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Rajiv Jain
Portfolio Manager
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Mr. Wittwer joined Vontobel Asset Management, Inc. in July 1988 and is Head of Global Sales and Client Service. Prior to joining Vontobel, he began working in the financial industry in 1982. From 1982 – 1984, he worked in the New York and Geneva offices of Union Bank of Switzerland as a management trainee. In 1987 he was at Vontobel AG as a portfolio manager prior to joining Vontobel Asset Management one year later. Mr. Wittwer earned a Bachelor degree from the University of Applied Sciences for Business and Administration in Zurich, Switzerland. He is a registered representative and securities principal, and holds Series 7, Series 24, Series 63, and Series 65.
Henry joined Vontobel Asset Management, Inc. in 1988 and became President in January 1997. He is also a member of the Investment Review Committee. From February 1997 to March 2001, Henry was associated with the Canadian Securities Institute. Henry served as a Director of Vontobel Funds, Inc. In May 2001 Henry was appointed as a Director of Bank Vontobel Cayman. In 1986 he joined Bank Vontobel AG as a Portfolio Manager. Mr. Schlegel’s prior experience includes positions in the areas of global investment management, private banking and international lending in Montreal, New York and the Bahamas for Swiss bank Corporation (now UBS AG) and the Libra Bank Ltd., London. From 1979 to 1982 he was seconded to the Libra Bank Ltd., London, a merchant bank specialized in Latin American banking.Henry holds a Bachelors of Arts from the Swiss Mercantile College in Zurich.
email: heinrich.schlegel@vusa.com
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Rajiv Jain
Portfolio Manager
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email: catherine.koch@vusa.com
+1 212.415.7006 1493 4
Mr. Newell joined Vontobel Asset Management, Inc. in February 1990. Prior to joining Vontobel, Mr. Newell began working in the financial industry in 1984. From 1984 – 1989, he held positions at Sanford C. Bernstein and Citigroup before joining Vontobel in 1990. Mr. Newell is a frequent contributor to the street.com and CNBC’s Power Lunch, Fox Business News “After the Bell” and Barron’s Magazine. Mr. Newell earned a B.A. in history from the University of San Francisco. He is a registered representative and holds a Series 7.
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Brian Bandsma
Co-Portfolio Manager
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Matthew Benkendorf
Portfolio Manager
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Mr. Hauswirth joined Vontobel Asset Management, Inc. in 2005 and holds the position of Director, Institutional Client Services, North America. His focus at the firm is both product specialist and institutional sales. Before joining Vontobel, Mr. Hauswirth held sales and management positions at Robertson Stephens, McKinley and First American. He earned a BS degree in Aeronautics and Business from San Jose State University. He holds the following NASD Licenses: Series 6, 7, 22, 39, 63 and 65
Investment Experience: 34 years. Vontobel: 7 years. Location: Penn Valley, California
Mr. Roc-Sennett joined Vontobel Asset Management, Inc. in August 2010. Prior to joining Vontobel, Mr. Roc-Sennett began working in the financial industry in 1989. In 1992, he worked at Casa de Bolsa Interacciones, in Mexico City, as an equity analyst until 1995. In 1995 he was at BNP Paribas, New York, as a senior equity analyst and head of Equity Research Americas until 2001. In 2001, he was president and CEO of Pompous Pot Foods until 2005. From 2005 - 2007, he was at Middlebury Equity Partners as a managing director for a private equity / mezzanine fund. From 2007 - 2010, he worked at Société Générale as director of European Cash Equity Sales and head of Global Macro Sales. Mr. Roc-Sennett earned his Master of Science in investment analysis from the University of Stirling in Scotland. In addition he is an associate of the CFA Society of the United Kingdom.
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Matthew Benkendorf
Co-Portfolio Manager
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Thomas joined Vontobel Asset Management, Inc. in June 1988 and holds the position of Managing Director. He serves as Head of Global Sales and Client Service, and is also a member of the Investment Review Committee. Thomas previously worked as a Portfolio Manager for Bank Vontobel AG, Zurich, Switzerland. Before joining Vontobel, he held positions in the areas of global investment management and international lending at Union Bank of Switzerland (now UBS AG) in Zurich, New York and Geneva. Thomas earned a Bachelor degree from the University of Applied Sciences for Business and Administration Zurich, Switzerland. He is a registered representative and securities principal and holds Series 7, 24, 63 and 65. email: thomas.wittwer@vusa.com
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Edwin Walczak
Co-Portfolio Manager
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Peter joined Vontobel Asset Management, Inc. in 1990 and holds the position of Managing Director and Senior Portfolio Adviser. He is also a member of the Investment Review Committee where he specializes in the investment process employed by the firm. Peter is a frequent contributor to the street.com and CNBC’s Power Lunch. Before joining Vontobel, he held marketing positions at Sanford C. Bernstein and Citigroup. Peter earned a Bachelor of Arts degree from the University of San Francisco. He is a registered representative and holds a Series 7.
