CBIS Professional Staff

About Us

Fred Duda, CFA Investment Advisor, Regional Director, Midwest Region Julie Frank Investment Analyst Christina Hennessey Associate Investment Advisor Daniel Hynes Senior Manager, Business Development Nathan W. Ibarra Manager, Institutional Development Gita N. Kahan Investment Advisor, Eastern Region Valerie P. Maestrallis Director of Management Services Thomas D. Matty Investment Advisor Daniel P. Nielsen Director of SRI Eileen A. O'Connell Investment Advisor, Regional Director, East Region Tim Schwarzenberger, CFA Investment Advisor Timothy L. Shaler Investment Advisor Robert P. Stelben Senior Director, Head of Institutional Development and Marketing Julie Tanner Assistant Director of SRI Richard Wolf Senior Investment Analyst
	Fred Duda, CFA Investment Advisor, Regional Director, Midwest Region
Mr. Duda joined CBIS as an Investment Advisor in the Chicago office in 2006 and brings a wealth of experience to the position. He was with a Chicago-based institutional investment manager for twenty years and has been in the investment business for more than thirty-five years. He has experience as a portfolio manager for both taxable and non-taxable accounts as well as having portfolio responsibility for the high-grade fixed income assets of the firm. In addition, he served in a relationship manager position for the firm’s clients. He began his career in a Trust Department in Lincoln, Nebraska after receiving his BS and MA from the University of Nebraska. He is a CFA charter holder and has been the President of two local CFA societies, Louisville and Chicago. He is also a former member of the board of The Youth Campus, a private child welfare agency in Chicago, for which he served as Chairman from 2001-2003. His FINRA registrations include Series 7 and 63. Back To Top
	Julie Frank Investment Analyst
Ms. Frank joined CBIS in 1995 as an Investment Advisory Service Representative. In 2006, she was promoted to Investment Analyst and works as part of a three person team managing and overseeing investment programs and manager search functions. Additionally, Ms. Frank is responsible for portfolio analytics and performance measurement. Ms. Frank is also a member of the Investment Policy Team. Prior to joining CBIS, Ms. Frank worked as a Marketing Consultant for a hedge fund with responsibility for tracking domestic and offshore client investments, and acting as a liaison between clients and fund administrators. She has a B.S. in Finance from the City University of New York. Her FINRA registrations include Series 7 and 63. Back To Top
	Christina Hennessey Associate Investment Advisor
Ms. Hennessey joined CBIS as an Associate Investment Advisor in 2010. She works closely with participants on the East Coast, advising them on their investment strategy and portfolio structure as well as updating them on SRI initiatives, account performance, and developments in the financial markets. Prior to joining CBIS, Ms. Hennessey was a sales associate in the Institutional Equity and the Private Wealth Management divisions of Morgan Stanley. In her previous roles, she traded equities and options and assisted in the creation and implementation of asset allocation plans for high net worth investors. Ms. Hennessey holds a B.A. in Corporate Systems from Boston College. Her FINRA registrations include Series 7 and 63. Back To Top
	Daniel Hynes Senior Manager, Business Development
Mr. Hynes joined CBIS as Senior Manager, Business Development in 2012. Daniel is an experienced investment professional with a background in asset management sales and client service, investment consulting and investment plan design. He is responsible for educating prospective CBIS participants in the Midwest region about CBIS products and the socially responsible manner in which CBIS invests. Throughout his career, Daniel has consulted with clients and prospects to understand their investment needs and work with them to develop solutions to help them reach their financial goals. He holds an MBA from DePaul University and has a BA in Finance from Illinois State University. His FINRA registration includes Series 7 and 63. Back To Top
	Nathan W. Ibarra Manager, Institutional Development
Mr. Ibarra joined Christian Brothers in June 2011 with responsibility for new business development in the Eastern Region. Mr. Ibarra has more than 10 years of experience in the investment management industry. Prior to joining CBIS, he held sales and marketing positions at Standard & Poors, First Trust Portfolios, and Claymore Securities, with experience in business development, client service, and marketing. Mr. Ibarra holds a B.A. in Finance from Canisius College. His FINRA designations include the Series 7, 63 and 65. Back To Top
	Gita N. Kahan Investment Advisor, Eastern Region
