Zeke Capital Advisors Research Team
Paul M. Polries, CFA, CAIA – Partner, Head of Research
Paul M. Polries earned a Bachelor’s degree in Electrical Engineering from the University of Michigan and an MBA from Washington University in St. Louis. Paul holds the Chartered Financial Analyst designation.
Prior to joining Zeke, Paul was Managing Director, Head of Research at Overture Investments where he led the firm’s efforts in research and selection of investment managers. Serving as the Director of Investment Research at Windermere Investment Associates, Paul directed the firm’s research process on traditional managers. Prior to joining Windermere, he served as Director of Research for Lockwood Financial Group, overseeing a group of analysts responsible for evaluating, selecting and terminating investment managers from the managed account program.
He is a member of the CFA Institute and the CFA Society of Philadelphia. Paul lives in West Chester, Pa., with his wife, Jeanne, and their two children.
John F. Kemmerer, CAIA – Director of Private Equity
John F. Kemmerer earned his Bachelor of Science and MBA degrees from Duke University. For the five years prior to joining Zeke, John was a Senior Research Analyst at Citi Smith Barney, focused on sourcing and researching alternative investments within the institutional consulting group.
Previously, John was a Portfolio Manager, Risk Manager and Chief Operations Officer for Carpathian Investment Group in support of its Carpathian Fund I, LP. From 1987 to 1998, John held various positions at proprietary trading firm Tague Securities Corporation. He holds the Chartered Alternative Investment Analyst designation and has been involved in exam development for the CAIA Association.
John and his wife, Caitlin, have three children and live in Malvern, Pa. As a family, they enjoy a wide variety of outdoor activities and are also active in volunteering for Chester County Council, BSA and Alex’s Lemonade Stand Foundation.
Kevin J. O'Shea, Esq., CPA – Director of Hedge Funds
Kevin J. O'Shea earned his Bachelor of Science degree, magna cum laude, from Binghamton University and an MBA from The University of Chicago. He also earned a JD degree from the University at Buffalo School of Law. Kevin is a Certified Public Accountant and a member of the New York State Bar.
Kevin was most recently a Partner, Senior Vice President at Persimmon Capital and was responsible for co-managing the firm’s funds of hedge funds. Prior to Persimmon, Kevin was a Director, Senior Analyst at Radcliffe Capital Management, a multi-strategy hedge fund primarily focused on convertible bond arbitrage strategies. The firm’s assets grew to over $700 million during Kevin’s eight years at Radcliffe. Before joining Radcliffe, Kevin was a Vice President in Technology Investment Banking at Deutsche Bank in San Francisco. Before moving to San Francisco, he worked as a Vice President in Deutsche Bank’s Global Chemicals Investment Banking Group in New York. Kevin specialized in Mergers & Acquisitions and Corporate Finance during his time at Deutsche Bank. Prior to Deutsche, he was an Associate in the Mergers & Acquisitions Groups at SG Cowen and Prudential Securities.
Kevin lives in Devon, PA with his wife, Halie, and two children.
Nick Zamparelli, CFA MBA – Director of Investment Strategy
Nick earned a Bachelor of Arts degree in Economics with a concentration in Finance from Bucknell University and an MBA from Drexel. Prior to joining Zeke, he was an equity analyst at BlackRock where he worked on the firm's Fundamental Growth and Global Growth Equity fund teams. Nick joined Zeke in 2009 as an analyst on Zeke, LP, a privately offered long-short equity hedge fund.
Nick is a member of the CFA Institute and CFA Society of Philadelphia. Nick lives in Yardley, PA with his wife, Dana, and two sons.
Ryan Notvest, CFA – Investment Analyst
Ryan earned a dual degree in Finance and Economics, as well as a minor in Computer Science, from West Chester University. He is a CFA Charterholder. Prior to joining Zeke, Ryan was a sell side analyst at Craig-Hallum where he covered small and mid-cap software companies. Previously, he worked at SEI Investments as a member of the fund accounting and administration team for private equity funds. Outside of work, Ryan is an avid hockey fan and referees local youth leagues. He currently resides in East Norriton with his fiancée.
Joseph Bodnar – Investment Analyst
Joseph Bodnar graduated with a Bachelor of Science degree in Finance with a minor in Economics from Saint Joseph’s University in 2009. Upon graduation, he joined Citco Funds as a member of the financial reporting team preparing financial statements for hedge fund clients. While at Saint Joseph’s, Joseph was a four-year member of the university’s soccer team.