Institutional Services Team
RS Investments seeks to build long-lasting client relationships. We achieve by providing investment products with consistent investment performance and by open, productive client service dialogue.
Jared Buell, CFA
Jared Buell is Vice President, Institutional Services and is responsible for 401k and Subadvisory relationships. Prior to joining RS Investments in January 2008, Jared was Director of Sub-Advised and Retirement at Phoenix Investment Partners for three years. Previously, he was an Investment Consultant at MassMutual for five years. Jared earned a B.A. from College of the Holy Cross and is a CFA Charterholder.
David Elliott
David Elliott is Principal, Institutional Services and serves as head of the team. He is responsible for establishing and maintaining institutional client and consultant relationships. Prior to joining RS Investments in July 1995, David spent 11 years at Fidelity Investments, Fidelity Institutional Retirement Services Company, where he was responsible for pension and 401k relationships. David earned a B.A. from the University of New Hampshire.
Joe Fague, CFA
Joe Fague is Vice President, Institutional Services and is responsible for establishing and maintaining institutional client and consultant relationships. Prior to joining RS Investments in August 2003, Joe worked with high net worth and institutional clients while with Strong Capital Management and Jurika & Voyles. Joe earned a B.S. from Georgetown University cum laude and is a CFA Charterholder.
Laura Garner, CAIA
Laura joined RS Investments as a Principal in Institutional Services from Grail Partners where she was a Partner and coheaded sales and investor relations for Grail and its investee companies. Laura previously headed marketing at Goldman Sachs Investment Management, Citi Alternative Investments, Merrill Lynch Debt Markets, and Chase Manhattan. Laura has an extensive background in alternative investments, earned her B.A. from the University of Virginia, M.B.A. from the Anderson School at UCLA and holds the Chartered Alternative Investment Analyst designation as well as the Series 7, 63, 24, and 22 securities licenses.
Janette Leyden
Janette Leyden is Client Services Associate, Institutional Services and is responsible for RIA relationships. Prior to joining RS Investments in April 2005, Janette was Branch Administrative Officer at Morgan Stanley for three years. Janette earned a B.B.A. from Hofstra University, New York and is Series 7 and 63 licensed.
John Masdea
John Masdea is Vice President, Institutional Services and is responsible for institutional public fund sales and client service. Prior to joining RS Investments in January 2005, John worked as Account Supervisor on the marketing and branding efforts of First Union National Bank for five years. John earned a B.S. from the University of Southern California and an M.B.A. from the University of Oxford. John is a CFA Level III candidate.
Lindsey Pollack
Lindsey Pollack is an Associate in the Investment Platform Services Group, serving managed account research groups. Prior to joining RS Investments in June 2006, Lindsey was Client Service Administrator at Symphony Asset Management for over five years. Lindsey earned a B.A. from the University of California, Santa Barbara and is Series 6 licensed.
Margo Ragland
Margo Ragland is Consultant Relations Associate, Institutional Services and is responsible for investment consultant relationships. She has been with RS Investments since January 2006. Margo earned a B.S. from the University of California, Santa Barbara and is Series 6 and 63 licensed.
Mike Sylvestri
Mike Sylvestri is Vice President, Institutional Services and is responsible for managed account research group and platform relationships. He has been with RS Investments since August 1995. Mike earned a B.S. from St. Mary's College.
Rebecca White
Rebecca White is Client Services Associate, Institutional Services and is responsible for separate account and subadvisory relationships. Prior to joining RS Investments in July 2004, Rebecca was Research Assistant at RVC Capital for four years. Rebecca earned a B.A. from the University of California, Berkeley and is Series 6 and 63 licensed.