Jay is a Vice President of Sales & Marketing. He is responsible for marketing and client service of HGK’s investment strategies to institutional clients.
Jay joined HGK in 2017 and has over 20 years of experience in the financial industry.
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Maria Sosa
Maria Sosa is an Accounting Specialist, responsible for accounts payable, accounts receivable, and accounting for travel and entertainment expenses at HGK. She joined the Firm in 2007.
Prior to working at HGK, Maria worked at Chase Bank, K. Hovnanian Homes, and Medco.
Angela Puglissi
Angela Puglissi is a Trade Support Specialist. She is responsible for the confirmation and settlement of all equity and fixed income trades. Angela also assists with client support and record retention.
She has been with the Firm since 1990.
JoAnn Conry
JoAnn is a Managing Partner, Operations Manager and Compliance Manager. JoAnn manages the back office operations department, overseeing trade settlements, account reconciliations, and client reporting for all HGK strategies. JoAnn is responsible for administrative responsibilities for HGK’s Compliance Department.
She has been with the Firm since 1988.
Joseph Caretti
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.
Matthew Witschel
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.
David Ayres, CFA
Strategies: Small Cap Value, Large Cap Value, Small Cap International
David Ayres is a Co-Portfolio Manager for the Small Cap Value strategy and Small Cap International strategies and a Senior Analyst for the Value Equity team. He is responsible for security selection for the Small Cap Value strategy and Small Cap International strategies and financial analysis for the Value Equity team. David has been with the firm since 2009 and has served the Value Equity team as a research analyst and trader.
David earned a Bachelor of Arts degree in Economics from the College of the Holy Cross. He completed the Chartered Financial Analyst program in 2014 and is a member of the New York Society of Security Analysts.
Stevens Sheppard
Stevens Sheppard is a Private Client Portfolio Manager and is responsible for equity and fixed income investing for HGK’s high net worth clients. He has been with the Firm since 2000. Prior to joining HGK, Steve was a Vice President in Smith Barney’s Capital Markets division. He has also worked at Barclays, PaineWebber, and Euro Broker Harlow Ltd.
Stevens earned a Bachelor of Arts in Political Science with minors in Economics and History from the University of Arizona. He is a Certified Cash Manager.
Matthew Kosara, CFA
Matthew Kosara is the Chief Risk Officer on HGK’s Value Equity team and 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.
David C. Hauck, CPA
David Hauck is a Managing Partner, serving as HGK’s Chief Operating Officer and Chief Compliance Officer. He is responsible for managing the administrative, financial, and compliance operations at the Firm. David has been with HGK since 1999 and has more than 37 years of investment experience. Previously, David was the Senior Client Portfolio Manager for HGK’s Value Equity strategies. Prior to joining HGK, he held senior institutional sales positions at Donaldson Lufkin & Jenrette, Kidder Peabody, L.F. Rothschild, and Prudential Bache. Dave was an Audit Supervisor at Touche Ross & Co.
David earned a Bachelor of Science in Accounting from C.W. Post College. He earned his Certified Public Accountant designation in 1981.
David is a member of HGK’s Board of Directors.
John Pendergast
John Pendergast is the Senior Performance 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.
Geoffrey Hauck, CFA
Strategies: Small Cap Value, Large Cap Value, Small Cap International
Geoffrey Hauck is a Co-Portfolio Manager for the Small Cap Value strategy and Small Cap International strategies and a Senior Analyst for the Value Equity team. He is responsible for security selection for the Small Cap Value strategy and Small Cap International strategies and financial analysis for the Value Equity team. He has been with the firm since 2010.
Geoffrey earned a Bachelor of Arts degree in Economics and Philosophy from Colgate University. He completed the Chartered Financial Analyst program in 2014 and is a member of the New York Society of Security Analysts.
Helena Scholz, CFA, CIPM
Strategies: Small Cap Value, Large Cap Value, Small Cap International
Helena Scholz is a Co-Portfolio Manager for the Small Cap Value strategy and Small Cap International strategies and a Senior Analyst for the Value Equity team. She is responsible for security selection for the Small Cap Value strategy and Small Cap International strategies and financial analysis for the Value Equity team. Helena has been with the firm since 2008. She served six years as a Research Analyst on the Value Equity team in addition to roles overseeing performance analysis and as a product specialist for the Value Equity strategies.
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.
Christopher Gerne
Christopher Gerne is a Portfolio Manager on HGK’s Short Duration Fixed Income strategy and is responsible for research and trading for HGK’s Fixed Income strategies. He has been with the Firm since 2002. Prior to joining HGK, Previously, Chris worked at Deutsche Bank, Acadian Asset Management, and State Street Bank.
Christopher earned a BBA degree in Finance from Radford University’s College of Business and Economics. He is a member of the Fixed Income Analysts Society. Chris has completed his Series 7, 55, and 63 (inactive) securities examinations.
Anthony Santoliquido
Anthony Santoliquido is a Senior Portfolio Manager on HGK’s Fixed Income team and is responsible for security selection and portfolio construction for HGK’s Fixed Income strategies. He has been with the Firm since 1992. Prior to joining HGK, Anthony worked at Hilliard Farber & Co. and Morgan Stanley.
Anthony earned a Bachelor of Science degree in Finance from the Villanova University School of Commerce and Finance. He is a member of the New York Society of Security Analysts and the Fixed Income Analysts Society.