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, CFA
Ben A. Falcone, CFA
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
Listen
November 5, 2026 | by Jon K. Christensen
Can AI Create a New Efficiency Story for Small Caps?
Small Cap Core 3Q 2026 Update | KayneCast Ep. 329
Listen
November 3, 2026 | by Jon K. Christensen
What Higher Rates Mean for Mid-Cap Businesses
Mid Cap Core 3Q 2026 Update | KayneCast Ep. 328
Video
November 2, 2026 | by Julie Biel
Can the Dollar Keep Up?
CNBC Fast Money
Listen
October 28, 2026 | by Julie Kutasov
When Strong Businesses Get Stronger
Small Mid Cap Core 3Q 2026 Update | KayneCast Ep. 327
Listen
October 28, 2026 | by Julie Biel
PCE, Yields, and Tech Trade
Bloomberg Radio
Listen
October 26, 2026 | by Julie Kutasov
The Market’s Ultimate Stress Test
Small Cap Quality Value 3Q 2026 Update | KayneCast Ep. 326
See all Insights
Latest News
In the News
October 26, 2026
by Sean Pompa
The Case for Active Management in Emerging Markets
In the News
October 9, 2026
by Julie Biel
The AI Craze is Making These Quality Stocks More Affordable
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
See all News

By the Numbers*

The People, Experience, and Perspectives Behind KAR.

Leadership Roles Held by Women
48%
Assets Under Management & Advisement
$40.8 Billion
As of 9/30/26
Diversity
58% 28% 8% 6% 1%
Caucasian
Asian
Hispanic or Latino
African American
Other
Languages Spoken
17
Top 5 other than English
Armenian
Chinese

Farsi

French

Spanish
Experience & Tenure
31%
17
People that have been with KAR for more than 10 years
Average Years of investment team experience
Firm Employees
139
21
Investment Professionals
24
CFAs
36
MBAs

*As of September 30, 2026. Assets Under Management & Advisement include discretionary assets under management ($29.9B) and assets associated with model portfolios provided to third-party platforms and advisers ($10.9B).

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