THE MANAGEMENT COMMITTEE

THE MANAGEMENT COMMITTEE
November 2014
At F-Squared, we recognize that the investment industry is home to a large number of highly
talented, dedicated professionals. And we believe that the capabilities and leadership experience of
our management team are no exception. F-Squared’s value proposition has attracted and retained a
strong management team of diverse leaders with complementary skills and experience. Averaging
23 years in the investment industry, our team members contribute their functional expertise
gained across various disciplines ranging from mathematical research and academia to portfolio
management and engineering.
James T. Celico
Managing Director, Alternative Investments
Mr. Celico leads the Alternative Investments team,
providing alternative investment solutions to
institutional, advisor, and individual clients. He is also
a member of F-Squared’s Investment Committee.
•Experience: 20 years in the investment industry working with
traditional and alternative investment managers, insurance
companies, pension providers, and asset allocation specialists
•Prior firms: Brentwood Asset Advisors, The Hartford, Fortis
Investors, and co-founded three affiliated financial service firms—
HRC Partners, Liberty Street Advisors, and Liberty Street Securities
• Education: BS, Pepperdine University
Deborah Deskavich, CFP
Managing Director, Chief Financial Officer,
Chief Operating Officer
Ms. Deskavich leads the Finance, HR, Legal and
Compliance teams and is responsible for all financial
management as well as overall business operations.
•Experience: 18 years in the investment industry with extensive
financial management expertise
•Prior firms: LightLife Foods, a division of ConAgra Foods; Fidelity
Investments; Data General Corporation
•Education: BS and MBA, University of Massachusetts at Amherst;
APC in International Business, Northeastern University
Vadim Fishman
Managing Director, Quantitative Analysis,
Co-Founder
A pioneer in quantitative applications for investment
management, Mr. Fishman leads the Quantitative
Analysis Team. Mr. Fishman’s path to investment
management via mathematics and computer programming resulted
in an innovative approach to investment management. He is Vice
Chairman of F-Squared’s Investment Committee.
•Experience: 30 years in analytical and developmental roles customizing
solutions for the financial services industry
•Prior firms: Founder and CEO of IntelDM, Inc., Markov Processes, Inc.
•Education: MS, Kharkov Politechnical University in Kharkov, Ukraine
Sharon French
President, F-Squared Capital
Ms. French is responsible for business strategy and
execution with the wirehouse brokerage channel,
which includes oversight of our world-class trading
capabilities and external sales platform. She leads
a team of sales professionals who bring F-Squared’s innovative
investment solutions to financial advisors across the nation.
•Experience: 25 years in the investment industry with extensive asset
management, wealth management, capital markets, and defined
contribution experience
•Prior firms: Blackrock, AllianceBernstein, mPower, Morgan Stanley/
Smith Barney, Chase Manhattan Bank
•Education: BS, University of Delaware; Certified Investment
Management Analyst, University of Pennsylvania – Wharton School
of Business
Paul Gamble
Managing Director, Head of Institutional
and Retirement
Mr. Gamble leads all aspects of F-Squared’s business
with defined benefit plans, defined contribution
plans, endowments, and foundations, as well as
the firm’s institutional sub-advisory business. Mr. Gamble is a member
of the Executive Committee of the Defined Contribution Institutional
Investments Association (DCIIA) and is Chair of the Retirement
Research Board.
• Experience: 20 years in the retirement industry
• Prior firms: Financial Engines, Scudder Investments
• Education: BA, College of Wooster
Carey Foran Hoch
Managing Director, Chief Marketing Officer
Ms. Hoch leads the Marketing Team and is responsible
for defining the overall marketing strategy for the firm
while also overseeing marketing communications,
website, e-marketing, PR, media, advertising, and
ensuring the full integration of messaging across six business channels.
She has earned a reputation as a seasoned general manager, brand
champion, thought leader and marketer.
•Experience: 21 years in the investment industry with extensive
marketing communications and website expertise
•Prior firms: Fidelity Investments, John Hancock, Putnam Investments
•Education: BA, College of Wooster; MBA, Simmons Graduate School
of Management
Joseph Miskel
Managing Director, Institutional Solutions
Mr. Miskel leads a team that is responsible for
developing custom solutions and leveraging the
value of our core quantitative capabilities to help
clients solve business problems. He is also a member
of F-Squared’s Investment Committee.
•Experience: 25 years in the investment industry with extensive capital
markets, asset management, insurance, wealth management and
retirement industry expertise across leadership roles in product and
business development, investment strategy and analytics
•Prior Firms: Citigroup, Merrill Lynch Retirement Capital Solutions,
Merrill Lynch & Company, Merrill Lynch Capital Services
•Education: BS, Rowan University; MBA, Fordham University
Kevin Orr
Managing Director, Head of Strategic
Partnerships and Product
Mr. Orr’s responsibilities include overseeing strategic
partnerships for new initiatives and relationships with
ETF providers, new product development, and the
assessment of analytic and data-driven information. He is also a member
of F-Squared’s Investment Committee.
•Experience: 20 years in the investment management industry with
extensive product development and management expertise
•Prior firms: Structured Investment Management, Loomis Sayles &
Company L.P., PanAgora Asset Management
• Education: BA, University at Buffalo
Richard Tomney
Managing Director, Head of Advisor Solutions
Mr. Tomney leads the business strategy for Advisor
Solutions, a team dedicated to bringing client-centric
solutions to registered investment advisers, financial
advisers, independent broker-dealer platforms, and
various turnkey asset management programs. Advisor Solutions has
developed a non-traditional method of distribution, focused on partnering
with client firms to offer tailored solutions that meet business goals. He is
also a member of F-Squared’s Investment and Index Committees.
•Experience: 27 years in the investment industry with extensive
investment and product development expertise
•Prior firms: Gottex Fund Management, Liberty Ridge Capital,
Putnam Investments, United Asset Management Corporation,
Fidelity Investments
• Education: BS and MBA, Boston College
Richard B. Weed, CFA
Managing Director, Investments
Mr. Weed leads the strategic direction of F-Squared’s
investment capabilities including research, quantitative
portfolio management, and the operational function
of F-Squared’s investment philosophy and process.
He serves as the expert on F-Squared’s investment capabilities and is
responsible for investment oversight. He is Co-Chair of F-Squared’s
Investment Committee.
•Experience: 20 years of extensive portfolio management, risk-control,
quantitative modeling, product research, and design expertise
•Prior firms: Founder, Vernon Square Capital; Putnam Investments;
State Street Global Advisors
•Education: BS, Worcester Polytechnic Institute; MS, Northeastern
University; SM, MIT Sloan School of Management
F-Squared Investments is an asset manager that provides investment indexes and strategies based on its AlphaSector® and Portfolio Replication
Technology capabilities. The firm delivers investment solutions to help meet investors’ expectations and serves clients in the advisor, institutional,
retail and retirement markets. As of September 30, 2014, F-Squared affiliated entities had over $28 billion in fee-generating assets.