Ms. Kahan joined CBIS in 2012 as an Investment Advisor. She is responsible for developing and retaining participant relationships in the Eastern region. Prior to joining CBIS, Ms. Kahan held sales, client service, and marketing positions at PineBridge Investments, CL Capital Markets, and Prudential Securities. She has extensive experience in business development and client service with a focus on the non-profit marketplace. Ms. Kahan holds a BS in Finance from Touro College and an M.B.A. in Finance and Law & Business from New York University, Stern School of Business. Her FINRA designations include the Series 7 and 63. Back To Top
	Valerie P. Maestrallis Director of Management Services
Ms. Maestrallis joined CBIS in 1991, with responsibility for valuing funds on a daily basis, and assisting with account activity. In 1996, she was promoted to her current position, with responsibility for servicing participant accounts. Prior to joining CBIS, she was employed for 10 years with Bear Stearns Asset Management, where she was the liaison for the Bear Stearns/CBIS relationship. Her FINRA registrations include the Series 7. Back To Top
	Thomas D. Matty Investment Advisor
Mr. Matty joined the CBIS San Francisco office in January 2007. He is registered Investment Advisor, responsible for participant relationships in the Western region of the U.S. He also specializes in the needs of reconfiguring religious institutes. With an extensive background in international finance and client management and a deep knowledge of Catholic institutions, Tom brings a unique understanding of both the financial markets and the challenges facing participants. His previous experience at global financial institutions includes UBS, Deutsche Bank (Bankers Trust) and The Bank of New York. Prior to joining CBIS, he was an owner and managing partner of a financial services direct marketing firm headquartered in New York City. He began his career as an educator with the Christian Brothers, Midwest Province. Tom’s academic credentials include a BA from St. Mary’s University, Winona MN and an MA from The George Washington University, Washington, DC. His FINRA registrations include Series 7 and Series 63. Back To Top
	Daniel P. Nielsen Director of SRI
Mr. Nielsen joined CBIS in 2008 as the Director of Socially Responsible Investing. His responsibilities include managing the portfolio screening, proxy voting, and corporate engagement strategies of the firm and working with CBIS participants and prospects to evaluate SRI strategies and performance. Prior to joining CBIS, Mr. Nielsen was the Manager of Socially Responsible Investing at the General Board of Pension and Health Benefits of the United Methodist Church where he addressed environmental, governance, and human rights issues with portfolio companies. Before joining the General Board, he was the Executive Director of the Global Philanthropy Partnership, a non-profit organization promoting the expansion of philanthropy targeting international development issues. He currently serves on the board of US SIF – The Forum for Sustainable and Responsible Investing and as co-chair of the Sustainable Investment Research Analyst Network (SIRAN). Mr. Nielsen holds an M.B.A. from the University of Chicago and a B.A. with honors from the University of Maryland. Back To Top
	Eileen A. O'Connell Investment Advisor, Regional Director, East Region
Ms. O'Connell joined CBIS in 2004 as an Investment Advisor. She is responsible for developing and retaining participant relationships in the Eastern region. Prior to joining CBIS, her most recent position was Regional Director at Neuberger Berman. Her extensive experience in the financial services industry includes servicing high net worth clients, equity analysis and sales and marketing to financial consultants. Ms. O'Connell holds a B.S. in Finance from St. John's University and Series 7 and 63 FINRA registrations. Back To Top
	Timothy L. Shaler Investment Advisor
After 15 years of international investing experience, Mr. Shaler joined CBIS as an Investment Advisor in the San Francisco office in 2009. Tim is particularly adept at helping participants and clients with their asset allocations. Prior to joining CBIS, Tim had been successfully analyzing companies and economic conditions for 15 years, including 9 years as a Portfolio Manager at a major firm focused on fixed income investment management. In his multiple roles as financial analyst and as portfolio manager of high-grade and high-yield credits, he successfully helped his clients navigate several difficult market events. Building on this experience, Tim seeks to help CBIS clients and CUIT participants understand the risks they face so they may gauge their investments appropriately. Furthermore, Tim brings his deep academic experience to help CBIS participants: he graduated with a concentration in finance from the University of Chicago Graduate School of Business (GSB). Tim also earned a B.S. in Business Administration from Pepperdine University and an M.A. in Russian Studies from the University of Chicago. Tim is currently working on his Masters in Pastoral Ministry from the University of Dallas. His FINRA registrations include Series 7 and Series 63. Back To Top
