Who We Are

Rob Gooderham joined the firm in 1994 and is a Managing Director. His responsibilities include asset allocation, managing client relationships and coordinating the firm’s investment activities to meet client needs. In the 12 years prior to joining the firm, he worked as an analyst, portfolio manager and plan sponsor for ICI plc’s pension funds in Canada, the United Kingdom and the United States. Rob has held the Chartered Financial Analyst designation since 1985. He received his Bachelor of Commerce degree from Trinity College, University of Toronto, in 1982. He graduated from the Investment Management Programme at London Business School (1991) and the Advanced Management Program at Harvard Business School (2016). Over the years, Rob has served on numerous non-profit finance and investment committees and is a member of the CFA Society of Philadelphia.

Garry Musto joined the firm in 2005 and is a Managing Director. His responsibilities include coordinating the firm’s manager selection and monitoring activities including negotiating terms and a variety of implementation and cost reduction issues to assist clients. He is also involved in all aspects of managing client relationships for the firm. For over 17 years prior to joining the firm, Garry advanced his career and eventually managed the corporate and trust investments for Pepco Holdings, a Washington, DC-based utility holding company. He has a Bachelor’s degree in business administration from Stockton University and an MBA from Rutgers University and holds the Series 65 license. He has also completed the Wharton School’s Pension Fund and Investment Management Program. He has served as an adjunct professor of finance at Stockton University. He currently serves on the Investment Committee of the Museum of the American Revolution and has served on the Board and as Treasurer of Cornerstone West, a non-profit housing company.

Sophia Smith joined the firm in 2014 and is Chief Financial Officer and Chief Compliance Officer. In addition to her CFO and CCO functions, she provides direct support to clients on matters related to financial reporting, accounting standards changes, and documentation that impacts clients and their alternative investments. Prior to her role at the firm, Sophia served in positions of increasing responsibility at KPMG LLP for 10 years, where for the last three years she was a senior audit manager in the Investment Management practice. Sophia graduated magna cum laude with a BS in Accounting from the University of Delaware. She is a certified public accountant and a member of the AICPA.

Seth Yablonovitz joined the firm in 2006 and is a Managing Director. His responsibilities include portfolio construction, client relationship management, macro-economic research and asset allocation, in addition to non-traditional investing including hedge fund manager selection. Previously, he managed equity long/short portfolios for LWS and then Main Line Securities. Seth has held the Chartered Financial Analyst designation since 2011. He graduated with a BA in History from The Pennsylvania State University where he was elected Phi Beta Kappa and graduated from the University Scholars Program. Seth also earned an MBA from the Wharton School at the University of Pennsylvania in 2006. Seth is a member of the CFA Society of Philadelphia.