Category Archive: Portfolio Operations

  1. Colin Delaney

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    Colin Delaney serves as Director of Portfolio Operations and is a Product Specialist for the Advisory Services team at Eventide. In his role in Portfolio Operations, he works closely with the Fund’s Portfolio Managers and the investment team to help implement their investment strategies. In his role as Product Specialist, he acts as a link between Eventide’s investment team and our client Advisors, helping them understand the portfolio’s investments and strategies.

    Prior to Eventide, Mr. Delaney was a Senior Vice President at Jefferies LLC, where he served as a sales trader and client relations manager. In nearly 15 years at Jefferies, he was able to participate in a broad range of investment activities giving him a deep and wide understanding of the complete investment process.

    Mr. Delaney has a degree in Economics from St. Lawrence University.

  2. Conor Kelly

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    Conor Kelly serves as a Trading Specialist at Eventide. In this role, he works closely with the Fund’s Portfolio Managers alongside the Director of Portfolio Operations and the investment team to help implement their investment strategies.

    Prior to Eventide, Mr. Kelly was an Assistant Director at Boston Private Wealth, where he served as a senior equity trader. Preceding his time at Boston Private, he worked on the futures trade desk at Royal Bank of Scotland, focusing on electronic execution.

    Mr. Kelly has a B.S. in Finance and B.A. in Economics from Fairfield University.

  3. Tyler Frugia

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    Tyler Frugia serves as Senior Quantitative Developer for Eventide. He is responsible for building and maintaining internal sales and investment research systems for Eventide.

    Prior to joining Eventide, Mr. Frugia worked for 8 years in the non-profit sector for a national foundation where he was responsible for building grant management systems. Prior to that, he was a freelance programmer working in many different sectors, from e-commerce to industrial.

    Mr. Frugia holds a B.S. in Computer Science from Western Oregon University.

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Funds’ ethical values screening criteria could cause them to under-perform similar funds that do not have such screening criteria.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.