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Daniel J. Mahr, CFA
Managing Director, Research
• Joined the firm in 2002
• Harvard College, A.B., Computer Science
• Harvard University, S.M., Computer Science
Sarah A. Stahl, CIPM
Managing Director
• Joined the firm in 1997
• Harvard College, A.B., Cum Laude, Applied Mathematics and Economics
• Harvard Graduate School of Business Administration, M.B.A.
James M. Heaton
Senior Portfolio Strategist
• Joined Federated Investors in 1978
• Joined MDT Advisers in 2007
• Bucknell University, B.S.B.A., Business
• University of Chicago, M.B.A., Finance
Frederick L. Konopka, CFA
Portfolio and Trading Manager
• Joined the firm in 1997
• Dartmouth College, B.A., Mathematics
• MIT Sloan School of Management, M.S., Concentration in Information
Technology and Finance
Brian M. Greenberg
Research Manager
• Joined the firm in 2004
• Harvard College, A.B., Computer Science
• Harvard University, S.M., Computer Science
David A. Troiano
Research Manager
• Joined the firm in 2006
• Harvard College, A.B., Magna Cum Laude, Computer Science
Stephen R. Griscom
Director, Risk Management
• Joined the firm in 1999
• Princeton University, A.B., Mathematics
John Paul Lewicke
Senior Analyst
• Joined the firm in 2007
• Dartmouth College, A.B., Cum Laude, Computer Science and Mathematics
Trevor G. Frankel
Analyst
• Joined the firm in 2009
• Harvard College, A.B., Magna Cum Laude, Economics
Damien Zhang
Analyst
• Joined the firm in 2009
• Princeton University, A.B., Summa Cum Laude, Economics
Matthew A. Lenore
Assistant Portfolio and Trading Manager
• Joined the firm in 2006
• Brandeis University, B.A., Cum Laude, Economics
Michael G. Bertani
Trading Assistant
• Joined the firm in 2006
• Roger Williams University, B.S., Financial Services
Kelly K. Patel
Assistant Analyst
• Joined the firm in 2006
• Boston University, B.S., Summa Cum Laude, Business Administration
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