Chief Investment Officer/President
Greg is the Managing Member of Schooner Investment Group. His responsibilities include portfolio management, as well as overall business strategy and development. Greg was formerly a Senior Portfolio Manager for a multi-billion dollar Hedge Fund where he was the head of global convertible and equity-linked trading. Previously he was the founder and CIO of Polaris Advisors LP, an equity-linked market neutral manager specializing in convertible arbitrage, equity, and derivative strategies. Prior to forming Polaris he was a Managing Director and the Head Trader of convertible arbitrage at BNP/Cooper Neff where he led the U.S. convertibles team. His responsibilities included oversight of all group operations and strategy development. Prior to becoming Managing Director, he was Senior Vice President of Trading and the head trader for Banque Nationale de Paris’ (“BNP”) proprietary convertibles trading group. Greg is a graduate of The Wharton School of The University of Pennsylvania, with a Bachelor of Science in Economics/Finance
Managing Director - Trading
Tony Fusco is the Senior Trader for Schooner Investment Group as well as a Portfolio Manager for the Schooner Funds. Tony is a graduate of The Wharton School of The University of Pennsylvania, with a Bachelor of Science in Economics/Finance. Previous experience includes; convertible arbitrage trader for multi-billion dollar multi-strategy hedge fund, and head of convertible trading for Polaris Advisors LP, an equity-linked market neutral manager specializing in convertible arbitrage, equity, and derivative strategies. He began his career in 1996 as a U.S. equity derivatives trader at BNP/Cooper Neff where he worked alongside Greg Levinson.
Director of New Business Development
A financial services veteran, Mr. Herz has 20+ years experience in the investment space. His most recent role was Principal at Fortuna Capital Advisors. Prior to that, he was the Director of Marketing for Radnor Research & Trading Company, an agency-only broker-dealer and NYSE member. He started his career at Credit Suisse First Boston, as a Financial Analyst. Mr. Herz is also a graduate of The Wharton School of the University of Pennsylvania..
Chief Operating Officer
Jeremy is the Chief Operating Officer for Schooner Investment Group. He graduated with a B.S. in Finance from McGill University in Montreal, Canada. In addition to operations Jeremy is the Chief Compliance Officer, and responsible for implementing and administering the firm’s SEC-mandated compliance policies and procedures. Previous to handling operations at Schooner Jeremy was Director of Operations for cbAlley, Inc (a financial software development company), Operations Manager at Polaris Advisors LP, and a fund accountant in hedge fund administration at SEI Investments.
Paul Weibel, CPA
Paul is the Finance Director for Schooner Investment Group and is responsible for financial administration and accounting related functions. Prior to working at Schooner, Paul was a Senior Associate for Price water house Coopers in the asset management assurance practice. He is a graduate of Lehigh University where he majored in Finance and Accounting. Additionally, Paul was captain of the Lehigh University men’s wrestling team and is a two-time NCAA Division I Qualifier. Paul is a CPA and member of the American Institute of Certified Public Accountants (AICPA).