OUR TEAM

Client Services and Business Development

We have two offices, one in London and one in Philadelphia, PA, both with dedicated Client Service and Business Development Teams. Our North American client base is serviced by our Philadelphia team and our Global ex North American client base is serviced by our team in London.
 
Philadelphia

President, MIP (U.S.), Inc., Managing Partner
Years with Mondrian: 26
Years with Industry: 39

 

Mr. Ross is a graduate of the University of Connecticut, where he earned an MBA, and Western Connecticut State University, where he earned a Bachelor of Business Administration degree. Prior to joining Mondrian’s former affiliate in 1993, he spent eleven years in the institutional client service, consultant relations and business development group at The Travelers Corporation. In his present position, he is responsible for managing Mondrian’s North American client service, consultant relations and marketing activities. Mr. Ross is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

Head of Global Client Services and Business Development, Managing Partner
Years with Mondrian: 20
Years with Industry: 20
 

Mr. Brecker is a graduate of the University of Richmond, where he earned a Bachelor of Science degree in Business Administration. He joined Mondrian’s former US affiliate in 2000. He helps to lead Mondrian’s global client service, consultant relations and business development efforts. He is also a product specialist for Mondrian’s emerging markets equity strategies. Mr. Brecker is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View James F. Brecker’s FINRA Registrations Here

Executive Client Service and Business Development Officer, Partner
Years with Mondrian: 23
Years with Industry: 23


Ms. Conlon is a Summa Cum Laude graduate of Rosemont College where she earned a Bachelor of Science degree in Business Administration. Ms. Conlon worked at Morgan, Lewis & Bockius, LLP before joining Mondrian’s former affiliate in 1997. In her present role, she is responsible for client service, consultant relations, and marketing, focusing primarily on small cap equity strategies. Ms. Conlon is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View Laura Conlon’s FINRA Registrations Here

Executive Senior Client Service and Business Development Officer, Partner
Years with Mondrian: 20
Years with Industry: 29

Mr. Rittenhouse is a graduate of LaSalle University where he earned a Bachelor of Science degree in Business Administration. He worked at Mondrian’s former affiliate from 1992 to 1999, where he was a Vice President in the Client Services Group. Prior to rejoining Mondrian in 2007, he was a Partner in the Client Services Group at Chartwell Investment Partners, where he worked for eight years. In his present position, Mr. Rittenhouse is responsible for client service, consultant relations, and marketing.

Senior Client Service and Business Development Officer, Founding Partner
Years with Mondrian: 31
Years with Industry: 31

Ms. Karolyi is a graduate of Villanova University, where she earned an MBA, and Temple University, where she earned a Bachelor of Science degree. She began her investment career at Mondrian’s former affiliate in 1989, where she had increasing roles in the marketing and client service areas. In her present position, she is responsible for client service, marketing and consultant relations. Ms. Karolyi is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View Patricia M. Karolyi’s FINRA Registrations Here

Senior Client Service and Business Development Officer, Partner
Years with Mondrian: 5
Years with Industry: 33

Mr. Hogan is a graduate of Fairfield University, where he earned a Bachelor of Arts degree in Economics. He has held positions in marketing and client services for The Travelers Corporation, US Bank, Bradford & Marzec Inc., and Transamerica Investment Management. Prior to joining Mondrian, he spent seven years as a Client Portfolio Strategist with Charles Schwab Investment Management. In his present position he is responsible for client service, consultant relations, and marketing. Mr. Hogan is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View David J. Hogan’s FINRA Registrations Here

Senior Client Service and Business Development Officer
Years with Mondrian: 2
Years with Industry: 34

Originally from Charleston in South Carolina, Mr. Orvin was a US Army officer before becoming a financial planner at Mass Mutual in 1983. His first wholesaling job was in 1986 with Van Kampen Merritt in Dallas, Texas. In 1991 he joined Delaware Investments, first as a wholesaler then a Sales Manager, later becoming Head of Relationship Management with Lincoln Financial Distributors. He left Delaware/Lincoln in 2007 to pursue a couple of start-up opportunities before working for Allianz Global Investors in New York City from 2009 to 2015. In May 2015, Mr. Orvin joined Pioneer Investments in Boston to run their Business Development team before joining Mondrian Investment Partners in June 2018.

