Mangham is designed to serve as an extension of our clients’ staff. Our structure is split between an investment team and an operations team – our investment team offers access to investment research and policy formulation ideas, while our operations team provides day-to-day operational support and comprehensive reporting capabilities. We are unique in that the members of our investment team, those selecting investment managers and performing portfolio management, are also the primary client service team.

Leadership

 

Joel R. Mangham

Founding Partner, Co-Chief Investment Officer

Edward W. Karppi, CFA

Partner, Co-Chief Investment Officer

Tina M. Leiter

Chief Operating Officer,

Chief Compliance Officer

 

Investment Team

Tyler S. Griffin

Senior Associate

B. Taylor Irvin, CFA, CAIA

Vice President

Edward W. Karppi, CFA

Partner, Co-Chief Investment Officer

Joel R. Mangham

Founding Partner, Co-Chief Investment Officer

Joel P. Streeter

Vice President

Matthew Middleton, CFA

Managing Director

R. Brian Shafran

Client Service and Marketing Analyst

John Addy

Intern

Da Teng

Intern

Operations Team

 

Karen F. Kelly

Associate

Tina M. Leiter

Chief Operating Officer,

Chief Compliance Officer

Vinay K. Sadhwani

Analyst

Michelle J. Theobold

Corporate Accountant

Tracy M. Townsend

Director of Operations

Ben P. Tuchyner

Vice President

Sarah E. Yeung, CFA

Senior Associate

Mangham Associates

630 Peter Jefferson Parkway

Charlottesville, Virginia 22911

 P: +1.434.973.2223 • F: +1.434.973.2228 

© 2020 by Mangham Associates, Inc. All rights reserved.

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