The breadth and the depth of our leadership team, with many years of investment and insurance experience, strive to deliver exceptional client service.
The breadth and the depth of our leadership team, with many years of investment and insurance experience, strive to deliver exceptional client service.
William E. Rotatori
Chairman and Chief Executive Officer
Bill is Chairman and CEO of NEAM, Inc. and a member of the Firm’s Policy Committee. He joined the Firm as Vice President in 2000, was made President in 2010 and became CEO in 2014. Prior to joining the Firm, Bill was a Senior Vice President of the Portfolio Management Group at Conning Asset Management and previously held various positions within the Investment Group and Asset Management Division at Travelers Insurance Company. Bill is a CFA Charterholder and a member of the Hartford Society of Financial Analysts. A graduate of Georgetown University, Bill also holds an MBA in Finance from the University of Chicago Graduate School of Business. Except for a two-year period when pursuing an MBA from 1988 through 1990, he has been employed in the investment industry since 1986.
Calvin Clark, Jr. ("Chip")
President
Chip is President of NEAM, Inc. and a member of the Firm’s Policy Committee. He joined the Firm in 1991, and prior to becoming President in 2014, had been Head of Client Strategy. Prior to joining the Firm, Chip was a Vice President in the High Yield Department at Credit Suisse First Boston and previously Vice President in the High Yield Commercial Paper Department at Drexel, Burnham, Lambert. Chip is a 1982 graduate of Middlebury College with a Bachelor of Arts in Economics. He has been employed in the investment industry since 1986.
Vincent J. DeLucia
Chief Investment Officer
Vin is the Chief Investment Officer at NEAM, Inc., is responsible for oversight of our fixed income and equity trading, research and investment operations and is a member of the Firm's Policy Committee. He joined the Firm in 1999 as an Asset Class Specialist, specializing in tax-advantaged portfolio management until assuming overall responsibility for the Firm's U.S. Fixed Income operations in 2014. Vin previously worked in several investment positions at General Reinsurance Corporation ("GRC") having joined in 1991 as an Investment Accountant and subsequently joining the Investment Group in 1994. Vin graduated from Fairfield University with a Bachelor of Science degree in Accounting, is a CFA Charterholder and a Certified Public Accountant licensed in the State of New York. He has been employed in the investment industry since 1991.
Mark M. Yu, CFA, FSA, FRM, MAAA
Head of Enterprise Capital Return and Risk Management
Mark is Head of Enterprise Capital Return and Risk Management at NEAM, Inc. responsible for delivering insurance asset allocation, capital management and advanced risk analytics to our global clients. He joined the Firm in 2012 having been a Senior Risk Manager within the Governance and Strategy team at AIG Enterprise Risk Management. Prior to working at AIG ERM, he was a Senior Vice President and Treasury Director within the Group’s Capital Management division of Swiss Re. Mark holds a Bachelor of Arts from National Tsing Hua University in Taiwan, an M.S. from the University of Iowa, is a Fellow of the Society of Actuaries, a CFA Charterholder, a Financial Risk Manager, and is a Member of the American Academy of Actuaries. He has been employed in the insurance or investment industry since 1999.
James E. Bachman, Ph.D.
Executive Enterprise Capital Return and Risk Management Advisor
Jim is an Executive Enterprise Capital Return and Risk Management Advisor at NEAM, Inc. He joined the Firm in 1997. Prior to joining the Firm, he was Chairman and CEO of AEGIS Insurance Services. Prior to Aegis, Jim served as President and CEO of the New Hampshire Group, a division of AIG. He began his insurance career at E.W. Payne, broker at Lloyds followed by The St. Paul Companies as a Financial Analyst, with his last position as President of the Commercial Insurance Division. Jim has served as a Director of Tempest Re, Inter-Ocean Re, Insurance Services Office, Inc. (ISO), National Council of Compensation Insurers (NCCI) and Trustee of Macalester College, and as a founding Director of Actors Theater of St. Paul, an Equity Theater. Jim holds a Bachelor of Arts from Macalester College, an MBA from The Wharton School and a PhD from the University of Pennsylvania where he was a Huebner Foundation Fellow. He has been employed in the insurance or investment industry since 1969.
Karen J. Morais
Chief Compliance Officer
Karen is Chief Compliance Officer at NEAM, Inc. and is responsible for all aspects of the Firm’s compliance activities, including compliance monitoring, assessing the effectiveness and adequacy of the Firm’s compliance policies, training on compliance matters and management of the Firm’s Compliance Group. She joined the Firm in 1996 having previously been employed at the law offices of LeBoeuf, Lamb, Greene and MacRae, L.L.P. and Updike, Kelly and Spellacy, P.C. as a Paralegal. Karen is a graduate of Russell Sage College, holds a Bachelor of Arts degree in International Studies and is a Certified Compliance & Ethics Professional (CCEP®). She has been employed in the investment or legal industry since 1984.
