Investment Team

Jason Raiti, CFA, CAIAPartner and Managing Director

Prior to joining Edgehill, Jason served as Chief Investment Officer for Choate Rosemary Hall’s $389 million endowment. At Choate, he acted as primary advisor to Choate’s Investment Committee on all issues related to investment management, including asset allocation, manager selection, and policy development. Prior to Choate, Jason served as Senior Manager at Eastman Kodak, where he was one of two investment professionals who oversaw $5 billion in defined benefit pension assets worldwide. Before Eastman Kodak, Jason served as Associate Director at Wesleyan University’s Investment Office where he focused on absolute return, marketable equity and real estate portfolios.

Jason graduated from Dartmouth College with a B.A. in Economics. He was a four-year Varsity Letterman on the football team, earning Special Teams Player of the Year and Honorable Mention All-Ivy awards. He was included on CIO Magazine’s Class of 2017 Forty Under Forty list. He has earned the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

John FelixSenior Associate

Prior to joining Edgehill Endowment Partners, John was an Investment Analyst at Washington University Investment Management Company (WUIMC), the $8 billion investment arm of Washington University in St. Louis. Prior to WUIMC, John worked as a trading intern at Blue Ridge Capital for several years throughout college. John graduated with a B.S. in Business Administration with majors in Finance and Entrepreneurship from the Olin Business School at Washington University in St. Louis.

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Mike Chu, CFASenior Investment Analyst

Prior to joining Edgehill, Mike was an Investment Analyst and Partner at RedArk Advisors in New York, NY, a hedge fund start-up with a market neutral long/short concentration. Mike was a management consulting analyst at Cartesian in Boston. Additionally, Mike was the co-founder and lead product manager for a technology start-up, branchout, while still in college. He graduated with a B.A., cum laude from Dartmouth College majoring in Mathematics.

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Tim LemboSenior Investment Analyst

Prior to joining Edgehill, Tim was an investment banking analyst in the Healthcare Group at UBS, where he primarily focused on the execution of leveraged buyouts, mergers and acquisitions, and various debt and equity transactions. Tim graduated with Honors from New York University with a B.A. in Economics.

Operations Team

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Matt Kogan, CAIA, CFPPartner, Chief Operating Officer & Chief Compliance Officer

Matt oversees operations and compliance, working closely with Edgehill’s team and clients to build the business infrastructure and support financial processes. Prior to Edgehill, Matt served as Managing Director and Chief Operating Officer at Bryn Mawr Capital Management, a market neutral hedge fund, with responsibility for global operations, portfolio finance, accounting and currency hedging. Previously, Matt worked in management roles in the business and legal divisions at The Vanguard Group, and also served as Executive Vice President at FMA Advisory, providing strategic wealth management to families and small institutions. He began his career at Pepper Hamilton LLP as a corporate attorney. Matt graduated with a B.A. magna cum laude from the University of Pennsylvania, earned a J.D. from Villanova School of Law, and completed The Wharton School’s Finance & Accounting Program at the University of Pennsylvania. Additionally, he holds the Chartered Alternative Investment Analyst℠ (CAIA) and Certified Financial Planner (CFP®) designations.

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Ken Colabella, CPAChief Financial Officer

Ken works closely with each client’s finance or treasury staff and coordinates with Edgehill’s fund administrator to ensure accurate investment accounting and investment performance reporting. Ken also is responsible for Edgehill’s business management functions. Ken is a Certified Public Accountant and managed an independent practice for nearly 30 years, undertaking accounting, tax preparation, financial statement preparation, and financial planning for mid-size businesses, start-up companies and individuals. For five years he was an SEC Registered Investment Adviser. Prior to establishing an independent practice, he was an auditor with Deloitte. He received a B.S. in Accounting from NYU and an M.B.A. from Southern Connecticut State University.

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Christin SandweissDirector of Client Services

Prior to joining Edgehill, Christin had a career of managing relationships and leading detail-oriented operations. She headed the Inaugural Office for the 2013 Inauguration of Yale President, Peter Salovey. Christin was the Director of Development and Communications for the Yale-China Association during the 50th anniversary of a collaborative program with New Asia College at the Chinese University of Hong Kong. Christin worked for a decade in Yale University’s Office of Development, culminating her tenure as a Senior Major Gifts Officer with a focus on developing women Major Gift prospects. She serves on the board of the New Haven Lawn Club Preservation Trust and formerly served on the boards of the Friends Center for Children, the Neighborhood Music School and The Mory’s Association. She was a member of the operational group during the relaunch of Mory’s in 2010. She received her B.A. in Anthropology from Vanderbilt University.

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Tara MerloneDirector of Operations

Prior to joining the Edgehill team, Tara was an Assistant Vice President of Operations at Basso Capital Management, a Stamford, CT based hedge fund, where she worked directly on the trading floor supporting the traders and portfolio managers of the firm with their operational needs. She was primarily involved in over-the-counter trade settlements and confirmations, collateral management, and wire activity. Tara began her career working for International Fund Services (IFS), a third-party fund administrator located in New York, where she was a Supervisor of Middle Office Operations and serviced various multi-strategy investment management firms. Tara graduated summa cum laude from Fairfield University where she obtained a B.S. in Finance and M.B.A. in International Business.

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Eric KressatyOperations Analyst

Eric comes to Edgehill after gaining meaningful exposure to the investment world through two summer internships at Ciampi Tax & Financial Services in Cheshire, CT & Interaudi Bank in New York, NY. Eric graduated with a B.S. cum laude in Finance and is completing an MBA (May 2019) magna cum laude / honors, both from Quinnipiac University.

Anna ZhaoOperations Assistant

Anna brings international experience to Edgehill, having worked as an assistant manager at China Merchants Bank, the world’s 31st largest public company. She was an equity research intern at Founder Securities Research Institute in Shanghai. She is completing her M.S. in Finance at University of New Haven in May 2020. Anna also earned an M.B.A. with honors from University of New Haven. Her B.A. is in Chinese Language and Literature from Guangxi University for Nationalities