Team

Christopher C Faber
Christopher C. Faber
President; Strategy Head and Lead Portfolio Manager – Small Cap Core and SMID Cap Core Equities
IronBridge Capital Management, L.P.

T: (630) 684-8825
F: (630) 684-8301

Chris Faber co-founded IronBridge in 1999 as a global asset management firm committed to helping clients meet their long term investment objectives. As president, Chris provides the vision and direction for IronBridge to deliver exceptional client service and, through discipline, proprietary tools, and accounting and valuation expertise, identify the best allocators of capital and invest in them at a discount to fair value.

Chris is the strategy head and lead portfolio manager for the IronBridge Small Cap Core and SMID Cap Core equity strategies.

Prior to founding IronBridge, Chris was a founding member of HOLT Value Associates, L.P., where he worked with senior portfolio managers across the United States and Europe.

Chris graduated from Drake University with a B.S.B.A. in Corporate Finance.

In June 2008, he was listed as one of "America's Top Fund Managers" by Barron's magazine.

Christopher C. Faber
President; Strategy Head and Lead Portfolio Manager – Small Cap Core and SMID Cap Core Equities
Christopher C. Faber

Chris Faber co-founded IronBridge in 1999 as a global asset management firm committed to helping clients meet their long term investment objectives. As president, Chris provides the vision and direction for IronBridge to deliver exceptional client service and, through discipline, proprietary tools, and accounting and valuation expertise, identify the best allocators of capital and invest in them at a discount to fair value.

Chris is the strategy head and lead portfolio manager for the IronBridge Small Cap Core and SMID Cap Core equity strategies.

Prior to founding IronBridge, Chris was a founding member of HOLT Value Associates, L.P., where he worked with senior portfolio managers across the United States and Europe.

Chris graduated from Drake University with a B.S.B.A. in Corporate Finance.

In June 2008, he was listed as one of "America's Top Fund Managers" by Barron's magazine.

(630) 684-8825
(630) 684-8301
Samuel T. Eddins
Director, Research; Chief Investment Strategist
Samuel T. Eddins

Sam Eddins is the Director of Research at IronBridge, responsible for developing the risk control systems utilized in the portfolio management process. Sam also serves as the Chief Investment Strategist. Sam joined IronBridge in 2003.

Prior to joining IronBridge, Sam was a founding partner of HOLT Value Associates, L.P. and a Managing Director at Credit Suisse, where he served as Director of Research, overseeing the U.S. and international development of HOLT's corporate performance measurement and valuation framework.

Sam graduated from the University of Virginia with a B.S. in Electrical Engineering and received an M.B.A. from the University of Virginia's Darden Graduate School of Business Administration.

(630) 684-8829
(630) 684-8301
Jeffrey B. Madden
Portfolio Manager – Small Cap Core and SMID Cap Core Equities
Jeffrey B. Madden

Jeff Madden is co-portfolio manager for the IronBridge Small Cap Core and SMID Cap Core equity strategies. Jeff joined IronBridge as an equity analyst in 2001 and became a co-portfolio manager for the strategies in 2004.

Prior to joining IronBridge, Jeff worked at Accenture in the Retail Management Consulting Practice. His roles focused on equity analysis and client interfacing, including IPO business plan creation, vendor negotiations, and strategy implementation.

Jeff is a board member of the Heartland Institute, whose mission is to discover, develop, and promote free-market solutions to social and economic problems, and serves on the Executive Council for the Cara Program, which prepares and inspires motivated individuals to break the cycle of homelessness and poverty, transform their lives, strengthen our communities, and forge paths to real and lasting success.

Jeff graduated from the University of Iowa with a B.A.A. in Finance with Business Honors and Distinction.

(630) 684-8826
(630) 684-8301
Matthew Halkyard, CFA
Strategy Head and Lead Portfolio Manager – Global Equities
Matthew Halkyard

Matt Halkyard is the strategy head and lead portfolio manager for the IronBridge Global equity strategy. Matt joined IronBridge in 2005 and helped found the Global equity strategy as a co-portfolio manager. He became the strategy head and lead portfolio manager in 2011. In addition to his responsibilities on the global team, Matt served as co-portfolio manager for the IronBridge Large Cap Core strategy from 2008 through 2010.

