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Senior Executives
Portfolio Managers
Marketing & Client Services
Portfolio Consultants
Marketmail Contributors
Private Client Services

Senior Executives

LOUIS NAVELLIER
LOUIS NAVELLIERCHIEF 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 CNBC, Bloomberg, The 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.

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David Machen
David MachenCPA, 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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Tanya Alexander
Tanya AlexanderCompliance Director
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.

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Jane Hunt
Jane HuntDirector 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
Bob FullerDirector of Security and Information Technologies
Mr. Fuller is a 16-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

LOUIS NAVELLIER
LOUIS NAVELLIERCHIEF 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 CNBC, Bloomberg, The 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.

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Michael Borgen
Michael BorgenPortfolio 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.

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Michael Garaventa
Michael GaraventaPortfolio Manager
Michael Garaventa joined Navellier in 2001 and has 17 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
Tim HopePortfolio 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 KoelewynTrading Supervisor
Pete Koelewyn joined Navellier in 1996 and has over 20 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

Margaret BartonPrivate Client Group – Client Services Associate
Margaret Barton joined Navellier in 2002 and has 16 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
Clayton KornhauserMarketing 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

Mike LanierFixed 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

Gary Alexander
Gary AlexanderSenior 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.

Ivan Martchev
Ivan MartchevInvestment 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.

Jason Bodner
Jason BodnerMarketmail 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

Tom Donnelly
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
Robert FunkSenior Director
Robert Funk is a Senior Director with Navellier & Associates working directly with the high net worth clients of the firm’s Private Client Group as well as Registered Investment Advisors in the Institutional channel.

Rob has over 25 years of experience in the financial services industry. Before joining Navellier, he worked at Merrill Lynch and Lehman Brothers advising both retail and institutional accounts, as well as operating his own trading firm, RGF Capital.

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

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Jim Mc Garry
Jim Mc GarrySenior 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
Bryan PerrySenior 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
Ken SteinSenior 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
Brendon WilliamsSenior 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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