Fund Inception | 12/01/2021 |
Name of Issuer | Curasset Capital Management |
Fund Advisor(s) | Curasset Capital Management, LLC |
Sub-Advisor(s) | -- |
Fund Managers for CMIFX
Peter Strzalkowski
Portfolio Manager since 10/09/2021
Peter Strzalkowski serves as CEO and portfolio manager of Curasset Capital Management. From 2009-2020 he was responsible for the performance of core, credit, and limited-term bond strategies at OppenheimerFunds in his role as senior portfolio manager, senior vice president, and co-team leader. Prior to joining the Core Bond Team in 2009, Peter was a portfolio manager on OppenheimerFunds’ Cash Strategies team. Peter holds a B.S. in finance from Virginia Commonwealth University. He is a CFA charterholder.
Avinand Jutagir
Portfolio Manager since 10/09/2021
Avinand Jutagir serves as senior portfolio manager for Curasset Capital Management. He is responsible for security selection and allocation decisions. Avinand performed these duties previously at OppenheimerFunds from 2010- 2019, as a member of the Core Bond Team. From 2008 through 2010, Avinand was a consultant with S&P’s Global Data Solutions U.S RMBS Edition team. Avinand holds a B.A. in economics from the University of Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder.
Benjamin Rockmuller
Portfolio Manager since 01/31/2024
Benjamin Rockmuller serves as co-portfolio manager of Global Allocation Strategy, Global Multi-Alternatives Strategy, Global Multi-Asset Income Strategy, Global Multi-Asset Growth Strategy, Portfolio Series Strategies, and related strategies.
Previously, Benjamin oversaw the execution of quantitative trading strategies and risk management for about $24 billion of assets, including Global Strategic Income Strategy, International Bond Strategy, Active Allocation Strategy, Global Multi Strategies and Event-Linked Bond Strategy.
Benjamin holds a B.B.A in finance from the University of Massachusetts at Amherst and an M.B.A from New York University’s Stern School of Business. Additionally, he is a CFA® charter holder.