Key Personnel

Senior Executives


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Louis Navellier, Chief Investment Officer

Louis Navellier is Founder, Chairman of the Board, Chief Investment Officer and Chief Compliance Officer of Navellier & Associates, Inc., located in Reno, Nevada. With decades of experience translating what had been purely academic techniques into real market applications, he believes that disciplined, quantitative analysis can select stocks that will significantly outperform the overall market.

Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios.

A charismatic figure with a reputation for solid leadership, Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBCBloombergThe Nightly Business Report, and Wall Street Week, he has been featured in Barron's, Forbes, Fortune, Investor's Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern's book Secrets of the Investment All-Stars in the interview "Louis Navellier, A Man Who Has Beat Them All." He is also featured in Alan R. Ackerman's Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.

Mr. Navellier received a B.S. in business administration in 1978 and an M.B.A. in finance in 1979 from California State University - Hayward.

Email Mr. Navellier

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John Coyle, Managing Director

John Coyle joined Navellier in January 2013 as Managing Director. John is not new to its founder, Louis Navellier. The association was formed when Mr. Coyle was the President and CEO of the marketing and publishing company InvestorPlace Media from 1995 to 2012 where he transformed the business into a multi-media digital market leader with high revenue and earnings and a top tier management team. From 1987 to 1995 he was the General Manager at Congressional Quarterly, Inc., a range of multi-media services focusing on Congressional legislation and public policy. Mr. Coyle got his business start at Lexis/Nexis at the dawn of electronic publishing. Mr. Coyle’s leadership position as Managing Director is tasked with leading business transformation and growth at Navellier.

Mr. Coyle received a B.S. in Accounting from Providence College, Rhode Island.

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David Machen, CPA, MST, CFO

David Machen joined Navellier in 2011. Mr. Machen plans, directs, monitors, interprets, and administers the functional activities and policies related to the finance, accounting, budgeting, insurance, financial analysis, taxation, and treasury functions at Navellier. 

Mr. Machen came to Navellier in 2011 with over 15 years of experience in the securities industry. He has management experience in accounting, budgeting, cash management, financing, investments, information systems, compliance, and strategic planning. Prior to joining the firm, Mr. Machen had a 24-year professional relationship with the company providing audit, accounting and taxation services.

Mr. Machen earned a B.A. in Accounting from California State University, Sacramento and an M.S. degree in Taxation from Golden Gate University.

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Peter Burchfield, Institutional Consultant

Peter Burchfield joined Navellier in 2003 and has nearly 30 years of experience in client services to corporate and public pension plans, endowments and foundations, Taft-Hartley plans, and pension consultants.

Prior to joining Navellier, Mr. Burchfield was Vice President of Client Services for Delaware Investment Advisors in Philadelphia. Prior to Delaware, he was Vice President of Institutional Sales at Federated Investment Counseling.

Mr. Burchfield received a B.S. in economics from Allegheny College.

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Tanya Alexander, Compliance Consultant

Ms. Alexander has over 30 years of experience in the securities industry as a Trader and Compliance professional. She began her career on the trading floor of the Pacific Stock Exchange and with Callan Associates as an Institutional small cap equity trader. She was Manager of the Compliance Departments for both, Callan Associates and Clear Capital. Ms. Alexander has 10 years of compliance experience and combined with her trading background she provides a great deal of insight into The Investment Advisers Act of 1940 and is responsible for maintaining a “culture of compliance” within the firm.

Ms. Alexander received her undergraduate degree from Washington College in Chestertown, MD.

Email Ms. Alexander

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Jane Hunt, Director of Marketing and Design

Jane Hunt joined Navellier in 1994 as a mutual funds sales representative and was promoted to mutual funds manager and director of marketing and design. Prior to working at Navellier, Ms. Hunt spent eight years as a project planner at Walt Disney Imagineering in Los Angeles. Working in the creative and media divisions, Ms. Hunt collaborated with the engineering, architecture, and other project teams on a variety of worldwide projects, including Disneyland Paris.

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Bob Fuller, Director of Security and Information Technologies

Mr. Fuller is an 11-year veteran of Navellier. With over 25 years of experience in data and communications systems, he oversees Navellier’s  IT systems, communications, and security systems. He also develops and maintains Navellier’s business continuity and resumption plans. Mr. Fuller is well versed in systems and services including data networking, virtualization, data backup, replication , and communication.

