Our Team

The breadth and the depth of our leadership team, with many years of investment and insurance experience, strive to deliver exceptional client service.

Leadership

William E. Rotatori
Chairman and Chief Executive Officer
Calvin Clark, Jr.
Vincent J. DeLucia
Chief Investment Officer
James E. Bachman, PhD
Head of Enterprise Capital Return & Risk Management
Karen J. Morais
Chief Compliance Officer
Christopher N. Lech
Head of Client Strategy
Henry A. Trzupek
Head of Investment
Accounting
Robert Emery
Head of Investment
Technology
Marie Callahan
Head of Marketing

New Business

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
Marie Callahan
Head of 
Marketing
David Cohen
New Business
Development Professional
Drew Sullivan
New Business
Development Professional

Employee Spotlight

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:



Nga Nguyen
  • Senior Investment Accountant
  • Started with NEAM in 2001

“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.”