Laura is a member of the High Net Worth portfolio management team. Prior to joining Essex in 2002, Laura was a Senior Vice President and Portfolio Manager at Boston Private Bank & Trust Company. Previously, she worked for John Hancock Advisors, Inc. and Wellington Management Company, LLP. Laura is a member of both the Boston Security Analysts Society and the Association for Investment Management Research. Laura received her degree from Connecticut College.

Tom has been a Research Analyst at Essex since 2004. Previously, he was a Vice President, Investment Manager at Baring Asset Management for two years, where he focused on technology companies. Prior to Baring, Tom held a variety of technology research positions over three years at Gerard Klauer Mattison, most recently as Vice President, Equity Research Analyst. In addition, Tom spent four years in the Investment banking Group of State Street Corporation. Tom received a B.A. from the University of Massachusetts and a M.B.A. from Boston University.

Luis has been a Research Analyst at Essex since 2004. Previously, he was a Senior Research Analyst at John Hancock Advisors for one year, where he worked on the John Hancock Biotechnology Fund and the John Hancock Health Sciences Fund. Prior to John Hancock, Luis held a variety of positions over ten years at Neuberger Berman Management, including Associate Portfolio Manager, Equity Analyst, Quantitative Analyst and Systems Analyst. Luis received a B.A. and a M.S. from Boston University.

Prior to joining Essex, Saralyn spent nine years at Burridge Growth Partners. Previously, Saralyn spent two years as an Associate Equity Analyst at Stifel, Nicolaus and Company, Inc. specializing in the analysis and evaluation of gaming companies. Saralyn earned a B.S. in statistics from the University of Michigan, a M.S. in Economics from the London School of Economics and a M.B.A. in Finance and Accounting from the Graduate School of Business at the University of Chicago.

Laura is a member of the High Net Worth portfolio management team. Prior to joining Essex in 2002, Laura was a Senior Vice President and Portfolio Manager at Boston Private Bank & Trust Company. Previously, she worked for John Hancock Advisors, Inc. and Wellington Management Company, LLP. Laura is a member of both the Boston Security Analysts Society and the Association for Investment Management Research. Laura received her degree from Connecticut College.

Tom has been a Research Analyst at Essex since 2004. Previously, he was a Vice President, Investment Manager at Baring Asset Management for two years, where he focused on technology companies. Prior to Baring, Tom held a variety of technology research positions over three years at Gerard Klauer Mattison, most recently as Vice President, Equity Research Analyst. In addition, Tom spent four years in the Investment banking Group of State Street Corporation. Tom received a B.A. from the University of Massachusetts and a M.B.A. from Boston University.

Prior to joining Essex, Marcy spent three years at Burridge Growth Partners. Previously, Marcy spent two years as the Director of Corporate Development for the Levy Organization specializing in the identification and evaluation of potential acquisition/merger/expansion targets. Prior to that, Marcy spent five years as a Financial Analyst for the Zell/Chilmark Fund. Marcy earned a B.A. in International Relations from the University of Pennsylvania, and a M.M. degree from the Kellogg Graduate School of Management, Northwestern University.

Luis has been a Research Analyst at Essex since 2004. Previously, he was a Senior Research Analyst at John Hancock Advisors for one year, where he worked on the John Hancock Biotechnology Fund and the John Hancock Health Sciences Fund. Prior to John Hancock, Luis held a variety of positions over ten years at Neuberger Berman Management, including Associate Portfolio Manager, Equity Analyst, Quantitative Analyst and Systems Analyst. Luis received a B.A. and a M.S. from Boston University.

Steve is the President of Essex and has direct portfolio management responsibilities for private clients. As one of Essex’s three Managing Principals, he is responsible for the overall management of Essex. Prior to joining Essex in 1989, Steve was President and Director of Baring America (formerly Endowment Management & Research Corp.) for eighteen years. Prior to Baring, Steve was Director of Investments and Portfolio Manager for the Massachusetts Company and was a Portfolio Manager and Analyst for five years at Keystone. Steve is a member of the Boston Security Analysts Society and is a Chartered Financial Analyst. He serves as a Trustee of Babson College and is a member of the Investment Committee of the South Shore YMCA. Steve earned his A.B. degree from Brown University and received his M.B.A. from Babson College.

