Donald Collins, CFA is a Managing Partner at Ironwood Investment Management, LLC®. Prior to Ironwood , Don was a Portfolio Manager with Boston Advisors, which he joined in 1982. While at Boston Advisors, he managed portfolios for institutions and high net worth clients. During his tenure at Boston Advisors, Don participated in the management of the Advest Advantage family of mutual funds and managed the Advantage Special Fund. Don began his career in 1975 as a Manager for Burgess & Leith. He received his BA in Geology from Boston University in 1974 and studied at the Boston University School of Business. In addition, Don is the Director and Investment Committee Chairman for the Abelard Foundation, Chairman and Commissioner of Trust Funds for the Town of Lincoln, MA and Director and Chief Financial Officer of Igan Biosciences.
Brian Davies, CFA is a Portfolio Manager and Senior Research Analyst at Ironwood Investment Management, LLC®. Prior to joining Ironwood in 2002, Brian was a junior equity analyst at Standish Mellon Asset Management where he was part of the Standish Small Cap Value portfolio team. He also spent three years in the equity client service group at Standish before moving into investment research. Brian has an MBA and BA from the Suffolk University Sawyer School of Management.
Henry Denton is the Director of Strategic Development at Ironwood Investment Management, LLC® and is focused on strategic and business development initiatives for the firm. Prior to joining Ironwood in 2016, Henry was the Director of Consultant Relations and Head of Institutional Business Development for AlphaSimplex and served as Managing Partner of Development Associates, a management consulting firm that counted Greenwich Associates as a key client. He has more than 30 years of global experience building relationships with complex financial institutions, including asset managers, investment consultants, corporate and public pension funds, endowments, foundations, banks and insurance companies.
William Greeley is a Trading and Operations Associate at Ironwood Investment Management, LLC®. Prior to joining Ironwood in 2016, Bill began his career in the Investor Services group at Brown Brothers Harriman & Co. in 2013 as a Portfolio Accountant. Bill holds a Bachelor of Science in Management from Utica College of Syracuse University.
Warren Isabelle, CFA is a Managing Partner at Ironwood Investment Management, LLC®. Prior to Ironwood, Warren was the Head of Domestic Equities at Pioneer Management Company and the Portfolio Manager of more than $3 billion in small cap assets including the Pioneer Capital Growth Fund (later renamed Pioneer Mid-Cap Value Fund), Pioneer Small Company Fund and several institutional portfolios. Prior to joining Pioneer in 1984, Warren was an Analyst at The Hartford Insurance Company. He earned a BS in Chemistry from Lowell Technological Institute in 1978, an MS in Polymer Science and Engineering from the University of Massachusetts in 1981 and a MBA in Finance from Wharton School of the University of Pennsylvania in 1981.
Ravi Jain, Ph.D., CFA is a Portfolio Manager for the Large Cap Growth Strategy at Ironwood Investment Management, LLC®. Dr. Jain has a Ph.D. in Finance from the University of Missouri Columbia (doctoral thesis on corporate spinoffs), a Master of Finance and Bachelor of Commerce from the University of Delhi. He is also a Chartered Financial Analyst (CFA). Dr. Jain is an Associate Professor of Finance at the University of Massachusetts Lowell where his research focuses on capital markets and corporate finance.
James Powell, CFA, CAIA is an Investment Product Specialist at Ironwood Investment Management. James has been in the investment industry since 2001. Prior to joining Ironwood, James worked for Fidelity Investments and Pyramis Global Advisors, the institutional asset management arm of Fidelity Investments. He worked as a structured finance analyst for Deloitte & Touche. Early in his career, James served over nine years as an infantry officer in the United States Army. James earned his MBA from the Simon School of Business at the University of Rochester and a Bachelor of Science degree from St. Lawrence University. He is a Chartered Financial Analyst charterholder, a Chartered Alternative Investment Analyst charterholder, and a member of the CFA Society Boston.
Shantelle Reidy is the Chief Financial Officer, Chief Operating Officer and Chief Compliance Officer for Ironwood Investment Management, LLC®. Shantelle has served Ironwood in various capacities since joining the firm in 1998, including as Executive Director of Trading and Operations from 2001 to 2014. Prior to joining Ironwood, Shantelle was an Investor Relations Analyst at Talbots, Inc. where she conducted research for the company and managed the firm’s communication with investment analysts. Shantelle holds a Bachelor of Arts degrees in Economics and Political Science from Boston University and a Masters in Business Administration in Marketing and Finance from the Boston University School of Management.
Alyssa Wade is the Office Manager and assists in the Marketing Department at Ironwood Investment Management, LLC®. Prior to joining Ironwood, Alyssa worked at Boston Technologies and Regan Communications Group. She holds a Bachelor of Arts in Communication with a minor in Education from the University of Massachusetts, Amherst.
Paul Weisman is Co-Portfolio Manager for the Value Investment Partners (VIP) strategies at Ironwood Investment Management, LLC®. Mr. Weisman has an MA in Industrial Organization (Applied Microeconomics) from Boston University and a BA from Haverford College. Prior to joining Ironwood as the head of the V.I.P. team in 2009, Mr. Weisman was Chief Investment Officer at J.L. Kaplan Associates which he joined in 1986. From 1983 to 1986 he was an investment analyst at Delphi Management.
Regina Wiedenski is Co-Portfolio Manager for the VIP strategies at Ironwood Investment Management, LLC®. Ms. Wiedenski has an MS in Management with a concentration in finance from the Sloan School at M.I.T. and a BS from M.I.T. Prior to joining Ironwood to manage VIP portfolios, she was a Portfolio Manager at J.L. Kaplan Associates. Previously she was an equity analyst at Advest, Inc. and had spent nine years as an analyst at Adams, Harkness & Hill covering healthcare, specialty chemical, instrumentation and publishing companies. She began her career as a financial analyst at Morgan Stanley.