Investment Team

Joel R. Mangham,  Founding Partner, Co-Chief Investment Officer


Joel has over 30 years of experience in investment management, founding Mangham Associates in 1991, with prior experience at Cambridge Associates, Gemini Consulting, Monsanto Corporation and the petroleum industry. During his tenure leading Mangham Associates, the firm evolved from offering investment consulting to fully discretionary Outsourced Chief Investment Officer (OCIO) services. Today, while Mangham Associates focuses primarily on OCIO solutions for foundations, endowments, other non-profits and select families, the firm also creates custom investment solutions to ensure the best fit between a client's needs and its investment policies. Joel is experienced working with foundation boards, trustees and investment committees to integrate the investment process into each client's mission and financial circumstances. As Co-Chief Investment Officer, he works closely with Ed to lead the firm's strategic vision and implementation of investment research, asset allocation, manager evaluation and portfolio construction for client solutions. As our Founding Partner, Joel ensures the team adheres to our Core Values and culture, putting clients' needs first, in a collaborative and collegial environment. Joel has also served as chair of the investment committee for the St. Anne's-Belfield School and as treasurer and chair of the finance committee for the Miller School of Albemarle.

 

M.B.A., Darden School of Business Administration at the University of Virginia; M.S., University of Wisconsin; B.S., Geology, University of Washington.

 

 

Edward W. Karppi, CFA,  Partner, Co-Chief Investment Officer


Ed has over 25 years of investment experience, including 10 years as Senior Investment Officer and Managing Director for the American National Red Cross endowment and five years with non-profit ICMA Retirement Corp. as Director, Mutual Funds and equities team manager. Prior professional experience includes the U.S. Securities & Exchange Commission, CFA Institute and SNL Financial (now S&P Global Market Intelligence). At Mangham, Ed contributes leadership on all aspects of investment, client and firm activities. As Co-Chief Investment Officer, he leads the investment team to ensure that fact-based collaboration and teamwork lead to client's meeting their long-term investment objectives. Since 2012, Ed has also served on the board investment committee for the St. Albans School endowment. He also serves on The National Cathedral Foundation investment committee. Ed currently also serves in a volunteer capacity on the Board of Directors of Old Dominion Land Conservancy, a non-profit. Ed is a CFA Charterholder.

 

M.B.A., George Mason University Graduate School of Business; B.S., Systems Engineering, University of Virginia.

 

 

Steven Jakobovic, Director


Steven's primary responsibilities at Mangham are manager evaluation and asset class research. Steven has over 15 years of investment experience. Prior to joining Mangham, he served as short-term bond trading assistant with Reserve Funds, performance analyst and program portfolio modeler with Bank Julius Baer and prime brokerage accountant with UBS. Steven also earned his M.A. in Sociology from The New School and, immediately prior to joining Mangham, was working toward completion of his doctorate in sociology at the University of Virginia. Steven has passed Level II of the CFA Program.

 

M.A. in Sociology, The New School for Social Research; B.B.A., James Madison University.

 

 

Matthew J. Middleton, CFA, Director


Matt's responsibilities at Mangham include manager evaluation, asset class research and client service. Matt has over 10 years of investment experience. Prior to joining Mangham, Matt had broad investment and finance industry experience. He served as Investment Analyst at a family office and Research Analyst at Chesapeake Capital Corporation. Prior experience also includes the U.S. Securities and Exchange Commission, Samsung Global Strategy Group in South Korea and Signet Banking Corporation. Matt is a CFA Charterholder and member of the New York Bar.

 

M.B.A., Columbia Business School; J.D., Columbia Law School; B.A., University of Virginia (Economics Distinguished Major).

 

 

B. Taylor Irvin, CAIA, Vice President


Taylor's responsibilities at Mangham include manager evaluation, asset class research and client service. Taylor has over five years of investment experience. Prior to joining Mangham, Taylor served as Senior Associate at Pavilion Alternatives Group and previously held a market research position with Southeastern Institute of Research. Taylor is a CAIA Charterholder and has passed Level II of the CFA Program.

 

B.A., History, University of Virginia.

 

 

Joel P. Streeter, Vice President


Joel's responsibilities at Mangham include manager evaluation, client service and marketing. Joel has over 10 years of investment experience. Prior to joining Mangham, he served as Vice President, Investor Relations at Trian Fund Management, as Assistant Vice President in the product management, development and oversight department of BNY Mellon Investment Management, and as an analyst in the marketing department at Wells Capital Management.

 

B.A., Government, Wesleyan University.

 

 

Tyler S. Griffin, Associate


Tyler's responsibilities at Mangham include investment projects, manager evaluation, asset class research and assisting with client service. Prior to joining Mangham in 2016, Tyler worked at a mortgage company and freelanced as a writer. Tyler has passed Level II of the CFA Program.

 

B.S., Business Administration, University of Mary Washington.

 

 

R. Brian Shafran, Client Service and Marketing Analyst


Brian's responsibilities at Mangham include client service and marketing activities. Prior to joining Mangham in 2016, Brian interned at two financial advisory firms.

 

B.A., Economics & Politics, University of Virginia.

 

 

 

John Addy, Intern


John's responsibilities at Mangham include supporting the Investment Team.

 

B.A., Economics, B.S., Commerce, University of Virginia, expected May 2020.

 

 

 

Sandy Li, Intern


Sandy's responsibilities at Mangham include supporting the Investment Team.

 

B.S., Finance, B.A., Statistics, University of Virginia, expected May 2021.