Head of Client Relationships
Bob is responsible for managing client relationships and leading marketing initiatives for Invenomic.
Prior to joining Invenomic, Bob was Director of Client Relations with Balter Liquid Alternatives. Before that, he was a Sales Manager at Wells Fargo Asset Management working within multiple channels and a Financial Advisor at CUNA Mutual, managing client assets in four branches throughout Southern Massachusetts. Bob also held the position of Regional Vice President in Texas with Evergreen Investments and in New England with Transamerica. Bob received his Bachelor of Interdisciplinary Studies in Business and Communications from Arizona State University and has twenty years of experience in the financial services industry. He is a CAIA Level 1 candidate and holds his FINRA Series 6, Series 7, Series 24, and Series 63 licenses.
When he’s not working, Bob loves spending time with his twins Joseph and Georgia, wife, and their dog. He enjoys all sports but is limited to golf, skiing, and the occasional run on the courts.
Director - Client Relationships
Kevin is responsible for managing client relationships and marketing related activities for Invenomic.
Prior to joining Invenomic, Kevin was a Product Specialist with Balter Liquid Alternatives. Before that, he was a Regional Associate with F Squared Investments and a Financial Services Professional with New York Life Insurance Company and NYLIFE Securities. Kevin is a graduate of Boston College with a B.S. in Management and has 8 years of financial services industry experience. He is a CAIA Level 2 candidate and holds the FINRA Series 6, Series 63, and Series 65 licenses.
Originally from Western Massachusetts, Kevin participated in many sports growing up including baseball, basketball, and golf. He’s still getting over coming up just one win shy of playing in the 2006 Babe Ruth World Series. Outside of work, Kevin spends his free time with his wife, son, family, and friends.
Chief Compliance Officer
Rebecca is responsible Invenomic's compliance program. Prior, she served as Chief Compliance Officer for Balter Liquid Alternatives, Balter Capital Management, Invenomic Capital Management, and Midwood Capital Management. From 2010 to 2017, she was at Bain Capital, LP, most recently serving as a Compliance Director where she lead key initiatives and provided regulatory advice and support for various business units. From 2006 to 2010, Rebecca was a Compliance Associate at DG Capital Management where she was responsible for all day to day compliance activities. Previously, Rebecca was an Investment Accountant at SS&C Technologies and The Hartford Investment Management Company. Rebecca received her B.S. in Finance from the University of Colorado at Boulder.
Rebecca enjoys spending time with her husband and two young sons, who keep her more than busy. After a long hiatus, she’s trying to get back on the slopes, and hopes to get her boys, with their boundless energy and love of the outdoors, hooked on skiing as well.
Director - Operations
Mark is responsible for investment operation for the Invenomic funds. Prior to Invenomic, Mark was served as an Operations Associate at Balter Capital Management and Balter Liquid Alternatives. Before joining the Balter team in 2017, Mark worked as a Hedge Fund Accountant at ALPS Alternative Investment Services, supporting several boutique hedge funds. Mark is a graduate of Bates College (ME) with a B.A. in Economics and Applied Mathematics concentrations. While at Bates, he was a relief pitcher on the baseball team for four years and helped jumpstart a Special Olympics initiative on campus.
Originally from the greater Boston area, Mark is a big Boston sports fan who loves traveling to see his teams play all over the country. Outside of work, he enjoys staying active and spending time with his friends and large extended family in the area.
Prior to joining Invenomic, Sarah served as Office Manager for Balter Capital Management, its subsidiary, Balter Liquid Alternatives, and its affiliates, Invenomic Capital Management and Midwood Capital Management. She brings over a decade of administrative experience primarily served in executive and business operations support roles across multiple industries.
Sarah kickstarted her administrative career in 2007 as Executive Assistant and Office Manager for Dupoux Design, an interior design firm in New York. Most recently, she served as Executive Administrator for Goddard Technologies (Goddard), a leader in product design and development. In her position at Goddard, Sarah became heavily immersed in daily operations, eventually stepping up to take charge of the company’s Human Resources.
She maintains a solutions-oriented mindset and has been deemed by her peers as highly organized and thorough within her various administrative roles.
Sarah is a lover of the arts, music and dance, and spending time outdoors in nature. A native to the North Shore of Massachusetts, she can typically be found on a beach or out on the ocean anytime the weather permits.
Jay C. Warner, CFA
Prior to joining Invenomic, Jay was the COO of Balter Capital Management and Balter Liquid Alternatives. He previously served as a Financial Analyst for Citigroup Global Markets, with responsibility for idea generation and facilitation of access to research related resources for hedge fund clients of the bank. From 2000 to 2004, Jay was an Investment Analyst and member of the Investment Committee at The Segalas Group, a New Canaan, CT based hedge fund. Prior to his work at The Segalas Group, Jay was a Private Placement Analyst at Citigroup’s Traveler Insurance Unit, where he focused on a broad number of sectors as it pertained to credit investments for Travelers portfolios. He graduated from the University of Massachusetts, Amherst with a B.A. in Finance and is a Chartered Financial Analyst.
Jay enjoys spending time with his wife, son and daughter who graciously accommodate his love/hate relationship with Ironman triathlons. Jay enjoys watching both the athletic and academic endeavors of his children, while savoring the consumption of fine IPAs in his downtime.
Director - Client Relationships
Patrick joined Invenomic in 2019 as a Director with responsibility for managing client relationships and marketing related activities.
Previously, he was a Director in the Equity Division of Mizuho Securities and worked in institutional equities at RBC Capital Markets. Prior to moving to be Boston, he was at Credit Suisse in San Francisco. Patrick has a Bachelor of Arts in Economics from Bucknell University and holds the Charted Alternative Investment Analyst (CAIA) designation.
Outside of work, he spends most of his time with his wife and three children while looking for the next good book or podcast.