Loading...

Paul E. Viera

CEO and PARTNER  

Paul Viera is the founder and Chief Executive Officer of EARNEST Partners, a global investment firm responsible for overseeing over $20 billion for municipalities, states, corporations, endowments, and universities. He conceived and developed Return Pattern Recognition®, the investment methodology used to screen equities at EARNEST Partners.

Mr. Viera has a BA in Economics from the University of Michigan, an MBA from the Harvard Business School, and has over thirty years of investment experience. He was a Vice President at Bankers Trust in both New York and London. He later joined Invesco, where he became a Global Partner and senior member of its Investment Team.

Mr. Viera serves as a member of the following Boards: the Board of Take-Two Interactive (TTWO), the Board of Dean’s Advisors for Harvard Business School, the Board of Foreign Advisors of Haitong Securities (the second largest Chinese securities firm), the Carter Center Board of Councilors, the National Center for Human & Civil Rights, the University of Michigan School of Information External Advisory Board, the Cristo Rey Atlanta Jesuit High School Board, and the Emory University Board of Visitors.  Mr. Viera also serves as a Trustee of the Woodruff Arts Center and a member of its investment committee. Additionally, he is a member of the Council on Foreign Relations, and a commentator for several news organizations, including, among others, CNBC and Bloomberg News.  

Douglas S. Folk, CFA

PARTNER

Mr. Folk is a member of the investment team at EARNEST Partners with over thirty years of investment experience.  He holds a BA degree from Millsaps College and an MBA from Millsaps' Else School of Management.  He has extensive experience with government, corporate, mortgage-backed and asset-backed securities.  His prior experience includes ten years of portfolio management with Southern Farm Bureau Life Insurance Company, where he was responsible for the company's fixed-income portfolio.  He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Trey Greer, CFA, CPA

PARTNER

Mr. Greer is a member of the investment team at EARNEST Partners.  He has a BS in Business Administration and a Master of Accounting from the University of North Carolina at Chapel Hill and an MBA from Emory University.  He has over 20 years of investment experience and began his career in public accounting.  He later joined AMVESCAP PLC where he was an Investment Manager with assignments in London, Houston, and Atlanta.  He is a member of the CFA Institute, the Atlanta Society of Finance and Investment Professionals, and the American Institute of Certified Public Accountants.

CHRIS HOVIS, CFA

Partner

Mr. Hovis is a member of the investment team at EARNEST Partners.  Prior to joining EARNEST Partners, he served as a Senior Analyst with Morgan Keegan where he was an analyst in US Software.  His extensive background also includes experience in the information technology industry as well as in Equity Research with SunTrust Robinson Humphrey and CQ Partners.  Previously, he was VP of Marketing and Business Development at Lancope, and a senior software engineer at Intel and Alliance Semiconductor.  He holds an MBA with Distinction from The Wharton School of Business and Bachelor degrees with Highest Honors in Electrical Engineering from Georgia Tech and in Physics from Centre College.  Mr. Hovis is also a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

JESSIE MAGEE, CFA

Partner

Mr. Magee is a member of the investment team at EARNEST Partners.  Prior to joining EARNEST Partners, he spent more than seven years in the Research & Advanced Vehicle Technology division of Ford Motor Company working on alternative fuel technologies, occupant safety, and new product development.  Later, he worked in Corporate Finance at Intel Corporation where he developed strategies to improve semiconductor materials sourcing and support price negotiations with Intel’s strategic suppliers.   He also spent six years in the Army National Guard as a Combat Engineer.  He holds a BS in Mechanical Engineering from Southern University, an MS in Mechanical Engineering from the University of Michigan, and an MBA from Emory University.  He is also a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Tammy Qiuhong Tang

PARTNER

Ms. Tang is a member of the investment team at EARNEST Partners and is leading EARNEST Partners operations in China.  She holds a BS in English Literature from Beijing Foreign Studies University, a BA in Business Administration from the University of California, Riverside, and an MBA from the University of Southern California.  She began her career with General Electric, China.  Later, she worked as a senior manager in the Investment Bank at Haitong Securities Company, where she focused on IPOs and follow-on issues.  Prior to joining EARNEST Partners, she served as Director of the International Relationship Department of the Securities Association of China.  Ms. Tang is fluent in Mandarin. 

