Relationship Managers

Our relationship managers serve as the first and ongoing point of contact throughout the client and consultant relationship. They conduct regular portfolio updates, sometimes drawing upon the expertise of our Client Portfolio Managers team.

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Amit Mukadam

Executive Director

Head of Institutional Distribution

North America


Mr. Mukadam joined Vontobel Asset Management, Inc., in February 2010 to head up the Institutional business development effort in the South U.S. Prior to joining Vontobel, Mr. Mukadam was at Morgan Stanley Investment Management from 2005 - first heading their U.S. institutional strategic marketing division followed by becoming a vice president of U.S. institutional sales. Before that Mr. Mukadam was a vice president of product strategy and business development at Goldman Sachs; director of marketing at Lord Abbett & Co., and a senior product specialist of institutional sales & trading at Salomon Brothers. Prior to that Mr. Mukadam began his financial career in 1992 as a product manager at Reuters Analytics. He received an M.B.A. in finance and marketing from the University of Scranton, and a B.Com. in economics and accountancy from the University of Bombay (Sydenham College), India. In addition Mr. Mukadam holds the following FINRA License(s): Series 7, 24 and 63.

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Jeffrey Kutler

Executive Director

Institutional Clients

Insurance


Mr. Kutler joined Vontobel Asset Management in July 2007 as a relationship manager and is responsible for developing and servicing new client and consultant relationships within the insurance sector across the U.S. With over thirty years’ experience working in the institutional asset management industry, Mr. Kutler strives to serve Vontobel’s clients in the most effective capacity possible to help them achieve their long-term return objectives. Prior to joining Vontobel, Mr. Kutler began his financial career in 1984 holding successive institutional sales and client service positions at BKF Capital Management (formerly John A. Levin & Co., Inc.), Baillie Gifford Overseas Ltd, PCM International (an international equity unit of The Prudential), Archery Capital (a long/short equity FoF), and ABD International Management (the U.S. asset management subsidiary of Dresdner Bank). Prior to starting his business career, Mr. Kutler served as a Peace Corps Volunteer in the Dominican Republic. He received a B.S. in accounting from the State University of New York at Binghamton. In addition Mr. Kutler holds the following FINRA License(s): Series 7 and 63.

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Mr. Mukadam joined Vontobel Asset Management, Inc., in February 2010 to head up the Institutional business development effort in the South U.S. Prior to joining Vontobel, Mr. Mukadam was at Morgan Stanley Investment Management from 2005 - first heading their U.S. institutional strategic marketing division followed by becoming a vice president of U.S. institutional sales. Before that Mr. Mukadam was a vice president of product strategy and business development at Goldman Sachs; director of marketing at Lord Abbett & Co., and a senior product specialist of institutional sales & trading at Salomon Brothers. Prior to that Mr. Mukadam began his financial career in 1992 as a product manager at Reuters Analytics. He received an M.B.A. in finance and marketing from the University of Scranton, and a B.Com. in economics and accountancy from the University of Bombay (Sydenham College), India. In addition Mr. Mukadam holds the following FINRA License(s): Series 7, 24 and 63.

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Mr. Kutler joined Vontobel Asset Management in July 2007 as a relationship manager and is responsible for developing and servicing new client and consultant relationships within the insurance sector across the U.S. With over thirty years’ experience working in the institutional asset management industry, Mr. Kutler strives to serve Vontobel’s clients in the most effective capacity possible to help them achieve their long-term return objectives. Prior to joining Vontobel, Mr. Kutler began his financial career in 1984 holding successive institutional sales and client service positions at BKF Capital Management (formerly John A. Levin & Co., Inc.), Baillie Gifford Overseas Ltd, PCM International (an international equity unit of The Prudential), Archery Capital (a long/short equity FoF), and ABD International Management (the U.S. asset management subsidiary of Dresdner Bank). Prior to starting his business career, Mr. Kutler served as a Peace Corps Volunteer in the Dominican Republic. He received a B.S. in accounting from the State University of New York at Binghamton. In addition Mr. Kutler holds the following FINRA License(s): Series 7 and 63.

