SENIOR MANAGEMENT
Iridian is, at heart, an investment organization. We are dedicated to independent research, investment rigor and the mitigation of risk in the service of our clients and the assets they have entrusted to our care.
Todd Raker
Chief Executive Officer
Todd joined Iridian in 2011 and became CEO in 2022 when the Firm transitioned to employee owned. He is responsible for the management of Mid-Cap Value Equity portfolios. Previously, Todd worked seven years as a director in the equity research department of Deutsche Bank, and prior to that as a director in equity research for Credit Suisse First Boston and ING Baring Furman Selz. In addition, he served as an equity analyst with Credit Suisse First Boston, he worked in sales for Semiconductor Packaging Materials, and as a research associate with Strategic Planning Associates. Todd holds a BA in Economics from Brown University (1990) and an MSM from the JL Kellogg Graduate School of Management (1995).
Lane S. Bucklan, Esq.
Chief Operating Officer
Lane joined Iridian in 2003 and is responsible for all operational, legal and compliance duties. He also serves as Chief Compliance Officer for Iridian’s affiliate IAM Capital Corporation (a limited purpose broker/dealer). Previously, Lane worked as Vice President—Legal and Compliance and Chief Compliance Officer for Rochdale Investment Management LLC, Rochdale Securities Corporation and RIM Securities LLC. He also worked as a Financial Consultant with Salomon Smith Barney, House Counsel for the Development Corporation for Israel and Capital for Israel, and Compliance Counsel for Advest, Inc. Lane holds a BA from Hofstra University (1989), a JD from Western New England University School of Law (1992) and an LLM in Corporate Law from New York University School of Law (1993). He is a member of the New York, Connecticut and Massachusetts bars and serves as an arbitrator for FINRA Dispute Resolution, Inc.
Colin Morris
Director of Marketing & Client Service
Colin joined Iridian in 2003 and is responsible for all aspects of the Firm’s business development, consultant relations and client services. 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 MSc in Investment and Treasury (1997), both from Dublin City University, Ireland.
PORTFOLIO MANAGERS
The value and integrity of Iridian as an investment organization is intrinsically linked to the consistent application of our investment philosophy across all client portfolios. Our portfolio managers are the guardians of the process and of ensuring it is applied rigorously and consistently.
Todd Raker
Chief Executive Officer
Todd joined Iridian in 2011 and became CEO in 2022 when the Firm transitioned to employee owned. He is responsible for the management of Mid-Cap Value Equity portfolios. Previously, Todd worked seven years as a director in the equity research department of Deutsche Bank, and prior to that as a director in equity research for Credit Suisse First Boston and ING Baring Furman Selz. In addition, he served as an equity analyst with Credit Suisse First Boston, he worked in sales for Semiconductor Packaging Materials, and as a research associate with Strategic Planning Associates. Todd holds a BA in Economics from Brown University (1990) and an MSM from the JL Kellogg Graduate School of Management (1995).
Eric Stone
Managing Director
Eric joined Iridian in 2012 and is responsible for the management of Mid-Cap Value Equity portfolios. Previously, Eric worked over three years as a portfolio manager with Plural Investments. In addition, he worked from 2003 to 2008 as research analyst with Arience Capital. From 2000 to 2003, he worked in investment banking at Bear, Stearns, Co. Inc. Mr. Stone holds a BS in Industrial and Labor Relations from Cornell University (2000).
RESEARCH
Original, fundamental research is a cornerstone of our investment process. Our research professionals review publicly available documents, interview management, competitors and customers, and conduct numerous company visits to ensure a thorough understanding of a company’s operating and financial conditions.
Vivien W. Liu
Managing Director
Vivien joined Iridian in 2000 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Vivien worked as a portfolio manager and senior analyst with Rudman Capital Management, as well as an internal auditor with AT&T Corporation. Vivien holds a BS in Accounting from the University of Maryland at College Park (1992) and an MBA from New York University (1997).
Ray Scanlan
Managing Director
Ray joined Iridian in January 2017 and serves as a research analyst for our Mid-Cap Value Equity portfolios. Previously, Ray worked as a partner at John W. Bristol & Co. for twelve years. In addition, he worked from 1998 to 2004 as a director/senior equity analyst at Citigroup Asset Management, from 1995 to 1998 as a manager at Marakon Associates and from 1992 to 1993 as a consultant at the European Community Commission/Lithuanian Investment Bank. From 1989 to 1992, he worked as a business analyst with McKinsey & Company. Mr. Scanlan holds a BS in Economics and BAS in Computer Science from the University of Pennsylvania (1989) and an MBA from the Kellogg Graduate School of Management (1995).
MARKETING & CLIENT SERVICE
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.
Colin Morris
Director of Marketing & Client Service
Colin joined Iridian in 2003 and is responsible for all aspects of the Firm’s business development, consultant relations and client services. 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 MSc 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).
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).
COMPLIANCE
Independent monitoring ensures compliance with client mandates, risk management guidelines and the requirements of federal and state regulatory authorities.
Lane S. Bucklan, Esq.
Chief Operating Officer
Lane joined Iridian in 2003 and is responsible for all operational, legal and compliance duties. He also serves as Chief Compliance Officer for Iridian’s affiliate IAM Capital Corporation (a limited purpose broker/dealer). Previously, Lane worked as Vice President—Legal and Compliance and Chief Compliance Officer for Rochdale Investment Management LLC, Rochdale Securities Corporation and RIM Securities LLC. He also worked as a Financial Consultant with Salomon Smith Barney, House Counsel for the Development Corporation for Israel and Capital for Israel, and Compliance Counsel for Advest, Inc. Lane holds a BA from Hofstra University (1989), a JD from Western New England University School of Law (1992) and an LLM in Corporate Law from New York University School of Law (1993). He is a member of the New York, Connecticut and Massachusetts bars and serves as an arbitrator for FINRA Dispute Resolution, Inc.
TECHNOLOGY
On-site technology oversight provides critically important technology solutions to meet the firm’s everyday technical needs, as well as the governance of Iridian’s data security and integrity requirements.
Frank D. Coloccia
Senior Vice President and Chief Information Officer
Frank joined Iridian in 2013 and is responsible for the analysis, implementation and ongoing maintenance of all technology solutions at Iridian, as well as maintaining data security and integrity for the firm. Frank has over 26 years of experience in the financial services industry. Prior to joining Iridian, Frank most recently served for six years as Senior Vice President and Chief Technology Officer at Kenmar Olympia Group Inc., a registered investment advisory firm. Over the years he has held senior technology management positions at several financial services and management consulting firms. Frank holds a BS (1987) in Computer Information Systems and an MBA (1993) in Management Information Systems from Manhattan College.