Our Management Team

The management team at Claremont® Investment Partners has over 50 years of investment experience, and a passion for outstanding investment performance that is consistently “above average.”

 

Gerald P. Sullivan, President, Treasurer, Chief Compliance Officer and Portfolio Manager
Gerry Sullivan founded Claremont Investment Partners in 1996. Utilizing his background in trading and information systems, he developed the Industry Leaders® Portfolio Strategy, the quantitative investment process that has been used as the investment strategy behind the Industry Leaders® Fund since its inception in March 1999.

Gerry’s past experience has covered many areas of finance such as being a Financial Analyst at Salomon Brothers, an Options Trader at O’Connor & Associates and as a Senior Management Analyst at the Atlanta Committee for the Olympic Games; he developed the financial forecasting model for the Atlanta Olympic Games.

Gerry received a Bachelor of Arts Degree from Columbia University in 1982, and graduated from the University of Chicago in 1986 with an MBA in Finance. He was awarded a US Patent on September 12, 2006 for quantitative process behind the Industry Leaders® Portfolio Strategy.

 

Laura M. Sullivan, Secretary
Laura Sullivan is President and a founding member of Claremont Investment Partners and Roadhouse Group, the majority shareholder of Claremont. Laura is the Managing Member of Roadhouse Group LLC and Claremont Investment Partners LLC. Prior to her involvement with Claremont, Laura held positions with Turner Broadcasting and Katz Communications.

 

John M. Gregory, Assistant Secretary
John Gregory joined Claremont Investment Partners as Executive Vice President and Director of Sales in May of 2009. Prior to joining Claremont, John was with Summit Financial Resources, Inc. for 19 years, an independent financial planning firm, where he worked exclusively with high net worth individuals. As a holder of the prestigious Certified Financial Planner® designation, John is bound by the most stringent of ethical standards.

John has had vast experience dealing with the various aspects of the investment management business, including proper due diligence, portfolio research and design.

In addition, John began his career as a financial analyst working in the Mergers and Acquisitions area of A.G. Becker-Paribas.  John received his Bachelor of Arts Degree from the University of Vermont in 1981, majoring in economics.

 

 

 

Consider the investment objectives, risks and charges and expenses of the Fund carefully before investing. For this, and additional information, please see the fund prospectus, which is available at
http://www. ilfund.com/Industry_Leaders_Fund_Prospectus_Reports.html. Please read the prospectus carefully before investing.

The Industry Leaders Fund is distributed by BNY Mellon Distributors Inc., King of Prussia, PA 19406

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