Steve Levy serves as President and Chief Investment Officer of BirdRock Asset Management.  He is responsible for overseeing the Small Cap Value and Large Cap Value portfolios and is a member of the Investment Committee.  Mr. Levy began his career as a reinsurance analyst with The JI Companies in Austin, TX before moving to Janus Capital in 1999. For the past five years, he served on the Investment Committee of Richard P. Slaughter & Associates and has managed the Small Cap Value portfolio since its inception in January of 2004. He has an undergraduate degree in Political Science and Spanish with an emphasis in International Relations from San Diego State University, and studied emerging markets, economics and U.S. Foreign Policy in Latin America at the Universidad Colegio Anahuac in Guadalajara, Mexico in 1986-87.  Mr. Levy holds an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning.

Christina Cannella serves as Managing Director and Assistant Chief Investment Officer for Bird Rock Asset Management.  She is responsible for overseeing the day-to-day operations of the company and is a member of the Investment Committee as well as active in management of the Small Cap Value and Large Cap Value portfolios. Prior to joining BRAM she was the Assistant Chief Investment Officer for the Public Employees Retirement System of Nevada, and with the San Antonio Fire and Police Pension Fund as well as Janus Capital.  She has an undergraduate degree from Texas A&M University and a Masters of Business Administration from Georgetown University.

Heather Justman, CPA serves as Comptroller for BirdRock Asset Management.  She is responsible for the firm’s accounting and taxes.  She has a diverse accounting background, working in real estate management and development, oil and gas property and acquisition, and non-profit accounting, as well as partnership taxation.  Ms. Justman received her Bachelor’s of Science in Accounting from the University of Wisconsin – Eau Claire.

 

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