E. Lee Giovannetti
President and CEO, InterSec Research LLC
Lee currently serves as the President of InterSec Research LLC and is a shareholder of CSG Holdings LLC. Prior to his position with InterSec, Lee served as the chief executive officer of CSG Holdings, LLC (CSG Holdings) and managed the growth strategies of the CSG Holdings’ family of companies. Lee's specialization and expertise include manager and research development of alternative investment strategies for both institutional and private clients.

Lee began his career in the investment business in 1978 with Merrill Lynch & Company. Prior to his co-founding and formation of CSG in 1988, Lee worked for E.F. Hutton as a vice president in its consulting division. During his tenure with E.F. Hutton, Lee and several colleagues recognized the unfulfilled needs of tax advantaged funds, a growing sector of the financial community. In April, 1983, a special group of EFH, Memphis, known as Consulting Services Division (CSD) was formed and served as a model division for EFH’s efforts to service this growing sector of the market.

In January 1988, Lee and other CSD employees departed EFH to form CSG, a wholly owned subsidiary of Furman-Selz Inc. and a member of the Xerox Financial Services Family. Consulting Services Group, LLC, a full-service consulting firm, was formed in June 1990 as part of a transaction that allowed the CSG employees to acquire the firm from Furman.

Lee received a bachelor’s degree from the University of Tennessee. Lee currently serves on the Bridges Philanthropy Council, the board of directors for Bridges, Inc., Emanuel Episcopal Center, the Shelby County Drug Court Foundation of Memphis and Trivantis Corporation. Lee is a past president of both the Memphis Touchdown Club and Christian Brothers Hall of Fame. Lee is also a past board member for the Promise Academy Charter School, St. Agnes Academy-St. Dominic School, the Liberty Bowl Festival Association and Memphis Oral School of the Deaf.
lee.giovannetti@intersecresearch.com

Brendan Cooper
Brendan is head of InterSec’s analytics group and has overall responsibility for the provision of InterSec's U.S. performance measurement services. He ensures InterSec’s services are of the highest standards in the industry in terms of accuracy and timeliness. Brendan and his staff track thousands of portfolios and provide standard and ad-hoc performance analytics to all segments of the international investment industry. His understanding of international markets is a key value added for InterSec clients. Brendan spent much of his childhood overseas, living in Singapore, Thailand, and Japan. Living abroad for many years greatly influenced Brendan's interest in world affairs and was part of the reason that he studied history and economics at Boston College. Brendan spent three years as an analyst at Effron Enterprises prior to joining InterSec. He has thirteen years of investment experience.
brendan.cooper@intersecresearch.com

Neil Fox
Neil is a senior analyst in InterSec's analytics group. He uses his extensive performance measurement experience to manage InterSec's proprietary performance analytics databases, allowing for timely and accurate reporting on client portfolios and comparative peer universes. His understanding of international markets and consultative interpretation of investment performance is a key value added for InterSec clients. Prior to joining InterSec, Neil co-authored retrospective studies on the performance of patients and rehabilitation regiments at the Burke Rehabilitation Hospital in White Plains, New York. Neil turned his research skills toward performance measurement of international investments and joined InterSec Research in 1997. Neil earned a BS from the State University of New York and has thirteen years of investment experience.
neil.fox@intersecresearch.com

Sean H. McCoy
Sean is an analytics and research consultant. He focuses on developments and trends in the cross-border investments of U.S institutions. Through comprehensive analysis of quantitative and qualitative data collected from the marketplace, Sean and the research team continuously monitor product offerings, asset flows, and new business winnings that play a key role in InterSec's industry reviews and related research reports. Prior to joining InterSec, Sean was a global equity research specialist at Rocaton Investment Advisors, LLC. As a member of Rocaton's research team, he primarily focused on equity manager research across the market capitalization and style boxes. Prior to this, Sean was accepted into a Dublin-based graduate training program at Bank of Ireland Asset Management Limited (“BIAM”). He returned to BIAM's Connecticut office to join the sales and client servicing team that was primarily responsible for U.S. plan sponsors invested in BIAM's international equity products. Sean holds a BA from Fairfield University and has ten years of investment experience.
sean.mccoy@intersecresearch.com

Jennifer Pittman
Jennifer is a research analyst in InterSec's research group. She comes to InterSec after two years as an investment consulting analyst for Rogerscasey, focusing on the defined contribution market. As a member of the consulting practice, she completed performance evaluations, portfolio analytics, and wrote fund and market commentary for clients across all asset classes. She also participated in asset manager research, evaluation, placement, and replacement. Prior to joining Rogerscasey, Jennifer was an analyst at RBS in the collateralized mortgage obligation group where she worked with CMO, agency, and commercial mortgage backed traders from security origination and initial fundings, through settlement of daily trades. She holds a BA from Dartmouth in with a major in Sociology and a minor in History and has four years investment experience.
jennifer.pittman@intersecresearch.com

Jeffrey Stenhouse
Jeff is a performance analyst in InterSec's analytics group. He is responsible for analyzing performance data, monitoring client portfolios, updating asset manager characteristics, and uncovering underlying trends within InterSec's proprietary performance analytics databases. Jeff also responds to ad-hoc client requests and participates in the creation and delivery of client presentations and research reports. He joined InterSec Research in 2003 after earning his BA in business administration from Western Connecticut State University. Jeff has seven years of investment experience.
jeffrey.stenhouse@intersecresearch.com

Jonathan Swirsky
Jonathan is a performance analyst at InterSec Research. Prior to joining InterSec, Jonathan was a research associate with New Age Energy Group LLC. As part of the business development team, Jonathan composed presentations for potential investors and clients. Prior to this, Jonathan was a mutual fund and annuity associate with Prudential Financial. As a member of the new business department, he reviewed and managed variable annuity contracts for prospective clients. Previous to Prudential Financial, Jonathan was a financial representative with Northwestern Mutual. Jonathan holds a BA in Economics from the University of Connecticut and has three years investment experience.
jonathan.swirsky@intersecresearch.com