Prior to joining IronBridge, Matt was the Director of Small and Mid Cap Operations for Credit Suisse in London. Prior to the Credit Suisse acquisition of HOLT Value Associates, L.P., Matt was Managing Director of HOLT's European operations. He joined HOLT in 1994 as a Portfolio Representative and worked with a number of major buy-side clients/firms.

Matt graduated from Indiana University with a B.S. in Accounting and is a CFA® charterholder.

(630) 684-8848
(630) 684-8301
Paul Murphy, CFA
Strategy Head and Lead Portfolio Manager – Large Cap Core Equities
Paul Murphy

Paul Murphy is the strategy head and lead portfolio manager for the IronBridge Large Cap Core strategy. Paul joined IronBridge and became the strategy head and lead portfolio manager in 2005.

Prior to joining IronBridge, Paul was a portfolio consultant for HOLT Value Associates, L.P., and later Credit Suisse HOLT, consulting to global buy-side clients/firms using HOLT's corporate performance measurement and valuation framework.

Paul graduated from the University of Michigan with a B.A. in Economics, and is a CFA® charterholder.

(630) 684-8837
(630) 684-8301
Steve Werber, CFA
Portfolio Manager - Global Equities
Steve Werber

Steve Werber is co-portfolio manager for the IronBridge Global equity strategy. Steve joined IronBridge as a global equities analyst in 2010 and became co-portfolio manager in 2011.

Prior to joining IronBridge, Steve was in credit and equity research and portfolio management at Goldman Sachs (London), Fidelity Investments (London), J. & W. Seligman & Co., and Apis Capital Advisors. In those positions, Steve used the HOLT corporate performance measurement and valuation framework, for both U.S. and global equity portfolios, as a client of HOLT Value Associates, L.P.

Steve graduated from the University of Virginia with a B.A. and received a Masters of Management from Northwestern's Kellogg School of Management. Steve is a CFA® charterholder.

(630) 684-8869
(630) 684-8301
Thomas Fanter
Portfolio Manager – Small Cap Core and SMID Cap Core Equities; Equity Analyst
Thomas Fanter

Tom Fanter is co-portfolio manager for the IronBridge Small Cap Core and SMID Cap Core equity strategies and an equity analyst, responsible for providing the IronBridge equity investment team regular insight on the Information Technology and Telecommunications Services sectors. Tom is also responsible for the functional design of the proprietary IronBridge equity analysis and valuation systems. Tom joined IronBridge as an equity analyst in 2004 and became a co-portfolio manager on the Small Cap Core and SMID Cap Core equity strategies in 2011.

While in graduate school, Tom completed internships with both IronBridge and Microsoft Corporation. Prior to that, he worked as a software engineer for both Divine, Inc. and Motorola, Inc.

Tom graduated from Northwestern University with a B.S. in Industrial Engineering and Management Sciences and earned an M.B.A. from Northwestern's Kellogg School of Management with concentrations in Accounting and Finance.

(630) 684-8838
(630) 684-8301
Kevin Reher, CFA, CPA
Portfolio Manager – Global Equities; Equity Analyst
Kevin Reher

Kevin Reher is co-portfolio manager for the IronBridge Global equity strategy and an equity analyst, responsible for providing the IronBridge equity investment team regular insight on the Health Care sector. Kevin joined IronBridge as a global equities and Health Care analyst in 2009 and became a co-portfolio manager for the Global equity strategy in 2011.

Prior to joining IronBridge, Kevin was an analyst at HOLT Value Associates, L.P. and at Credit Suisse, where he was a sector specialist responsible for U.S. health care stocks and also managed the U.S. Sector Specialist team and the group's Global Database. Kevin previously worked as an auditor for Ernst & Young LLP, providing financial and internal control audits with a focus on the financial services industry.

Kevin graduated summa cum laude from the University of Notre Dame, with a B.B.A. in Accounting along with a secondary focus in Computer Applications. Kevin attained the title of Certified Public Accountant and is a CFA® charterholder.

(630) 684-8851
(630) 684-8301
John O'Connor, CFA
Portfolio Manager – Large Cap Core Equities; Equity Analyst
John O'Connor

John O'Connor is co-portfolio manager for the IronBridge Large Cap Core strategy and an equity analyst, responsible for providing the IronBridge equity investment team regular insight on the Industrial sector. John joined IronBridge as an equity analyst in 2006 and became a co-portfolio manager for the Large Cap Core strategy in 2011.

