John D. Aiello

Manager, Portfolio Administration at Shepherd Kaplan LLC

John D. Aiello

John D. Aiello

Manager, Portfolio Administration at Shepherd Kaplan LLC

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Director, Reporting at Shepherd Kaplan LLC

Relationship likelihood: Strong

Senior Analyst at Athena Capital Advisors LLC

Relationship likelihood: Strong

Senior Manager, Risk & Operations at Sectoral Asset Management, Inc.

Relationship likelihood: Average

Former Fund Advisor at SSgA Funds Management, Inc.

Relationship likelihood: Average

Vice President at Boston Capital Corp.

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Analyst-Asset Management at Boston Capital Corp.

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Chief Administrative Officer at Foreside Financial Group LLC

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Fund Advisor at MFS Institutional Advisors, Inc.

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Chief Executive Officer at PineBridge Investments LLC

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Senior Investment Operations Analyst at MIT Investment Management Co.

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John D. Aiello
Manager, Portfolio Administration at Shepherd Kaplan LLC
Education
B.S. in Business Administration
Class of 2002

University of Massachusetts Lowell is a high-ranking university, with several nationally recognized academic departments. Located about 30 minutes from Boston in Lowell, Massachusetts, UMass Lowell offers more than 100 degree programs at the undergraduate and graduate levels. UMass Lowell has several nationally recognized, research-oriented programs, including science and engineering. These programs undertake groundbreaking research and also provide exceptional work opportunities for its students and graduates. Other programs at UMass Lowell include liberal and fine arts, humanities, health-related programs, teacher education and social sciences. UMass Lowell also offers a range of internship opportunities for students who wish to gain experience in their field of study. Student life options at UMass Lowell include more than 100 diverse student organizations, leadership programs and community service opportunities. Lowell’s admissions policies are moderately competitive. Financial aid is available to eligible students through loans, academic scholarships and other sources to help cover tuition.

Career History
Manager, Portfolio Administration
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Reporting Analyst
2009 - 2011

Athena provides access to investment strategies and techniques used by the largest and most sophisticated institutional investors. We seek to consistently generate superior risk-adjusted returns and serve as our clients Chief Investment Officer and investment staff. Our core values emphasize: EXCELLENCE Athena believes in a proactive, detailed and adaptive approach to investment management and client service. Athena does not chase alpha, but rather, seeks consistent progress towards long-term strategic goals. PASSION Athena's enthusiastic and dedicated staff strives to provide quality service, innovative portfolio management and practiced solutions that best fit the needs of each client. INTEGRITY Athena manges portfolios with the client's individual needs in mind, creating an authentic and customized solution, while acting with the highest ethics and professionalism. CARING Athena is a boutique firm that promotes a "family-like" atmosphere with the goal of providing an enduring legacy for our clients.

Fund Advisor
Prior

SSgA Funds Management (SSgA FM) uses quantitative methods, as well as an industry-specific bottom-up investment approach to select stocks. The firm's mutual funds and institutional portfolios follow the same management style. They offer a broad range of strategies including: Active, Enhanced, and Passive Equity; Active & Passive Debt; Cash Management; Multi-Asset Class Solutions; Real Estate (including Direct Real Estate); Senior Loans; Managed Futures; and Private Equity. cash and real estate. ^The firm's Active, Enhanced & Passive are designed to outperform relative to benchmarks while maintaining appropriate risk exposure. Active equity strategies include enhanced equity and active quantitative strategies. The strategies cover market-cap and style segments of the market including: large-cap core, large-cap growth, large-cap value, mid-cap, small-cap, small-cap value, all-cap, and long-short equity. They also manage long-short and long-short market neutral strategies.SSgA FM's Active & Passive Debt strategies seek to meet clients' objectives by controlling risk, while diversifying sources of excess return. The firm offers a range of investment styles from passive to active, short to long duration, tax-exempt, sovereign to high yield, and single country to global. The strategies typically use a stratified sampling methodology to build portfolios with the same characteristics as the index using quantitative and fundamental methods.^SSgA FM's cash strategies seek to generate current income while preserving capital and liquidity by investing in diversified portfolios of short-term securities.SSgA FM's Multi-Asset Class strategies employ an asset allocation model as means of diversification and seeks to position assets among major investment categories. The goal is to manage risk and enhance returns.SSgA FM is an advisor to funds that employ both passive and actively managed REITs investing strategies. They also offer direct real estate investment strategies.SSgA FM is an advisor to a fund that employs senior loan investing strategies. An unaffiliated sub-advisor directs the investments of the fund.SSgA FM's Managed Futures strategy allocates assets using two approaches: a managed futures strategy and a fixed income strategy. The managed futures strategy seeks to capture returns tied to global macroeconomic trends in the commodity futures markets, taking both long and short positions. The fixed income strategy is designed to generate interest income and capital appreciation to add diversification to the returns generated by the managed futures strategy.SSgA FM's Private Equity strategies focus on rigorous partner selection, thorough evaluation of quality investment opportunities, and fundamental, research-driven research. The strategies make direct or co-investments across sectors, as well as fund investments.

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