Mr. Fuller holds certifications in server systems, workstations, electronic document imaging , networking, backup systems, and virtualization.

Mr. Fuller attended  California State University, Fullerton. 

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Portfolio Management


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Louis Navellier, Chief Investment Officer

Louis Navellier is Founder, Chairman of the Board, Chief Investment Officer, and Chief Compliance Officer of Navellier & Associates, Inc., located in Reno, Nevada. With decades of experience translating what had been purely academic techniques into real market applications, he believes that disciplined, quantitative analysis can select stocks that will significantly outperform the overall market.

Mr. Navellier employs a three-step, highly disciplined, bottom-up stock selection process focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. In 1980, Mr. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios.

A charismatic figure with a reputation for solid leadership, Louis Navellier has been covered by a wide range of international media. In addition to appearing on CNBCBloombergThe Nightly Business Report, and Wall Street Week, he has been featured in Barron's, Forbes, Fortune, Investor's Business Daily, Money, Smart Money, and The Wall Street Journal. Most recently he was profiled in Kenneth A. Stern's book Secrets of the Investment All-Stars in the interview "Louis Navellier, A Man Who Has Beat Them All." He is also featured in Alan R. Ackerman's Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered.

Mr. Navellier received a B.S. in business administration in 1978 and an M.B.A. in finance in 1979 from California State University - Hayward.

Email Mr. Navellier

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Michael Borgen, Portfolio Manager, Sub-Advisor

Michael J. Borgen joined Navellier in 1995 and has been an asset to Navellier & Associates with his contributions as a research analyst and portfolio manager. Mr. Borgen has a master’s in economics and is a member of the CFA Institute.  Currently Mr. Borgen is responsible for the management of the Small Cap Growth Strategy, Mid Cap Growth Strategy, Large Cap Tactical Strategy, Covered Call Strategies as well as participating on the management team of the Small-to-Mid Cap Growth strategy.

In 2014, Mr. Borgen became a sub-advisor to Navellier & Associates. As an integral member of Navellier's research and portfolio management teams, he continues to be an essential asset to the firm's efforts in product development as well as conducting ongoing research enhancements of the firm's quantitative investment process.

Mr. Borgen received a B.S. in finance and an M.S. in economics from the University of Nevada, Reno.

Mr. Borgen is a member of the CFA Institute.

Email Mr. Borgen

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James O'Leary, CFA, International Sub-Advisor

James O'Leary joined Navellier in 1996 as the Director of Institutional and has over thirty years of experience in the securities industry. He earned the right to use the CFA designation in 1986. Mr. O’Leary has over a decade of experience managing international assets and is the Senior Portfolio Manager for several of Navellier's international strategies including International Equity, International Select, and Emerging Markets. In 2014, Mr. O'Leary became a sub-advisor to Navellier to concentrate his efforts on managing the international portfolios.

Prior to joining Navellier, Mr. O'Leary was Managing Director at Lexington Management Corporation. Prior to Lexington, he was Vice President of Institutional at Federated Investment Counseling.

Mr. O'Leary received a B.S. in business administration from Bowling Green State University and earned an M.B.A. in marketing and finance from the University of Cincinnati.

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Michael Garaventa, Portfolio Manager

Michael Garaventa joined Navellier in 2001 and has 13 years of experience in the securities industry. Mr. Garaventa manages the All Cap Core strategy and is a member of the Large Cap Growth, Power Dividend, and Small-to-Mid Cap Growth management teams. In addition, he assists in ongoing research projects, product enhancements, and product development. Mr. Garaventa is responsible for calculating monthly and quarterly portfolio statistics, performance, and attribution analysis for the firm's portfolios.

Mr. Garaventa received a B.S. in finance from the University of Nevada, Reno.

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Tim Hope, Portfolio Manager / Applied Research Analyst

Tim Hope joined Navellier in 2003 and has over two decades of experience in the securities industry, which has included many challenging market cycles. He manages the Power Dividend Portfolio. Mr. Hope uses the Navellier quantitative and fundamental ranking systems for individual stock evaluation while also applying additional statistical analysis for final stock selection or sale. In addition, Mr. Hope is responsible for the compilation, interpretation, and presentation of statistical data related to the marketing of Navellier products for both retail and institutional clients. Mr. Hope is a member of the American Finance Association and the Western Finance Association, which allows him to stay current with the latest academic financial research. Mr. Hope is a guest lecturer on various financial topics at the University of Nevada, Reno.

