Our Team

The Progress Team

Executive Leadership

Thurman V. White, Jr.
Chief Executive Officer

Thurman is responsible for the vision and values of Progress, as well as leadership to achieve the firm’s operational, financial and strategic goals. He chairs the Management Committee and serves as a voting member of the Investment Committee.
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Mona S. Williams
President

Mona is responsible for the firm’s business operations outside of portfolio management, research and finance. This includes business development and sales, client and consultant relationship management, fund administration, information technology and compliance. She is a member of the Board of Directors where she chairs the Management Committee.
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Patricia J. Gerrick
Chief Investment Officer

Patricia directs all Progress investment activities. She serves on the firm’s Management Committee and chairs its Investment Committee.
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Jose Balagot
Deputy Chief Investment Officer

As a member of the firm's Portfolio Management team, Jose leads the firm's manager research function and is involved in client portfolio construction, monitoring and rebalancing. He is a voting member of the Investment Committee and a member of the Management Committee.
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Beverly Pasley-Harrison
Chief of Administration and Operations

Beverly oversees the Compliance, Administration and Operations functions of the firm. She is a member of the Management Committee.
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Rita Cai
Senior Vice President, Finance

Rita is responsible for all finance and accounting operations at Progress, including financial planning, internal controls and treasury functions, and also liaises with both clients and sub managers regarding fees, contracts and other financial arrangements. She is a member of the Management Committee.
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Investments

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

As a member of the firm’s investment team, Safia is responsible for managing client portfolios, including portfolio construction, manager evaluation, monitoring performance and rebalancing. She is a voting member of the Investment Committee.
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Tony J. Lee
Senior Vice President and Portfolio Manager

Tony is a member of the investment team and responsible for managing client portfolios, including portfolio construction, manager evaluation, monitoring performance and rebalancing. Tony is a voting member of the Investment Committee.
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Laura K. Nickols
Vice President of Investments and Business Risk Due Diligence

Laura is responsible for conducting research on funded and prospective managers, preparing research reports and making manager recommendations. Furthermore, she assists in the monitoring, analysis and evaluation of funded accounts.
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Christina Wang, CFA
Vice President and Associate Portfolio Manager

Christina is responsible for manager sourcing, research and monitoring, performance measurement and evaluation, portfolio analytics, risk analysis, and research tools development.
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Tung Ming
Senior Research Analyst

Tung is responsible for assisting and supporting the Progress Investment team with respect to manager research and portfolio analytics.
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Janice M. Osugi, CFA
Assistant Vice President and Senior Investment Analyst

Janice is responsible for manager sourcing, research and monitoring, and supporting the analysis and evaluation of funded accounts.
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Judy Liu, CFA
Senior Investment Analyst

Judy is responsible for conducting manager sourcing, due diligence and monitoring, performance evaluation, and portfolio analytics.
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Andrew Finver
Director of Hedge Fund Research

Andrew is responsible for leading the research and manager sourcing for the firm’s Hedge Fund platform. He is involved with the selection and portfolio construction with regards to emerging hedge funds.
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Marketing and Client Service

Janie S. Kass, CFA
Deputy Global Head, Marketing and Client Service

Janie is responsible for client relationship management and for helping lead the Marketing and Client Services team.
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Marcus L. Alexis
Senior Vice President, Institutional Sales

Marcus is responsible for strategic business development and sales to plan sponsors and other institutional investors. He specializes in Foundations, Endowments, and Corporate channels, but serves and has experience with all institutional client types, including consultants.
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Margaret E. Caldwell
Senior Vice President, Institutional Sales

Peggy is responsible for strategic business development and sales to plan sponsors and other institutional investors. She specializes in Corporate, Endowment, and Public Fund channels, but serves and has experience with all institutional client types, including consultants, RIAs and Family Offices.
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Linda D. Cornett
Vice President, Client Service

Linda is responsible for all aspects of internal client service. She serves as a resource to the Client Relationship Management Team and coordinates client aspects of portfolio rebalancing as part of the Transition Team. In addition, Linda responds to ad hoc client, consultant and internal requests.
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Eleonora Pambrun
Vice President, Marketing and Business Development

Eleonora is responsible for marketing, lead generation and brand communication initiatives. She also contributes to building new client relationships.
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Operations and Compliance

Sabrina Brutus, CCEP
Vice President, Operations and Manager Compliance

Sabrina is responsible for ensuring that the company’s middle office operations and manager compliance procedures are rigorously applied in order to prevent violations of client guidelines and federal securities laws. She is also responsible for monitoring legal and ethical business practices.
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Hilda Wong
Vice President, Fund Administration

Hilda focuses on all aspects of investment operations including fund account reconciliation, performance calculation and maintenance of fund transition in the accounting system. She also acts as a liaison between Progress, sub-managers and custodians.
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Richa Sharma
Vice President, Information Technology

Richa is responsible for all of the information technology-related initiatives at Progress, including projects and operations. Richa provides technical design and architecture guidance, as well as management for information-technology projects.
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