Our Team

Sales & Client Service

  • Adria Hall

    Director

    Adria Hall is a Director of Sales & Marketing, responsible for marketing HGK’s investment strategies to institutional clients nationwide. Adria joined HGK in March 2014, with 25 years of institutional sales and client service experience. Prior to this, she was a Managing Director at Mesirow Financial. Adria has also worked at Global Currents Investment Management and Oppenheimer Capital.

    Adria earned a Bachelor of Arts in English with a minor in Business from Saint Mary-of-the-Woods College.

  • Matthew Witschel

    Director
    National Accounts

    Matthew Witschel is the Director of National Accounts, responsible for national account sales, development, and client service. Matt joined HGK in 2009, with over ten years of sales management experience. Prior to joining HGK, he held sales management positions at J&W Seligman and Alliance Bernstein.

    Matt earned a Bachelor of Science degree in Marketing from Rutgers University.

  • Joseph Caretti

    Director

    Joseph Caretti is a Director of Sales & Marketing, responsible for marketing HGK’s investment strategies to institutional clients nationwide. Joe joined HGK in 2011, with over 10 years of industry experience.

    Joseph attended Adrian College and Wayne State University.

  • August Baglio

    Director

    August Baglio is a Director of Sales & Marketing, responsible for marketing HGK’s investment strategies to institutional clients nationwide. He has been with the Firm since 1990. Prior to joining HGK, Gus managed his own investment advisory company. Gus also worked as a financial advisor at Prudential-Bache.

    Gus earned a Bachelor of Science degree from State University of New York. He is a member of the International Foundation of Employee Benefit Plans.

  • Matthew Kosara, CFA

    Vice President
    Client Portfolio Manager

    Matthew Kosara is a Client Portfolio Manager for HGK’s Value Equity and Fixed Income teams. He has been with the Firm since 2005. Prior to joining HGK, Matt co-founded MAP Management, LLC, where he developed asset allocation and investment strategy for the firm’s institutional benefit plans and individual clients.

    Matthew earned a Bachelor of Science in Management and Finance from Rensselaer Polytechnic Institute’s Lally School of Management and Technology where he graduated Magna Cum Laude. He completed the Chartered Financial Analyst program in 2012, is a holder of the Chartered Alternative Investment Analyst designation, and a member of the New York Society of Security Analysts. In 2008, he co-founded The Alliance of Alternative Asset Professionals, which provides educational events for its more than 3,000 members.

  • Helena Scholz, CFA, CIPM

    Vice President

    Helena Scholz is a Vice President on HGK’s Sales and Client Service team. Helena previously served as an Analyst on the Firm’s Value Equity team. She has been with the Firm since 2008.

    Helena earned a Bachelor of Science degree in Marketing from Lehigh University’s College of Business and Economics. She completed the Chartered Financial Analyst program in 2015, is a CIPM certificate holder, and a member of the New York Society of Security Analysts.

  • John Pendergast

    Analyst

    John Pendergast is an Analyst on HGK’s Sales and Client Service team. He has been with the Firm since 2013.

    John earned a Bachelor of Arts degree in Finance from Pace University.