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https://acr-invest.com/commentary/seeing-through-the-ai-haze/
2Q 2026 Commentary
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Our Team

Team

ACR Alpine Capital Research’s team brings decades of disciplined investing and underwriting expertise to our craft of valuing companies.

Leadership Team

Nick Tompras

Nick Tompras, CFA®

CEO / Co-Chief Investment Officer

Nick founded ACR in 1999 to fulfill his vision of an asset manager built solely on fundamental investment principles. He developed ACR’s core investment philosophy and policies, and authors the firm’s quarterly... LEARN MORE
Willem Schilpzand

Willem Schilpzand, CFA®

President / Portfolio Manager

Willem is President, the lead portfolio manager of the firm’s Equity International Fund and a co-portfolio manager of both the Equity Quality Return (EQR) and Opportunity strategies. He joined ACR in 2010 and has over 15... LEARN MORE
Tim Piechowski

Tim Piechowski, CFA®

Co-Chief Investment Officer / Portfolio Manager

Tim is Co-Chief Investment Officer and lead portfolio manager of the firm’s Opportunity and Equity Partners strategies, as well as a co-portfolio manager of the Equity Quality Return (EQR) strategy. His responsibilities... LEARN MORE
Mark Unferth

Mark Unferth

Head of Credit and Private Markets

Mark is Head of Credit and Private Markets. His responsibilities include investment idea generation, selection, monitoring and risk management. Mark has over two decades of investor experience in performing and distressed... LEARN MORE
Darryl Grayson

Darryl Grayson

Head of Client Relations and Distribution

Darryl leads the firm’s client relations and distribution efforts. In his role, Darryl oversees client relations and is responsible for developing and executing distribution initiatives across the firm’s financial... LEARN MORE
Nick Taggart

Nick Taggart

Managing Director, Client Relations and Business Development

Nick Taggart is a Managing Director of Business Development and Client Relations at ACR. He is responsible for the distribution of ACR investment strategies to institutions and financial intermediaries and leads ACR’s... LEARN MORE
Mitul Nakum

Mitul Nakum

Chief Operating Officer

Mitul joined ACR Alpine Capital Research in 2017 to oversee all operating functions of the firm, with emphasis in Trading & Operations and Information Technology. With over 20 years of experience in the financial... LEARN MORE
Steve Fazzari

Steve Fazzari

Academic Advisor, Macroeconomic Research

Steve’s macroeconomic research is often highlighted in the national press and explores two main areas: the link between macroeconomic activity and finance, specifically the financial determinants of investment spending,... LEARN MORE
James Montier

James Montier

Managing Director of Fundamental Research and Performance

James Montier is Managing Director, Fundamental Research and Performance at ACR. Prior to joining the firm, he spent 15 years on the asset allocation team at GMO. At ACR, his responsibilities include publishing leading... LEARN MORE

ACR Team

Nicholas Bartman

Nicholas Bartman

Technology and Data Platforms Lead

Luke Bobey

Luke Bobey

Senior Regional Director, Business Development and Client Relations

Nancy Byrum

Nancy Byrum

Senior Operations Specialist

Jordan Carlen

Jordan Carlen

Data Infrastructure Engineer

Lee DeLaet

Lee DeLaet

Project Manager

Steve Fazzari

Steve Fazzari

Academic Advisor, Macroeconomic Research

Steve’s macroeconomic research is often highlighted in the national press and explores two main areas: the link between macroeconomic activity and finance, specifically the financial determinants... LEARN MORE
Darryl Grayson

Darryl Grayson

Head of Client Relations and Distribution

Darryl leads the firm’s client relations and distribution efforts. In his role, Darryl oversees client relations and is responsible for developing and executing distribution initiatives across the... LEARN MORE
Greg Halvachs

