James P. O’Mealia – President and Chief Investment Officer
Mr. O’Mealia is the founder and President of Sunnymeath Asset Management, Inc., which manages equity and fixed income partnerships. He most recently served as the Vice CIO of Fox Asset Management, a RIA with $3.0 billion of assets under management. At Fox, he managed institutional equity, balanced and fixed income accounts and was a member of the firm's Investment and Management Committees. He previously acted as a consultant to IBJ Schroder Bank & Trust. At McGlinn Capital Management, he was Chief Operating Officer and served as a manager of the firm’s equity and high yield investments and directed the firm’s research effort. He was previously the Vice President in charge of New York Life Insurance Company’s public equity and high yield investments and was directly responsible for the management of $1.2 billion of public mutual funds and insurance company assets. He began his career as an analyst for Argus Research where he covered a variety of industries. A member of the Association for Investment Management and Research, the New York Society of Securities Analysts, CFA Institute, the National Association of Petroleum Investment Analysts and the Financial Planning Association of New Jersey, Mr. O’Mealia holds BA degree with majors in English and Economics from St. Lawrence University. Active in his community, Jim has served as a member of the Board of Governors of Navesink Country Club and as Assistant Treasurer of the Rumson Country Day School. He is currently a member of The Hill School’s Board of Trustees and serves on the Executive Committee of the Monmouth Conservation Foundation.
Jerry A. Grospe –Senior Vice President -Trading/Compliance
Mr. Grospe has over 12 years of experience in the financial audit, trading and compliance areas. Prior to joining Sunnymeath, Jerry worked as an Internal Auditor for Fiduciary Trust Company International where he managed the financial audit team, initiated the use of electronic audit work papers, and served as the project manager for disaster recovery efforts subsequent to 9-11. He was previously a Vice President and the Director of Trading at IBJ Schroder Bank & Trust, where he was responsible for the firm’s equity, fixed income and money market trading. Jerry was also responsible for the implementation of the company’s STP trading and electronic routing system. He is a graduate of Fordham University, where he received a BA in Economics.
Edward J. King –Senior Vice President –Research Analyst
Mr. King has over 35 years of conducting equity and fixed income research for a variety of firms. Most recently, Ed served as a Credit Analyst in the Corporate Banking division of Wells Fargo, where he performed detailed credit analysis on companies in a variety of industries. Ed began his career on Wall Street in 1971 as a Statistician in the Research Department of First Boston Corporation. In 1976, after receiving his MBA, he joined Kidder Peabody and Company, Inc as a Research Associate. His analytical career began at Argus in 1979, where he was an analyst responsible for coverage of the electric and gas utilities. He subsequently joined Fitch, one of the top three ratings agencies, where he was a Fixed Income analyst. Ed earned his BBA in Accounting at Pace University and his MBA from Long Island University’s Graduate School of Business.
Julie Crolius –Vice President –Performance/ Analytics
Mrs. Crolius has over 10 years of experience in the investment industry with an extensive background in operations and trade reconciliation. She most recently served as an assistant portfolio manager and performance analyst for Fox Asset Management. Previously, she worked at Checkfree Investment Services, providing portfolio management systems support to the investment and brokerage industries. She began her career with Merrill Lynch, where she worked as a financial analyst in the Consulting and Advisory Services division. Julie received her Bachelor of Science in Finance from Kean University.
Mary Jane Sauer - Vice President - Administration
Mrs. Sauer has over 40 years of experience in office administration.She previously worked at Fox Asset Management as an administrative assistant responsible for filing, recordkeeping and served as an assistant to the Chief Compliance Officer.She has also worked in the medical field providing clinical and administrative duties for various physicians.
