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.

Jennifer Quisenberry
Chief Investment Officer

Jennifer is the Chief Investment Officer at NEAM, Inc. and a member of the Firm’s Policy Committee. She is responsible for oversight of our fixed income and equity trading, research, and investment operations. She joined the Firm in 2007 and, prior to her current position, served as Head of Structured Securities. Before joining NEAM, she was Head of Structured Research at Conning Asset Management and a Managing Director at Structured Finance Advisors. Jennifer holds a Bachelor of Arts in Economics and Finance from McGill University, has an MBA in Finance from New York University and is a CFA Charterholder. She has been employed in the investment industry since 1986.

Mark M. Yu, CFA, FSA, FRM, MAAA
Head of Enterprise Capital Strategy

Mark is Head of Enterprise Capital Strategy 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.

Bill Wilcox
Chief Compliance Officer

Bill is the 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. Bill joined the Firm in December 2020, having previously been employed at Prudential Financial.  At Prudential, Bill most recently served as Vice President and Chief Compliance Officer for Prudential Advisors and Prudential Annuities Distributors. In this capacity, Bill  managed the compliance team addressing investment advisory, insurance, broker-dealer and regulatory matters. Bill previously served as Chief Legal Officer for Prudential’s Individual Life and Distribution functions. Bill has extensive experience in the financial services industry, serving in compliance and legal roles addressing securities, asset management, insurance, international, and investment advisory roles with Travelers Life & Annuity, ING and Hartford Financial. He is a member of the Connecticut, Massachusetts and New Jersey (in house) bars. He graduated from the University of Connecticut with a BA in History and with a JD from Suffolk University School of Law. He has been employed in the investment or legal industry since 1990.

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.