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Claremont® Investment Partners, Adviser to the Industry Leaders® Fund,
management team is: |
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Laura M. Sullivan, President and Managing Member
Laura Sullivan is a founding member of Claremont Investment Partners and Roadhouse Group, the majority shareholder of Claremont. Laura is the Managing Member of Roadhouse Group LLC and Claremont Investment Partners LLC. Prior to her involvement with Claremont, Laura held positions with Turner Broadcasting and Katz Communications. |
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Gerald P. Sullivan, Chief Investment Officer and CFO
Gerry Sullivan founded Claremont Investment Partners in 1996. Utilizing his background in trading and information systems, he developed the Industry Leaders® Portfolio Strategy, the quantitative investment process that has been used as the investment strategy behind the Industry Leaders® Fund since its inception in March 1999. Gerry’s other major responsibility includes his role as Chief Compliance Officer of the Fund and Adviser.
Gerry’s past experience has covered many areas of finance such as being a Financial Analyst at Salomon Brothers, an Options Trader at O’Connor & Associates and as a Senior Management Analyst at the Atlanta Committee for the Olympic Games; he developed the financial forecasting model for the Atlanta Olympic Games.Gerry received a Bachelor of Arts Degree from Columbia University in 1982, and graduated from the University of Chicago in 1986 with an MBA in Finance. He was awarded a US Patent on September 12, 2006 for quantitative process behind the Industry Leaders® Portfolio Strategy. |
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John M. Gregory, Executive Vice President and Director of Sales
John Gregory joined Claremont Investment Partners as Executive Vice President and Director of Sales in May of 2009. Prior to joining Claremont, John was with Summit Financial Resources, Inc. for 19 years, an independent financial planning firm, where he worked exclusively with high net worth individuals. As a holder of the prestigious Certified Financial Planner® designation, John is bound by the most stringent of ethical standards.
John has had vast experience dealing with the various aspects of the investment management business, including proper due diligence, portfolio research and design.
In addition, John began his career as a financial analyst working in the Mergers and Acquisitions area of A.G. Becker-Paribas. John received his Bachelor of Arts Degree from the University of Vermont in 1981, majoring in economics. |
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Chris Mathan, Corporate Communications & Marketing
Chris Mathan began her career at the prestigious New York design firm of Chermayeff & Geismar Associates working on projects for finance related clients such as The New York Stock Exchange and Morgan Stanley.
She has been working with Claremont Investment Partners since 2004 designing the corporate identity, communications and marketing materials. In addition, she is in charge of website development. |
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Elizabeth Thurrott, Portfolio Strategy Administrator
Liz has worked with the Portfolio Strategy for the past 10 years and is responsible for supervising the final process that determines portfolio weights and constituents. Liz works with Gerry Sullivan to determine the portfolio allocation and selection. |
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Pam Shuttleworth, Sales Support
Pam’s vast experience in customer service, database maintenance, and process management are a key component in the day to day operations of the firm. Pam has worked side by side with John Gregory for over 5 years.
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