Hamersley Partners

About Hamersley

 

About Hamersley Partners

Hamersley Partners was founded in 2004 in Boston, Massachusetts. In 2005, we began marketing our initial clients to the institutional marketplace. Since then we have expanded our client roster to include other complementary high-conviction managers.

We strongly believe that our diverse experiences allow us to view institutional investment manager marketing in both a traditional as well as a 21st century way. Our duality gives us many advantages; the knowledge to select high-conviction managers, the foresight to direct our marketing efforts to the appropriate types of investors, the tools to create compelling marketing collateral, the ability to innovate and continually leverage technology to improve our marketing efforts, and the energy to build relationships with key decision-makers across the entire investor-spectrum. We have the ability to reach our distribution channels efficiently and effectively.



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Peter Pavlina
Managing Principal

Peter has more than 25 years of experience in institutional investment management. Before starting Hamersley Partners, he worked at Oechsle International Advisors where he was responsible for institutional consultant and plan sponsor marketing, client service and portfolio management. Prior to that, he was an international equity analyst at Keystone Custodian Funds and a tax accountant at Price Waterhouse in Silicon Valley. Peter has an MBA from the Sloan School at the Massachusetts Institute of Technology, an MS in Taxation from Golden Gate University, and a BS in Finance and Accounting from Santa Clara University. Peter was an Instructor in Management at Harvard University’s Division of Continuing Education from 2013-2017 and  co-authored a financial accounting textbook. To learn more about the textbook, please visit www.pavlinasingh.com. Peter holds Series 7, 63 and 24 securities licenses and is a Certified Public Accountant. He formerly served as Chairman of Bottom Line, a Boston based non-profit focused on college success for high school and college students.

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Michael Wren
Senior Associate

Michael has more than 12 years experience in the investment management industry. At Hamersley Partners he is responsible primarily for sales and business development for Hamersley Partners’ clients. Prior to joining Hamersley Partners he worked with Parker Point Capital in a similar capacity engaging in institutional marketing for investment managers. Concurrently while working with Parker Point, he also managed the team of research analysts with Brighton House Associates, an investment marketing research firm. Prior to that, he held positions at both John Hancock Distributors and Evergreen Investments working in retail sales and client service respectively. Mr. Wren is a graduate of Salve Regina University with a BA in History. He holds Series 6, 7, and 63 licenses.

Jill Shoemaker

Jill has over 22 years of experience in the institutional asset management industry. At Hamersley Partners, she is providing marketing, client service, and consultant relations services. Prior to joining Hamersley Partners, she worked on the US Institutional Team for two London-based firms: Henderson Global Investors and Gartmore Global Partners. Prior to those firms, she worked at Oechsle International Advisors in the Marketing and Client Service Group. And prior to that, she worked in the Marketing Team at the precursor firm to what is now Natixis.  She is a member of PAICR, an organization dedicated to investment management marketing and communications professionals. She is also on the Board of Directors for the RJ Marshall Company based in Southfield, Michigan. She graduated from Wheaton College (IL) with a BA in Economics.

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Karen Gendron

Karen has been providing SEC broker-dealer registered FINOP services for Hamersley Partners since 2005, and has over 18 years of experience in the securities industry. As FINOP, Karen is responsible for Hamersley Partners’ compliance with applicable net capital, recordkeeping, and other financial and operational rules under NASD Rule 1022 and SEC Rule 15c3-1 governing the maintenance of books and records. Prior to this, Karen worked as a Financial Analyst at Bottomline Technologies, and was a licensed Financial Planner with A.G. Edwards & Sons and IDS Financial Services (holding Series 7, 63, and Life & Health Insurance licenses) for over a decade. Karen has a BS in Business Administration Degree with an Accounting Concentration from the Whittemore School of Business and Economics at the University of New Hampshire. She currently holds a Series 28 securities license.

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Christopher T. Marquet
Marquet International (Due Diligence Services)

Christopher is the founder and CEO of Marquet International Ltd. and has more than a quarter of a century of professional experience in the investigative, litigation support, business intelligence, and security consulting industry. From 2002 to 2005, Mr. Marquet was a founding principal of Citigate Global Intelligence. Prior to Citigate, Mr. Marquet spent 19 years at Kroll Associates in a variety of operational and senior management positions, most recently as Senior Managing Director and head of Kroll’s operations in the Northeast region. He also served as Senior Managing Director and leader of worldwide business development for Kroll. Named the youngest Managing Director in that firm’s history in 1993, Mr. Marquet was a senior member of the international division responsible for managing key strategic relationships. Mr. Marquet received an A.B. degree from Dartmouth College with a triple major in Physics, Economics, and Philosophy.