View Henry Orvin’s FINRA Registrations Here

Institutional Business Development Officer
Years with Mondrian: 0
Years with Industry: 20

Mr. Daly is a graduate of the University of Notre Dame where he earned an MBA, and a graduate of Villanova University where he earned a Bachelor of Science in Business Administration. He has held institutional sales positions with Aberdeen Standard Investments, Brandywine Global and Philadelphia International Advisors. Prior to joining Mondrian, Mr. Daly was Director of Business Development at Hamilton Lane. In his present position he is responsible for business development and consultant relations.

View Michael J. Daly’s FINRA Registrations Here

Institutional Business Development Officer
Years with Mondrian: 0
Years with Industry: 10

Mr. Porter is a graduate of Saint Joseph’s University, where he earned an MBA with a concentration in Finance, and a graduate of York College of Pennsylvania, where he earned a Bachelor of Science degree in Business. Prior to joining Mondrian, Mr. Porter was a Business Development Manager with Aberdeen Standard Investments. In his present position, he is responsible for business development and consultant relations.

View Daniel R. Porter’s FINRA Registrations Here

Institutional Client Service and Business Development Officer, Partner
Years with Mondrian: 17
Years with Industry: 17

Mr. Riviello is a graduate of Drexel University, where he earned an MBA with a concentration in Finance, and a graduate of Pennsylvania State University, where he earned a Bachelor of Science degree in Finance. Mr. Riviello joined Mondrian’s former affiliate in 2003, and is responsible for client service, consultant relations, and marketing.

View Peter J. Riviello’s FINRA Registrations Here

Manager, Partner
Years with Mondrian: 23
Years with Industry: 23

Ms. Stampone is a graduate of Holy Family University, where she earned an MBA with Honors, and Drexel University where she earned a Bachelor of Science degree. She began her investment career at Mondrian’s former affiliate in 1997, where she had increasing roles in the marketing and client service areas. In her present position, she manages teams responsible for service to limited partnership clients and their consultants, and the development and production of written material for current and prospective clients.

Associate Client Service and Business Development Officer, Partner
Years with Mondrian: 4
Years with Industry: 17

Ms. Connor is a graduate of Drexel University where she earned a Bachelor of Science degree in Business Administration with concentrations in both Finance and Marketing and a minor in Sports Management. Prior to joining to Mondrian in 2016, she was with PENN Capital Management where she served as their Manager of Investor Relations, oversaw the management of the firm’s internal client support group and supported the team’s marketing efforts and servicing of the firm’s institutional clients. She joined Mondrian in 2016 and is responsible for client service, consultant relations, and marketing support. Ms. Connor is a candidate for level I of the CFA program.

View Lauren A. Connor’s FINRA Registrations Here

Associate Client Service and Business Development Officer, Partner
Years with Mondrian: 5
Years with Industry: 10

Ms. McCarty is a graduate of the University of Delaware, where she earned a Bachelor of Arts degree in English with a minor in Spanish. Prior to joining Mondrian, she worked in client service at SEI Investments and Verdis Investment Management. Ms. McCarty joined Mondrian in 2014 and is responsible for client service, consultant relations, and marketing support. Ms. McCarty is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

Associate Manager, Partner
Years with Mondrian: 15
Years with Industry: 15

Ms. McPhillips is a graduate of Temple University, where she earned an MBA with a concentration in Finance, and a graduate of Saint Joseph’s University, where she earned a Bachelor of Science in Finance. Ms. McPhillips joined Mondrian in 2005 and has had various roles in the marketing and client service areas. After six years working on Mondrian’s legal team, Ms. McPhillips now manages a global team responsible for RFPs and database management.

