Gotham Asset Management, LLC

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Gotham Asset Management since 2009, as well as at Foreside Fund Distributors LLC since 2014. Gotham Asset Management is an equity-focused investment manager serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process to run long/short and long-only equity strategies and manages approximately $30 billion with a small senior investment team.

Donato Moneta is a CFP® with five years of industry experience, currently serving as a financial advisor at Gotham Asset Management, LLC. His prior experience includes roles at Mariner Wealth Advisors, CBIZ, Inc., and Marks Paneth LLP. Gotham Asset Management is an equity-focused investment manager providing discretionary portfolio management primarily to private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process and manages approximately $30 billion with a small senior investment team.

Lisa Charkoudian Barry is a financial advisor with Gotham Asset Management, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Gotham Asset Management since 2013 and also works with Foreside Funds Distributors LLC. Gotham Asset Management is an equity-focused investment manager serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process to manage long/short and long-only equity strategies across multiple investment vehicles.

Oliver Irwin is a financial advisor at Gotham Asset Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Foreside Funds Distributors LLC, Lord, Abbett & Co. LLC, Primary Insight LLC, and Northwestern Mutual. Irwin also has experience outside finance, including a role at The Smith Center for Infectious Disease. Gotham Asset Management is an equity-focused investment manager serving private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process and manages assets through long/short and long-only equity strategies across multiple investment vehicles.

Rory Collins is a CFP® with 28 years of industry experience, currently serving at Gotham Asset Management, LLC since 2012. He has also worked at Foreside Funds Distributor LLC since 2013. Gotham Asset Management is an equity-focused investment manager serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research approach to manage long/short and long-only equity strategies with approximately $30 billion in regulatory assets under management.