Gotham Asset Management, LLC

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC in New York, NY, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Gotham Asset Management since 2009 and Foreside Fund Distributors LLC since 2014. Gotham Asset Management is a value-oriented equity investment manager serving pooled vehicles and institutional managed accounts, including private funds, mutual funds, ETFs, and sub-advised vehicles. The firm advises a range of investors such as pension plans, endowments, corporations, trusts, and governmental entities, employing bottom-up fundamental research and a proprietary database to manage long/short and long-only equity portfolios with a focus on risk, tax, and liquidity considerations.

Lisa Charkoudian Barry is a financial advisor at Gotham Asset Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Gotham since 2013. Barry also serves as Head of Wealth Management at the firm. Gotham Asset Management is a value-oriented equity investment manager serving pooled vehicles and institutional accounts, including pension plans, endowments, corporations, and trusts. The firm employs bottom-up fundamental research and manages a range of products, including private funds, mutual funds, and ETFs, with a focus on risk, tax, and liquidity considerations.

Oliver Irwin is a financial advisor at Gotham Asset Management, LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Foreside Funds Distributors LLC, Lord, Abbett & Co. LLC, and Northwestern Mutual. He also worked at The Smith Center for Infectious Disease and has experience in business development within private wealth sales. Gotham Asset Management is a value-oriented equity investment manager serving pooled vehicles and institutional managed accounts such as private funds, mutual funds, and ETFs. The firm uses bottom-up fundamental research and a proprietary database to manage long/short and long-only equity portfolios for a diverse client base that includes pension plans, endowments, corporations, and government entities.

Rory Collins is a CFP® with 28 years of industry experience, currently serving at Gotham Asset Management, LLC since 2012 and Foreside Funds Distributor LLC since 2013. He holds Series 63 and Series 65 licenses. Gotham Asset Management is a value-oriented equity investment manager advising pooled vehicles and institutional managed accounts, including private funds, mutual funds, and ETFs. The firm serves pension plans, endowments, corporations, trusts, governmental entities, and select high-net-worth individuals, employing bottom-up fundamental research and managing portfolios with attention to risk, tax, and liquidity considerations.