Chris Fitze, CFA

Partner

Mr. Fitze is a member of the investment team at EARNEST Partners.  He holds an MBA from the University of Chicago Booth School Of Business and a BA in Economics from Emory University, where he was an Academic All-American in golf and a member of the International Economics Honor Society.  His graduate studies concentrated on the impact of fiscal and monetary policy on interest rates along with other areas of finance and economics.  He is also a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Dinkar Singh, Ph.D.

director

Dr. Singh is a member of the investment team at EARNEST Partners. Prior to joining EARNEST Partners, he worked at the IBM Watson Research Center in the Silicon Technology group.  Leading a team of Ph.D.s/engineers, he helped develop semiconductor technology for next-generation electronic chips, resulting in the first demonstration of an advanced memory and world record chip speed and was awarded five U.S. patents with four additional patent applications pending.  Dr. Singh has a Ph.D. from Stanford University in Applied Physics, an MBA with high honors from the University of Chicago, and studied previously at the Indian Institute of Technology. Dr. Singh is fluent in Hindi. 

Richard Burgess, CFA

INVESTMENT MANAGEMENT

Mr. Burgess is a member of the investment team at EARNEST Partners.  Prior to joining EARNEST Partners, Mr. Burgess served as an Artillery Officer in the United States Army, with duties ranging from tactical planning for combat operations to intelligence gathering and dissemination.  His military experience includes a combat tour in Iraq, during which he earned the Bronze Star Medal for meritorious service.  A graduate of the Army Ranger School, he also commanded a stateside detachment, where he was responsible for logistical planning and support for a deployed 900-person infantry battalion, as well as for training 200+ soldiers in battlefield survival skills.  He holds a BS in Engineering Physics from the United States Military Academy at West Point, where he was ranked in the top 3% of cadets in terms of academic standing and was awarded the Lieutenant General Leslie R. Groves Memorial Award for the highest overall achievement in Nuclear Physics.  Mr. Burgess also holds an MBA from the Harvard Business School and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.  

Gina Lenzi Domaoal, PH.D.

INVESTMENT MANAGEMENT

Dr. Lenzi is a member of the investment team at EARNEST Partners. Prior to joining EARNEST Partners, she worked at the Center for Disease Control (CDC) where she was responsible for developing communication strategies and tactics to support the Global Immunization Division.  Her experience also includes working in a hospital pharmacy and as an Emergency Medical Technician (EMT).  Dr. Lenzi has a Ph.D. from Emory University in Molecular and Systems Pharmacology where she coordinated and published global research focused on HIV biochemistry and drug development.  She is an honor graduate of the University of Virginia with a Bachelor of Science in Biology and Bachelor of Arts in Sociology.  Dr. Lenzi is an avid runner.

Katie o'Connor

INVESTMENT MANAGEMENT

Ms. O’Connor is a member of the investment team at EARNEST Partners. Prior to joining EARNEST Partners, she was the founder and CEO of a consumer business in London where she was responsible for all aspects of the business, including fundraising, technology development, marketing, and operations.  She also spent a decade in operations and corporate strategy in developed and emerging markets.  She was a manager in the Strategy practice at Deloitte, advising clients in a variety of industries across North America, Europe, Africa, and Asia.  She later joined Thomson Reuters as Vice President of Strategy for the Middle East, Africa, and Russia region.  Ms. O’Connor holds a Bachelor's degree in Chemical Engineering from the Georgia Institute of Technology.  She is a health and fitness enthusiast, a certified personal trainer, nutrition coach, and indoor cycling instructor.  

