Meet the Team

Mauricio co-manages Homestead Advisers’ fixed-income strategies. He joined Homestead Advisers in 2016. Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis.

Mauricio received a Bachelor of Science in finance from the University of Maryland, Robert H. Smith School of Business. He minored in business culture and language, with a concentration in Spanish. He holds the Chartered Financial Analyst designation.

David supports Homestead Advisers’ fixed-income team by implementing solutions to facilitate the monitoring of portfolio risk, exposures, performance and best execution. He also conducts company financial analysis and data reporting. He joined Homestead Advisers in 2009 as a member of Homestead’s operations team and was promoted to the investment analyst position in April 2018.

David received a Bachelor of Science in finance with a minor in economics from the University of Maryland Global Campus.

Ryan is an equity analyst supporting Homestead Advisers’ large- and small-cap value strategies. Ryan brings 15 years of investment experience to the team, most recently working as an equity analyst at Millennium Management. Prior to that, he served as an equity analyst at Manulife Investment Management and Putnam Investments, supporting their value-based investment strategies.

Ryan is a graduate the University of Connecticut, where he received a Bachelor of Science in business. Ryan holds the Chartered Financial Analyst designation.

Jonna joined Homestead Advisers in 2022. She has worked in the intermediary distribution space for more than 20 years. Prior to this role, she held senior national account and business development positions at various firms such as Invesco, Pzena Investment Management and Orinda Asset Management. She has her FINRA series 7 (General Securities Representative Exam), 6 (Investment Company and Variable Contracts Products Representative Exam) and 63 (Uniform Securities Agent State Law Exam) licenses.

Jonna resides in the Boston area and has a son and two Yorkies. She also teaches yoga and is a 500-hour certified yoga teacher, enjoys sports, especially hockey and baseball, traveling, cooking and spending time with family and friends.

Jonna received a Bachelor of Arts from the University of Massachusetts, Dartmouth where she majored in liberal arts.

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Rob is a senior investment industry executive with more than 20 years of building teams, fostering relationships and executing strategies to generate growth and profitability. As the head of intermediary distribution, he leads Homestead Funds’ distribution efforts with intermediaries and advisors.

Prior to this role, Rob held senior-level positions at both OppenheimerFunds and Invesco leading their independent broker dealer team, national accounts team and retirement/insurance home office teams. Prior to joining OppenheimerFunds, Rob served as the subadvisory relationship manager for the Equitable Distributors Insurance platform. Rob has also worked at Brown Brothers Harriman and UBS in various capacities since joining the financial services industry in 1997.

Rob holds a Bachelor of Science from Georgetown University. He is a member of the Investments & Wealth Institute and holds both the CIMA® & CPWA® designations.

Rob lives in Manhasset New York with his wife Rebecca and sons Jack and Kieran. In his spare time, he sits on the board of his son’s school, interviews prospective students for Georgetown University, coaches youth flag football, enjoys golf, cooking, swimming and pickleball and is a diehard New York Jets and Mets fan. He believes (finally) this is the year for both teams!

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Matt joined Homestead Funds in 2024 as business development officer, intermediary distribution. He has been in the financial industry since 2016. Before this role, Matt served as a regional director at Sierra Mutual Funds and Ocean Park Asset Management. His career also includes various business development roles in both the digital marketing and renewable energy industries. Matt has FINRA securities licenses Series 7 (General Securities Representative Qualification Exam) and Series 63 (Uniform Securities Agent State Law Exam).

Matt graduated magna cum laude from Westfield State University in Massachusetts, majoring in finance and minoring in criminal justice. He is a member of the Investments & Wealth Institute and holds the Certified Investment Management Analyst® designation.

In his free time, Matt enjoys spending his time golfing, traveling, running, hiking, skiing, boating, reading, playing pickleball, practicing yoga or anywhere outside with his Australian Shepherd, Luna. Matt is an avid fan of the Boston Bruins and New England Patriots.

Originally from the Boston area, Matt now resides in Tampa, Florida.

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Nick supports Homestead Advisers’ equity strategies. Prior to joining Homestead Advisers, Nick was a senior associate at University of Virginia Investment Management Company (UVIMCO), where he helped invest the university’s endowment. Before UVIMCO, Nick was an equity analyst at Investure, LLC., an outsourced chief investment officer for endowments and foundations. Nick started his investing career at Truist Securities, where he was an equity research associate. Prior to Truist, Nick worked for L3 Harris in corporate finance.

Nick is a graduate of Southern Virginia University, where he received a Bachelor of Arts in business management and leadership. Nick has completed level I of the Chartered Financial Analyst curriculum.

Mark co-manages Homestead Advisers’ equity strategies. Prior to joining Homestead Advisers in 2019, he was a senior equity analyst and portfolio manager at Chartwell Investment Partners (acquired Columbia Partners in 2018), where he helped oversee large-cap growth and value strategies.

Mark started his career as a senior research associate at Sands Capital Management and Manning & Napier Advisors, where he covered technology, industrials, and energy companies. He is a graduate of Cornell University, where he received a Bachelor of Science in operations research and information engineering. Mark holds the Chartered Financial Analyst designation.

Ivan co-manages Homestead Advisers’ fixed-income strategies. He joined Homestead Advisers in 2018. Prior to this role, he was a senior fixed income trader at American Century Investments. He was also an associate portfolio manager at Calvert Investment Management, LLC.

Ivan received a Bachelor of Science in finance from the University of Maryland, Robert H. Smith School of Business. He holds the Chartered Financial Analyst and Financial Risk Manager designations.

Wayne has over 20 years of experience in the asset management industry with a primary role as the interface between investment operations and trading.  Specializing as a technical business analyst, he has previously worked at Calvert Investments, Brown Advisory and T. Rowe Price. He has FINRA’s securities license Series 7 (General Securities Representative Exam).

He received a Bachelor of Science in biology from McDaniel College.

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Jim co-manages Homestead Advisers’ equity strategies. Prior to joining Homestead Advisers in 2019, he was a portfolio manager at Putnam Investment Management, LLC, where he managed small-, mid- and multi-cap value oriented mutual funds.

Jim started his career as an equity analyst at MFS where he covered the medical device, transportation, and natural gas industries. He is a graduate of Colby College, where he received a Bachelor of Arts in English. He received his Master of Business Administration from the Olin Graduate School of Business at Babson College. Jim holds the Chartered Financial Analyst designation.