Associate Client Service and Business Development Officer, Partner
Years with Mondrian: 12
Years with Industry: 12

Ms. Taverna is a graduate of Saint Joseph’s University, where she earned a Bachelor of Science degree in Finance. Ms. Taverna joined Mondrian in 2007 and is responsible for client service, consultant relations, and marketing. Ms. Taverna is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

  • Paul M. Ross

    President, MIP (U.S.), Inc.
    Bio
  • James F. Brecker III

    Head of Global Client Service and Business Development
    Bio
  • Laura A. Conlon

    Executive Client Service and Business Development Officer
    Bio
  • E. Todd Rittenhouse

    Executive Client Service and Business Development Officer
    Bio
  • David J. Hogan

    Senior Client Service and Business Development Officer
    Bio
  • Henry Orvin

    Senior Client Service and Business Development Officer
    Bio
  • Patricia M. Karolyi

    Senior Client Service and Business Development Officer
    Bio
  • Mike Daly

    Institutional Business Development Officer
    Bio
  • Dan Porter

    Institutional Business Development Officer
    Bio
  • Peter J. Riviello

    Institutional Client Service and Business Development Officer
    Bio
  • Lauren Connor

    Associate Client Service and Business Development Officer
    Bio
  • Kerry McCarty

    Associate Client Service and Business Development Officer
    Bio
  • Shannon McPhillips

    Associate Manager
    Bio
  • Elizabeth Taverna

    Associate Client Service and Business Development Officer
    Bio

London

  • Russell J. Mackie

    Head of Client Services and Business Development, EMEA and APAC, Partner
    Bio
  • Christina Eriksson

    Institutional Business Development Officer, Europe
    Bio
  • Jessica Hsia

    Client Service Officer, ESG Specialist
    Bio
  • Nicola Hilliard

    Associate Client Service Officer
    Bio

Head of Client Services and Business Development, EMEA and APAC, Partner
Years with Mondrian: 23
Years with Industry: 25

A graduate, with Honours in European Studies and French from the University of Dundee and the Université de Grenoble, France. Mr. Mackie joined Mondrian in 1997. Prior to that he worked for the European Commission in Brussels and Hodgson Martin Ltd (Investment Managers) in Edinburgh. Mr. Mackie was previously a senior portfolio manager in the Mondrian Non-US Equity Team and sat on the Equity Strategy Committee. His research responsibilities included coverage of European markets and global consumer sectors. Subsequently, he moved to head the London-based Client Service and Marketing team, responsible for all clients and prospects outside North America. Mr. Mackie holds the ASIP designation and is a member of the CFA Institute and the CFA Society of the UK.

Institutional Business Development Officer, Europe
Years with Mondrian: 1
Years with Industry: 17

Ms. Eriksson joined Mondrian in 2019. She holds a Bachelor of Science in Finance degree from California State University, Northridge, graduating magna cum laude. She began her career at DFA in 2003 and transferred to their London office in 2005, where she held various roles within marketing, including Head of RFPs. She has also held roles with Investec Asset Management and Mirae Asset Global Investments, focusing on institutional client relationships across Europe. In her current role, her responsibilities include institutional relationships in Europe. Ms. Eriksson has successfully completed the IMC and Level I of the CFA program.

Client Service Officer, ESG Specialist, Partner
Years with Mondrian: 15
Years with Industry: 17

Ms. Hsia holds a Bachelor of Science in Economics degree with concentrations in Finance and Entrepreneurship from The Wharton School of the University of Pennsylvania. She began her career in 2003 with the US domestic value client service team at Delaware Investments, and joined Mondrian in 2004, where she held various positions within the US based Client Service team, focusing on North American clients and consultants. In 2016 Ms. Hsia joined the London based Client Service team, focusing on clients, consultants, and marketing outside of North America. Ms. Hsia is a founding member of Mondrian’s ESG Steering Committee. She coordinates Mondrian’s firm-wide ESG strategy and initiatives, working closely with the investment, compliance, legal, and client services teams. Ms. Hsia has successfully completed Level I of the CFA program and is a member of the CFA Institute and the CFA Society of the UK.

