Mr. Moran joined Penn Capital in 2016 and is responsible for oversight of the firm’s marketing and client service functions as well as the firm’s intermediary and institutional distribution channels. He also serves as Chairman of the Product Management Committee, charged with overseeing the firm’s product development as well as serving on the firm’s Executive Committee which drives overall strategy and management of the firm.
Mr. Moran brings over 25 years of financial services experience covering asset management, brokerage, banking and insurance for both foreign and domestic firms. He has worked for Pacific Financial, the holding company of PIMCO, Pacific Life, Montgomery Asset Management, J P Morgan Investment Management and Turner Investment Partners. Mr. Moran was President of Constellation Funds Group and founding partner of BHR Fund Advisors which was acquired by Dundee Wealth of Toronto, Canada. In 2014 he began consulting for various asset management companies with a focus on institutional, foreign and alternative firms.
During his career, Mr. Moran has led six different mutual fund groups to industry leading sales and AUM growth. His expertise covers a broad array of topics including building mutual funds, structuring fund adoptions, liquid alternatives, and defined contribution channels. He was an early advocate of the RIA and sub-advisory distribution channels for institutional focused investment management firms. Mr. Moran has been a frequent industry speaker and has written about trends affecting the US mutual fund industry.
Mr. Moran is a graduate of the University of Richmond with a degree in Economics.
Samantha Lowry, Director of Institutional Relationship Management
Ms. Lowry began her career at Penn Capital in 2017 as Director of Institutional Relationship Management focusing on both consultant and client relationships. She has almost 20 years of experience in the financial services industry focused on consultant and client service relationship management. Previously, Ms. Lowry has served as Director of Consultant Relations and Institutional Sales at Philadelphia International Advisors, as well as Senior Relationship Manager and Senior Consultant Relations Manager at Aberdeen Asset Management. Additionally, she has held various business development positions at Turner Investment Partners and Glenmede Trust Company. Ms. Lowry received a BA in English Literature from Temple University and an MBA in Management from St. Joseph’s University.
Ms. Nolan began her career at Penn Capital in 2016 as Senior Client Service Director focusing on Institutional Client Service. Ms. Nolan has over 20 years of experience in the financial services industry including institutional client service and consultant relationship management, investment manager research, and sales support roles. Prior to joining Penn Capital, Ms. Nolan spent nine years at CBRE Clarion Securities LLC most recently as Assistant Vice President, Global Marketing and Client Service/Institutional Investor Relations. Prior to her tenure at Clarion, she held positions at AMG Funds (formerly Managers Investment Group), Rorer Asset Management, Glenmede Trust and Wilmington Trust. Ms. Nolan received a BS in Business Administration and an MBA in Finance from the University of Delaware. She holds FINRA Series 6, 7 and 63 securities licenses.
Mr. Snyder began his career at Penn Capital in 2015 and is responsible for providing leadership to the firm’s intermediary distribution team as well as introducing new products into the retail/intermediary marketplace. Mr. Snyder has over 15 years of experience in the financial services industry working with registered investment advisors, banks, and financial intermediaries. Prior to joining Penn Capital, most recently Mr. Snyder held the position of Senior Regional Director at William Blair. He also held positions at Lazard Asset Management LLC and Nuveen Investments. Mr. Snyder is a member of the Investment Management Consultants Association (IMCA) and holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisors (CPWA) designations. He graduated with a BS in Public Service with Executive Option from Pennsylvania State University and holds FINRA Series 24, 7 and 63 securities licenses.
Mr. Loizeaux began his career at Penn Capital in 2008. He is responsible for marketing to plan sponsors, national/regional consultants and servicing institutional clients in the Southeastern US. Mr. Loizeaux has over 31 years of experience in institutional money management sales and client services. Prior to joining Penn Capital, Mr. Loizeaux served as a Vice President of Institutional Sales & Client Service with Prudential Investment Management - Fixed Income and Quantitative Management Associates. He received a BS in Accounting and Finance from Fairleigh Dickinson University and holds FINRA Series 7 and 63 securities licenses.
