Operations/ Client Service

 

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Chris Bowen

Director of Operations & IT

Chris earned his Bachelor of Arts from Bucknell University and his M.B.A. from Fordham University.  Currently Director of Operations & IT at Zeke Capital Advisors, LLC, Chris was most recently Partner, Head of Operations & Chief Compliance Officer at New Amsterdam Partners LLC, and has worked at the Bank of New York (now BNY Mellon) and Chase Manhattan Bank (now JPMorgan Chase).  He is a member of Beta Gamma Sigma (BGS) and Omicron Delta Epsilon (ODE). Chris has been involved in industry groups since 2004 and has served on the AUG The Exchange board since 2007, and as Treasurer from 2009-2012. He has written articles for the AUG newsletter, presented at regional meetings, and participated on conference panels on an array of topics ranging from upgrades and automation to settlements and disaster recovery.

 
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Kimberly J. Rosenthal

Vice President- CCO/ Operations

Kimberly J Rosenthal earned her Bachelor of Science degree in Accounting from Albright College.  Prior to joining Zeke, she held the position as Investment Operations Coordinator at Penn Liberty Wealth Advisors, a division of Penn Liberty Bank.  At PLBWA, Kim was instrumental in day to day branch operations, focusing on IA process management and workflows. 

Kim enjoys attending culinary festivals and spending time with family.  Kim lives in Royersford, PA.

 
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Filippa DePaolo

Sr. Associate- Operations

Filippa earned her Bachelor of Science degree in Marketing from St. Joseph’s University in 1981. Upon graduating, she worked for Fidelity Mutual Life Insurance as a technical documentation writer and trainer in their Computer Systems department. In 1992 she joined Delaware Management Company assisting the small cap growth team.  She subsequently joined Chartwell Investment Partners at its inception in 1997 where her duties included meeting coordination, hedge fund client services, and high net worth client bill paying.

Filippa is an avid salsa and tango dancer.

 
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Catherine Fruehwald-Henry

Associate- Operations

Katie attended West Chester University where she studied Clinical Psychology. Prior to joining Zeke, Katie lived in Washington, DC where she worked for a private defense contractor. While there, Katie worked in administrative support to ensure the smooth operations of multiple company offices as well as domestic and international programs that the organization ran.

Katie now lives in Havertown with her husband, their two children and cat.  In her spare time she likes to travel, read, and spend time with family.

 

Jack Goldman

Associate- Operations

Jack received a Bachelor of Arts degree in Chemistry and English from Arcadia University and an MBA from Pace University.  Most recently he was an Operations Specialist at Pitcairn Trust Company.  He has operations experience at J. Rothschild Capital Management, Pinnacle Associates, Murphy Capital Management and Cooke & Bieler.  He has been a member of Advent User Group since 1996.

Jack enjoys his four grandchildren, two puppies, and gardening with his wife in Springfield, PA.

 

KYLE KING

Associate- Operations

Kyle earned his Bachelor of Science degree in Finance from Bloomsburg University in 2013.  Prior to joining Zeke, Kyle worked at SEI Investments in Fund Accounting within the Investment Manager Services division.  Previously, he also worked within the SEI Private Trust Company in Cash Operations and Liquidity Management.  

In his spare time, Kyle enjoys golfing and playing lacrosse.