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Washington Crossing Management Team
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Joseph V. Battipaglia Chief
Investment Officer |
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Mr. Battipaglia is Market Strategist for
the Private Client Group of Stifel, Nicolaus
& Company, Incorporated and Chief Investment
Officer of Washington Crossing Advisors. He
graduated Phi Beta Kappa from Boston College
and earned his M.B.A. at the Wharton
Graduate School of Business, University of
Pennsylvania. Prior to joining Stifel in
2007, Mr. Battipaglia was Chief Investment
Officer at Ryan Beck & Co. and Chief
Investment Strategist at Gruntal & Co., LLC.
Earlier in his career, Mr. Battipaglia was a
financial analyst for the Exxon Corporation
and a securities generalist at Elkins & Co.,
a division of Prudential Bache. Mr.
Battipaglia is featured frequently in
national media and is a former trustee of
the Securities Industry Institute.
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Kevin R. Caron Portfolio
Manager |
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With over fifteen years of experience,
Mr. Caron serves as a portfolio manager for
Stifel Nicolaus' Washington Crossing Advisors program.
Mr. Caron began his career in 1992 in the research
department at Gruntal & Co., L.L.C. and later served as
a buy-side analyst and market strategist for Ryan
Beck & Co. Mr. Caron is skilled in quantitative
modeling and systems development and is responsible
for designing many of the models and systems used
in implementing WCA's bottom-up and top-down trading
strategies. In 1991, he earned his Bachelor of Science
Degree from Seton Hall University, where he majored
in Economics. Mr. Caron routinely comments for a
variety of local and nationally syndicated media
outlets, notably CNBC, Fox, Bloomberg, and Dow Jones.
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Chad A. Morganlander
Portfolio Manager |
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During the last fifteen years, Mr. Morganlander
has developed an extensive knowledge of financial
markets, economic conditions, and investment strategies.
His investment industry career began in 1992 at Lehman
Brothers.
He is currently responsible for research and portfolio
management at Stifel Nicolaus' Washington Crossing Advisors.
Before his current tenure, he worked as an analyst for an
investment management division of Gruntal & Co., L.L.C.,
where he focused on the analysis of debt and equity securities.
His approach to portfolio construction is uncomplicated and
emphasizes applying quantitative disciplines to determining
risk and company value. Chad earned his Bachelor of Arts
Degree in Finance and International Business from Ramapo College.
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