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Our Hedge Funds Experts

 
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Our team brings a variety of experiences, skill sets, and previous professional backgrounds, including: private equity, financial accounting, commercial lending, trading, research, investment banking, and asset management.

 

 
Robert Morgan

Robert Morgan

Managing Director, Alternatives
 
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Robert Morgan

Robert Morgan

Managing Director, Alternatives
 

Robert P. Morgan is Senior Vice President and Managing Director of Northern Trust Alternatives Group, with management responsibility for the alternative asset investments areas of Northern Trust. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group in 2000, and an area in which he remains heavily involved.

Prior to joining Northern Trust, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, Bob worked for Heller Financial, Inc. (Heller), a middle-market commercial finance company, which was later acquired by General Electric. Bob was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, Bob held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, Bob also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, Bob worked for a commercial bank in North Carolina.

Bob sits on the board of the Illinois Venture Capital Association and several fund advisory boards. He received his B.A. in economics from Wake Forest University and an MBA from Emory University.

 
Tony Lissuzzo, CFA

Tony Lissuzzo, CFA

Director, Hedge Fund Research
 
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Tony Lissuzzo, CFA

Tony Lissuzzo, CFA

Director, Hedge Fund Research
 

Tony Lissuzzo is Director of Hedge Fund Research responsible for manager selection and monitoring. 

Prior to joining Northern Trust, Tony was the portfolio manager at Lakeview Investment Management responsible for all aspects of manager research and portfolio construction. Tony was previously Head of New Investments for Man Investments’ global multi manager business. At Man, Tony led a global team responsible for all aspects of due diligence for new hedge fund investments. His primary focus on this team was defining the research process. He began his career at D.E. Shaw as an options trader and portfolio manager, and subsequently held positions at Bank One and Sirius Partners. 

He holds an MBA from The University of Chicago Booth School of Business, and a B.S. from the University of Wisconsin in economics.  Tony is a CFA® charterholder and a member of the CFA Institute.

 
Shelley Elson

Shelley Elson

Research Analyst
Vice President
 
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Shelley Elson

Shelley Elson

Research Analyst
Vice President
 
Shelley Elson is a Research Analyst at Northern Trust Investments. Prior to joining Northern Trust in 2012, Ms. Elson was employed at Mercer Investments, where she was a Senior Associate on the Hedge Fund Manager Research Team, and Man Investments, where she was an Analyst on the Investment Sourcing team. In both roles, she had extensive manager selection and ongoing monitoring responsibilities for a number of single strategy hedge funds and fund of hedge funds. She started her career as a Consultant in Deloitte Consulting's Strategy and Operations practice. Ms. Elson received her BSBA in Finance, Political Science, and International Business from Washington University in St. Louis and graduated with honors.
 
Aimee Wight, CAIA, CIMA

Aimee Wight, CAIA, CIMA

Investor Relations
 
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Aimee Wight, CAIA, CIMA

Aimee Wight, CAIA, CIMA

Investor Relations
 

Aimee Wight is the Investor Relations Representative for Northern Trust Hedge Fund of Fund programs.  Prior to this position she was an Investment Program Manager in Northern Trust Global Advisors’ program management group focused on Wealth Management Group clients (ultra high net worth families and foundations). 

Before re-joining Northern Trust, Aimee was a Senior Vice President and member of the Board of Directors for Royal Palm Insurance Company. In this role she was responsible for managing the service provider and investment relationships, and exploring new business opportunities. Prior to Royal Palm, Aimee was a Director for an alternative investment company where she worked on risk-linked investments and business development. She also worked previously for Northern Trust as a commercial lender in the Middle Market Lending group and Treasury Management sales.

Aimee received her B.A. in Business Administration from Illinois Wesleyan University. She is a Chartered Alternative Investment Analyst (CAIA) and a Certified Investment Management Analyst (CIMA).  She also holds her series 63 and 7 licenses.