Prior to joining IronBridge, John was an analyst at HOLT Value Associates, L.P. and also at Credit Suisse, where he was a sector specialist responsible for U.S. consumer discretionary stocks. He also worked as a mutual fund analyst for both First Union Securities and The Windsor Group, Ltd.

John graduated from Butler University with a B.S. in Finance, and received an M.B.A. from Northwestern's Kellogg School of Management, where he graduated with honors. John is a CFA® charterholder.

(630) 684-8827
(630) 684-8301
Charles P. Henness Jr., CFA
Portfolio Manager – Large Cap Core Equities; Equity Analyst
Charles P. Henness Jr.

Charlie Henness is co-portfolio manager for the IronBridge Large Cap Core strategy and an equity analyst, responsible for providing the IronBridge equity investment team regular insight on the Financial Services sector. Charlie joined IronBridge as manager of operations in 2002 before moving into equity research as an analyst. He became a co-portfolio manager for the Large Cap Core strategy in 2011.

Prior to joining IronBridge, Charlie was a manager in investment operations at Zurich Scudder Investments.

Charlie received a B.S. in Accounting from the University of Illinois and is a CFA® charterholder.

(630) 684-8828
(630) 684-8301
Jeff Jones, CFA, CPA
Equity Analyst
Jeff Jones

Jeff Jones is an equity analyst supporting all IronBridge investment strategies and responsible for providing the IronBridge equity investment team regular insight on the Energy and Health Care sectors. Jeff joined IronBridge in 2011.

Prior to joining IronBridge, Jeff worked at Credit Suisse as a HOLT sector specialist responsible for the U.S. and European health care sectors. Jeff previously worked as an auditor for PricewaterhouseCoopers LLP, providing financial and internal control audits.

Jeff graduated summa cum laude from the University of Notre Dame with a B.B.A in Accounting and received an M.B.A. with honors from the University of Chicago Booth School of Business with concentrations in Finance and Economics. Jeff attained the title of Certified Public Accountant and is a CFA® charterholder.

(630) 684-8874
(630) 684-8301
James D. Plumb
Equity Analyst
James D. Plumb

Jim Plumb is an equity analyst supporting all IronBridge investment strategies and responsible for providing the IronBridge equity investment team regular insight on the Consumer Discretionary and Consumer Staples sectors. Jim joined IronBridge in 2005 as a member of the trading and operations team and became a research analyst in 2009.

Jim graduated from Miami University with a B.S. in Business with a concentration in Finance and Decision Sciences. While in school, he completed the Richard T. Farmer International Business Program.

(630) 684-8846
(630) 684-8301
Ty M. Baird, CPA
Chief Operating Officer; Chief Financial Officer; Equity Analyst
Ty M. Baird

Ty Baird is the Chief Operating Officer and Chief Financial Officer for IronBridge, responsible for managing the day-to-day operating and accounting activities. In addition, Ty is an equity analyst supporting all IronBridge investment strategies and responsible for providing the IronBridge equity investment team regular insight on the Utilities and Materials sectors. Ty joined IronBridge as Chief Financial Officer and equity analyst in 2006, and was appointed Chief Operating Officer in 2009.

Prior to joining IronBridge, Ty was an Audit Senior Manager at Deloitte & Touche providing financial and internal control audits with a focus on the financial services industry.

Ty graduated with Distinction from The Pennsylvania State University with a B.S. in Accounting and a minor in Management Information Systems. Ty attained the title of Certified Public Accountant.

(630) 684-8842
(630) 684-8301
Joanna Sherratt Kennedy, CFA
Managing Director - Global Equities
Joanna Sherratt Kennedy

Joanna Sherratt Kennedy is a member of the IronBridge Global Equities team. Joanna joined IronBridge as an equity analyst in 2011 and is based in London.

Prior to joining IronBridge, Joanna was an equity analyst for Sloane Robinson LLP, a London-based hedge fund specializing in international long/short equity investment.

Joanna received her M.A. (Hons) in History from the University of Edinburgh in 2006, graduating with First Class Honors. She is a CFA® charterholder.