Associate Client Services Officer
Years with Mondrian: 7
Years with Industry: 11

Ms. Hilliard holds a BSc (Hons) degree in Anatomical Sciences from the University of Manchester. She began her career in 2008, working in the Institutional Accounting team at BNY Mellon Asset Servicing, before joining Mondrian in 2013 as an Investment Administrator. In her current role, her responsibilities include client servicing and marketing outside North America. Ms. Hilliard has successfully completed the IMC examinations and Level I of the CFA program.

© 2020 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority â€“ Firm Reference Number 149507.
All information is as of September 30, 2020 unless otherwise noted.

Paul M. Ross, CFA

President, MIP (U.S.), Inc., Managing Partner

26

Years with Mondrian

39

Years with Industry

Mr. Ross is a graduate of the University of Connecticut, where he earned an MBA, and Western Connecticut State University, where he earned a Bachelor of Business Administration degree. Prior to joining Mondrian’s former affiliate in 1993, he spent eleven years in the institutional client service, consultant relations and business development group at The Travelers Corporation. In his present position, he is responsible for managing Mondrian’s North American client service, consultant relations and marketing activities. Mr. Ross is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

James F. Brecker III, CFA

Head of Global Client Services and Business Development, Managing Partner

20

Years with Mondrian

20

Years with Industry

Mr. Brecker is a graduate of the University of Richmond, where he earned a Bachelor of Science degree in Business Administration. He joined Mondrian’s former US affiliate in 2000. He helps to lead Mondrian’s global client service, consultant relations and business development efforts. He is also a product specialist for Mondrian’s emerging markets equity strategies. Mr. Brecker is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View James F. Brecker’s FINRA Registrations Here

Laura A. Conlon, CFA

Executive Client Service and
Business Development Officer, Partner

23

Years with Mondrian

23

Years with Industry

Ms. Conlon is a Summa Cum Laude graduate of Rosemont College where she earned a Bachelor of Science degree in Business Administration. Ms. Conlon worked at Morgan, Lewis & Bockius, LLP before joining Mondrian’s former affiliate in 1997. In her present role, she is responsible for client service, consultant relations, and marketing, focusing primarily on small cap equity strategies. Ms. Conlon is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View Laura Conlon’s FINRA Registrations Here

E. Todd Rittenhouse

Executive Client Service and
Business Development Officer, Partner

20

Years with Mondrian

29

Years with Industry

Mr. Rittenhouse is a graduate of LaSalle University where he earned a Bachelor of Science degree in Business Administration. He worked at Mondrian’s former affiliate from 1992 to 1999, where he was a Vice President in the Client Services Group. Prior to rejoining Mondrian in 2007, he was a Partner in the Client Services Group at Chartwell Investment Partners, where he worked for eight years. In his present position, Mr. Rittenhouse is responsible for client service, consultant relations, and marketing.

David J. Hogan, CFA

Senior Client Service and Business Development Officer, Partner

5

Years with Mondrian

33

Years with Industry

Mr. Hogan is a graduate of Fairfield University, where he earned a Bachelor of Arts degree in Economics. He has held positions in marketing and client services for The Travelers Corporation, US Bank, Bradford & Marzec Inc., and Transamerica Investment Management. Prior to joining Mondrian, he spent seven years as a Client Portfolio Strategist with Charles Schwab Investment Management. In his present position he is responsible for client service, consultant relations, and marketing. Mr. Hogan is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View David J. Hogan’s FINRA Registrations Here

Henry Orvin

Senior Client Service and
Business Development Officer

2

Years with Mondrian

34

Years with Industry

Originally from Charleston in South Carolina, Mr. Orvin was a US Army officer before becoming a financial planner at Mass Mutual in 1983. His first wholesaling job was in 1986 with Van Kampen Merritt in Dallas, Texas. In 1991 he joined Delaware Investments, first as a wholesaler then a Sales Manager, later becoming Head of Relationship Management with Lincoln Financial Distributors. He left Delaware/Lincoln in 2007 to pursue a couple of start-up opportunities before working for Allianz Global Investors in New York City from 2009 to 2015. In May 2015, Mr. Orvin joined Pioneer Investments in Boston to run their Business Development team before joining Mondrian Investment Partners in June 2018.

