Thomas is responsible for all portfolio management and trading related to our equity strategies. Prior to joining Parametric in 1998, Thomas served as the head of US Equity Index investments at Barclays Global Investors. He earned an MBA in finance from the University of Chicago Booth School of Business and a BS in electrical engineering from the University of Washington.

Paul leads Parametric’s research and development activities across all strategies. He has authored numerous academic and practitioner articles in publications such as the Journal of Portfolio Management, the Journal of Wealth Management, and the Journal of Index Investing. Paul earned a BA in mathematics and physics from Whitman College and an MS in computational finance and risk management from the University of Washington. A CFA charterholder, he is a member of the CFA Society of Seattle.

Steven C. Dolce, CFA, serves as Portfolio Manager at SEI Investments Management Corporation. Prior to joining SEI, Mr. Dolce was Partner, Portfolio Manager, Analyst and Investment Committee Member at Philadelphia International Advisors LP (PIA). Previously, Mr. Dolce was a Sector Portfolio Manager and Senior Analyst at DuPont Capital Management (DCM). Mr. Dolce also served as a Global Equity and Derivatives Trader at Grantham, Mayo & Van Otterloo & Co. LLC (GMO) in Boston. Mr. Dolce received his Bachelor of Science from Boston College, Carroll School of Management with a concentration in econo

Rachel D. Matthews is a partner of Cardinal Capital. She is responsible for investment research and portfolio management. She has been in the investment industry since 1989. Prior to joining Cardinal in 2001, Rachel spent three years as a high yield bond trader at OppenheimerFunds, Inc. responsible for trade execution and relative value trades for $7 billion in assets. She was previously a sell-side trader of short-term U.S. government securities at HSBC Securities for two years, responsible for a gross trading position of $500 million. Previously, Rachel was a private placement credit analyst at the Mutual Life Insurance Company of New York for three years specializing in the manufacturing, chemical, railroad, and finance industries. She started her career at MONY in 1988 as a systems analyst in the real estate area. Rachel holds a BA in economics from Columbia University and a MBA in finance from New York University.

Robert H. Fields is a partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1998. Prior to joining Cardinal in 2013, Robert was a partner and portfolio manager for two years at Ana Capital Management, a long-biased opportunistic value investment firm. Previously, he was a partner and director of research at Breeden Capital Management, a concentrated, long-only investment firm and an analyst covering value equities and distressed debt at MFP Investors, the personal investment firm of Michael F. Price. Robert holds a BS from Ball State University and a MBA from The Wharton School at The University of Pennsylvania.

David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute.

Tony Batek is responsible for co-managing the firm’s proprietary research process in support of its Canadian, US and Global equity strategies. As a member of the portfolio management team, he provides equity market analysis, and manages the implementation of the firm’s portfolio management decision making process. Mr. Batek has more than 20 years of investment experience, particularly in the management of US and Canadian equities. Prior to joining Hillsdale in 2002, he was Quantitative Analyst at Laketon Investment Management and Foreign Equity Market Manager and Systems Analyst at CPMS.

Mr. Guthrie is responsible for establishing corporate strategy and leading its implementation and execution. As Chief Investment Officer, he also has ultimate responsibility for all portfolio management decisions made by the firm. Prior to founding Hillsdale in January 1996, Mr. Guthrie was one of the original employees of a Toronto-based investment counsel firm responsible for the design and sale of software and models used in the management of quantitative equity portfolios.

Mr. James M. Eysenbach, CFA, Executive Vice President & Chief Investment Officer, manages the portion of the Small Cap Fund's assets allocated to Martingale. Mr. Eysenbach joined Martingale in 2004. Mr. Eysenbach began managing Martingale's allocated portion of the Fund's portfolio in December 2018. James M. Eysenbach is a Partner of Martingale, providing expertise in both portfolio management and research.

Philip J. Greenblatt, CFA, is a Portfolio Manager for the Small Cap Value Fund and is jointly responsible for the day-to-day management of the Small Cap Value Fund’s investment portfolio. Mr. Greenblatt joined Easterly as Portfolio Manager / Senior Analyst in July 2021 following the transfer of Snow Capital’s investment advisory business to the Adviser. Mr. Greenblatt joined the Adviser in 2010 in the Operations group. He worked as an Analyst and as the Firm’s Director of Operations. Mr. Greenblatt is a graduate of the University of Pittsburgh, where he earned a B.S. degree in Finance with a minor in Economics. He holds the Chartered Financial Analyst® designation.