Team

Leeward Investments is a Boston-based investment manager focused in the small, SMID, and mid cap value asset classes. Averaging more than 20 years’ experience, our best-in-class team of investment professionals has worked together for decades and shares a deep commitment to clients.

 

Our investment team was founded at LMCG Investments in 2002, and we became fully independent in 2022. We brought our portfolios, investment strategy and performance history with us to Leeward, along with senior leadership in compliance, operations, trading and distribution.

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Our Team

Investment Team

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R. Todd Vingers, CFA

President

R. Todd Vingers, CFA

President

Todd Vingers is the President of Leeward Investments, and also serves as head of the investment team and Portfolio Manager on the team’s investment strategies. Mr. Vingers previously spent 20 years at LMCG Investments, LLC, establishing the Value team there in 2002. He has served as the Lead Portfolio Manager on Small Cap Value since 2002 and co-Portfolio Manager on Mid Cap Value since 2014. Prior to LMCG, Mr. Vingers served as a Vice President and senior portfolio manager for American Century Investments and a valuation analyst for the Hawthorne Company. He holds a BA from the University of St. Thomas and an MBA from the University of Chicago Booth School of Business. Mr. Vingers is a CFA charterholder and a member of the CFA Institute.

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Jay C. Willadsen, CFA

Portfolio Manager

Jay C. Willadsen, CFA

Portfolio Manager

Jay Willadsen is a co-Portfolio Manager on team's investment strategies. Mr. Willadsen previously spent 19 years at LMCG Investments, LLC, joining the Value team there in March 2003 as a research analyst. He became the co-Portfolio Manager on the Mid Cap Value portfolio in October 2014 and co-PM on the Small Cap Value strategy in 2022. Prior to joining LMCG, Mr. Willadsen served as a Senior Vice President for Independence Investment, LLC, an institutional asset manager located in Boston. Previously, he researched equity stocks for the Indiana University Foundation. Mr. Willadsen was also an associate national bank examiner for the Comptroller of Currency in Omaha, NE. Mr. Willadsen holds a BA from Buena Vista University and an MBA from Indiana University. He is a CFA charterholder, a member of the CFA Institute and the Boston Bank Analyst Society.    

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Timothy P. Murphy, CFA

Investment Analyst

Tim Murphy, CFA

Investment Analyst

Tim Murphy currently serves as an Analyst on the Leeward investment team and supports the team's three investment strategies. Mr. Murphy previously spent 17 years at LMCG Investments, joining that firm in 2005 as an Account Administrator in the Operations group and becoming an analyst on the Value team in October 2006. Prior to LMCG, Mr. Murphy spent four years at Putnam Investments in a variety of roles. Mr. Murphy is a graduate of Connecticut College with a BA in Economics and Government. He is a CFA charterholder and a member of the CFA Institute. Mr. Murphy holds the Fundamentals of Sustainability Accounting (FSA) Credential from the Value Reporting Foundation (formerly SASB). 

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Ryan R. Satterfield, CFA

Investment Analyst

Ryan R. Satterfield, CFA

Investment Analyst

Ryan Satterfield is an Analyst on the Leeward investment team and supports the team's three investment strategies. Prior to joining Leeward Investments, Mr. Satterfield was an equity analyst at LMCG Investments from 2010 to 2022. Mr. Satterfield began his investment career as a credit analyst at Synovus Financial. Mr. Satterfield holds a BBA from the University of Georgia and an MBA from Indiana University. Mr. Satterfield is a CFA charterholder and a member of the CFA Institute.

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Timothy D. Buckley, CFA

Investment Analyst

Timothy D. Buckley, CFA

Investment Analyst

Tim Buckley is an Analyst on the Leeward investment team and supports the team's three investment strategies. Mr. Buckley previously spent seven years on the Value team at LMCG Investments. Prior to joining LMCG in 2014, Mr. Buckley served as an Analyst at Surveyor Capital, a hedge fund subsidiary of Citadel, and was a Portfolio Manager at Ty View Capital. Previously, he spent fourteen years as an Analyst covering small- and mid-cap stocks in the financial and technology, media & telecom sectors on a team owned by Evercore Asset Management. Mr. Buckley also served as a corporate bond analyst at State Street Research & Management and as a financial institutions examiner at the Federal Deposit Insurance Corporation. Mr. Buckley holds a BS in Business Administration from Boston College and an MBA from the Tuck School of Business at Dartmouth. He is a CFA charterholder and a member of the CFA Institute.

Distribution Team

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Derek A. Zundl

Managing Director, Relationship Management

Derek A. Zundl

Managing Director, Relationship Management

Derek Zundl is a Managing Director focused on building the strength and scope of Leeward’s client base. Prior to joining Leeward, Mr. Zundl was the Director of Institutional and Sub-Advisory Sales at LMCG Investments, and before LMCG served as a Director at PNC Capital Advisors focused on sub-advised relationships. Mr. Zundl has also worked for Columbia Threadneedle, where he focused on home office research at various intermediaries. Since joining the industry in 2002, Mr. Zundl has spent the majority of his career building relationships within the investment research community. He has a BS in Finance from the University of Delaware. 

