Key Personnel
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Garrett J. Nagle Jr. is President and founder of Garrett Nagle & Co., Inc. He chairs the Investment Committee and Research Department. He interfaces directly with senior managements of selected portfolio companies as part of the overall decision-making process. Prior to the firm’s inception, he was a partner in two NYSE member firms specializing in portfolio research to institutional investors. Boston College, Babson College.
Garrett T. Nagle is the Financial and Operations Principal, Chief Compliance Officer and a member of the firm’s Investment Committee. He is active in the research process and implements the firm’s investment strategy. Primary responsibilities include a focus on portfolio management, with particular emphasis in the area of asset allocation. Garrett also manages GN & Co.’s Trading Department, handling all equity and fixed income transactions. He has been with the firm since 1990. Bentley College.
Mark S. Waterhouse is Vice President and Portfolio Manager, as well as a member of the firm's Investment Committee. He has more than twenty years of investment experience, primarily as a manager of major mutual funds (Pioneer Investments, Wellington and Hartford Investment Management) in the catagories of growth, mid-cap and capital appreciation. Boston College, Wharton School of Business.
Noreen L. Wight is Vice President and Chief Financial Officer of Garrett Nagle & Co., Inc. She is responsible for all facets of the firm’s financial and compliance operations. Additionally, she oversees client reporting and prepares and reviews special client projects. Noreen has been with the firm since its inception. University of Massachusetts, Bryant College.
Elaine P. Lombardo is the firm’s Client Service Representative. She deals extensively with firm clients as well as pension administrators. Elaine is the firm’s primary liaison with our clearing firm, handling all phases of new account transfers from initial paperwork through to verification of receipt of all client assets. Elaine has been with Garrett Nagle & Co., Inc. for eleven years. Bay State Jr. College.
Timothy F. Day is our Portfolio Accounting Administrator. His primary responsibility is maintaining the firm’s portfolio management review system and performance reporting. In addition, Tim supports the Investment Committee by performing fundamental and technical equity research. He has over twelve years of experience in financial services. Prior to joining the firm, he was in fund operations for Deutsche Bank, State Street Bank and Trust Company, and Investors Bank and Trust Company. Boston College.