Our Team

The Progress Team

Executive Leadership

Thurman V. White, Jr., President and Chief Executive Officer

Our Progress business model allows us to build our business by helping our clients to achieve their investment objectives, and providing opportunities for other investment managers to deliver value for our clients. In this way we all work in partnership to achieve our vision to “change the face of the investment management industry.

Alex Hsiao, Chief Investment Officer

We expect all of our investment professionals to contribute to the firm’s success, meaning they are rewarded for their contributions, but they are also expected to own the responsibility of their actions and ideas.

Jose Balagot, Deputy Chief Investment Officer

So...be your name Buxbaum or Bixby or Bray or Mordecai Ali Van Allen O'Shea, you're off to Great Places! Today is your day! Your mountain is waiting. So...get on your way!
– Dr. Seuss, Oh, the Places You'll Go!

Mona S. Williams, Executive Vice President

We do not own the client relationships. We are stewards, entrusted with the privilege of serving our clients at this moment in time. Recognizing this, we strive to live up to that privilege by maintaining the highest standards of quality, excellence and value in all aspects of our client service.

Beverly Pasley-Harrison, Chief of Administration and Operations

A strong compliance foundation is the cornerstone that helps ensure trust and confidence from all of our stakeholders.

Rita Cai, Senior Vice President, Finance

The importance of money flows from it being a link between the present and the future.
– John Maynard Keynes


Safia B. Mehta, CFA, Senior Vice President and Portfolio Manager

An investment in knowledge pays the best interest.
– Benjamin Franklin

Tony J. Lee, Senior Vice President and Portfolio Manager

We are what we repeatedly do. Excellence, then, is not an act, but a habit.
– Aristotle

Laura K. Nickols, Vice President, Investments

For everything in life, there is a trade off.

Christina Wang, CFA, Vice President and Associate Portfolio Manager

Investing is a combination of science and art, and maybe a little bit of luck.

Tung Ming, Senior Research Analyst

The balance of risk and reward is a challenge we as a firm and individuals rise up to.

Janice M. Osugi, CFA, Assistant Vice President and Senior Investment Analyst

Live to your potential by carving out a meaningful philosophy and executing to it. If you don’t know your philosophy, it is easy to get lost.

Andrew Finver, Director of Hedge Fund Research

All that is gold does not glitter,
Not all those who wander are lost;
The old that is strong does not wither,
Deep roots are not reached by the frost.
From the ashes a fire shall be woken
A light from the shadows shall spring;
Renewed shall be blade that was broken
The crownless again shall be king.
– J.R.R. Tolkien

Marketing and Client Service

Marcus L. Alexis, Senior Vice President, Marketing and Client Service

Innovation-the heart of the knowledge economy-is fundamentally social.
– Malcolm Gladwell

Linda D. Cornett, Vice President, Client Service

Customer service is just a day in, day out ongoing, never ending, unremitting, persevering, compassionate, type of activity.
– Leon Gorman, CEO L.L.Bean

Eleonora Pambrun, Assistant Vice President, Marketing and Business Development

A brand that captures your mind gains behavior. A brand that captures your heart gains commitment.
– Kent Huffman

Operations and Compliance

Sabrina Brutus, CCEP, Vice President, Operations and Manager Compliance

Do what you love and enjoy the people you do it with, everything else will fall into place.

Hilda Wong, Vice President, Fund Administration

Fund accounting accuracy ensures data integrity and the confidence of our clients.

Richa Sharma, Vice President, Information Technology

Good business leaders create a vision, articulate the vision, passionately own the vision, and relentlessly drive it to completion.
– John Welch

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