Financial Professional

A Commitment to Quality

High Quality, High Conviction Investing.
An Unwavering Commitment to What We Believe Are the Finest Few.

Our Philosophy
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Investment Strategies

Focused on Depth, Not Breadth.

We focus our efforts on a select number of differentiated businesses that we believe possess a durable competitive advantage and exceptional economics.

Explore Our Investment Strategies
Asset Class

Small Cap, Small-Mid Cap, Mid Cap, Large Cap, All Cap, Long/Short

Strategies by Asset Class
Style

Core, Growth, Value

Strategies by Style
Geography

Domestic, International, Global

Strategies by Geography

Meet the Team Dedicated to Your Success

The Human Capital Behind the Capital

Our investment approach defines us. But it is our people that embody our spirit. Ever passionate, curious, and responsible…and not just at work.

Meet the Team
I enjoy photography and have pictures from my travels around the world. I have also been the company fantasy football champ four times and counting.
Craig Stone
Craig Stone
Chief Investment Officer, Portfolio Manager, Senior Research Analyst, and member of the Executive Management Committee
I have a fear of heights. No ferris wheels or lighthouses for me.
Todd Beiley, CFA
Todd Beiley, CFA
Head of Research, Portfolio Manager, and Senior Research Analyst
I was born in the American Hospital... in Paris!
Julie Biel, CFA
Julie Biel, CFA
Chief Market Strategist, Portfolio Manager, and Senior Research Analyst
I am a Fantasy Football fanatic wrapped tightly around my two daughters' little fingers.
Chris Armbruster, CFA
Chris Armbruster, CFA
Portfolio Manager and Senior Research Analyst
I am a huge baseball fan (Dodgers!) and own over 20,000 baseball cards.
Jon K. Christensen, CFA
Jon K. Christensen, CFA
Portfolio Manager and Senior Research Analyst
I was born in Cairo but grew up in Montana. A natural pairing!
Noran Eid
Noran Eid
Portfolio Manager and Senior Research Analyst
I ran track in college and hope to run a marathon in the next year.
David Forward
David Forward
Portfolio Manager and Senior Research Analyst
I lived six years in Germany as a child, and I eat my fries with mayo.
Hyung Kim
Hyung Kim
Portfolio Manager and Senior Research Analyst
I can’t live without humor. I adore Mark Twain. On special occasions, I write humorous poems for friends and family.
Julie Kutasov
Julie Kutasov
Portfolio Manager and Senior Research Analyst
I enjoy taking multi-day hiking trips either close to home in the Sierras or in other mountain ranges in the U.S. and abroad.
Sean Pompa, CFA
Sean Pompa, CFA
Portfolio Manager and Senior Research Analyst
I like to go on hikes with my kids and follow Boston sports teams.
Richard Sherry, CFA
Richard Sherry, CFA
Portfolio Manager and Senior Research Analyst
I knew I wanted to work in finance after my 5th grade class did a stock picking challenge.
Chris Wright, CFA
Chris Wright, CFA
Portfolio Manager and Senior Research Analyst
I love written and spoken word. I learned English when I moved to America as a child mostly from reading books and performed in school productions in my teens.
Adam Xiao, CFA
Adam Xiao, CFA
Portfolio Manager and Senior Research Analyst
I used to crunch numbers for Boston's 2024 Olympic bid. now I'm looking forward to just enjoying the show when the Games come to LA in 2028.
Victor Zimmermann, CFA
Victor Zimmermann, CFA
Portfolio Manager and Senior Research Analyst
Growing up, I spent 7 years attending music in addition to regular school. I am a big fan of singing — you are likely to find me at a local karaoke spot!
Katie Advena
Katie Advena
Research Analyst
I like to surf, ski and run with the hope that staying active will promote an enduring vigor to keep up with my wife and daughter.
Sean Dixon
Sean Dixon
Research Analyst
I love being in the ocean and have been a diver since the fourth grade.
Luke Longinotti, CFA
Luke Longinotti, CFA
Governance and Sustainability Analyst
I have a U.S. Treasury Savings Bond issued on the day of my birth pinned to my fridge – a gift from my Grandfather.
Mitch Vogt
Mitch Vogt
Research Analyst
I'm skilled at making various types of dumplings - jiaozi, wontons, potstickers, bao - you name it!
Charlie Wang, CFA
Charlie Wang, CFA
Research Analyst
I love food but I am quite a picky eater. I love going to and trying new restaurants but I also love to cook and bake.
Clarissa Ayzenberg
Clarissa Ayzenberg
Associate Research Analyst
I enjoy traveling the world to experience different cultures and food.
Jason Pomatto
Jason Pomatto
Managing Director, Senior Client Portfolio Manager & Institutional Relationship Manager
I met Magic Johnson on my honeymoon in the gym when he asked if he could use my treadmill when I finished.
Ben A. Falcone
Ben A. Falcone
Managing Director, Client Portfolio Manager
At the 1999 Ryder Cup, I was lucky enough to be at the 17th green when Justin Leronard hit the amazing 45 foot putt that clinched the victory for the US.
James B. May, CFA
James B. May, CFA
Managing Director, Client Portfolio Manager
From memory, I can recite the entire intro song to "The Fresh Prince of Bel-Air".
Ben Corser
Ben Corser
Investment Product Specialist
Insights
Article
August 13, 2026 | by Julie Biel
Investment Perspectives Copy
July 2026 Monthly Market Review
Article
August 12, 2026
When Momentum Leadership Reverses
Video
August 3, 2026 | by Julie Biel
Why AI Investors Are Still Searching for a Moat
CNBC Fast Money
Video
August 1, 2026 | by Julie Biel
U.S. Stocks Rise Despite Worst Month for Tech Stocks 
BBC News
Listen
July 30, 2026
Quarterly Stock Market Commentary for Q2 2026
Listen
July 30, 2026 | by Noran Eid
Can Earnings Keep Up?
Mid Cap Growth 2Q 2026 Update | KayneCast 323
See all Insights
Latest News
In the News
May 7, 2026
by Stephen A. Rigali
Stephen Rigali on Building Intentional Growth at KAR
In the News
February 6, 2026
by Ben A. Falcone
Wall Street Rallies After Week Long Tech Slump
Byline
November 5, 2025
by Richard Sherry
KAR Talks US Large Cap Value with The Wall Street Transcript
Byline
April 28, 2025
by Jon K. Christensen
Mid-Cap Stocks Offer Portfolio Security and Diversification Potential
In the News
April 4, 2025
by Julie Biel
S&P 500 Suffers Worst Drop Since COVID as Tariffs Rattle Traders
See all News

By the Numbers*

The People, Experience, and Perspectives Behind KAR.

Leadership Roles Held by Women
48%
Assets Under Management
$48.1 Billion
Diversity
9% 58% 28% 4%
Hispanic or Latino
Caucasian
Asian
African American
Languages Spoken
17
Top 5 other than English
Armenian
Chinese

Farsi

French

Spanish
Experience & Tenure
30%
17
People that have been with KAR for more than 10 years
Average Years of investment team experience
Firm Employees
141
22
Investment Professionals
25
CFAs
37
MBAs

*As of June 30, 2026.

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