LIM is pleased to announce the recent additions to our team: Mariusz Zielinski, CAIA, as Portfolio Operations Manager and Jonathan Pate as Compliance Associate.
Mariusz leads and manages our portfolio accounting team, overseeing all aspects of trade settlement and portfolio reconciliation. Prior to LIM, he was the Assistant Vice President of Derivative Operations at Harvard Management Company. Mariusz previously held several other roles at Harvard Management Company and positions at State Street Global Advisors within Operations and Corporate Actions. He earned his Masters of Liberal Arts in extension studies in management from Harvard University and his Bachelor of Science in Finance from Pennsylvania State University. Mariusz is a CAIA charterholder and member of the CAIA Association.
Jonathan serves as the compliance associate, responsible for implementing and testing the firm’s compliance policies and procedures. Prior to joining LIM in 2018, Jonathan served as a life insurance agent at New York Life. He also gained experience working at Saco & Biddeford Savings Institution. Jonathan earned his Bachelor of Arts in Public Policy with a concentration in Law from Hobart & William Smith Colleges.
Please join us in welcoming Mariusz and Jonathan.