Client Services and Business Development

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.

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.