Roni Schocken

INVESTMENT MANAGEMENT

Mr. Schocken is a member of the investment team at EARNEST Partners. He began his career with the Israel Defense Force (IDF) where he served as a lead economic correspondent. He was later promoted to senior editor and managed a staff of reporters, producers, and technicians. Mr. Schocken also worked in journalism where he gained a vast wealth of knowledge covering international markets for one of Israel’s largest newspapers. Additionally, he worked as a lobbyist and as a strategic advisor that represented clients across various industries, including media, financial, and telecommunications, which allowed him to regularly interact with companies’ CEOs and senior management. Subsequently, he served as a law clerk for an Israeli Supreme Court Justice where he researched and analyzed legal issues to help draft opinions. Mr. Schocken holds a double major in Law and Economics from Tel Aviv University and an MBA from the Harvard Business School. He is fluent in Hebrew.

Pavel Sokolov, PH.D., CFA

INVESTMENT MANAGEMENT

Dr. Sokolov is a member of the investment team at EARNEST Partners. Prior to joining EARNEST Partners, he specialized in interest rate risk modeling, credit research, liability modeling, and evaluation of new bond issues for various financial institutions. His experience also includes an analyst role where he evaluated balance sheet strength, cash flow generation, return on invested capital and other metrics on corporate entities for trading strategies at a broker-dealer firm. Most recently, he was a managing director, risk officer and portfolio manager at a global tactical asset allocation firm. He is a former winner of the Russian regional Olympiads in Mathematics, Physics and Chemistry. Mr. Sokolov completed his undergraduate studies in Russia, holds an MBA in Finance from the UCLA Anderson School of Business, and a Doctorate in Engineering from Cleveland State University. He is a CFA charter holder and a member of the Atlanta Society of Finance and Investment Professionals. Dr. Sokolov is fluent in Russian.     

    

Yugeng Sun, CFA

INVESTMENT MANAGEMENT

Mr. Sun is a member of the investment team at EARNEST Partners. He is an honor graduate of the University of Michigan with a Bachelor of Science in Financial Mathematics and Economics. During his tenure at the University of Michigan he worked with two asset management firms with duties including the use of statistical methods such as multi-factor linear regression and Monte Carlo simulations to identify and understand the drivers of mutual fund performance.  Mr. Sun is also pursuing a private pilot license. Mr. Sun is fluent in Mandarin. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.  


Thomas Venezia, CFA

INVESTMENT MANAGEMENT    

Mr. Venezia is a member of the investment team at EARNEST Partners. Prior to joining EARNEST Partners he was a professional in energy trading, risk management and business valuation advisory. His responsibilities included financial statement analysis, financial risk modeling, portfolio risk monitoring, derivative valuation, and the development of hedging strategies. He holds an MBA from Emory University and is a magna cum laude graduate of the University of South Carolina. He is a member of the Global Association of Risk Professionals, having completed the first of two sections of the Financial Risk Manager examination. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.  


Maggie Jing Zhang, CFA

Investment Management

Ms. Zhang is a member of the investment team at EARNEST Partners. Prior to joining EARNEST Partners Ms. Zhang was a senior business manager at the Export-Import Bank of China. In addition to conducting industry research and developing financial products for the bank she also performed credit analysis and approved bank financing relating to Mergers & Acquisitions, overseas investments, and project contracting engagements across multiple industries. She also led the review and approval process for strategic cooperation agreements with governmental departments and state-owned enterprises. Her prior experience also includes a role at The Securities Association of China where her duties involved analysis and supervision within the China mutual fund industry. Ms. Zhang holds a Masters in Financial Economics and a Bachelor’s degree in International Finance from the University of International Business and Economics – Beijing. Ms. Zhang is fluent in Mandarin.

Ryan Kelly, CFA

SENIOR TRADER and Director

Mr. Kelly leads the trading team at EARNEST Partners and manages the firm’s relationships with brokers and trading platforms.  Mr. Kelly is also responsible for apprising the investment teams daily of real-time market information and drivers.  Prior to taking on trading responsibilities, Mr. Kelly worked in portfolio management, specializing in the analysis of fixed income securities with a particular emphasis on Small Business Administration Loan Pools (SBAs) and other Agency bonds.  He holds a BS in Business Administration with a focus in Finance from The University of North Carolina at Chapel Hill, where he was a member of the crew team.  He began his career as an analyst with MetLife Securities.  He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.