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Evelyn Orley

Director

Institutional Clients

Western U.S.


Ms. Orley joined Vontobel Asset Management, Inc., in March 2013. Ms. Orley is responsible for developing and serving new institutional clients in the Western U.S. Prior to joining Vontobel, Ms. Orley spent nine years at Hansberger Global Investors in a similar role as senior vice president. She began her financial career in 1998 at Freeman Associates Investment Management eventually becoming their vice president of marketing. From 1997 to 1998, she worked at Executive Sports International. Prior to that, Ms. Orley was self-employed and competed as a professional golfer on the LPGA, European and Asian tours. Ms. Orley received a B.A. in political science from Duke University. Ms. Orley holds the following FINRA License(s): Series 7 and 63.

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Victor Schraner

Director

Institutional Clients

Canada


Mr. Schraner joined Vontobel Asset Management in June 2015 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub adviory clients to create investment solutions. Mr. Schraner is responsible for developing and servicing institutional clients. Prior to joining, Mr. Schraner was a relationship manager and portfolio analyst at Vontobel AG, parent company of Vontobel Asset Management, Inc. from 2011 to 2015. From 2008 to 2011, he was a business development associate at Capital Dynamics in Switzerland. He began his financial career in 2006 at Scotiabank in Canada, where he held successive positions as a credit analyst and client relationship manager, until 2008. Mr. Schraner received a Bachelor degree in commerce (Honors) from the University of Guelph. In addition Mr. Schraner holds the following FINRA License(s): Series 7 and 63.

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Ms. Orley joined Vontobel Asset Management, Inc., in March 2013. Ms. Orley is responsible for developing and serving new institutional clients in the Western U.S. Prior to joining Vontobel, Ms. Orley spent nine years at Hansberger Global Investors in a similar role as senior vice president. She began her financial career in 1998 at Freeman Associates Investment Management eventually becoming their vice president of marketing. From 1997 to 1998, she worked at Executive Sports International. Prior to that, Ms. Orley was self-employed and competed as a professional golfer on the LPGA, European and Asian tours. Ms. Orley received a B.A. in political science from Duke University. Ms. Orley holds the following FINRA License(s): Series 7 and 63.

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Mr. Schraner joined Vontobel Asset Management in June 2015 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub adviory clients to create investment solutions. Mr. Schraner is responsible for developing and servicing institutional clients. Prior to joining, Mr. Schraner was a relationship manager and portfolio analyst at Vontobel AG, parent company of Vontobel Asset Management, Inc. from 2011 to 2015. From 2008 to 2011, he was a business development associate at Capital Dynamics in Switzerland. He began his financial career in 2006 at Scotiabank in Canada, where he held successive positions as a credit analyst and client relationship manager, until 2008. Mr. Schraner received a Bachelor degree in commerce (Honors) from the University of Guelph. In addition Mr. Schraner holds the following FINRA License(s): Series 7 and 63.

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Chris Walsh

Director

Institutional Financial Intermediaries

North America


Mr. Walsh joined Vontobel Asset Management, Inc. in March 2015. Mr. Walsh is responsible for developing new client relationships with financial intermediaries and institutional platforms. Prior to joining Vontobel, Mr. Walsh was head of long only sales at Third Avenue Management. He has extensive experience in institutional investment sales, sales management and product development at organizations including Phoenix Investment Partners, CDC IXIS Asset Management, Fidelity Investments and Aetna Investment Services. Mr. Walsh began his financial career in 1988. He received a B.S. from Fordham University. In addition Mr. Walsh holds the following FINRA License(s): Series 6, 7, 63 and 66 licenses.

