Mr. Morandi joined the firm in 2021 with 37 years of investment experience and a background in fundamental and quantitative credit and equity portfolio management. His focus involves helping defined benefit, defined contribution and other employee-benefit plans execute their strategic plans.

Prior to joining the firm, Mr. Morandi was Senior Client Portfolio Manager for Invesco Quantitative Strategies and was responsible for client service and business development for both long only and long/short strategies for both institutional and retail clients. He held similar roles with Virtus Investment Partners and Nuveen Investments. Mr. Morandi was also responsible for managing credit and structured product portfolios for Ark Asset Management Co., Inc.

He holds the Chartered Financial Analyst and Financial Risk Manager designation and is a member of the CFA Society of New York and the Society of Quantitative Analysts.

Mr. Morandi holds a B.A. in Economics from the State University of New York at Albany and an M.B.A. in Finance, with distinction, from the Leonard N. Stern School of Business, New York University.