INVESTMENT ADVISORY GROUP, INC

CHOOSE A WAFRA COMPANY:

CHOOSE A WAFRA COMPANY

Wafra Investment
Advisory Group, Inc.

Wafra Capital
Partners Inc.

Other Affiliated Companies

Wafra Financial & Management Services Ltd.

Mitch Williams

Head of Securities, Senior Managing Director

Mitch Williams, CFA, is the Head of the Securities Division and Senior Managing Director.  In this role Mr. Williams is charged with overseeing and managing the Global Equities and Fixed Income teams. Before joining Wafra, Mr. Williams served as Managing Partner and Portfolio Manager of Real Economy Capital, LLC, a global equity hedge fund.  Prior to that, Mr. Williams was employed for over a decade at OppenheimerFunds, where when leaving he was sole portfolio manager for a $4+ billion value equity product and co-manager of the Select Value and Equity Funds.  Prior to joining OppenheimerFunds, Mr. Williams was an equity analyst at Evergreen Funds, and a senior research associate on the e-commerce equity research team at Credit Suisse First Boston.  Mr. Williams currently serves on the Management Advisory Council for the New York University Stern School of Business Michael Price Student Investment Fund.  Mr. Williams holds a B.A. from the University of Florida and an M.B.A. from New York University.

Read More

John Bargelletti

Global Sector Head for Financial Services, Portfolio Manager

John Bargelletti is the Global Sector Head for Financial Services, as well as a Portfolio Manager. Prior to joining Wafra in 2015, Mr. Bargelletti was a Vice President at Weiss Multi Strategy Advisers and Senior Analyst covering International Financial Services, at Calypso Capital Management in New York. He started his analyst career in 1998 at the Caisse de Dépôt et Placement du Québec where he covered multiple sectors in the International Stock Markets division and from 2002‐2005 was a portfolio manager for European Financial Services and General Equities funds. From 2005 to 2007, Mr. Bargelletti was Vice‐President, Global Equities in the asset management division of the National Bank of Canada. As a graduate of McGill University (B.A. Honors Political Science & Economics) and an alumni of the London School of Economics (M.Sc. Economics), Mr. Bargelletti is an active member of McGill’s Investment Management Expert Panel.

Read More

Constance M. Cataldi

Global Sector Head for Health Care, Portfolio Manager

Constance M. Cataldi, CFA, is the Global Sector Head for Health Care, as well as a Portfolio Manager.   Before joining Wafra in 2000, she was an equity analyst with Value Line Publishing. Ms. Cataldi holds a B.S. in Management from the State University of New York at Geneseo and an M.B.A. in Finance and Management from New York University.

Read More

Prabhjot S. Kandhari

Global Sector Head for Technology and Telecom, Portfolio Manager

Prabhjot S. Kandhari, CFA, is the Global Sector Head for Technology and Telecom companies, as well as a Portfolio Manager. Before joining Wafra in 2006, he was with Citigroup Asset Management, where he held analyst and associate positions. He has also served on the Competitive Analysis Team for Citigroup executives, as well as held a position at the Carson Group, a consulting firm that was acquired by Thomson Reuters. Mr. Kandhari holds a B.A. in Economics and Biochemistry from New York University.

Read More

David B. Pasquale

Global Sector Head for Industrials and Utilities, Portfolio Manager

David, B. Pasquale, CFA, is the Global Sector Head for Industrials and Utilities companies, as well as a Portfolio Manager. Prior to joining Wafra in 2016, Mr. Pasquale was a Managing Director at JP Morgan Asset Management covering Industrials. Previously, he held Equity Analyst positions at Arience Capital as well as Bernstein Investment Research & Management. Mr. Pasquale holds a B.A. in Economics from the University of Pennsylvania and an M.B.A. from Columbia Business School.

Read More

Adam Vigh

Global Sector Head for Materials and Energy, Portfolio Manager

Adam Vigh is the Global Sector Head for Materials and Energy companies, as well as a Portfolio Manager. He joined Wafra in 2004, after nearly five years at Morgan Stanley Capital International (MSCI) where he was involved in the construction of index products. Mr. Vigh graduated summa cum laude from Rutgers University with a B.A. in Economics and holds an M.B.A. in Finance from New York University.

Read More

Ron S. Solenske

Vice President, Co-Portfolio Manager

Ron S. Solenske is responsible for investments within various fixed income markets with a primary focus on corporate bond investments. In addition to fixed income, Mr. Solenske has assumed responsibility for covering stocks that fall within the Financial sectors of the equity portfolios. The dual mandate allows for a deeper understanding of his coverage universe, while enhancing the ability to exploit inefficiencies throughout the capital structure. Prior to joining Wafra in 2003, he spent three years employed within MetLife’s Investment Division and three years within the Capital Markets Group of Emigrant Savings Bank performing similar functions. Mr. Solenske holds a B.S. in Finance from the University of Scranton and an M.B.A. in Finance from Rutgers University.

Read More

Mohamad A. Yatim

Global Sector Head for Consumer Discretionary, Portfolio Manager

Mohamad A. Yatim is the Global Sector Head for Consumer Discretionary companies as well as a Portfolio Manager. Prior to joining Wafra in 2006, Mr. Yatim was a Financial Risk Management consultant at KPMG in New York City. Previously, he held positions as an Equity Analyst at SEL Capital Management and as an Investment Portfolio Analyst at Northstar Financial, both in Philadelphia, PA. Mr. Yatim holds a Bachelor’s degree in Finance and Accounting with Honors from Transylvania University and an M.B.A. in finance from Villanova University.

Read More

Virginia Seaman-Allen

Senior Equity Trader

Virginia Seaman-Allen is a Senior Equity Trader. Ms. Allen came to Wafra in 1995 after five years at AIG Global Investors. Ms. Allen previously worked as a Commercial Credit Analyst and Commercial Lender at First Jersey National Bank. Ms. Allen graduated from Georgetown University with a B.S. in Business Administration with a major in Marketing.

Read More

Ross B. Gabrielson

Consumer Staples, Equity Research Analyst

Ross B. Gabrielson, CFA, is an Equity Research Analyst for Consumer Staples companies. Prior to joining Wafra in 2016, he spent over three years with Eachwin Capital, where he was a senior analyst covering U.S. Financial Services and Health Care companies. Prior to that, he was a credit analyst on the housing finance team at Moody’s Investors Service. Mr. Gabrielson holds a B.A. in Political Science and Art History from Columbia University and an M.B.A. from Columbia Business School, where he graduated in the top 5% of his class.

Read More

Joel S. Goldfrit

Portfolio Analyst

Joel S. Goldfrit, CFA, is a Portfolio Analyst. Before joining Wafra in 2010, he spent over six years with Lynmar Capital Group, Inc., where he held the position of Equity Analyst covering U.S. Industrials and Materials. Mr. Goldfrit holds a B.S. in Finance from Drexel University.

Read More

Christian Comito

Structured Credit, Fixed Income Analyst

Christian Comito is a Fixed Income Analyst responsible for structured credit securities. Before joining Wafra in 2016, he spent 15 years with Atlantic Asset Management, where he held a VP title as an analyst covering residential and commercial mortgage and asset backed securities. Mr. Comito is a Level 3 CFA candidate and holds a B.S. in Finance from Sacred Heart University.

Read More