Thursday, October 8, 2015
Maria manages the data gathering and population process of multiple global investment and consultant databases, supports the completion of RFPs, and develops competitive analysis reports through software and research. She also collaborates in client service and new business development efforts. Prior to joining Ativo in 2012, she spent four years auditing investment portfolios as Senior Portfolio Accounting Analyst within Northern Trust’s Operations & Technology division. Maria holds a bachelor’s degree in Accounting with a minor in Economics from DePaul University.
Monday, October 5, 2015
Kelly contributes to Ativo’s client and new business development efforts, focusing on specific regions of the United States. She joined the firm in 2015. Prior to joining our firm, Kelly worked at UBS Global Asset Management (“UBS”), where she covered institutional clients and prospects, within the Asset Allocation Advisory and Outsourced-CIO space. Prior to UBS, Kelly worked on quantitative equities at Chicago Equity Partners. She graduated summa cum laude with a degree in finance and economics from University of Illinois at Chicago. Mrs. O’Malley is a regular member of the CFA Institute, CFA Society of Chicago, Women Investment Professionals,…
Wednesday, December 11, 2013
Michael is responsible for all institutional business development and client relations for the firm. Prior to joining Ativo in September 2005, he was Assistant Vice President at Bank of Ireland Asset Management and responsible for institutional client service. From 2000 to 2003 he was a Portfolio Analyst at Concord Asset Management and responsible for AIMR Performance and Presentation Standards compliance. From 1990 to 2000 he worked at Northern Trust and held a number of positions within their Large Corporate and Institutional Services division. He is Vice President of the Chicago chapter of the National Association of Securities Professionals (NASP)…