Our Team

Thomas E Deegan
Chief Executive Officer

Frank J Codey
Chief Operating Officer

Al Gilmore
Chief Compliance Officer
OCIO ETF Investment Team

Brian Lockwood, CFA
Portfolio Manager
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Portrfolio Manager, Piton Investment Management
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Sr Portfolio Manager, HSBC
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Fixed Income Manager, Ramius Capital Group
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Fixed Income Manager, DLJ / Credit Suisse Asset Management
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Chartered Financial Analyst
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New York Society of Security Analysts (NYSSA)
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EDUCATION:
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Villanova University, B.A.
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Dan Hughey, CFA
Portfolio Manager
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Portrfolio Manager, Piton Investment Management
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Portfolio Manager, HSBC
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Chartered Financial Analyst
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EDUCATION:
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Hofstra University, B.B.A. in Finance (magna cum laude)
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OPER ETF Investment Team

James Fortescue
Portfolio Manager
- Founding Partner, Piton Investment Management
- Chief Operating Officer, Annaly Capital Management
- Director, RCAP Securities (FINRA Regulated Broker Dealer)
- Director, Shannon Funding LLC (Warehouse Lending Company
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- US Treasury & Risk Management Association Securities Lending & Borrowing Legal & Regulatory Round Table - Markets Stability Panel
- EDUCATION:
- Siena College, B.S. in Finance
- New York Institute of Finance, Mortgage Backed Securities Studies

Frank Codey
Portfolio Manager
- President, Equinox Group Distributors
- Chief Operating Officer, Equinox Fund Management
- Director of Operations, Funding, & Risk, Braver Stern Securities
- Executive Director & Product Manager, Fixed Income Securities Prime Brokerage, JP Morgan.
- Senior Managing Director, Bear Stearns & Co. Fixed Income Prime Brokerage, specializing in mortgage and structured products.
- The Center for Business Analytics, Villanova University - Advisory Council
- Accordo Compliance Solutions - Advisory Board
- EDUCATION:
- Boston University, B.S. in Business, Finance concentration
- Villanova University, M.S. in Analytics

Tara Spillane
Trader
- Senior Vice President, Piton Investment Management
- Portfolio Management Team, Annaly Capital Management
- EDUCATION:
- Saint Joseph's University, B.S. in Business Administration, Finance concentration.
PIFI ETF Investment Team

Brian Lockwood, CFA
Portfolio Manager
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Portrfolio Manager, Piton Investment Management
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Sr Portfolio Manager, HSBC
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Fixed Income Manager, Ramius Capital Group
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Fixed Income Manager, DLJ / Credit Suisse Asset Management
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Chartered Financial Analyst
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New York Society of Security Analysts (NYSSA)
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EDUCATION:
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Villanova University, B.A.
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Ralph Chan
Portfolio Manager
- Vice President & Senior Trader, HSBC
- Trade Specialist, Brown Brothers Harriman and Company
EDUCATION:
- Baruch College, B.B.A.(cum Laude) Finance and Investments
Associates

Flynn Coffey
Research Analyst / Intern
- Assisted in market research for Exchange Traded Funds.
- Sourced performance data and performed analysis of competitor fund offerings
- Assembled fund information for SEC filings and future fund marketing.

Jason Liu
Research Analyst / Intern
- Managed project to acquire and process new datasets for sales segmentation utilizing Python
- Assisted in developing new data model for digital marketing SQL database
- Designed data extraction process for users for sales segmentation

Griffen Coffey
Summer Intern 2020
- Assisted in market research for a new Fixed Income Exchange Traded Fund.
- Assembled fund information for regulatory filings and future fund marketing.
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by clicking here for OCIO,here for OPER and here for PIFI. Please read the prospectus carefully before you invest.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV) and may trade at a discount or premium to NAV. Shares are not individually redeemable from the Fund and may only be acquired or redeemed from the fund in creation units. Brokerage commissions will reduce returns. Additional risks include, but are not limited to, investments in debt securities including high yield and mortgage and asset backed securities, foreign and emerging markets securities, REITs, MLPs, small-and mid-cap securities, and investment in other ETFs. The fund invests in other investment companies and bears it proportionate share of fees and expenses of other investment companies. Please refer to the prospectus for additional risks of investing in the fund.
References to other mutual funds should not be considered an offer to buy or sell those securities.
The ClearShares OCIO ETF, OPER ETF and PIFI ETF are distributed by Quasar Distributors, LLC. ClearShares LLC. is an independently owned and operated investment advisor.