Greg Halvachs

Client Relations Associate

Andrea Holder

Andrea Holder

Human Resources and Administration Associate

Drew Imhoff

Drew Imhoff, CFA®

Senior Investment Analyst

Molli Kennedy

Molli Kennedy

Performance Analyst

Eddie Kowalik

Eddie Kowalik

Trading Specialist

Ari Lahdenoja

Ari Lahdenoja, CFA®

Senior Investment Analyst

Aaron Langford

Aaron Langford

Head Trader

Ryan Linkul

Ryan Linkul

Portfolio Manager

Ryan is a Portfolio Manager at ACR, where he focuses on special situations and credit investments. While at ACR, Ryan has led multiple public and private investments and complex restructuring. Ryan... LEARN MORE
Mac Lowry

Mac Lowry

Senior Regional Director, Business Development & Client Relations

Eric Loyet

Eric Loyet, CFA®

Portfolio Manager

Eric Loyet is a Portfolio Manager with ACR Alpine Capital Research. Prior to joining ACR, Eric was Business Analysis Director at Korein Tillery, a complex-litigation boutique specializing in... LEARN MORE
Trish Manning

Trish Manning

Senior Operations Specialist

Will Miller

Will Miller

Investment Analyst

Emily Miller

Emily Miller

Staff Accountant

James Montier

James Montier

Managing Director of Fundamental Research and Performance

James Montier is Managing Director, Fundamental Research and Performance at ACR. Prior to joining the firm, he spent 15 years on the asset allocation team at GMO. At ACR, his responsibilities include... LEARN MORE
Mitul Nakum

Mitul Nakum

Chief Operating Officer

Mitul joined ACR Alpine Capital Research in 2017 to oversee all operating functions of the firm, with emphasis in Trading & Operations and Information Technology. With over 20 years of experience... LEARN MORE
Kasra Nassirpour

Kasra Nassirpour

Investment Analyst

Charles Nienaber

Charles Nienaber

Trading and Operations Infrastructure Lead

Rachael Phillips

Rachael Phillips

Administrative Coordinator

Tim Piechowski

Tim Piechowski, CFA®

Co-Chief Investment Officer / Portfolio Manager

Tim is Co-Chief Investment Officer and lead portfolio manager of the firm’s Opportunity and Equity Partners strategies, as well as a co-portfolio manager of the Equity Quality Return (EQR)... LEARN MORE
Brandy Powell

Brandy Powell

Senior Operations Specialist

Brandon Reed

Brandon Reed

Regional Director, Client Relations and Business Development

Andrea Rees

Andrea Rees

Project Manager

Willem Schilpzand

Willem Schilpzand, CFA®

President / Portfolio Manager

Willem is President, the lead portfolio manager of the firm’s Equity International Fund and a co-portfolio manager of both the Equity Quality Return (EQR) and Opportunity strategies. He joined ACR... LEARN MORE
Kevin Sexton

Kevin Sexton

Director of Accounting

Josh Skaggs

Josh Skaggs

IT Support Engineer

Nick Taggart

Nick Taggart

Managing Director, Client Relations and Business Development

Nick Taggart is a Managing Director of Business Development and Client Relations at ACR. He is responsible for the distribution of ACR investment strategies to institutions and financial... LEARN MORE
Jennifer Orgel Tompras

Jennifer Orgel Tompras

Chief Marketing Officer

Nick Tompras

Nick Tompras, CFA®

CEO / Co-Chief Investment Officer

Nick founded ACR in 1999 to fulfill his vision of an asset manager built solely on fundamental investment principles. He developed ACR’s core investment philosophy and policies, and authors the... LEARN MORE
Danielle Tope

Danielle Tope

Marketing Manager

Chip Tow

Chip Tow

Senior Client Relations Associate

Mark Unferth

Mark Unferth

Head of Credit and Private Markets

Mark is Head of Credit and Private Markets. His responsibilities include investment idea generation, selection, monitoring and risk management. Mark has over two decades of investor experience in... LEARN MORE
Maggie Zastrow

Maggie Zastrow

Executive Administrative Assistant