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Jeff Barrow, CIMA

Director

Institutional Clients

U.S. Southeast


Jeff joined the Vontobel Quality Growth Boutique in June 2019 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub advisory clients to create investment solutions. He is responsible for developing and servicing institutional clients. Jeff has 11 years of industry experience. Prior to joining, he was a Regional Director and Senior Consultant at DiMeo Schneider & Associates, L.L.C. from 2008 to 2019 overseeing endowment, foundation, and retirement clients in the institutional space. He served as the first Regional Director of their Texas office, overseeing their consulting and new business efforts in the region. He received a Bachelor of Arts degree in Government with a minor in Business from Colby College. In addition, Jeff obtained a Certified Investment Management Analyst (CIMA®) accreditation from the Investments & Wealth Institute at the University of Chicago Booth School of Business.

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Mr. Walsh joined Vontobel Asset Management, Inc. in March 2015. Mr. Walsh is responsible for developing new client relationships with financial intermediaries and institutional platforms. Prior to joining Vontobel, Mr. Walsh was head of long only sales at Third Avenue Management. He has extensive experience in institutional investment sales, sales management and product development at organizations including Phoenix Investment Partners, CDC IXIS Asset Management, Fidelity Investments and Aetna Investment Services. Mr. Walsh began his financial career in 1988. He received a B.S. from Fordham University. In addition Mr. Walsh holds the following FINRA License(s): Series 6, 7, 63 and 66 licenses.

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Jeff joined the Vontobel Quality Growth Boutique in June 2019 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub advisory clients to create investment solutions. He is responsible for developing and servicing institutional clients. Jeff has 11 years of industry experience. Prior to joining, he was a Regional Director and Senior Consultant at DiMeo Schneider & Associates, L.L.C. from 2008 to 2019 overseeing endowment, foundation, and retirement clients in the institutional space. He served as the first Regional Director of their Texas office, overseeing their consulting and new business efforts in the region. He received a Bachelor of Arts degree in Government with a minor in Business from Colby College. In addition, Jeff obtained a Certified Investment Management Analyst (CIMA®) accreditation from the Investments & Wealth Institute at the University of Chicago Booth School of Business.

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Brian Engel

Director

Institutional Clients

U.S. Midwest


Brian joined the Vontobel Quality Growth Boutique in June 2019 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub advisory clients to create investment solutions. He is responsible for developing and servicing institutional clients. Brian has 16 years of industry experience. Prior to joining, he was a Director for Institutional Business Development at BMO Global Asset Management in Chicago from 2014 to 2019, where he was responsible for expanding the distribution of multi-asset class solutions to institutional investors in the Midwest. Prior to that, Brian was a Senior Vice President in client management in the Direct Alternative Strategies division at Mesirow Financial in Chicago. From 2008-2010 he was a Vice President in Institutional Business Development and Consultant Relations at Advisory Research, Inc. He began his financial career at Nuveen Investments in Los Angeles as an Assistant Vice President and Vice President in the Institutional Services Group from 2003-2008. He received a Bachelor of Science degree in Finance and Accounting with a minor in Sociology from Indiana University. In addition, Brian obtained a Chartered Alternative Investment Analyst (CAIA) designation and holds the following FINRA Licenses: Series 3, 7 and 63.

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Brian joined the Vontobel Quality Growth Boutique in June 2019 as a relationship manager working with corporate and public pension plans, union/taft-hartley’s, endowments, foundations and sub advisory clients to create investment solutions. He is responsible for developing and servicing institutional clients. Brian has 16 years of industry experience. Prior to joining, he was a Director for Institutional Business Development at BMO Global Asset Management in Chicago from 2014 to 2019, where he was responsible for expanding the distribution of multi-asset class solutions to institutional investors in the Midwest. Prior to that, Brian was a Senior Vice President in client management in the Direct Alternative Strategies division at Mesirow Financial in Chicago. From 2008-2010 he was a Vice President in Institutional Business Development and Consultant Relations at Advisory Research, Inc. He began his financial career at Nuveen Investments in Los Angeles as an Assistant Vice President and Vice President in the Institutional Services Group from 2003-2008. He received a Bachelor of Science degree in Finance and Accounting with a minor in Sociology from Indiana University. In addition, Brian obtained a Chartered Alternative Investment Analyst (CAIA) designation and holds the following FINRA Licenses: Series 3, 7 and 63.

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