Investment Management


Our collaborative process relies on questions and push-back from other members of the Investment Team.

Standardized, Team Based Approach

  • Continuous discussion and debate fosters new ideas
  • Proprietary template used for all potential holdings allows for consistency across managers and products
  • Weekly team meetings to review portfolio and discuss holdings


Michael Pendergast, CFA - Hudson Edge Investment Partners

Michael Pendergast, CFA

Managing Partner
Chief Executive Officer
Chief Investment Officer
Matthew Kosara, CFA - Hudson Edge Investment Partners

Matthew Kosara, CFA

Managing Partner
Chief Risk Officer
Client Portfolio Manager
Christopher Gerne - Hudson Edge Investment Partners

Christopher Gerne

Senior Portfolio Manager,
Fixed Income
Helena Scholz, CFA - Hudson Edge Investment Partners

Helena Scholz, CFA

Portfolio Manager
Senior Research Analyst
Geoffrey Hauck, CFA -Hudson Edge Investment Partners

Geoffrey Hauck, CFA

Portfolio Manager
Senior Research Analyst
David Ayres, CFA - Hudson Edge Investment Partners

David Ayres, CFA

Portfolio Manager
Senior Research Analyst
Stevens Sheppard -Hudson Edge Investment Partners

Stevens C. Sheppard, CCM

Private Client Portfolio Manager
Eric Chung - Hudson Edge Investment Partners

Eric Chung

Senior Portfolio Manager
Fixed Income