(630) 684-8879
(630) 684-8301
Ben Niu, Ph.D., CFA, FRM
Advanced Financial Modeling Analyst
Ben Niu

Ben Niu, Ph.D., CFA, FRM is an advanced financial modeling analyst for the IronBridge investment research team. In this role, Ben develops the next generation of asset pricing models for the proprietary equity analysis and valuation system. Ben joined IronBridge in 2010.

Prior to joining IronBridge, Ben worked as an independent consultant for IronBridge to assist in economic return fade distribution modeling. While in graduate school, Ben also interned with a number of proprietary derivative trading firms developing option and derivative pricing models.

Ben graduated from Xiamen University, P. R. China with a B.S. in applied mathematics, and achieved the degree Doctor of Philosophy in Applied Mathematics with honors from Illinois Institute of Technology. Ben is a CFA® charterholder, and is a certified Financial Risk Manager awarded by the Global Association of Risk Professionals.

(630) 684-8866
(630) 684-8301
Joe Burrello
Director, Global Trading
Joe Burrello

Joe Burrello is the Director of Global Trading, responsible for working with the IronBridge portfolio managers to provide value-added transactions for each investment portfolio and manage the relationships with various brokerage firms to ensure best execution for our clients. Joe joined IronBridge in 2004.

Prior to joining IronBridge, Joe was a Principal and Manager of NASDAQ Trading at William Blair & Co.

Joe graduated with honors from John Carroll University with a B.S.B.A. in Accounting.

(630) 684-8836
(630) 684-8301
Sean M. Harmon
Trader
Sean M. Harmon

Sean Harmon is a trader, responsible for working with the IronBridge portfolio managers to provide value-added transactions for each investment portfolio and manage the relationships with various brokerage firms to ensure best execution for our clients. Sean joined IronBridge in 2009.

Sean graduated from John Carroll University with a B.A. in Spanish and a minor in Business Administration.

(630) 684-8841
(630) 684-8301
Donn DeMuro
Director, Proprietary Investment Technology Development
Donn DeMuro

Donn DeMuro is the Director of Proprietary Investment Technology Development, responsible for the development and implementation of the proprietary IronBridge equity analysis and valuation system. Donn joined IronBridge in 2004.

Prior to joining IronBridge, Donn had similar responsibilities at HOLT Value Associates, L.P. and at Credit Suisse. Prior to HOLT and Credit Suisse, Donn worked for Harbor Capital Advisors and Callard, Madden & Associates.

Donn graduated from the Illinois Institute of Technology with a B.S. in Computer Science and an M.S. in Financial Markets and Trading.

(630) 684-8839
(630) 684-8301
James Lundgren
Software Development Lead
James Lundgren

Jim Lundgren is the Software Development Lead responsible for developing a library of tools tailored to the IronBridge proprietary equity analysis and valuation system. Jim started as an independent consultant with IronBridge in 2006 and joined IronBridge full-time in 2009.

Prior to joining IronBridge full-time, Jim was Principal Consultant at Telperion Enterprises, a consulting company he founded, where he had engagements with organizations including the Chicago Board of Trade, Motorola, Inc., CNA, and the Follett Corporation.

Jim graduated from Northern Illinois University with a B.S. in Applied Computer Science and a minor in Business Administration.

(630) 684-8840
(630) 684-8301
Robin Martin
Software Technical Lead
Robin Martin

Robin Martin is the Software Technical Lead, responsible for assisting in architecting and implementing the IronBridge proprietary equity analysis and valuation system. Robin pioneers new technology and leverages software development best-practices to support the proprietary equity analysis suite of tools. Robin started as an independent consultant with IronBridge in 2007 and joined IronBridge full-time in 2014.

Prior to joining IronBridge, Robin was a Software Engineer with Geneca, Follett Corporation, Big Idea Productions and ServiceMaster.

Robin graduated from Taylor University with a B.A. in Computer Science.

(630) 684-8863
(630) 684-8301
Shawn Roser
Research Systems Analyst
Shawn Roser

Shawn Roser is the Research Systems Analyst, responsible for maintaining the library of software tools for the IronBridge proprietary equity analysis and valuation system. Shawn joined IronBridge in 2010.

Prior to joining IronBridge, Shawn was the Senior Web Designer for optionsXpress.

