We are pleased to announce that Nick Avaliani, Danielle Losquadro, and Matthew Maloney have joined SGA.
Nick is an Operations Associate responsible for providing full trade life cycle support reconciling SGA’s portfolio accounting system against SGA client custodians. Nick is also responsible for monitoring Mutual Fund redemptions and subscriptions, organizing settlement instructions and monitoring post trade systems to ensure client information is up to date as well as generating end of day trading reports used by the Investment Committee. Prior to joining SGA in 2022, Nick worked in Portfolio Administrator and Operations Specialist roles at Pier Capital, Optimum Quantvest Corporation, and EII Capital Management. Nick conducted and oversaw operations processes for small/medium cap equity, fixed income securities, and REIT accounts. Nick began his career as a Securities Operations Associate at Citigroup Private Bank. Nick received his B.A. in International Relations from Manhattan College and his MBA from Fordham University Graduate School of Business.
Danielle Losquadro is a Portfolio Trader. She is responsible for trade implementation and reporting, including order generation, liquidity sourcing, routing, transaction cost and liquidity analysis. Additionally, she assists with account onboarding and asset transitions. Danielle joined SGA in 2023 after previously working as an Equity and Fixed Income trader at Manning & Napier. Danielle graduated from Rochester Institute of Technology with a BS in Business Management in 2019.
Matt is a Director of Business Development, responsible for developing institutional relationships with plan sponsors and intermediaries including consultants. Prior to joining SGA in 2023, Matt was a Director of Marketing and Client Service at Redwood Investments where he began his career in 2008. Matt served as a key member to the development of new institutional client partnerships across consultants, retirement plans, sub-advisory relationships, endowments, foundations, and family office channels. Matt has a B.A. in Economics from Tufts University.