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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.

PARTNERS
Jon Sundt - President and Chief Executive Officer
Robert Amedeo - Executive Vice President, Business Development
Matthew C. Osborne - Executive Vice President, Chief Investment Officer
Richard Pfister, CAIA^SM - Executive Vice President, Institutional Research & Sales

Read Partner Bios

ADMINISTRATION
Laura Pyle, PhD - Chief of Staff
Linda Rubio - Executive Assistant
Lurlie Bickford - Administration
Karen Pella - Human Resources
Amy Kichas - Front Desk Coordinator

ACCOUNTING
Barbara Cowgill - Assistant Controller
Amanda Muller - Staff Accountant

MARKETING
Stephen Wands - Marketing Manager
Matthew Habecker - Marketing Specialist
Dean Wu - Marketing Coordinator
Jennifer Sundt - Marketing Assistant

RESEARCH AND INVESTMENTS
Allen H. Cheng - Managing Director, Research and Investments
Lara Magnusen, CAIA^SM - Vice President, Research and Investments
Eric Bundonis - Senior Associate, Research and Investments
Ryan Hart, CFA, CAIA^SM - Senior Associate, Research and Investments
Nicholas J. Maffeo, CAIA^SM - Senior Associate, Research and Investments

LEGAL AND COMPLIANCE
David P. Mathews - General Counsel, CCO
Tricia Zehr - Director, Product Development
Apryl Thompson - Compliance Specialist
Bryce Hunter - Associate Counsel

MANAGED ACCOUNTS
G. Maxwell Eagye - Director, Futures Operations
Michael Lock - Manager, Trade Securities Group
Tan Chau - Managed Accounts Coordinator

OPERATIONS
Elizabeth Hancuff - Manager, Fund Operations
Lisa Cutuli - Operations Specialist
Jennifer Cutsinger - Operations Specialist
Holly Noble - Operations Specialist

INSTITUTIONAL RESEARCH AND SALES
Private Client Group
Todd J. Trusso, CAIA^SM - Director, Private Client Group
Ozzie DiVinere - Senior Vice President, Private Client Group
Jason Pemberton - Vice President, Private Client Group
Chris Maudlin - Vice President, Private Client Group
Michael G. Stendler - Vice President, Institutional Relationship Management
Bret Undem - Vice President, Institutional Relationship Management
Megan Emmer - Client Relationship Manager
Stephanie Waits - Client Relationship Manager
Institutional Group
John Scarcella - Senior Vice President, National Sales Director
Peter Cunningham - Vice President, Alternative Investment Consultant
Adam Gallegos - Vice President, Alternative Investment Consultant
Greg Brucher - Vice President, Alternative Investment Consultant
Jason ZumBerge, CAIA^SM - Co-Director, Institutional Relationships
Vance Barse - Associate Vice President
Eric Nielsen - Associate Vice President
Chris Vigliatore - Associate Vice President, Institutional Relationships

INFORMATION TECHNOLOGY AND SOFTWARE DEVELOPMENT
William B. Hays - Manager, IT and Software Development
Ray Gans - Web Developer
Ryan Pratt - Database Administrator

Read Team Member Bios

CAIASM Charterholders

Altegris currently has several CAIASM Charterholders on staff.

www.caia.org

Careers at Altegris

Know someone who may be interested in joining the Altegris Team? Click here to view current career opportunities at Altegris.

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Home > About Us > Our People > Structure

1200 Prospect Street, Suite 400, La Jolla, California 92037
Toll Free: 800-828-5225 | Phone: 858-459-7040 | Fax: 858-456-9209 | info@altegris.com

Alternative investment products, including hedge funds and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Altegris, a FINRA and NFA member, offers various alternative investments, including hedge funds, futures funds and managed futures and commodities accounts, that may operate in commodities markets and foreign markets, among others. Altegris and/or its officers/partners may have a financial interest in such alternative investments. In working with clients, Altegris acts in its capacity as an SEC-registered Broker-Dealer and/or as a CFTC-registered Introducing Broker and CTA. Although Altegris may give securities-related advice that is incidental to its securities brokerage services, it is not an Investment Adviser. When acting as an Introducing Broker for individually managed accounts, Altegris receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. CTAs may also pay Altegris a portion of the fees they receive from accounts introduced to them by Altegris. When acting as a Broker-Dealer, Altegris enters into selling agreements with hedge funds and futures funds that it offers (including funds sponsored by affiliates), pursuant to which Altegris, with respect to the interests it sells, is paid a portion of the management and/or performance fees charged by the funds or their managers in respect of those interests. Altegris may also provide ongoing managed futures consulting services to its clients for a monthly service charge pursuant to individual managed account consulting arrangements.