	Tim Schwarzenberger, CFA Investment Advisor
Mr. Schwarzenberger joined CBIS in 2005 and is responsible for servicing participant relationships in the Central region of the U.S. as well as Spanish-speaking relationships in Latin America. Prior to joining the firm, he worked for Watson Wyatt Investment Consulting (now part of Towers Watson) in the group responsible for providing investment advisory services to the firm’s institutional clients. His diverse experience advising Catholic, corporate, and public institutional investors makes him particularly qualified to provide all aspects of client service, including: investment consultation, investment policy, asset allocation, portfolio review, socially responsible investing, and investment education. A speaker at industry conferences and an active member of the CFA Institute and the CFA Society of Chicago, Mr. Schwarzenberger has demonstrated his dedication to the profession and his commitment to the highest levels of ethical and professional conduct. Mr. Schwarzenberger graduated with high honors from Idaho State University with a B.A. in Finance and a minor in Spanish. In 2003, he spent six months abroad in Chile studying at the Universidad Católica de Valparaíso and is fluent in Spanish. He is a CFA charterholder, and his FINRA registrations include Series 7 and 63. Back To Top
	Robert P. Stelben Senior Director, Head of Institutional Development and Marketing
Mr. Stelben joined CBIS in October 2001 as Director of Marketing & Communications with responsibility for directing the firm's marketing efforts. In 2006 he assumed the responsibility for developing and managing CBIS' relationships with institutional investment management consultants and was promoted to his current position in 2012. In addition, he is a member of CBIS' product development committee, leads product management activities and works with senior management on developing marketing plans and strategies. Previously, Mr. Stelben worked for META Group and held several marketing, product management, and business development roles. Prior to META Group, he worked with Greenwich Associates. Mr. Stelben holds a B.S. in Economics from Siena College and holds a Series 7 FINRA license. Back To Top
	Julie Tanner Assistant Director of SRI
Ms. Tanner joined Christian Brothers Investment Services (CBIS) in 2002 and is the Assistant Director of Socially Responsible Investing. She is responsible for engaging with boards and corporate management to encourage the development and implementation of robust and substantive environmental, human rights and corporate governance policies and practices. Ms. Tanner’s leadership to improve corporate performance on human rights issues led the Coalition to Abolish Slavery and Trafficking (CAST) to honor CBIS with its Founder’s Award in 2011. She is a member of the governing board of the Interfaith Center on Corporate Responsibility. Julie is widely quoted in the media on corporate governance and corporate responsibility issues, is a frequent panelist at major ESG conferences, and writes extensively on the topic, including co-authoring the recent report, “Effective Supply Chain Accountability: Investor Guidance on Implementation of The California Transparency in Supply Chains Act and Beyond.” Prior to joining CBIS, Ms. Tanner spent ten years in the financial services industry, most recently with JP Morgan Chase, before moving to lead the Finance and Environment Program at National Wildlife Federation. Tanner holds a B.A. from Rutgers University, an M.B.A. from Pace University, and an M.S. from North Carolina State University. Back To Top
	Richard Wolf Senior Investment Analyst
Mr. Wolf has served as Senior Investment Analyst since joining CBIS in 2000. His primary responsibilities include analyzing CBIS investment programs and managers, as well as providing investment advice to CBIS participants. Prior to joining CBIS, Mr. Wolf was the Managing Director of Public Market Investments at NYNEX in New York City. He was responsible for evaluation of investment managers for over $15 billion in pension and related plan assets, both in domestic and international strategies. Prior to his oversight of pension assets in 1988, Mr. Wolf held several positions in the NYNEX Treasury area overseeing cash management operations, beginning in 1980. He earned a B.A. Degree from Niagara University. His FINRA registrations include Series 6, 7, and 63. Back To Top