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Jenna W. Oliver

Managing Director, Relationship Management

Jenna W. Oliver

Managing Director, Relationship Management

Jenna Oliver serves as a Managing Director of Relationship Management at Leeward Investments. Prior to joining Leeward, Ms. Oliver spent over ten years at LMCG Investments, where she managed Client Service operations before assuming the Director, Institutional Client Service role in 2016. Prior to joining LMCG, Ms. Oliver was at the Bank of New York Mellon Corporation, where she spent five years as a relationship manager in their dedicated family office group. During her time at BNY Mellon, Ms. Oliver worked with single and multifamily offices and registered investment advisors to provide solutions to their custody, private banking and investment management needs. Ms. Oliver holds a BA from Suffolk University.

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Shannon K. Hebert

Marketing & Client Service Associate

Shannon K. Hebert

Marketing & Client Service Associate

Shannon Hebert supports the marketing and client service functions at Leeward Investments. Prior to joining Leeward, Ms. Hebert spent three years as a Marketing Associate at LMCG Investments. Ms. Hebert holds a BS in Economics from Trinity College.

Operations Team

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Paul T. Fiore

Chief Operating Officer 

Paul T. Fiore

Chief Operating Officer

Paul Fiore serves as the Chief Operating Officer for Leeward Investments and is responsible for the oversight of the firm’s operations, finance and trading functions. Prior to joining Leeward, Mr. Fiore spent 20 years managing the operations for LMCG Investments, and prior to LMCG spent four years managing the operations for Wellington Management Company’s family of hedge funds. Mr. Fiore has worked in financial services for over 30 years with experience in operations, accounting and compliance. He holds a B.S. in Business Administration from the University of Massachusetts (Lowell).

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Patricia A. Thompson, IACCP®

Chief Compliance Officer

Patricia A. Thompson, IACCP®

Chief Compliance Officer

Patricia Thompson is the Chief Compliance Officer of Leeward Investments, LLC. Prior to joining Leeward, Ms. Thompson spent 12 years as a Director of Compliance at LMCG Investments, LLC. Before joining LMCG in 2009 when that firm acquired Independence Investments LLC, Ms. Thompson had served as Chief Compliance Officer of Independence for over ten years. Previously, Ms. Thompson also worked for Boston International Advisors and State Street Bank in finance and compliance roles. She obtained an AS in Business from Fisher College and has also completed extensive coursework in finance and business administration at both Bridgewater State University and Stonehill College. She has earned the Investment Adviser Certified Compliance Professional (IACCP®) designation and is also a Certified Compliance Specialist, IAA/National Regulatory Services. Ms. Thompson is a member of the National Society of Compliance Professionals, Inc., the Investment Adviser Association, and the Boston Compliance Group.

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Garrett Nannene

Managing Director, Head Trader

Garrett Nannene

Managing Director, Head Trader

Garrett Nannene is a Managing Director and Leeward Investments’ Head Trader. Prior to joining Leeward, Mr. Nannene spent over ten years as a Senior Trader at LMCG Investments, and before LMCG served as the head trader at DG Capital in Boston. Mr. Nannene holds a BA in Psychology from Williams College.

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Colleen A. Pink

Chief Financial Officer

Colleen A. Pink

Chief Financial Officer

Colleen Pink manages business and finance functions at Leeward Investments. Prior to joining Leeward, Ms. Pink held the Director of Finance role at LMCG Investments for twelve years. Previously, Ms. Pink worked for Independence Investments, LLC as Senior Vice President of Finance. Ms. Pink has a BSBA from Suffolk University.

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Timothy J. Brothers, CFA

Trading Associate

Timothy J. Brothers, CFA

Trading Associate

Timothy Brothers supports the trading and operations functions at Leeward Investments.  Prior to joining Leeward in 2022, Mr. Brothers served as a derivatives analyst at SG3 Capital Management. Previously, Mr. Brothers spent six years as a portfolio data analyst at Wellington Management, supported Basso Capital Management and Susquehanna International Group as an assistant trader. Mr. Brothers holds a BS in Economics and International Business from Drexel University, is a CFA charterholder and a member of the CFA Institute.

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Jennifer Santos Rodriguez

Compliance Associate

Jennifer Santos Rodriguez

Compliance Associate

Jennifer Santos Rodriguez supports Leeward’s Chief Compliance Officer with various compliance functions. Prior to joining Leeward, Ms. Santos Rodriguez spent two years in operations and compliance roles at Prio Wealth and Cambridge Trust Company. Ms. Santos Rodriguez holds a BS in Business Administration from Southern New Hampshire University and an AS from Johnson and Wales University.  Ms. Santos Rodriguez has also completed various advanced compliance educational courses developed by the National Regulatory Services Inc. and the Investment Adviser Association.

Contact Leeward Investments

Learn more about our strategies and services.

Phone

617-468-6700

Email

info@leewardinvest.com

Headquarters

10 Winthrop Square
Suite 500
Boston, MA 02110