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About Us
The Quant Team
The investment professionals and staff of the Quantitative Group of Funds and its affiliates come together to serve you with decades of investment, compliance, regulatory, and customer service experience stemming from a variety of backgrounds and responsibilities at many of the industry’s most successful and respected financial institutions.
Willard L. Umphrey, CFA, JD. – Chairman, Quant Funds
Willard is Chairman of U.S. Boston Capital Corporation, and Chairman and co-founder of the Quantitative Group of Funds. He has over 30 years of experience in the finance and investment management business.
He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the Boston Security Analysts Society. He obtained the JD from Harvard Law School; an LLM in taxation from Boston University School of Law; a Masters in personnel administration from George Washington University; and a BS with distinction from the United States Naval Academy in Annapolis, Maryland.
Leon Okurowski – Vice President, Quantitative Advisors Leon is co-founder of the Quantitative Group of Funds. He has over 30 years experience in the finance and investment management business. Leon has extensive experience in structuring and raising capital, and the management and sale of ventures dealing with both the public and private sectors.
Leon obtained his MBA from the Whittemore School of Business, his MS in taxation from Bentley College, and a BS from the United States Naval Academy.
Deborah Kessinger – Chief Compliance Officer Deborah is currently Chief Compliance Officer of the Quant Funds, Quantitative Advisors, and U.S. Boston Capital Corporation, where she is also President. She joined Quantitative Advisors in 2004.
Previously, Deborah was Chief Compliance Officer and general counsel for Wainwright Investment Counsel, LLC, an investment advisor, and its affiliated broker-dealer, WFS, LLC. She was also corporate attorney for Forefield, Inc., a provider of sales, education and presentation materials to the financial community.
Deborah is an attorney with two decades of experience in securities law and compliance with such firms as John Hancock Mutual Life Insurance Company, John Hancock Distributors, The Pioneer Group, and H.C. Wainwright & Co. She began her compliance career with the Financial Industry Regulatory Authority. She obtained her JD from New England School of Law and a BS from Bryant University.
Jennifer Dougherty – Chief Financial Officer, Quantitative Advisors Jennifer brings 20 years of management consulting and executive-level experience in strategy, operations, finance, and technology-based metrics to support management and continuous improvement. She joined Quantitative Advisors in 2007.
Previously, she held leadership positions at Harvard Business School as the managing director of finance & administration for Executive Education, and then later with its Custom Programs division. She also was a managing associate for Coopers & Lybrand before joining MIT’s senior administration.
She obtained her MBA from Harvard Business School, an MSE in industrial & operations engineering from the University of Michigan, and her BS magna cum laude from Vanderbilt University.
Sandra I. Madden – Senior Counsel, Quantitative Advisors Sandra serves as clerk and Chief Legal Officer to the Quantitative Group of Funds. She is a member of the bar in Massachusetts and New York.
Prior to joining Quantitative Investment Advisors as Senior Counsel in 2008, Sandra has held counsel positions at MetLife and Investors Bank & Trust Company. She also was an associate at Deutsche Bank Asset Management (formerly Scudder Kemper Investments, Inc.).
She obtained her JD from Suffolk University Law School, and a BBA in business and marketing from the University of Massachusetts, Amherst.
Kathryn Collings Laing, CFA, J.D. – Principal, Private Client , U.S. Boston Capital Corporation Kathryn joined U.S. Boston Capital in 1997.
Previously, she was the executive director of a Boston area non-profit organization. She has also practiced law at Foley, Hoag & Eliot, and worked in mergers & acquisitions for Goldman, Sachs & Company. Kathryn has served on the board of directors of several non-profit organizations.
Kathryn holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society. She received her JD magna cum laude from Harvard Law School, and her BA with distinction from Stanford University.
Franklin P. Reilly – Director of Institutional Distribution, U.S. Boston Capital CorporationFrank is responsible for sales, marketing and relationship management initiatives at U.S. Boston Capital Corporation, the distributor of the Quantitative Group of Funds. He joined U.S. Boston Capital Corporation in 2010.
While finishing his post-graduate work, he interned at Ardour Capital performing sell side Equity Research. Prior to Ardour Capital, he served as a Senior Investment Consultant at Columbia Management focusing on sales and distribution of Columbia Funds within the DCIO (Defined Contribution/Investment Only) and Sub-Advisory markets. Frank began his finance career at Merrill Lynch as a Financial Advisor.
Frank graduated with a B.A. from Tulane University and holds an M.B.A. from the Carroll School of Management at Boston College. He is a current CFA candidate.
Marc L. Griffin, CIMA® – Director of Institutional Distribution, U.S. Boston Capital Corporation Marc is responsible for sales, marketing, and relationship management initiatives at U.S. Boston Capital Corporation, the distributor of the Quantitative Group of Funds. He joined U.S. Boston Capital Corporation in 2010.
Previously, he served as a Managed Account Specialist with Evergreen’s National Accounts Group. His responsibilities include developing and implementing strategies for prominent placement of Evergreen Investments products and programs within the National and Independent Broker Dealer Channels. Prior to working at Evergreen, Marc was employed as a Sales Consultant at Boston Capital Securities, Proprietary Equity Trader with Trillium Trading and Associate Portfolio Manager at Baring Asset Management.
Amanda J. Scott – Senior Client Service Officer, Private Client, U.S. Boston Capital Corporation Amanda is responsible for maintaining and serving all aspects of private client relationships. She joined US Boston Capital Corporation full-time in 1998 after completing an internship at the firm.
She obtained a MIS degree from Simmons College, and a BA in English from the College of the Holy Cross.
Peggy A. Castignetti – Director of Transfer Agency, Quantitative Institutional Services. Peggy leads the operations of Quantitative Institutional Services, the transfer agent for the Quant Funds. She joined the firm in 1989.
She has over 20 years of financial services experience in transfer agent operations, broker-dealer operations, regulatory compliance, and fund accounting. In addition, she has over 14 years of general accounting experience including internal auditing, cost accounting, and financial consulting.
Peggy obtained her BS in accounting from Bentley College.