Shawn graduated from Saint Joseph's College with a B.S. in Computer Science and a minor in Communication/Theatre Arts.

(630) 684-8867
(630) 684-8301
John G. Davis
Chief Compliance Officer
John G. Davis

John Davis is the Chief Compliance Officer for IronBridge, responsible for ensuring that IronBridge is conducting its business in full compliance with all national and international laws and regulations that pertain to the asset management industry, as well as professional standards, accepted business practices, and internal standards. John joined IronBridge in 2003.

Prior to joining IronBridge, John started and managed the broker/dealer subsidiary for HOLT Value Associates L.P. Prior to HOLT, John was responsible for operations and compliance for Mercer's Commission Recapture and Transition Management practice.

John graduated cum laude from Ohio University with a B.S. in Finance and Business Law.

(630) 684-8830
(630) 684-8301
Mike Stellmack
Investment Operations Associate
Mike Stellmack

Mike Stellmack is an Investment Operations Associate at IronBridge, responsible for oversight of the data import and report production for the automated reconciliation system. Mike joined IronBridge in 2010.

Prior to joining IronBridge, Mike was the Manager of Recon Automation and Business Support at ABN AMRO/LaSalle Bank/Bank of America.

Mike graduated from DePaul University with a B.S. in Business Administration.

(630) 684-8871
(630) 684-8301
Jennifer Boyce
Investment Operations Associate
Jennifer Boyce

Jennifer Boyce is an Investment Operations Associate at IronBridge. Jennifer is responsible for the global accounting and reconciliation processes within Investment Operations, including the daily recording of all client transactions, managing cash flows and acting as the primary contact for client custodians. She supports the Trading group and acts as liaison to Client Service and Performance reporting. She also coordinates corporate action processing and proxy voting. Jennifer Boyce joined IronBridge in 2011.

Prior to joining IronBridge, Jennifer was a Business Analyst at CNA Financial Corporation. Prior to CNA, she was a Vice President of the centralized reconciliation group within Corporate Accounting at ABN AMRO/LaSalle Bank/Bank of America where she worked for 17 years.

Jennifer graduated from DePaul University with a B.S. in Marketing and received an M.B.A. from Lewis University.

(630) 684-8859
(630) 684-8301
Brady Ahlstrom
Manager of Portfolio Research and Analytics
Brady Ahlstrom

Brady Ahlstrom is the Manager of Portfolio Research and Analytics for IronBridge, responsible for supporting the investment research and marketing teams with advanced analytics. Brady also assists with the development of performance and reporting solutions. Brady joined IronBridge in 2009.

Prior to joining IronBridge, Brady worked for Contango Capital Advisors as a performance analyst. His work experience also includes internships on the trading desk at Zions Direct and with risk management at DKR Capital.

Brady graduated from Weber State University with a B.S. in Finance.

(630) 684-8844
(630) 684-8301
Ron Hetzel, CFA
Director, Client Services
Ron Hetzel

Ron Hetzel is the Director of Client Services, responsible for overseeing the IronBridge client service team that works directly with clients and consultants and supports the firm's marketing efforts. The client service team is also responsible for ensuring timely client and consultant reporting and for assisting in the completion of due diligence reviews. Ron joined IronBridge in 2007.

Prior to joining IronBridge, Ron was a senior member of the global manager research team at Mercer Investment Consulting.

Ron graduated from Northern Illinois University with a B.S. in Finance and is a CFA® charterholder.

(630) 684-8852
(630) 684-8301
Jolene F. Ostry, CIPM
Client Relationship Manager
Jolene F. Ostry

Jolene Ostry is a Client Relationship Manager, responsible for working with clients and consultants and supporting the firm's marketing efforts. Jolene coordinates client and consultant communications and is a point of contact for consultants as well as current and prospective clients. Jolene joined IronBridge in 2006.

Prior to joining IronBridge, Jolene worked for HOLT Value Associates, L.P. and later at Credit Suisse.

Jolene graduated from St. Norbert College with a B.B.A. in both International Business & Language Area Studies and German. She holds the Certificate in Investment Performance Measurement designation and earned the CFA® Institute Claritas® Investment Certificate.

