Sales
Chris Bell
Chris joined the Firm in 2001 and currently serves as National Sales Manager, where he is responsible for a national wholesaling team that primarily focuses on the distribution of the Kinetics Mutual Funds. Prior to joining the Firm, Chris was employed by Howard Investment Management as a Director, overseeing institutional and retail sales. From 1998 through 2001, Chris served as an investment advisor with Du Pasquier & Co, Inc., in Paris, France. From 1997 through 1998, he was President of USEXPAT Consulting, a French investment adviser where he had discretionary management responsibility. Chris also held positions with Janney Montgomery Scott and First Albany Corporation. Chris received a BA from Old Dominion University in 1984 and is a Certified Financial Planner.
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James (Jimmy) McShane
Jimmy originally joined the Firm in 2007 through 2009, and rejoined in 2015 as a member of the Firm’s wholesaling team. He is responsible for the sale of mutual funds, separate accounts and private funds to financial advisors at national, regional, and independent broker dealers. Jimmy has been in the financial services industry since 1991, most recently, from 2009 to 2015, as a Vice President of Sales at Virtus Investment Partners, Inc. Previous to that, he was a Senior Vice President at AIG SunAmerica and a Vice President with Natixis Global Asset Management. Jimmy received a BS from Stonehill College in 1991.
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Marc Schumacher
Marc originally joined the Firm in 2001 through 2002 and rejoined in 2007 as a member of the Firm’s wholesaling team. He is responsible for the sale of mutual funds, separate accounts and private funds to financial advisors at national, regional, and independent broker dealers. Previously, Marc worked as a Financial Advisor at Josephthal and Company. He began his investment career in 1991 working for several brokerage firms prior to Josephthal. Marc studied Communications at Northeastern University.
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Bob Uly
Bob joined the Firm in 2003 and is a member of the Firm’s wholesaling team with responsibility for relationships with broker dealers and registered investment advisers. Bob began his investment career in 1982. Prior to joining the Firm he worked for Target Investors, Prudential Securities, Smith Barney, National Securities & Research Corp and LGS Energy, a subsidiary of a publicly traded NYSE utility. Bob started his career with Ocean Drilling and Exploration, where he served as an onsite Manager at both domestic and international locations. Bob received a BA and an MBA from Tulane University.
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Agustin Krisnawahjuesa, CFA®
Agustin joined the Firm in 2010 and is responsible for institutional client service and business development. Previously, Agustin was a Vice President at Goldman Sachs Asset Management, concentrating in asset allocation analytics as well as fixed income and GTAA manager selection research efforts. Prior to that, Agustin worked at JPMorgan Asset Management, with roles in asset allocation portfolio construction and implementation, quantitative research and manager selection. Agustin received a B.S. in Economics from The Wharton School of the University of Pennsylvania. Agustin is also a CFA® charter holder.