View Henry Orvin’s FINRA Registrations Here

Patricia M. Karolyi, CFA

Senior Client Service and Business Development Officer, Founding Partner

31

Years with Mondrian

31

Years with Industry

Ms. Karolyi is a graduate of Villanova University, where she earned an MBA, and Temple University, where she earned a Bachelor of Science degree. She began her investment career at Mondrian’s former affiliate in 1989, where she had increasing roles in the marketing and client service areas. In her present position, she is responsible for client service, marketing and consultant relations. Ms. Karolyi is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

View Patricia M. Karolyi’s FINRA Registrations Here

Michael J. Daly

Institutional Business Development Officer

0

Years with Mondrian

20

Years with Industry

Mr. Daly is a graduate of the University of Notre Dame where he earned an MBA, and a graduate of Villanova University where he earned a Bachelor of Science in Business Administration. He has held institutional sales positions with Aberdeen Standard Investments, Brandywine Global and Philadelphia International Advisors. Prior to joining Mondrian, Mr. Daly was Director of Business Development at Hamilton Lane. In his present position he is responsible for business development and consultant relations.

View Michael J. Daly’s FINRA Registrations Here

Daniel R. Porter

Institutional Business Development Officer

0

Years with Mondrian

10

Years with Industry

Mr. Porter is a graduate of Saint Joseph’s University, where he earned an MBA with a concentration in Finance, and a graduate of York College of Pennsylvania, where he earned a Bachelor of Science degree in Business. Prior to joining Mondrian, Mr. Porter was a Business Development Manager with Aberdeen Standard Investments. In his present position, he is responsible for business development and consultant relations.

View Daniel R. Porter’s FINRA Registrations Here

Peter J. Riviello

Institutional Client Service and
Business Development Officer, Partner

17

Years with Mondrian

17

Years with Industry

Mr. Riviello is a graduate of Drexel University, where he earned an MBA with a concentration in Finance, and a graduate of Pennsylvania State University, where he earned a Bachelor of Science degree in Finance. Mr. Riviello joined Mondrian’s former affiliate in 2003, and is responsible for client service, consultant relations, and marketing.

View Peter J. Riviello’s FINRA Registrations Here

Lauren A. Connor

Associate Client Service and
Business Development Officer, Partner

4

Years with Mondrian

17

Years with Industry

Ms. Connor is a graduate of Drexel University where she earned a Bachelor of Science degree in Business Administration with concentrations in both Finance and Marketing and a minor in Sports Management. Prior to joining to Mondrian in 2016, she was with PENN Capital Management where she served as their Manager of Investor Relations, oversaw the management of the firm’s internal client support group and supported the team’s marketing efforts and servicing of the firm’s institutional clients. She joined Mondrian in 2016 and is responsible for client service, consultant relations, and marketing support. Ms. Connor is a candidate for level I of the CFA program.

View Lauren A. Connor’s FINRA Registrations Here

Kerry McCarty, CFA

Associate Client Service and
Business Development Officer, Partner

5

Years with Mondrian

10

Years with Industry

Ms. McCarty is a graduate of the University of Delaware, where she earned a Bachelor of Arts degree in English with a minor in Spanish. Prior to joining Mondrian, she worked in client service at SEI Investments and Verdis Investment Management. Ms. McCarty joined Mondrian in 2014 and is responsible for client service, consultant relations, and marketing support. Ms. McCarty is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

Shannon McPhillips

Associate Manager, Partner

15

Years with Mondrian

15

Years with Industry

Ms. McPhillips is a graduate of Temple University, where she earned an MBA with a concentration in Finance, and a graduate of Saint Joseph’s University, where she earned a Bachelor of Science in Finance. Ms. McPhillips joined Mondrian in 2005 and has had various roles in the marketing and client service areas. After six years working on Mondrian’s legal team, Ms. McPhillips now manages a global team responsible for RFPs and database management.

