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Longwall Family Office Team
Kerry
Stirton
Estates, Trusts, and Investment Advisory
Rhodes Scholar, with 22 years of advisory experience in trusts, portfolio management, research, and alternatives investing at major institutions.
Randy Cohen
Senior Advisor to Longwall*
Professor of Finance and Investment Management at Harvard Business School and M.I.T. since 2001. Numerous publications in finance.
Clare
Duan
Real Estate Consultant**
Former VP and Director of Acquisitions at Senior Resource Group, integrated senior living owner-operator platform with $3.5 billion AUM.
Terrence
Purcell
Partner, Portfolio Manager
Wharton Alumnus, with three decades of direct investing, and allocating experience in alternative and traditional investments across all sectors.
Doug
Hedley
Portfolio Manager
37 years of investment experience in portfolio management, technical analysis, and global asset allocation
Jordan
Fraser
Partner, Investor Relations
Dartmouth Alumnus, with over twenty years of introductions and support to single- and multi-family offices across numerous U.S. jurisdictions.
Holly
Love
Executive Assistant
Former Compliance Director and Federal compliance specialist. Over ten years of operations, compliance and administrative experience
Kerry Stirton
Estates, Trusts, and Investment Advisory
- 22 years of advisory experience in trusts, portfolio management, research, and alternative investing at leading institutions.
- Previously lead advisor with Alignvest-NorthPoint Investment Partners, implementing the Canada Pension Plan multi-asset portfolio model for family clients
- Managing Director at CIBC Asset Management, where he led the $25 billion Institutional Advisory Business
- Equity investor and analyst with Goldman Sachs’ Proprietary Investment Group
- Senior Multi-industry Research Analyst at Sanford C. Bernstein
- Former Member, Ben Gurion University Endowment
- Degrees from Harvard Law School and the University of Oxford where he was a Rhodes Scholar
Terrence Purcell
Portfolio Manager
- Three decades of direct investing, allocating and consulting experience in alternative and traditional investments and across private and public sectors
- Previously Global Investment Committee member, Head of Customized Fund Solutions and Investment Strategy teams at Permal Group
- Former Principal Investment Officer for Private Equity and Alternative Investments at Connecticut Retirement Plans and Trust Funds (CT). Oversaw private equity, hedge funds, real assets and opportunistic investments. Represented CT on 50 Limited Partner Advisory Committees and sat on Advisory Board of Alternative Investment Forum
- Institutional Investor 2013 Hedge Fund Rising Star. Connecticut's pension fund was named Hedge Fund Large Plan of the Year in 2014 by Institutional Investor and nominated for same award in 2015
- B.S. in Economics, University of Pennsylvania; M.B.A. in Finance, New York University
Jordan Fraser
Head of Investor Relations
- Over twenty years of informal introductions and support to single- and multi-family offices across numerous U.S. jurisdictions
- Former New York Stock Exchange Floor trader for specialist firm LaBranche
- Previously held an executive client relations role at Fortune 100 medical diagnostics corporation
- Director of Mergers & Acquisitions at LabCorp
- Early career positions included investment responsibilities, investor relations, trading, and deal-sourcing
- Former Investment Committee member – Texas Tech University Endowment
- Honors Finance, Texas Tech
- Master’s Degrees, Notre Dame and Dartmouth College
- Graduate Certificate Program, Harvard Business School
Professor Randy Cohen
Senior Advisor To Longwall*
- Professor of Finance and Investment Management at Harvard Business School and M.I.T. since 2001
- Research focused on sources of investment outperformance, investment track record analysis, and manager selection
- Entrepreneur with successful experience in small cap equity investing, hedge fund investments, private credit, and private equity investing on behalf of family office clients
- Numerous publications in first tier finance journals on subjects like Best Ideas investing and Finding Managers who Outperform
- Ph.D. in Finance from the University of Chicago; B.A. (Math) from Harvard University
Clare Duan
Real Estate Consultant**
- Founder & Principal, CD Healthcare Infrastructure Partners
- Former VP and Director of Acquisitions at Senior Resource Group, a fully integrated senior living owner-operator platform with $3.5 billion assets under management from sovereign wealth funds and large institutional investors globally
- Previously VP of Special Situations Group at Colony Capital, a $40 billion global real estate investment firm. Worked on real asset and M&A transactions across US and Europe: senior housing, healthcare and education facilities, data centers, hotels and residential
- Prior to joining Colony Capital, Clare worked at Morgan Stanley Real Estate and UBS Healthcare Investment Banking in New York
- MBA from Massachusetts Institute of Technology (MIT) and B.S. from Boston College
Doug Hedley
Portfolio Manager
- 37 years of investment experience in portfolio management, technical analysis, and global asset allocation
- Portfolio manager with Paritas Capital Management, managing a sector rotation strategy and direct index tax-loss harvesting portfolios
- Managing Director with Fieldpoint Private, advised family offices with over $1.3B in assets.
- Technical analyst developed a proprietary technical trading system for equity index futures.
- Managing Director with Citi, led a team of trust specialists providing complex trust and asset management strategies
- B.S. in Business Administration, Arizona State University
Holly Love
Executive Assistant
- Former Compliance Director and Federal compliance specialist
- Over ten years of operations, compliance and administrative experience
- Website design, management, and search engine optimization
- Supports operations and administrative teams
- Experience in personnel management of 500+ employees
- New hire orientation, training, and continuing education director
- Early career positions include purchasing and human resources
- Previously responsible for account receivables management of over $200M annually from 40+ customer accounts
- Academic and professional writing certification
- B.A. from Nicholls State University
*Unpaid equity holder. **2 Unpaid executive
(214) 683-6381
Inquiries@LongwallIP.com
Address:
600 N Western Ave
Lake Forest, IL 60045
8 Wright St, Suite 107,
Westport, CT 06880
Advisory Services are offered through Longwall Investment Partners, LLC. Longwall is an SEC registered investment adviser and only provides services in states where properly registered or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of Longwall's current written disclosure statement as set forth on Form ADV, discussing Longwall's business operations, services, and fees is available at www.adviserinfo.sec.gov.