Prior to joining Navellier, Mr. Hope was an Investment Management Analyst for Smith Barney. Mr. Hope has previously worked for Wells Fargo Investments and Kidder, Peabody & Company.

Mr. Hope received a B.A. in economics from San Francisco State University and earned an M.A. in economics from the University of Nevada, Reno.

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Pete Koelewyn, Trading Supervisor

Pete Koelewyn joined Navellier in 1996 and has 18 years of experience in the securities industry. Mr. Koelewyn is Navellier's trading supervisor. He is also responsible for executing all trades for the Large Cap Growth strategy.

Mr. Koelewyn received a B.S. in finance from the University of Nevada, Reno.

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Marketing & Client Services


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Peter Nicolas, CFA, Senior Vice President/Regional Consultant

Peter Nicolas is Navellier’s Senior Vice President and Regional Consultant for the Eastern region.

Mr. Nicolas is a seasoned sales professional with over 25 years of experience in helping financial advisors grow their business. His prior experience includes stints with several major financial institutions including Van Kampen Funds, CIGNA Insurance and John Hancock Mutual Funds.

He received his B.S. and M.S. from Boston College.  He earned the right to use the CFA designation in 2001. Mr. Nicolas is an active member of the CFA Institute as well as the Boston Security Analysts Society.

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Margaret Barton, Private Client Group – Client Services Associate

Margaret Barton joined Navellier in 2002 and has 15 years of experience in the securities industry. Ms. Barton started as the company’s receptionist and copy editor, and recently she was promoted to Client Services Associate in the Private Client Group. Her entire focus is to help bring the best service to our valued private clients.

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Clayton Kornhauser, Marketing Associate/Analyst

Clayton Kornhauser joined Navellier in January of 2017 as a marketing analyst. Mr. Kornhauser works closely with the Portfolio Managers and research team to assist with data mining and the quantitative analysis Navellier & Associates generates weekly as part of the firm’s quantitative approach to stock selection. He also helps create reports for clients and marketing material for our Advisor relationships and Private Client Group.

Mr. Kornhauser graduated from the University of Wisconsin – Madison in 2015 with a B.S. degree in Economics.

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Portfolio Consultants


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Arnold Langsen, Equity Strategies

The chief strategist for the Navellier Defensive Alpha Portfolio is Arnold L. Langsen, Ph.D., Professor Emeritus in Financial Economics. The proprietary algorithms are based primarily on the works of Sharpe, Markowitz, and Fischer Black. Dr. Langsen continues to consult with Navellier & Associates on portfolio design and dynamic asset allocation models.

Email Mr. Langsen

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Mike Lanier, Fixed Income Strategies

Mr. Lanier has over 30 years of experience in investment management, with a focus on corporate bonds, both Investment Grade and High Yield. Mr. Lanier has worked for a variety of clients including insurance companies, mutual fund firms, pension funds, and high net worth individuals.  Mr. Lanier joined Dial Capital Management in 2009 to help develop, launch, and maintain the Navellier/Dial High Income Opportunities Unit Investment Trust program.  This investment vehicle has raised over $1.7 billion since inception with ongoing monthly sales.

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Marketmail Contributors


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Gary Alexander, Senior Writer

Gary Alexander has been Senior Writer at Navellier since 2009.  He edits Navellier’s weekly Marketmail and writes a weekly Growth Mail column, in which he uses market history to support the case for growth stocks.  For the previous 20 years before joining Navellier, he was Senior Executive Editor at InvestorPlace Media (formerly Phillips Publishing), where he worked with several leading investment analysts, including Louis Navellier (since 1997), helping launch Louis Navellier’s Blue Chip Growth and Global Growth newsletters. 

Prior to that, Gary edited Wealth Magazine and Gold Newsletter and wrote various investment research reports for Jefferson Financial in New Orleans in the 1980s.  He began his financial newsletter career with KCI Communications in 1980, where he served as consulting editor for Personal Finance newsletter while serving as general manager of KCI’s Alexandria House book division.  Before that, he covered the economics beat for news magazines.

