Desktop CTA and Portfolio Updates?

Logged in: [username here]

Our Team

Julie DeMatteo

Managing Director - Asset Management Division of R.J. O'Brien

Julie DeMatteo is currently Managing Director of the Asset Management division of R.J. O’Brien. She is responsible for overseeing the activities of the firm’s commodity pool operator and broker-dealer activities. She primarily focuses on business development activities for the division working with both investors and managers to provide alternative investment solutions. Prior to joining R.J. O’Brien, she held various positions in the asset management and futures industry.

Ms. DeMatteo was Executive Director of Business Development for AlphaMetrix LLC responsible for asset raising, product development and establishing wholesale distribution relationships for the firm. Before joining AlphaMetrix, Ms. DeMatteo was a Director, President and Chief Executive Officer of UBS Managed Fund Services Inc.(UBSMF).She was affiliated with UBSMF since 2003, acting as counsel to the firm and then overseeing its daily affairs. Prior to becoming directly affiliated with UBSMF, she served as Executive Director and Senior Counsel to the UBS exchange traded derivatives business. Prior to joining UBS in 2000, Ms. DeMatteo was affiliated with ING (US) Securities, Futures and Options Inc. as Director of Legal and Compliance and BA Futures, Inc. as General Counsel since 1991. In addition to practicing law, Ms. DeMatteo was employed in regulatory and accounting functions by exchanges and futures commission Merchants.

She holds a Bachelor of Science in Accounting and Finance from Eastern Illinois University and Juris Doctorate from Loyola University College of Law.

Kevin C. Craney

Associate Director - Asset Management Division of R.J. O'Brien

Kevin C. Craney is an Associate Director in the Asset Management division of R.J. O'Brien. Prior to this Kevin was Senior Market Strategist with RJO Futures. In this role, he managed client assets focusing on managed futures investments, as well as hedging and speculative trading.

Kevin's financial career includes experience as an investor relations analyst, treasury and cash management, and work with interest relations analyst, treasury and cash management, and work with interest rate and credit derivatives. Kevin currently holds a Series 3, 7, 34, and 63 with the NFA and FINRA. Kevin is currently working toward completing his Chartered Alternative Analyst Certification.

Colleen M. Roberts

Head of Operations - Asset Management Division

Colleen M. Roberts is currently the Operations Manager in the Asset Management Division of R.J. O'Brien and Associates, LLC (RJO) with over 30 years of experience in the futures/commodities industry. Colleen joined RJO in 1987 where she held the roles of: Controller, Director of Special Projects and Senior Analyst- FIS. As the Director of Special Projects, she and her team were responsible for the monthly payout calculations for over 400 Introducing Brokers, Salesmen and Sales team. Colleen brings a diverse knowledge of commodity back office and accounting operations. Prior to joining RJO, Colleen worked at Saul Stone & Company (now FC Stone) and for the CME Clearing House.

She received her undergraduate degree in Business Administration in 1981 from Marquette University and has a Paralegal Certificate from Roosevelt University.

David Reyna

Due Diligence Senior Associate - Asset Management Division

David Reyna is a Due Diligence Analyst with the Asset Management Division of R.J. O'Brien. David has over 9 years of experience in the futures/commodities industry and joined R.J. O’Brien in 2006. His duties include conducting research, due diligence, and risk monitoring for the RJ OASIS platform, as well as designing custom portfolios of Alternatives. His principal expertise and focus has been in the areas of asset management and investing.

David earned his Bachelor of Science in Business Administration from the University of Illinois Champaign -Urbana and a Masters of Business Administration from Northwestern University’s Kellogg School of Management with concentrations in finance and marketing. While at Kellogg, David was selected to participate in an exchange program at Peking University Guanghua School of Management in Beijing, China.

Kerry A. Corcoran

Marketing Senior Associate - Asset Management Division

Kerry Corcoran is the Senior Marketing Associate for the Asset Management Division of R.J. O'Brien. Kerry assists with creating and implementing all marketing related duties associated with the OASIS platform. Kerry’s duties include creating tailored presentations for clients. Kerry also maintains the OASIS Manager Database and provides demonstration of the OASIS technology. Another one of Kerry’s responsibilities is to act as the first point of contact and monitor the OASIS hotline and general information mailbox to handle client inquiries. Kerry is responsible for the design, implementation, and maintenance of the OASIS website and coordinates closely with IT in order to facilitate this.

Kerry is a recent graduate from Lynn University in Boca Raton, FL. Kerry earned her Bachelors in Business and Management and Masters in Business Administration with an emphasis on International Marketing. Kerry currently holds a Series 3 Certificate with the NFA.