email: peter.newell@vusa.com
Jeff joined Vontobel Asset Management, Inc. in 2007 to focus on marketing and relationship management for US Institutional Clients in the Northeastern U.S. and Canada. Prior to joining Vontobel, Jeff held various positions in institutional consultative sales and marketing. Most recently, Jeff was an Institutional Sales Director for BKF Capital Management, Inc., where he was responsible for new business development of traditional equity and hedge fund products. He also served as Director of Marketing for North America at Baillie Gifford Overseas Limited. Jeff graduated from the State University of New York at Binghamton in 1979 with a BS in Accounting.
email: jeffrey.kutler@vusa.com
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Daniel Kranson
Co-Portfolio Manager
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Mr. Bennett joined Vontobel Asset Management, Inc. in September 2012. Prior to joining Vontobel, Mr. Bennett began his financial career in 1983 as an underwriter at American International Group – AIU and continued through 1989. From 1989 - 1994 he was a salesman at Swiss Bank Corporation – SBC Securities Zurich. In 1994 and for the next 17 years, at Société Générale, he held assignments as head of European cash equities team in Zurich from 1994 until 2001, and salesman in New York, from 2001 until 2011. In 2012, he was senior European equities salesperson for U.S.-based institutions at European Securities Network-ESN, New York, before joining Vontobel in September. Mr. Bennett received his B.A. in international relations from Lewis and Clark College and his M.A. in the same from the Nitze School (SAIS) at Johns Hopkins University in 1983. He holds additional CE credits in financial analysis and portfolio management from New York University, New York Institute of Finance, and Swiss Bank Corporation.
Mr. Mastoloni joined Vontobel Asset Management, Inc. in 1994, and is Chief Compliance Officer. From 2001 – 2003, he served as a director of Vontobel Funds, Inc. Prior to joining Vontobel, Mr. Mastoloni began working in the financial industry in 1987. From 1987 – 1989, he was an account service manager at Chase Manhattan Bank. From 1989 – 1990, he was an account coordinator at AIG Global Investors. In 1990, he was at Yamaichi Capital Management as assistant vice president of the trading desk and back office operations, until 1994, when he joined Vontobel Asset Management. Mr. Mastoloni earned a B.A. in economics from Syracuse University.
Amit joined Vontobel Asset Management, Inc. in 2010 to head the marketing and relationship management effort for US Institutional Clients and Consultants in the South. Prior to joining Vontobel, Amit served as Vice President of US Institutional Sales at Morgan Stanley Investment Management and before joining the Sales team, he headed the US Institutional Strategic Marketing division. He has also served as a Vice President of Product Strategy and Business Development at Goldman Sachs; Director of Marketing at Lord Abbett & Co. as well as a Senior Product Specialist within Institutional Sales & Trading at Salomon Brothers. Amit earned an MBA from the University of Scranton, PA in 1992 and graduated from the University of Bombay (Sydenham College), India with a Bachelor of Commerce in Accountancy and Economics in 1990. Amit holds the NASD Series 7, 63 and 24 licenses.
email: amit.mukadam@vusa.com
Ms. Orley joined Vontobel Asset Management, Inc. in March 2013. Evelyn began working in the financial industry in 1998 at Freeman Associates Investment Management. From 2004-2013 she held a business development and client service role as Senior Vice President at Hansberger Global Investors. Prior to joining the industry, Evelyn was a professional golfer and competed on the LPGA, European and Asian golf tours. She graduated with a B.A. in political science from Duke University and is based in San Diego, California.
email: evelyn.orley@vusa.com
Mr. Griffiths joined Vontobel Asset Management in 2011. Prior to joining Vontobel, Mr. Griffiths began his financial career in 1982 at J.P. Morgan, where he worked as a senior member of the firm's M&A team, in various locations, until 1998. From 1999 to 2004, he worked at KPMG Corporate Finance, where he was a partner and head of European M&A. In 2004, he became Group M&A director for the retail arm of Hutchison Whampoa, a role he continued in until 2005. From 2005 to 2011, Mr. Griffiths worked as a senior portfolio manager and value equity investment specialist at AllianceBernstein. In 2011, Mr. Griffiths joined Vontobel Asset Management in Europe (Vontobel Europe S.A.) as a senior portfolio adviser. He became a dual employee of Vontobel Europe S.A. and Vontobel Asset Management, Inc. in 2013. Over the course of his career, he has worked in London, New York, Hong Kong and Tokyo. Mr. Griffiths holds a MSc. in Management (Sloan Fellowship) with distinction from London Business School and a BSc. in Economics from the London School of Economics.
Melissa joined Vontobel Asset Management, Inc. in May 2000 and is responsible for managing the institutional marketing and client services team. Prior to joining Vontobel, Melissa was an Assistant Vice President at Alliance Capital Management and served as a product specialist for US, International and Global Equities. Melissa also worked with Spears, Benzak, Salomon & Farrell Inc. in the area of institutional marketing and broker consulting in New York. Melissa obtained her BA from Fordham University in 1995.
email: melissa.demcsik@vusa.com
+1 212.415.7033 1165 21

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