Shawn Blau, PhD
Chief Investment officer
- Manager of Absolute Total Return Strategy, rated best 5-year SMA (Separately Managed Accounts) performance in Long/Short Equity category by "Pensions & Investments" magazine for 2008-2013. Ranked "Five Stars" by Morningstar, and "Top Gun" by Informa/PSN.
- Nationally ranked Portfolio Manager for a Barron's "Top 100" wealth management firm 2011-2016.
- PhD in Cognitive Psychology and Psychometrics, adding to his financial practice a deep understanding of both statistical inference and the emotional factors that affect family wealth management.
- Taught at Sacred Heart University, University of Bridgeport and Fairfield University.
- Former Director of Research at the Albert Ellis Institute. Author/editor of two books: The Albert Ellis Reader (1998) and Best Practices in Entrepreneurship (2002).
William J. Kennedy
Portfolio Manager
- 36 years financial experience, 31 of them in asset management, most recently as co-manager of ATR Advisors' Absolute Total Return Strategy and Municipal Inflation-Hedged Portfolio Strategy.
- Former Loews Corporation V.P. & Portfolio Manager responsible for a $2 billion portion of one of the largest and most actively traded muni portfolios in the U.S. Special focus on housing bonds with experience in other revenue and general obligation issues.
- Former GE Capital Senior Analyst and graduate of GE's MBA-level Financial Management Program. Conducted financial audits to determine creditworthiness and managed audit teams for GECC business relationships throughout the U.S.
- Previously Analyst, Fixed Income Department, General Electric Co. Pension Trust, reporting to the manager of the ELFUN Tax-Exempt Income Fund.
B.B.A. Finance, B.A. Economics, University of Massachusetts, Amherst.