Edgewood Growth Fund

Our Team

Marketing

James W. Carrier
Partner, Director of Marketing

Jim joined Edgewood Management in 2001 where he serves as the Director of Marketing. A 1984 graduate of Colgate University, Jim’s industry experience includes working at Standard & Poor’s Securities where he managed sales for the soft dollar brokerage unit. He is the founder of the Veterans Appreciation Council in Greenwich, Connecticut which he operated from 1991-2009. Jim currently serves on the board of The Intrepid Fallen Heroes Fund. He also serves as a Blue and Gold Officer for the United States Naval Academy where he assists in the admissions process. Jim has served on several boards whose efforts are focused on supporting military personnel and their families which include the Intrepid Museum, Fisher House Foundation and the Navy SEAL Warrior Fund.

James W. Carrier


34 Years of Industry Experience
19 Years with Edgewood

Finance

Fausto Rotundo, CPA
Partner, CFO, COO

Fausto joined Edgewood Management in 1999 as its Chief Financial Officer after 3 years at Soros Fund Management. Prior to Soros he worked at Deloitte & Touche for 5 years in their tax department. Fausto graduated Saint Peter’s University with an Accounting degree and completed his Masters in Taxation at Pace University. He is currently serving on Saint Peter’s University Board of Trustees and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. In 2005, Fausto was promoted to Partner and then in 2013, he became Edgewood’s Chief Operating Officer.

Fausto Rotundo, CPA


24 Years of Industry Experience
21 Years with Edgewood

Compliance

Olivia Fleming
Partner, Chief Compliance Officer

Olivia joined in November 2007. Olivia is responsible for the effective identification, measurement, control and management of compliance risk.  Olivia is also responsible for the development, implementation, review and revision of the compliance risk management programs, procedures and systems. Olivia graduated with honors from Fordham University with a BA in Philosophy. She also received a JD from Tulane University Law School where she was a member of the Tulane Maritime Law Journal. Olivia was promoted to Partner in December 2018.

Olivia Fleming


18 Years of Industry Experience
13 Years with Edgewood

Compliance/Legal

Julianne Mulhall
Senior Legal & Compliance Director

Julianne joined Edgewood in June 2011. Her responsibilities include overseeing and monitoring the implementation of the compliance program. Julianne is also responsible for analyzing and testing adherence to Edgewood’s compliance policies and procedures.

Julianne Mulhall


9 Years with Edgewood

Wellsley Lowther
Compliance Associate

Wellsley joined Edgewood in July 2019. Her responsibilities include overseeing and monitoring the implementation of the compliance program. Wellsley is also responsible for analyzing and testing adherence to Edgewood’s compliance policies and procedures.

Wellsley Lowther


1 Year with Edgewood

x

We use cookies to make your experience of our website better. We need to ask for your consent to set these cookies. Please note that if you keep browsing this website without electing an option, your consent is deemed to be given.

By clicking "I agree" or continuing to browse this website without electing an option, you are also accepting our Privacy Policy.

No Thanks