SARAH M

C.E.O & Co.Founder

Sarah is co-founder and member of its investment committee. Sarah began his career as the Director of Investments for a regional investment firm, which specializes in advising and consulting to a variety of different corporate, governmental & not-for-profit entities regarding investments, manager selection and asset allocation modeling among other specialized issues. He served in that role for over 10 years and later began his own private wealth management firm, Clayton Perfilio, Ltd. where he served as President. Sarah received a Bachelors of Science in Finance and a Bachelors of Arts in Philosophy from the University of Scranton.

MIKE P.

Chief Investment Officer

Mike is responsible for the oversight and management of CHM’s investment strategies and chairs its investment committee. Prior to co-founding CHM, Mike was responsible for overseeing the proprietary investment programs for Guardian Life Insurance Company’s $3 billion investment advisory business. Mike is a frequent industry presenter and has been published by a number of publications including The Wall Street Journal, Morningstar, Seeking Alpha, ETF Market Pro & Investor’s Business Daily. 

Mike received a B.S. in Finance and M.B.A. from the University of Scranton. He is a CFA charter holder and a member of the CFA Institute as well as the CFA Society of Philadelphia.

RORY C.

Chief Operations Officer

Rorry is responsible for the oversight and management of CHM’s operations. Prior to joining CHM, Rorry spent 18 years with Ellucian, where he became a senior Product Owner responsible for managing 3 different products and coordinating different development teams around the world. Rorry received a B.S. in Accounting and M.B.A. in Finance from the University of Scranton.

JEFF P.

Chief Counsel

Jeff is CHM’s Chief Counsel. Jeff is a 1993 graduate of the Widener University School of Law. Jeff’s specialties include corporate and transactional law with an emphasis on contracts, commercial paper, acquisitions, financing, bond issuance or defeasance, inter-municipal agreements, legal corporate compliance, legal  environmental compliance and municipal law.

COMPNENTS OF OUR PROCESS

Our robust investment process is documented, consistent, and repeatable.

Asset class rotation based on relative valuations within the financial markets

Diversify amongst an array of sub-asset classes to maintain a more consistent risk experience

Select from a diverse pool of investment vehicles to capture desired market exposures

Multiple layers of risk management including active and passive risk

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Capital Hex Management, Inc. is an SEC registered investment advisor. Registration does not imply a level of skill or training. Past performance is no guarantee of future results.

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