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Ivan Martchev, Investment Strategist

Ivan Martchev is an investment strategist with Navellier.  Previously, Ivan served as editorial director at InvestorPlace Media. Ivan was editor of Louis Rukeyser's Mutual Funds and associate editor of Personal Finance. Ivan is also co-author of The Silk Road to Riches (Financial Times Press). The book provided analysis of geopolitical issues and investment strategy in natural resources and emerging markets with an emphasis on Asia. The book also correctly predicted the collapse in the U.S. real estate market, the rise of precious metals, and the resulting increased investor interest in emerging markets. Ivan’s commentaries have been published by MSNBC, The Motley Fool, MarketWatch, and others.

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Jason Bodner, Marketmail Editor for Sector Spotlight

Jason Bodner writes Sector Spotlight in the weekly Marketmail publication and has authored several white papers for the company. He is also Co-Founder of Macro Analytics for Professionals which produces proprietary equity accumulation/distribution research for its clients. Previously, Mr. Bodner served as Director of European Equity Derivatives for Cantor Fitzgerald Europe in London, then moved to the role of Head of Equity Derivatives North America for the same company in New York. He also served as S.V.P. Equity Derivatives for Jefferies, LLC.

He received a B.S. in business administration in 1996, with honors, from Skidmore College as a member of the Periclean Honors Society.

Private Client Services


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Tom Donnelly, Senior Director

Thomas "Tom" Donnelly is a Senior Director with Navellier & Associates working directly with the firm’s high net worth clients.

Prior to joining Navellier, Tom spent more than 25 years in various financial services positions: Regional Vice President, ETF Product Specialist, Mutual Fund Consultant as well as a Financial Advisor. Tom received his B.S in Business Management from St John's University and his MBA from Dowling College. He currently holds the FINRA Series 7 and 65 licenses. Tom and his family reside on Long Island.

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Robert Funk, Senior Director

Robert Funk is a Senior Director with Navellier & Associates working directly with the high net worth customers of the firm's Private Client Group.

Rob has over 20 years of experience as an advisor to retail and institutional accounts at Merrill Lynch and Lehman Brothers, as well as managing his own hedge fund, RGF Partners.

Rob has a B.S. in Economics degree from Lehigh University in Bethlehem, PA. He currently holds the FINRA Series 7, 55, and 65 licenses.

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Jim Mc Garry, Senior Director

Jim McGarry is a Senior Director with Navellier Private Client Group, helping our clients meet their investment goals and needs.  Previously, Mr. McGarry worked at some of the largest financial services firms in the world, including AXA Advisors and JP Morgan Chase, where he helped clients meet their insurance, investment and financial planning goals.  Jim has worked in the financial services industry since 2001 and obtained the Certified Financial Planner® (CFP) designation in 2006.  Prior to that, Jim worked at AT&T as a Financial Manager supervising a team of four Financial Analysts.  Jim has an MBA in Finance from Fairleigh Dickinson University in Teaneck, NJ.

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Bryan Perry, Senior Director

Bryan Perry is a Senior Director with Navellier Private Client Group, advising and facilitating high net worth investors in the pursuit of their financial goals.

Bryan’s financial services career spanning the past three decades includes over 20 years of wealth management experience with Wall Street firms that include Bear Stearns, Lehman Brothers and Paine Webber, working with both retail and institutional clients. Bryan earned a B.A. in Political Science from Virginia Polytechnic Institute & State University and currently holds a Series 65 license.

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Ken Stein, Senior Director

Ken Stein joined Navellier in September 2014 as Sr. Director of Private Client Services.

In this role Ken advises retail investors about their options for professional money management with Navellier & Associates in order to deliver better risk-adjusted portfolio returns.  A Certified Financial Planner®, Ken has experience leading sales and wealth management teams in both the brokerage and banking environments.

Ken received his B.A in Education from S.U.N.Y. Stony Brook and the CFP® designation from The American College in Bryn Mawr, PA.  Ken currently holds FINRA Series 7, 63, and 65 licenses.

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Brendon Williams, Senior Director

Brendon Williams is a Senior Director with Navellier & Associates working directly with the firm’s high net worth clients.

Prior to joining Navellier, Brendon spent more than 20 years as a Financial Advisor to ultra-high net worth clients at some of Wall Street's most prestigious firms including JP Morgan, Credit Suisse, UBS, and Citibank.  Brendon received his B.A in Economics and Business from Lafayette College in Easton, PA and currently holds FINRA Series 7, 63, and 65 licenses.

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