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Longwall Family Office Team
Kerry
Stirton
Estates, Trusts, and Investment Advisory
22 years of advisory experience in trusts, portfolio management, research, and alternatives investing at major institutions
Randy Cohen
Senior Advisor to Longwall*
Thirty years of experience and research focused on investment outperformance, investment track record analysis, and manager selection
Rebecca
Foss|
Executive Assistant
Over 20 years of experience managing operations, client coordination, and supporting creative processes at Candice Marks Designs
Terrence
Purcell
Partner, Portfolio Manager
Three decades of direct investing, and allocating experience in alternative and traditional investments across all sectors
Doug
Hedley
Portfolio Manager
38 years of investment experience in portfolio management, technical analysis, and global asset allocation
Michail
Adzhiashvili
Investment Manager
Former Head of Quantitative Research at Renaissance Macro, designed and implemented RenMac's Quantitative Momentum Model
Jordan
Fraser
Partner, Investor Relations
Twenty years of introductions and support to single- and multi-family offices across numerous U.S. jurisdictions.
David
Issacs
Tax Advisor2
Certified Public Accountant licensed in New Jersey, New York, and Florida, and a registered Personal Financial Specialist (PFS)
Huan (Hannah)
Ni
Associate
Over 10 years of expertise in institutional sales, business development, and investment management at leading financial institutions.
Kerry Stirton
Estates, Trusts, and Investment Advisory
- 22 years of advisory experience in trusts, portfolio management, research, and alternative investing at leading institutions.
- Previously lead advisor with Alignvest-NorthPoint Investment Partners, implementing the Canada Pension Plan multi-asset portfolio model for family clients
- Managing Director at CIBC Asset Management, where he led the $25 billion Institutional Advisory Business
- Equity investor and analyst with Goldman Sachs’ Proprietary Investment Group
- Senior Multi-industry Research Analyst at Sanford C. Bernstein
- Former Member, Ben Gurion University Endowment
- Degrees from Harvard Law School and the University of Oxford where he was a Rhodes Scholar
Terrence Purcell
Portfolio Manager
- Three decades of direct investing, allocating and consulting experience in alternative and traditional investments and across private and public sectors
- Previously Global Investment Committee member, Head of Customized Fund Solutions and Investment Strategy teams at Permal Group
- Former Principal Investment Officer for Private Equity and Alternative Investments at Connecticut Retirement Plans and Trust Funds (CT). Oversaw private equity, hedge funds, real assets and opportunistic investments. Represented CT on 50 Limited Partner Advisory Committees and sat on Advisory Board of Alternative Investment Forum
- Institutional Investor 2013 Hedge Fund Rising Star. Connecticut's pension fund was named Hedge Fund Large Plan of the Year in 2014 by Institutional Investor and nominated for same award in 2015
- B.S. in Economics, University of Pennsylvania; M.B.A. in Finance, New York University
Jordan Fraser
Head of Investor Relations
- Over twenty years of informal introductions and support to single- and multi-family offices across numerous U.S. jurisdictions
- Former New York Stock Exchange Floor trader for specialist firm LaBranche
- Previously held an executive client relations role at Fortune 100 medical diagnostics corporation
- Director of Mergers & Acquisitions at LabCorp
- Early career positions included investment responsibilities, investor relations, trading, and deal-sourcing
- Former Investment Committee member – Texas Tech University Endowment
- Honors Finance, Texas Tech
- Master’s Degrees, Notre Dame and Dartmouth College
- Graduate Certificate Program, Harvard Business School
Professor Randy Cohen
Senior Advisor To Longwall*
- Professor of Finance and Investment Management at Harvard Business School and M.I.T. since 2001
- Research focused on sources of investment outperformance, investment track record analysis, and manager selection
- Entrepreneur with successful experience in small cap equity investing, hedge fund investments, private credit, and private equity investing on behalf of family office clients
- Numerous publications in first tier finance journals on subjects like Best Ideas investing and Finding Managers who Outperform
- Ph.D. in Finance from the University of Chicago; B.A. (Math) from Harvard University
Rebecca Foss
Executive Assistant
- Over 20 years of experience managing operations, client coordination, and supporting creative processes at Candice Marks Designs
- Developed strong organizational skills in inventory, scheduling, and client relations, leading to the successful launch of an independent jewelry business
- Management and operational expertise demonstrated by founding and leading a successful jewelry business and establishing a wellness studio
- Skilled in strategic planning, organization, and client relations
- Studied Art and Art History at Santa Monica College
Doug Hedley
Portfolio Manager
- 37 years of investment experience in portfolio management, technical analysis, and global asset allocation
- Portfolio manager with Paritas Capital Management, managing a sector rotation strategy and direct index tax-loss harvesting portfolios
- Managing Director with Fieldpoint Private, advised family offices with over $1.3B in assets.
- Technical analyst developed a proprietary technical trading system for equity index futures.
- Managing Director with Citi, led a team of trust specialists providing complex trust and asset management strategies
- B.S. in Business Administration, Arizona State University
Huan (Hannah) Ni
Associate
- Over 10 years of expertise in institutional sales, business development, and investment management at leading financial institutions in China.
- Former Vice President of Business Development at Shanghai Bull Asset Management, a top firm specializing in distressed asset investments.
- Senior Institutional Sales professional with a proven track record of managing and growing relationships with billion-dollar mutual funds and asset management clients.
- Experienced in providing wealth management advice to high-net-worth individuals and family offices, fostering long-term client relationships.
- M.B.A. from Kellogg School of Management; B.A. from Shanghai Business School.
Michail Adzhiashvili
Investment Manager
- 12 years of investment experience in portfolio management, equity/financial research and trading
- Began Financial career as a Quant Trader at Gray Whale Capital
- Created Gray Whale ETF Pricer and News Tracker
- Former Head of Quantitative Research at Renaissance Macro where he designed and implemented RenMac Quantitative Momentum Model
- As CTO at Renaissance Macro oversaw automation of client reports, database updates, and all data flow
- Head PM/Trader of Renaissance Macro Integrated Alpha Fund
- Former Calculus Instructor at Baruch College
- Studied Mathematics/Physics/CS at Baruch, UCLA and NYU
David
Issacs
Tax Advisor
- Founder and Principal of Triple Peel International
- Domestic and international consultant to ultra-high net worth families with over 15+ years of successfully addressing complex tax, estate planning, real estate, and wealth transfer challenges
- Published author whose column, Confessions of a Millennial CPA, describes his experiences and delivers a call to action to improve the professional satisfaction of younger CPAs
- Certified Public Accountant licensed in New Jersey, New York, and Florida, and a registered Personal Financial Specialist (PFS)
- B.S. in Accountancy, Bentley College; M.S. in Taxation, Bentley College
*Unpaid equity holder. **2 Unpaid executive
(214) 683-6381
Inquiries@LongwallIP.com
Address:
600 N Western Ave
Lake Forest, IL 60045
8 Wright St, Suite 107,
Westport, CT 06880
Advisory Services are offered through Longwall Investment Partners, LLC. Longwall is an SEC registered investment adviser and only provides services in states where properly registered or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of Longwall's current written disclosure statement as set forth on Form ADV, discussing Longwall's business operations, services, and fees is available at www.adviserinfo.sec.gov.