully to equity research and portfolio management. He left W.P. Stewart at the end of 2000 to co-found DSM.

Steve received a Bachelor of Science in Engineering from Tufts University, and a Master of Science in Management from the Massachusetts Institute of Technology. He is active at MIT, presently serving on the North American Executive Advisory Board, and also on the Finance Group Advisory Board, of the Sloan School of Management. He is a past chairman of the Council for the Arts at MIT. He is also a past trustee of the Greenwich Country Day School. Steve holds a Chartered Financial Analyst designation.