 
Bruce Tang

Bruce Tang

Research Analyst
Vice President
 
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Bruce Tang

Bruce Tang

Research Analyst
Vice President
 
Bruce Tang is a Hedge Fund Research Analyst at Northern Trust Investments. Prior to joining Northern Trust in 2013, Mr. Tang was employed at Aurora Investment Management LLC, where he was a Senior Research Analyst on the firm's investment team. At Aurora Mr. Tang had primary responsibility in sourcing and monitoring hedge fund investments, providing qualitative and quantitative analysis to the firm’s Investment Committee. Mr. Tang conducted due diligence on prospective and existing hedge fund investments across long/short equities, long/short credit, global macro, event-driven, multi-strategy, opportunistic, and portfolio hedge strategies.  Mr. Tang began his career in hedge fund research in the Alternative Investments Group at Harris Associates L.P., which was spun out in 2003 as a separate entity named Harris Alternatives LLC.  Harris Alternatives LLC was rebranded as Aurora Investment Management LLC in 2009. Mr. Tang received his BA in Finance from the University of Illinois at Chicago.
 
Kristin Norton

Kristin Norton

Junior Research Analyst
 
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Kristin Norton

Kristin Norton

Junior Research Analyst
 
Kristin Norton is a Junior Research Analyst at Northern Trust. Ms. Norton graduated from Harvard College in 2013 with a major in East Asian Studies and secondary in Economics. During her time at Harvard, she was co-captain of the Women's Varsity Tennis Team. She brings previous summer internship experiences from her roles in equity research at Morgan Stanley and investment research at Mizuho Venture Capital, both located in Tokyo, Japan.
 
Robert D. Dicarlo, CPA

Robert D. Dicarlo, CPA

Chief Administrative Officer
 
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Robert D. Dicarlo, CPA

Robert D. Dicarlo, CPA

Chief Administrative Officer
 

Robert D. DiCarlo joined Northern Trust Alternatives Group in 2011 as Senior Vice President and Chief Administrative Officer.  Bob is responsible for implementing several infrastructure projects, and for positioning the group to achieve future growth in assets. Bob previously was with Aurora Investment Management, where he was responsible for all aspects of Aurora’s financial and performance reporting, and he also was involved in many of its systems and operational platforms.

Prior to Aurora, Bob worked at Deutsche Asset Management for nine years, and he has over 20 years of experience in the financial management area.  Bob is a Certified Public Accountant (registered in Illinois), graduated from DePaul with a BS in Accounting, and received his MBA from the Kellogg School of Northwestern University.

 
Mustafa M. Baig, CFA

Mustafa M. Baig, CFA

Hedge Fund Product Manager
 
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Mustafa M. Baig, CFA

Mustafa M. Baig, CFA

Hedge Fund Product Manager
 
Mustafa Baig is a Hedge Fund Product Manager for the Northern Trust Alternatives Group. He represents the team as a product expert responsible for positioning the benefits of hedge funds, communicating portfolio attribution, analyzing market trends, and leading the development of new product ideas. He has over 12 years of asset management experience with the last seven focused on developing and promoting investment strategies and products. Prior to joining Northern Trust, Mustafa worked as a Closed-End Fund Product Specialist for Calamos Investments where he was responsible for servicing and growing a $6 billion product line by representing the portfolio management team with clients and internal audiences. He began his asset management career at UBS where he was a Consultant Relations Specialist servicing institutional clients before being promoted to an Asset Allocation Product Manager working with absolute return and portable alpha strategies. Mustafa holds a Bachelor of Science in Finance from Northern Illinois University and is a Chartered Financial Analyst. He is also a member of the CFA Institute and the CFA Society of Chicago.
 
David R. Williams, CFA

David R. Williams, CFA

Associate Portfolio Manager
 
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David R. Williams, CFA

David R. Williams, CFA

Associate Portfolio Manager
 

David R. Williams is an Associate Portfolio Manager for Northern Trust’s Fund of Hedge Funds products with over 11 years of experience in the investments field and the last 9 years focused on fund of hedge funds.   He works with both the fund of fund product offerings and the Custom Alternative Program (“CAP”) portfolios.

Prior to joining the firm in 2010, he spent seven years in portfolio management for Glenwood Capital, a large fund of hedge funds, and a subsidiary of the Man Group. He worked closely with the investment committee to analyze and propose portfolio changes that enabled programs to meet their investment mandates while adhering to their investment guidelines.  David holds a BS in Finance from Illinois State University and is completing the MBA program at the University of Chicago Booth School of Business with concentrations in Finance and Strategic Management.  He is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the CFA Society of Chicago.

