Personal Service with the Resources of a Larger Firm

Finding the right team to help you select alternative investments is not easy. It requires a firm large enough to possess the resources you need to help find, analyze and select quality money managers, but also a firm that understands your specific goals and can offer you the level of personalized service you require.

Altegris has developed a company structure built from the ground up to meet and exceed the expectations our clients.

Altegris is Structured to Help You Meet Your Investment Goals

We believe that each of the departments, and the individuals within them, play an equally important role in the value that Altegris offers our clients. Together, the departments form a team focused on enabling your success.


Jon Sundt - President and Chief Executive Officer
Robert Amedeo - Executive Vice President
Matthew C. Osborne - Executive Vice President, Chief Investment Officer
Richard Pfister, CAIASM - Executive Vice President, Institutional Research & Sales

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Administration
Laura Pyle, PhD - Chief of Staff
Linda Rubio - Executive Assistant
Amy Kichas - Front Desk Coordinator

Marketing
Stephen Wands - Marketing Manager
Christopher Markos - Senior Financial Writer
Matthew Habecker - Marketing Specialist
Dean Wu - Marketing Coordinator

Product Review
Allen H. Cheng - Managing Director, Research and Investments
Lara Magnusen, CAIASM - Vice President, Research and Investments
Nicholas J. Maffeo, CAIASM - Senior Associate
Eric Bundonis - Senior Associate
Mark Dombrowski, CFA - Senior Associate
Sophia Wong - Associate

Operations and Accounting
David P. Mathews - General Counsel, CCO
G. Maxwell Eagye - Director, Futures Operations Trade Services Group
Tricia Zehr - Director, Product Development
Elizabeth Hancuff - Fund Operations Manager
Apryl Thompson - Compliance Specialist
Michael Lock - Manager, Trade Services Group
Lurlie Bickford - Administration
Holly Noble - Operations Specialist
Barbara Cowgill - Assistant Controller
Karen Pella - Human Resources
Tan Chau - Managed Accounts Coordinator
Jennifer Cutsinger - Operations Specialist
Lisa Cutuli - Operations Specialist
Amanda Muller - Staff Accountant

Business Development
John P. Scarcella - Senior Vice President, National Sales Director
Jason ZumBerge, CAIASM - Co-Director, Institutional Relationships
Rob Rosenbaum - Co-Director, Institutional Relationships
Ozzie DiVinere - Senior Vice President, Private Client Group
Todd J. Trusso, CAIASM - Vice President, Private Client Group
Adam Gallegos - Vice President, Alternative Investment Consultant
Michael G. Stendler - Vice President, Institutional Relationship Management
Bret Undem - Vice President, Institutional Relationship Management
Steve Klawitter, CAIASM - Associate Vice President
Jason Pemberton - Associate Vice President
Vance Barse - Associate Vice President
Eric Nielsen - Associate Vice President
Stephanie Waits - Client Relationship Manager
Megan Emmer - Client Relationship Manager
Jennifer Young - Operations Specialist

Software Development
Narendra Gidwani - Director, Software Development
William B. Hays - Senior Software Engineer
Ray Gans - Web Developer

Information Technology
Steven Obergfell - IT Manager
Ryan Pratt - Database Administrator

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