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Advisor Information for KCVIX

Fund Inception02/27/2015
Name of IssuerKnights of Columbus Asset Advisors
Fund Advisor(s)Knights of Columbus Asset Advisors LLC
Sub-Advisor(s)--

Fund Managers for KCVIX

David Hanna
Portfolio Manager since 02/27/2015
Mr. Hanna is Head of Equity Portfolio Management at Knights of Columbus Asset Advisors. Mr. Hanna oversees the firm’s equity strategies and investment process. He serves as lead portfolio manager for the international equity strategy, co‒manages the global strategy, and was a founding team member of the international product launch in 2008. Mr. Hanna has specific expertise in the areas of international investing and risk management. Mr. Hanna has more than 35 years of industry‒related experience. Prior to joining the firm in 2007, he was a senior portfolio manager in the Global Hedge Fund Strategies Group at State Street Global Advisors (SSgA), where he managed US and European equity portfolios and traveled globally to support some of the world’s largest, most sophisticated institutions. He was with SSgA from 1997 to 2005, working in both the Boston and London offices. Prior to SSgA, he was Vice President, Quantitative Analysis, at Standish, Ayer & Wood from 1992-1997. Prior to that, he worked in proprietary trading, small cap portfolio management, and portfolio insurance. Mr. Hanna earned a BS degree in Finance from Pennsylvania State University in 1987 and completed an honors degree with a thesis on derivatives hedging entitled, "Portfolio Insurance ‒ A Simulation Using Binomial Option Pricing Theory." He also attended the Institut Universitaire de Technologie in Nice, France, focusing on European business. He is a graduate of Gordon Conwell Theological Seminary, earning an MA with coursework focused on faith‒based economic development and social justice.
Douglas Riley
Portfolio Manager since 02/27/2015
Mr. Riley is the Lead Portfolio Manager for the firm’s Large Cap Core equity strategies, covering both Growth and Value styles, and serves as Co‒Manager of the firm’s Global Equity product. He brings over thirty years of fundamental, technical, and quantitative investment experience to the equity team, playing key roles in launching the firm’s Large Cap Growth and Small Cap Growth products as well as spearheading asset allocation analysis and portfolio strategy. He has extensive financial writing experience serving both internal and external clients, including the creation of Investment Policy Statements and manager‒specific guidelines. As a member of the Institutional Investment team, Mr. Riley chairs the firm’s Asset Allocation Committee. Prior to joining the firm in 2002, Mr. Riley was a Vice President and Portfolio Manager at Babson‒United Investment Advisors. In addition to serving as Vice Chairman of the Investment Committee, he managed private accounts for high‒net-worth clients and institutional portfolios and was instrumental in the development and implementation of a quantitatively‒based stock selection process. He earned a BBA with a concentration in finance from Emory University and received his MBA from Northeastern University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Boston.
James Gaul
Portfolio Manager since 02/27/2015
Mr. Gaul is an Equity Portfolio Manager at Knights of Columbus Asset Advisors. As a member of the Equity Team, he is lead portfolio manager on the firm’s Small Cap Growth and Large Cap Growth strategies. He is also responsible for management and oversight of the fundamental research analyst team. Mr. Gaul has twenty‒five years of industry‒related experience, including investment banking, sales and trading, and investment management. Prior to joining the firm in 2005, he was an institutional fixed income sales professional with Commerce Capital Markets, Inc. and Advest, Inc. Previously, he worked closely with non‒profit and municipal borrowers structuring tax‒exempt bond issues for Advest, Inc.'s Public Finance Investment Banking department. Mr. Gaul earned a BS degree in investments from Babson College, a MS degree in investment management with High Honors at the Boston University Questrom School of Business, and is a member of Beta Gamma Sigma International Honor Society. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Boston. He is also a member of the Benjamin Franklin Classical Charter Public School Board of Trustees where he serves on the Finance Committee.
Eric Eaton
Portfolio Manager since 10/01/2019
Mr. Eaton is a Portfolio Manager and Equity Analyst at Knights of Columbus Asset Advisors. As a member of the Institutional Equity Team, Mr. Eaton is the lead portfolio manager on the firm's Large Cap Value and Small Cap Value strategies. In addition to his portfolio management responsibilities, Mr. Eaton also contributes to the firm's fundamental research efforts. As an Equity Analyst, Mr. Eaton conducts fundamental research with primary coverage of the financials, real estate and energy sectors. He is responsible for doing deep research into individual companies along with identifying industry‒level trends that generate actionable investment ideas. Mr. Eaton joined the firm in 2011 as an analyst for the Institutional Equity Team. In this role, he was responsible for in‒depth equity research and ad hoc research projects. In 2014, Mr. Eaton managed the Small Cap Growth strategy. After taking a brief hiatus for business school, Mr. Eaton rejoined the firm in 2016, leading the integration efforts for the acquisition of Weyland Capital Management. After merging the two firms, he was the lead portfolio manager for the Global Tactical Asset Allocation (GTAA) strategy; his role included research into macroeconomic and market trends and assisting in the asset allocation strategy for the firm. Mr. Eaton earned an MBA from Harvard Business School. He also holds an MS in Finance from Bentley University and a BA in Economics and Accounting from Gordon College. Mr. Eaton holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston and the CFA Institute. He also holds a CPA license in the state of Massachusetts.