Elizabeth Taverna, CFA

Associate Client Service and
Business Development Officer, Partner

12

Years with Mondrian

12

Years with Industry

Ms. Taverna is a graduate of Saint Joseph’s University, where she earned a Bachelor of Science degree in Finance. Ms. Taverna joined Mondrian in 2007 and is responsible for client service, consultant relations, and marketing. Ms. Taverna is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.

Russell J. Mackie

Head of Client Services and Business Development, EMEA and APAC, Partner

23

Years with Mondrian

25

Years with Industry

A graduate, with Honours in European Studies and French from the University of Dundee and the Université de Grenoble, France. Mr. Mackie joined Mondrian in 1997. Prior to that he worked for the European Commission in Brussels and Hodgson Martin Ltd (Investment Managers) in Edinburgh. Mr. Mackie was previously a senior portfolio manager in the Mondrian Non-US Equity Team and sat on the Equity Strategy Committee. His research responsibilities included coverage of European markets and global consumer sectors. Subsequently, he moved to head the London-based Client Service and Marketing team, responsible for all clients and prospects outside North America. Mr. Mackie holds the ASIP designation and is a member of the CFA Institute and the CFA Society of the UK.

Christina Eriksson

Institutional Business Development
Officer, Europe

1

Years with Mondrian

17

Years with Industry

Ms. Eriksson joined Mondrian in 2019. She holds a Bachelor of Science in Finance degree from California State University, Northridge, graduating magna cum laude. She began her career at DFA in 2003 and transferred to their London office in 2005, where she held various roles within marketing, including Head of RFPs. She has also held roles with Investec Asset Management and Mirae Asset Global Investments, focusing on institutional client relationships across Europe. In her current role, her responsibilities include institutional relationships in Europe. Ms. Eriksson has successfully completed the IMC and Level I of the CFA program.

Jessica Hsia

Client Services Officer, ESG Specialist, Partner

15

Years with Mondrian

17

Years with Industry

Ms. Hsia holds a Bachelor of Science in Economics degree with concentrations in Finance and Entrepreneurship from The Wharton School of the University of Pennsylvania. She began her career in 2003 with the US domestic value client service team at Delaware Investments, and joined Mondrian in 2004, where she held various positions within the US based Client Service team, focusing on North American clients and consultants. In 2016 Ms. Hsia joined the London based Client Service team, focusing on clients, consultants, and marketing outside of North America. Ms. Hsia is a founding member of Mondrian’s ESG Steering Committee. She coordinates Mondrian’s firm-wide ESG strategy and initiatives, working closely with the investment, compliance, legal, and client services teams. Ms. Hsia has successfully completed Level I of the CFA program and is a member of the CFA Institute and the CFA Society of the UK.

Nicola Hilliard

Associate Client Service Officer

7

Years with Mondrian

11

Years with Industry

Ms. Hilliard holds a BSc (Hons) degree in Anatomical Sciences from the University of Manchester. She began her career in 2008, working in the Institutional Accounting team at BNY Mellon Asset Servicing, before joining Mondrian in 2013 as an Investment Administrator. In her current role, her responsibilities include client servicing and marketing outside North America. Ms. Hilliard has successfully completed the IMC examinations and Level I of the CFA program.

North American Investors

201 King of Prussia Road
Suite 6201
Radnor, PA 19087 
United States

Non-North American Investors

Fifth Floor
10 Gresham Street
London EC2V 7JD
United Kingdom