Operations Team

Tracy M. Townsend, Director of Operations

Tracy has over 10 years of experience in the financial services industry. Tracy oversees operations at Mangham, with responsibility for performance reporting, client support, fund accounting, technology and operational due diligence. Prior to joining Mangham in 2008, Tracy worked for 18 years in the healthcare sector.


B.A., Business, Mary Baldwin College; A.S., Business Administration, Piedmont Virginia Community College.



Tina M. Leiter, Chief Compliance Officer

Tina has over 30 years of experience in the financial services industry, including regulatory compliance, client services, corporate governance and back-office operations. Tina's primary responsibility is to ensure Mangham is complying with regulatory requirements and has a sound compliance infrastructure. Prior to joining Mangham, Tina served as Chief Compliance Officer for The Investment Fund for Foundations (TIFF), and later for Cherry Bekaert Wealth Management.


B.A., Business Administration, Lynchburg College.


Ben P. Tuchyner, Vice President

Ben has over 14 years in the financial services industry. Ben's responsibilities at Mangham include performance reporting, process management and editorial duties. Prior to joining Mangham in 2008, Ben had four years of experience editing financial publications. Most recently, he served as assistant industry news desk editor at SNL Financial. Prior to that, he was an editor at Standard & Poor's Money Market Directories.


B.S., Psychology, Virginia Tech.



Karen F. Kelly, Associate

Karen has over 15 years experience in the accounting profession. Karen's responsibilities at Mangham include fund accounting and audit and tax support. Prior to joining Mangham in 2013, Karen had six years of experience in the public accounting sector where she reviewed audit reports and workpapers for various nonprofit and governmental clients. Prior to that, she worked in operations at The Investment Fund for Foundations (TIFF).


B.B.A., Finance & Accounting, James Madison University.



Sarah E Yeung, CFA, Associate

Sarah has 10 years of investment experience working at a multi-family office, most recently as a risk officer and senior investment analyst. Her role at Mangham focuses on improving the effectiveness, reliability and quality of analytics to effect better risk controls and other insights for portfolios. Sarah is a CFA Charterholder.


B.S., Statistics & Mathematics, Univeristy of Michigan.



Melissa M. Poulin, Analyst

Melissa's responsibilities at Mangham include coordination with IT vendors to maintain technology infrastructure, human resources and client support. Prior to joining Mangham, Melissa had seven years of experience in office administration. She previously served as a schedule coordinator and global administrator at CA Technologies.


M.L.I.S., Library & Information Science, Southern Connecticut State University; B.A., Criminal Justice, George Mason University; A.S., General Studies, Northern Virginia Community College.



Charles S. Waldrop, Analyst

Charles' responsibilities at Mangham include performance reporting, operational due diligence and client support. Prior to joining Mangham, Charles had analysis experience in the education sector.


M.A., Applied Economics, Virginia Commonwealth University; B.S., Economics, Virginia Tech.




Lisa A. Huddleston, Office Manager

Lisa's responsibilities at Mangham include office management, human resources and client service. Prior to joining Mangham, Lisa had over twenty years of experience in the legal field.

B.S., Psychology, Old Dominion University; A.A.S., Legal Administration, Tidewater Community College; Paralegal Certification, Tidewater Community College.




Michelle J. Theobold, Contractor - Corporate Accountant

Michelle has over 25 years bookkeeping experience, keeping records of the financial affairs of many businesses, including corporations, family offices, and non-profit organizations. Her responsibilities at Mangham include corporate accounting and payroll. Michelle joined Mangham in 1997 as an independent contractor.