Mr. Leming began his career with Penn Capital in 2011. He is responsible for marketing to national/regional consulting firms and institutional investors throughout the US and managing relationships with the firm’s institutional clients. Mr. Leming has over 20 years of experience in financial services including more than 15 years of experience in institutional asset management client servicing and sales. Prior to joining Penn Capital, Mr. Leming served as a Vice President in the Global Client Group at BlackRock, where he was responsible for developing and maintaining relationships with institutional investors. He received an MBA from Villanova University and a BS in Business Administration and Finance from Albright College. Mr. Leming holds FINRA Series 7 and 63 securities licenses.
Mr. Larson began his career at Penn Capital in 2016 and focuses on business development efforts in the Western Region of the United States. He brings extensive experience in leveraged finance, sales, marketing, and management to Penn Capital. Over the past fifteen years, Mr. Larson has focused his talents on financing and managing start-up companies, securing funding through accredited investors and improving performance. His industry expertise includes software and services, manufacturing, and Business Process Outsourcing. Mr. Larson has provided consulting regarding Customer Relationship Management (CRM) and sales force peak performance. He holds FINRA Series 7 and Series 63 securities licenses.
A graduate of the University of Notre Dame, Mr. Larson earned his MBA from the Darden School at the University of Virginia. He is currently the President of the Board of Directors for Harbor WildWatch, a 501(c)(3) charitable organization that promotes environmental science education regarding the Puget Sound in Washington state.
Mr. Hinckle began his career at Penn Capital in 2016 and focuses on business development efforts in the Mid-Atlantic Region of the United States. Prior to joining Penn Capital, he was a Regional Vice President at BPV Capital Management and also held distribution and relationship management positions at Deutsche Asset Management, Hartford Financial Services/PLANCO. Mr. Hinckle began his professional career teaching high school History in Pennsylvania. He graduated with a BA from Loyola University and a Masters of History from Temple University. Mr. Hinckle holds FINRA Series 7, 6, and 63 securities licenses.
Ms. Cosgrave began her career at Penn Capital in 2014 as National Accounts Manager, serving as the point of contact for the firm's wirehouse, independent and regional broker/dealer channels. Ms. Cosgrave has over 20 years of experience in financial services sales, relationship management, and marketing. For a majority of her career Ms. Cosgrave was a Vice President of Sales/Marketing for McHugh Associates, Inc., an investment management firm in the greater Philadelphia area. She received a MBA with a concentration in Finance from St. Joseph's University, a BA in Marketing from Lynchburg College, and holds FINRA Series 7 and 63 securities licenses.
Ms. Distel joined Penn Capital as a Business Development Specialist in 2016 assisting with internal, external and national accounts business development and sales initiatives. Ms. Distel has 10 years’ experience in business development and sales, and began her career working in both the annuities and mutual fund groups at Hartford Financial Services/PLANCO. Most recently she was a Financial Intermediaries Manager at AMG Funds. Ms. Distel received a BS in Finance with a concentration in International Business from Philadelphia University. Ms. Distel holds FINRA Series 24, 7, 6 and 63 securities licenses.
Mr. Cutler began his career with Penn Capital in 2016 with a focus on client service and business development in the United States, Europe and Australia. Prior to joining Penn Capital, Mr. Cutler spent 11 years at J.P. Morgan Asset Management most recently leading the Financial Intermediary Client Service team focusing on banks, insurance companies, hedge funds, and electronic trading platforms. He began his career at J.P. Morgan working in client service, focusing on internal hedge funds. Previously Mr. Cutler worked for NeoVest Trading, a broker/dealer in Atlanta. Mr. Cutler received a BBA from Georgia State University and holds FINRA Series 7 and 63 securities licenses.