Christopher N. Lech
Head of Client Strategy
Chris is Head of Client Strategy at NEAM, Inc., responsible for delivering investment and capital management services to our clients and is a member of the Firm’s Policy Committee. He joined the Firm in 1996 as a Client Strategist and became head of the Client Strategy Group in 2014. Prior to joining the Firm, Chris was a Managing Director in the Financial Analytics and Structured Transactions Group at Bear, Stearns & Company. Previously he was a Structured Securities Consultant for KPMG Peat Marwick. Chris is a CFA Charterholder, member of the Hartford Society of Financial Analysts and a graduate of Syracuse University with dual Bachelor of Science degrees in Finance and Marketing. He has been employed in the investment industry since 1989.
Henry A. Trzupek
Head of Investment Accounting
Hank is Head of Investment Accounting at NEAM, Inc. He joined the Firm in 1996 having previously been the Manager of Investment Accounting at North American Company for Life and Health Insurance and the Supervisor of Fund Accounting Operations at Stein Roe & Farnham Inc. Hank is a CPA and a graduate of Illinois Institute of Technology with a BBA. He has been employed in the investment industry since 1984.
Robert Emery
Head of Investment Technology
Bob is the Head of Investment Technology at NEAM, Inc. and is responsible for the Firm’s global technology platform supporting our worldwide operations. He joined the Firm as Vice President in 1999 and became the Head of Investment Technology in 2008. Prior to joining the Firm, Bob was the Assistant Director of Technology at Hartford Investment Management Company (HIMCO), the investment management subsidiary of The Hartford Financial Services Group. Prior to joining The Hartford, he was a Manager at Andersen Consulting / Accenture. Bob is a graduate of the University of Connecticut with a Bachelor of Science in Computer Engineering and holds an MBA in Finance from the University of Hartford’s Barney School of Management, is a CFA Charterholder and is a member of the CFA Society Hartford. He has been employed in the investment industry since 1994.
Marie Callahan
Head of Marketing
Marie is Head of Marketing at NEAM, Inc. and is responsible for the Firm's marketing and new business development efforts focused on insurance company investment and capital management capabilities. She joined the Firm in 1999 having previously worked at the Tokyo Dome Corporation’s New York subsidiary in marketing and event promotions. Marie is a graduate of the University of Connecticut with a Bachelor of Arts in English. She has been employed in the investment industry since 1999.
NEAM’s New Business Development Professionals leverage the Firm’s investment and insurance experience to offer unique perspectives and insights to support our clients’ success.
For further information about NEAM, Inc. and the services we provide, please contact:
Tim Bourdon
New Business Development Professional
Tim is a New Business Development Professional at NEAM, Inc. and is responsible for new business development efforts focused on the Firm's insurance company investment and capital management capabilities. He joined the Firm in 2017 having previously worked as a member of Barings LLC's North American Institutional Sales Group. Prior to Barings, Tim began his career with MassMutual's Retirement Services division before taking a role with their investment arm, Babson Capital Management LLC, in 2012. Tim holds a Bachelors of Arts degree in Economics from Trinity College as well as his MBA from the University of Connecticut. He has been employed in the investment industry since 2010.
Marie Callahan
Head of Marketing
Marie is Head of Marketing at NEAM, Inc. and is responsible for the Firm's marketing and new business development efforts focused on insurance company investment and capital management capabilities. She joined the Firm in 1999 having previously worked at the Tokyo Dome Corporation’s New York subsidiary in marketing and event promotions. Marie is a graduate of the University of Connecticut with a Bachelor of Arts in English. She has been employed in the investment industry since 1999.
David Cohen
New Business Development Professional
David is a New Business Development Professional at NEAM, Inc. and is responsible for new business development efforts focused on the Firm's insurance company investment and capital management capabilities. He joined the Firm in 2017 from Miles Capital where he was Head of Sales and Client Engagement. Prior to Miles Capital, David worked for several investment management firms including Hartford Investment Management Company (HIMCO) serving in several sales roles. David is a graduate of Ithaca College with a Bachelor of Science in Accounting. He has been employed in the investment industry since 1996.
Drew Sullivan
New Business Development Professional
Drew is a New Business Development Professional at NEAM, Inc. and is responsible for new business development efforts focused on the Firm's insurance company investment and capital management capabilities. He joined the Firm in 2016 having previously served as a Vice President of Broking, Financial Lines, at Aon, plc and previously held various financial lines underwriting positions within the Financial Institutions Group of Travelers Insurance Company. Drew holds a Bachelors of Arts degree in Economics from the College of the Holy Cross. He has been employed in the investment and insurance industries since 2004.
At NEAM, our mission is to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service.
Meet several of the people who help to differentiate us:
“I demonstrate a dedication to ‘purposeful partnerships’ in my daily activities at NEAM by providing a commitment to honest and quality work in order to develop a long term relationship with clients.”
"The Investment Group interacts directly with our clients. That's a level of partnership most other institutional managers simply will not offer."
"The most satisfying things about working in the insurance asset management industry are the opportunities and challenges it presents and the opportunity to continually be learning."
"Our clients are often directly involved in our solutions, and we have a company-wide open door policy on feedback; we contemplate all requests and suggestions."
