Anthony J. Basile
Managing Director/CIO, StoneRidge PMG Advisors, LLC
Investment Experience: 1973 to Present
Anthony “Buck” Basile, with 40 plus years of fixed income experience, is the Managing Director, Chief Investment Officer and Chairman of the Investment Policy Committee at StoneRidge PMG Advisors, LLC. His principle responsibilities are portfolio duration, yield curve strategy and review of our proprietary quantitative models. Formerly, Buck was a Managing Director and Partner of PMG Advisors, an institutional fixed income advisor from 1996 through June of 2015. Prior to the founding of PMG Advisors, Buck was head of fixed income and a partner at Cashman, Farrell and Associates. Buck joined Cashman, Farrell in 1988 and was responsible for building and directing their fixed income effort where fixed income assets grew from virtually nothing to $1.5 billion. Mr. Basile began his investment career in 1972 at a regional PA bank and prior to Cashman Farrell was President of IDS Fixed Income Advisors. Mr. Basile received his B.A. in Business Administration from Butler University.
Craig A. Moyer, CFA
Sr. Portfolio Manager, StoneRidge PMG Advisors, LLC
Investment Experience: 1981 to Present
Craig has over 34 years of experience in the financial services industry. He joined StoneRidge in 2007 as Partner and Director of Fixed Income. His responsibilities include fixed income product management and development and client relations. Prior to joining StoneRidge, Craig was a founding member, Senior Fixed Income Manager and Chief Fixed Income Strategist for Meridian Investment Company. In 1998, he became in principal at RRZ Investment Management Company and co-founded his own investment management firm, Providence Investment Advisors. He merged the firm in 2003 and became Principal and Portfolio Manager there. Subsequently, in 2005 he joined a regional Pennsylvania bank and participated in the establishment of their institutional advisory unit before joining StoneRidge. He received his B.A. from the Pennsylvania State University. He is a member of the Institute of Chartered Financial Analysts, the Financial Analysts Federation of Philadelphia and the Philadelphia Bond Club. In addition, Craig has been an investment lecturer at numerous professional schools and seminars.
Richard A. Zackroff
Principal & Managing Director/Sr. Portfolio Manager, StoneRidge PMG Advisors, LLC
Investment Experience: 1972 to Present
Rick is a Managing Director, Senior Portfolio Manager at StoneRidge PMG Advisors, LLC. He is a member of the Management and Investment Policy Committees and is responsible for research relating to portfolio sector allocation decisions and internal credit analysis. Formerly, Rick was a Principal and Managing Director of PMG Advisors LLC from 1996 through June of 2015. Prior to the founding of PMG Advisors, he was a General Partner of Cashman, Farrell and Associates. Rick joined Cashman Farrell in 1990 as Director of Fixed Income Research and later became co-head of the Fixed Income Department. His entire career in the investment field has been concentrated in fixed income securities. Additionally, Rick was affiliated with various Wall Street firms in their fixed income departments. Mr. Zackroff received his undergraduate and graduate degrees from Drexel University.
Folu O. Abiona
Portfolio Manager, StoneRidge PMG Advisors, LLC
Investment Experience: 1995 to Present
Folu has 20 years of experience in institutional investment management. Her primary responsibilities at StoneRidge are fixed income portfolio management, client servicing and new business development. She started her investment career at CoreStates Bank N.A., where she managed short- and intermediate-term corporate cash portfolios. She was also Portfolio Manager for 2A-7 money market funds under the Core Funds brand. Through a merger, CoreStates became First Union Bank. She continued her investment management responsibilities as Associate Director under Evergreen Asset Management. Most recently, Folu was at Brandywine Global Investment LLC (BGIM), where she served as a Fixed Income product expert within the client service group. She was responsible for communicating the complex investment strategies of the firm’s international fixed income products to clients and consultants. In her various career roles, she has worked with a broad spectrum of fixed income instruments. Folu holds an M.B.A. from Temple University and a B.Sc. From the University of Ife, Nigeria.
Natalie P. Adler
Portfolio Manager/CCO, StoneRidge PMG Advisors, LLC
Investment Experience: 1987 to Present
Natalie is a Portfolio Manager and a member of the Investment Policy Committee at StoneRidge PMG Advisors, LLC. In addition to overseeing the SRPMGA compliance program as Chief Compliance Officer, she is responsible for trade execution, trade allocation, as well as, supervision of account administration and client services. Formerly, Natalie was a Principal, Fixed Income Trader and Chief Compliance Officer at PMG Advisors LLC from 1996 through June of 2015. Prior to the founding of PMG Advisors, Natalie was the Fixed Income Trader for Cashman, Farrell and Associates and gained much investment experience while working with various investment institutions in the Philadelphia area before joining Cashman, Farrell. Natalie is a graduate of Temple University.
Gail M. Habecker, CFA
Director of Research, StoneRidge PMG Advisors, LLC
Investment Experience: 1980 to Present
Gail is the Director of Research and a member of the Investment Policy Committee at StoneRidge PMG Advisors, LLC. She maintains the proprietary models and technology systems and also serves as SRPMGA’s Performance Analyst. In her role as Economist, she monitors and assembles our data on economic fundamentals including GDP, inflation and Federal Reserve policy. Formerly, Gail was a Principal, Analyst, and Economist at PMG Advisors, LLC from 1996 through June of 2015. Prior to the founding of PMG Advisors, she was Portfolio Manager and Analyst at Cashman, Farrell and Associates. Over her career, Gail has developed numerous quantitative tools that contribute to SPRMGA’s portfolio decision-making process. Gail is a graduate of the Wharton School of the University of Pennsylvania and Juniata College. In 1991, she earned the designation of Chartered Financial Analyst from the CFA Institute.