Gary is Performa’s Chief Operating Officer and a member of the Executive Management Team. Gary was previously the firm’s Chief Compliance Officer. Prior to Performa, Gary was a Senior Auditor at Deloitte & Touche Tohmatsu International, located in Bermuda, specializing in audits of investment companies, off-shore hedge funds and captive insurance management. He also worked in the Business Advisory & Assurance Services group at Deloitte & Touche LLP, specializing in audits of financial service companies. Gary graduated from Pepperdine University with a Bachelor of Science degree in Accounting.
Kathy is Performa’s Chief Compliance Officer – US. Before joining Performa, Kathy was employed as a Compliance Officer at Loring, Wolcott & Coolidge Trust Company where she was responsible for regulatory and internal compliance oversight. Prior to that, Kathy worked for Old Mutual Asset Management Trust Company as their AML Compliance Officer, Client Service Manager and Treasurer. She has over 15 years of experience in the financial services industry in various areas such as compliance, client service and fund administration. Kathy graduated from Saint Anselm College in 1995 with a Bachelor of Arts degree in Accounting and a minor in Human & Work Relations.
Adam is Performa’s Head of Portfolio Management Operations responsible for daily oversight of global trading operations and the ongoing strategic evaluation of operational based projects and controls. Prior to joining Performa, Adam was Vice President of Operations at Maple Capital Management where he was responsible for managing the new account onboarding process and operational workflow. Prior to joining Maple Capital, Adam was the Head of Operations at Dwight Asset Management Company. Adam’s primary responsibilities at Dwight included Fixed Income trade processing, new account setup, and portfolio accounting oversight. Adam graduated from Providence College with a Bachelor of Science degree in Business Management/Finance, and is currently completing his Masters in Science in Accounting.