 
Adam J. Magyar, CFA, FRM

Adam J. Magyar, CFA, FRM

Senior Investment Risk Analyst
 
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Adam J. Magyar, CFA, FRM

Adam J. Magyar, CFA, FRM

Senior Investment Risk Analyst
 

Adam J. Magyar is a Senior Investment Risk Analyst at Northern Trust Company of Connecticut.  Mr. Magyar is a member of the Risk Management team, responsible for monitoring and analyzing risk and performance of Northern Trust’s hedge fund of funds program.  Prior to joining the Risk Management team, he was an investment performance consultant in the Northern Trust Investment Risk and Analytical Services group. 

As an investment performance consultant, he worked with large corporate ERISA plans as well as endowments and foundations, assisting his clients in the investment management process by providing them performance measurement services, investment analysis and consulting services.  Prior to joining Northern Trust, he worked at the Chicago Stock Exchange and a retail brokerage firm.  He holds a Bachelor of Science in Finance from Bradley University and is a CFA Charterholder and Certified Financial Risk Manager.

 
Norman E. Wachs

Norman E. Wachs

Portfolio Analyst
 
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Norman E. Wachs

Norman E. Wachs

Portfolio Analyst
 
Norman E. Wachs is a Portfolio Analyst for Northern Trust’s Fund of Hedge Funds products with over 19 years of experience in the investments field. He works closely with Portfolio Management and other teams within the Hedge Fund group including Research, Investor Relations, and Product Management. Norman has been with Northern Trust for a total of 8 ½ years. In between his time at Northern, Norman worked for Lehman Brothers and Bank of America as an Institutional Portfolio Analyst. Norman’s roles at Northern prior to joining the Hedge Fund team, include work in NTGI as a Senior Consultant - Investment Performance and Reporting, as well as an investment analyst in the Northern Trust Investment Risk and Analytical Services group. Norman began his career in 1994 working for approximately 5 years on the trading floor at the C.B.O.E. eventually trading for his own account. Norman holds a Bachelor of Business Administration in Finance & Investments, with a minor in Business Journalism from the Zicklin School of Business - Baruch College. Throughout his career at Northern Trust, Norman has been awarded numerous awards for his work including a Quality Medallion Award, a Partner Appreciation Award, a Partner Service Award and a Total Quality Team Award.
 
Brian Tam, CFA

Brian Tam, CFA

Research Analyst
Vice President
 
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Brian Tam, CFA

Brian Tam, CFA

Research Analyst
Vice President
 

Brian Tam is a Research Analyst at Northern Trust Investments. Mr. Tam is a member of the hedge fund research team responsible for manager research and ongoing monitoring and analysis. He currently focuses on Event Driven, Credit, and Healthcare focused managers, and has covered long/short equity generalists and other sector specialists as well. Mr. Tam joined Northern Trust as a part of its Global Opportunities in Leadership Development Investments rotational program. His rotation experiences included Wealth Advisory, Equity Research, and Northern Trust Global Advisors Manager Research and Product Management.

Brian received his BA from Northwestern University as a double major in Economics and Mathematics. Mr. Tam is a Chartered Financial Analyst.

 
Jessica Chu

Jessica Chu

Investor Relations
 
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Jessica Chu

Jessica Chu

Investor Relations
 

Jessica Chu is an Investor Relations Senior Associate for the Northern Trust Alternatives Hedge Fund Program. Prior to joining Northern Trust, Ms. Chu was an Asset Management Analyst at the J.P. Morgan Private Bank, where she tailored fixed income investment solutions for ultra high net worth individuals and select institutions. She also supported a team of investment specialists and worked directly with the Region Director for the sales management of investment products and business development initiatives. During her time at J.P. Morgan, Ms. Chu was responsible for managing the private equity and hedge fund books in fund raising and marketing for the Central Region. Ms. Chu received her Bachelor of Arts degree from Northwestern University in English Literature and International Studies. She also holds her FINRA Series 7 and 63 licenses.

 
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