OUR PEOPLE

Jennifer Brundage

Ohio University,

B.A., English

Jennifer Brundage, Chief Administrative Officer, joined the firm in 1998 bringing over 30 years of professional management experience leading AHB's Client Servicing and Corporate Administrative departments. Jennifer is responsible for all aspects of client service and corporate administration. She also coordinates special events and corporate communications for the firm. Jennifer's background includes office management and portfolio administration at Rafferty Associates, a commodities firm and The Burgiss Group, a computer consulting company.

 

Frank Palo

Fordham University,
B.A. Economics

Frank Palo, Vice President, joined the firm in 1999, bringing 27 years of experience in asset management operations and trading. Frank is responsible for all aspects of portfolio administration, performance measurement and trade execution. Frank also supports the maintenance and enhancement of the information technology systems in the areas of operations and trading. His background includes positions within the asset management divisions of Morgan Stanley, Lehman Management and Salomon Brothers serving high net worth and institutional clients.

Evan Kurzman

Rutgers Business School,
B.S., Finance, Business Analytics & Information Technology

Evan Kurzman, Financial & Research Analyst, joined the firm in 2014. Evan is responsible for aspects of internal financial analysis, trading, portfolio administration, and billing including the enhancement and streamlining of these processes by developing new applications and leveraging technology. Evan’s responsibilities also include equity research analysis. Evan also provides on-site technology expertise including compliance issues related to information security and liaison between AHB and their technology partners. Prior to his position at AHB, Evan was a Financial Analyst at Wyndham Worldwide, and a salesperson for OWASP, an internet application security organization.

Maria Callicoat

Ramapo College of New Jersey,
B.S., Economics

Maria Callicoat, Senior Associate of Client Services, joined the firm in 2016, bringing over 20 years of professional experience. Maria is responsible for client services and office administration. Her previous experience includes Compliance Assistant, operations Assistant, and Bookkeeper at Palisade Capital Management LLC.