(630) 684-8845
(630) 684-8301
Jennifer McGregor
Client Service Specialist
Jennifer McGregor

Jenni McGregor is a Client Service Specialist, responsible for managing the IronBridge client relationship management (CRM) system and developing and maintaining presentations for clients, consultants, and prospective clients. Jenni joined IronBridge in 2004.

Prior to joining IronBridge, Jenni was an Operations Management Supervisor with United Parcel Service and Office Manager at HOLT Value Associates, L.P.

Jenni attended Western Michigan University. She earned the CFA® Institute Claritas® Investment Certificate.

(630) 684-8834
(630) 684-8301
Robert Lima
Client Reporting Associate
Robert Lima

Bob Lima is a Client Reporting Associate, responsible for timely, accurate client and database reporting and also supporting IronBridge client service and marketing efforts. Bob joined IronBridge in 2010.

Prior to joining IronBridge, Bob worked in education as a member of Teach for America.

Bob graduated summa cum laude from Marquette University with a B.A. in Economics and Political Science.

(630) 684-8858
(630) 684-8301
Beth Murphy
Chief Administrative Officer
Beth Murphy

Beth Murphy is the Chief Administrative Officer for IronBridge, responsible for oversight of the day-to-day administrative functions and human resource activities. Beth co-founded IronBridge with Chris Faber in 1999.

Prior to that, Beth managed the operations and administrative teams for HOLT Value Associates, L.P.

Beth graduated from Drake University with a B.S. in Journalism and Mass Communications.

(630) 684-8300
(630) 684-8301
Kevin Yates
Director, Information Systems
Kevin Yates

Kevin Yates is the Director of Information Systems at IronBridge, responsible for all of IronBridge's technology needs. Kevin started as an independent consultant and joined IronBridge as an employee in 2007.

Prior to joining IronBridge, Kevin was the technology manager for HOLT Value Associates, L.P. and then Vice President for Credit Suisse overseeing that firm's data production processes for its ValueSearch product. Kevin left Credit Suisse to found his own technology services firm in April of 2004.

Kevin attended Loyola University of Chicago.

(630) 684-8853
(630) 684-8301
Amanda Flores
Office Management
Amanda Flores

Amanda Flores joined IronBridge in 2016 and is responsible for day-to-day office management and administrative responsibilities.

(630) 684-8300
(630) 684-8301
Michael D. Cathey, CFA
Director, Business Development
Michael D. Cathey

Mike Cathey is a Director of Business Development for IronBridge, responsible for developing, growing, and maintaining institutional client and consultant relationships. Mike joined IronBridge in 2016.

Prior to joining IronBridge, Mike served as a Vice President in the Wealth Strategies and Investment Consulting Group with The Northern Trust Company. Prior to that, Mike was the Branch, Sales Manager, Operations Manager, Assistant Branch Manager and Senior Financial Consultant at Dreyfus Service Corporation. Mike also worked as a Senior Investment Representative with LaSalle Financial Services, a division of ABN AMRO, and as a Personal Financial Advisor with American Express Financial Advisors, Inc., a former subsidiary of American Express Company that was spun-off and is currently known as Ameriprise Financial, Inc.

Mike graduated from Illinois State University with a B.S. in Economics and from the University of Chicago, Booth School of Business with an M.B.A. in Finance. Mike is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago.

(630) 684-8885
(630) 684-8301
Jeffrey L. Laird
Director, Marketing and Communications
Jeffrey L. Laird

Jeff Laird is the Director of Marketing and Communications for IronBridge, responsible for the oversight of all firm internal and external marketing and communications including business development presentations and collateral materials, corporate branding, website content, thought leadership papers, commentaries and promotional communications. Jeff started as an independent consultant with IronBridge in 2015 and joined IronBridge full-time in 2016.

Prior to joining IronBridge, Jeff worked for J.P.Morgan Asset Management as the Director of New Business Development for the mid-sized institutional asset management sales team. Jeff also served as head of Client Reporting for U.S. Institutional Asset Management at JPMorgan. Prior to J.P.Morgan, Jeff was Director of Marketing for Banc One Institutional Asset Management (subsequently acquired by J.P.Morgan), and was the Marketing Communications Manager at Northern Trust Global Investments.

Jeff graduated cum laude from Bradley University with a B.S. in Communications and received an M.B.A. from Lewis University.

(630) 684-8872
(630) 684-8301