Jessica has been a Research Analyst at Essex since 2008. Previously, she worked as a Senior Associate at Glocap Search. Prior to that, Jessica was an Associate at Wachovia Capital Partners for two years and an Analyst at Banc of America Securities for one year. She received a B.A./ B.S. from Georgetown University.

David is a Portfolio Manager on Essex's Large Capitalization and Growth Equity strategies. Prior to joining Essex in 2004, David spent ten years at Alliance Capital Management, L.P. where he was a Senior Portfolio Manager for five years and an Equity Analyst for five years. Previously, David was an Engineer/Scientist at McDonnell Douglas Space Systems Co. in California. David received his B.S. in Engineering at the University of Michigan and his M.B.A. from the Fuqua School of Business at Duke University.

Sarah has been a Research Analyst at Essex since 2006. Previously, she spent five years at Putnam Investments working as an Investment Associate on the Consumer Team and also as an Offshore Compliance Specialist. Prior to that, Sarah was a Client Services Manager for Renaissance Worldwide for two years. She received a B.A. from the College of the Holy Cross.

Prior to joining Essex, Laura spent two years at Burridge Growth Partners. She earned a B.A. in Economics from Loyola University Chicago.

Joe is Chairman and Chief Investment Officer of Essex. He has direct portfolio management responsibilities on a variety of funds and on behalf of private clients. He is a member of the firm’s Management Board. Prior to founding Essex in 1976, Joe was Executive Vice President and Director of Endowment Management & Research Corp. for nine years. Before 1967, Joe was Vice President and Senior Portfolio Manager at the Massachusetts Company. Currently he is serving as Trustee of National Public Radio, Trustee of the Dana Farber Cancer Institute, and is a Trustee and member of the Children’s Hospital Investment Committee. He received his A.B. degree from Yale University and his M.B.A. degree from the Wharton School of Finance.

Prior to joining Essex, Anu spent two years at Ardennes Capital, LLC as a research analyst specializing in technology and health care. Previously, her work experience included time at Fidelity Investments, Hughes Network Systems and Lucent Technologies. Anu earned a B. Tech from Calicut University, India and a M.B.A. degree from Babson College.

Prior to joining Essex, Saralyn spent nine years at Burridge Growth Partners. Previously, Saralyn spent two years as an Associate Equity Analyst at Stifel, Nicolaus and Company, Inc. specializing in the analysis and evaluation of gaming companies. Saralyn earned a B.S. in statistics from the University of Michigan, a M.S. in Economics from the London School of Economics and a M.B.A. in Finance and Accounting from the Graduate School of Business at the University of Chicago.

Susan has been a Research Analyst at Essex since 2008. Previously, she worked as a Senior Analyst at Magnetar Capital LLC for two years. Prior to that, Susan worked as a Managing Director at both Baker Nye and Kenner & Company. She received a B.S. from Smith College and a M.B.A. from the Kellogg Graduate School of Management, Northwestern University.

Matthew has been a Research Analyst at Essex since 2008. Previously, he worked as an Associate at Deutsche Bank Securities. Prior to that, Matthew was an Investment Officer at Independence Investments, LLC for five years. He received a B.A. from Colgate University and a M.B.A. from the University of Chicago.

Prior to joining Essex in 1992, Susan was an Executive Vice President with Blue Star Holding, Inc. for four years. Before Blue Star, Susan was Vice President in the Mergers & Acquisitions, Corporate Finance Department at the Bank of Boston for seven years and with Morgan Guaranty Trust Company for five years. She earned her B.A. degree from Wellesley College and received her M.B.A. from Harvard Business School.

Bill oversees Essex’s institutional marketing effort and is responsible for communicating our investment strategies and philosophy to the consultant community. Prior to joining Essex in 2008, he spent fifteen years as a sales executive and consultant at Depuy Orthopaedics. Bill received his B.A. from the University of Massachusetts and his M.B.A. degree from Babson College..

Jennifer is a member of Essex’s marketing team focused on communicating our investment strategies to the institutional marketplace. She is responsible for completing marketing questionnaires, submitting Request for Proposal (RFP) responses, and responding to consultant requests. Prior to joining Essex in 2004, Jennifer spent two years at Eaton Vance Management as an operations representative. She received her B.A. from Tufts University.