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Our client service professionals are essentially portfolio specialists. They possess an intimate knowledge of our philosophy, process and portfolio holdings, and are a vital bridge in the flow of investment information between Iridian and our clients.

MARKETING & CLIENT SERVICE

Colin Morris

Senior Vice President, Director of Marketing & Client Service

Colin joined Iridian in 2003 and is responsible for client servicing of various institutional clients and business development. Previously, Colin worked for five years at Bank of Ireland Asset Management in Melbourne, Australia, where he was a Client Services Manager with responsibility for institutional clients. He also worked at Lifetime Assurance and Bank of Ireland Group Treasury, both members of the Bank of Ireland Group. Colin is a Business Studies graduate (1994) and holds an M.Sc. in Investment and Treasury (1997), both from Dublin City University, Ireland.

Brian L. Denny

Senior Vice President

Brian joined Iridian in 2003 and is responsible for client servicing of various institutional clients and business development. Previously, Brian worked as the Assistant Investment Officer/Portfolio Manager of the International Equities department at the Ohio Public Employees Retirement System. He also worked at ICH Capital Management and PNC Financial Corp. Brian holds both a BA in Business Administration/Accounting and an MBA in Finance from Bellarmine University (1985 and 1988, respectively).

Mary Ellen Guzewicz, CFA

Senior Vice President

Meg joined Iridian in 2000 and is responsible for client servicing of various institutional clients and business development. Previously, Meg worked as a Managing Director in the Institutional Equity Sales Division of Bear Stearns & Co. Inc. She also worked as a security analyst with the College Retirement Equity Fund. Meg holds a BA in History from the University of Vermont (1973) and an MBA from Pace University (1979). She is also a Chartered Financial Analyst (1982).

Edward J. Riley

Senior Vice President

Ed joined Iridian in 2010 and is responsible for client servicing of various institutional clients and business development. Previously, Ed worked for two years at EIM Management (USA) Inc., where he was Director of Client Services. He also worked at Bank of Ireland Asset Management (US) where he was a senior member of the Client Service Group. He worked at Lazard Frères Asset Management as a Marketing Associate. Ed holds a BA in Political Science from the University of Vermont (1988).

Carlos E. Montoulieu

Vice President

Carlos joined Iridian in 1997 and is responsible for managing data collection, reporting, and requests for proposal activities, as well as coordinating with staff on client service and business development needs. Previously, he worked as a marketing associate with Fiduciary Trust Company International. He also worked as a senior institutional consulting associate with Paine Webber Prime Asset Consulting Group (formerly Kidder Peabody), as well as a research associate with Cambridge Associates. Carlos holds a BSBA in Finance from Villanova University (1990).