General Investing >> Money Manager Interviews >> May 12, 2003
CHRISTOPH E. UMSCHEID is Director of Research and Portfolio
Manager at Yankee Advisers, LLC. In addition to his
responsibilities managing the day-to-day performance of the Fund
and its individual managers, he leads the firm's investment
process on all prospective new managers and the monthly
monitoring of those managers currently in the Fund's portfolio.
Prior to joining Yankee, he served as the Senior Investment
Analyst at Phoenix Advisers Inc., a fund of funds offering
limited partnerships in mutual fund timing investments and in a
diversified fund of funds, returning approximately 30% and 15%,
respectively. He was responsible for due diligence, encompassing
sourcing, researching and monitoring the managers. He began his
career as a Financial Analyst at Goldman, Sachs & Co. in New
York. He graduated from Dartmouth College with an AB in
Economics. Profile
CHARLES E. NOLFI, Vice President of Sales and Marketing at Yankee
Advisers, LLC, is responsible for all client services. He has
held senior marketing and sales positions in both the financial
services and technology sectors, spending a majority of his
career at Fidelity Investments. He has managed many large
institutional clients such as GM and GE Capital. He has a BS in
Marketing from Providence College and an MBA from the F.W. Olin
Graduate School of Business at Babson College. He has his Series
7, 24, 63 licenses and is a Level 1 CFA candidate. Profile
and your responsibilities there?
Mr. Nolfi: Yankee Advisers, LLC, a registered investment advisor
founded in 1992, specializes in
