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Kimberly A. Peterson
Director of Research

Kim joined Ashbridge in 2000 and is responsible for conducting all aspects of investment manager due diligence, handling the relationships with approved managers and researching traditional and alternative asset classes.

Prior to joining Ashbridge, Kim was an Associate Consultant with Kalson & Associates and Hamilton & Company, both institutional investment consulting firms. She was directly involved with leading asset manager search efforts, servicing clients, and monitoring and reporting on clients’ portfolios. Further, Kim was a senior marketing associate at Morgan Stanley Investment Management where she focused on the development and distribution of written communications, covering several styles of equity and fixed income investing.

Kim received a BS in finance, summa cum laude, and an MBA from Rider University. Also, she is a 2009 Level III CFA candidate and a member of the CFA Institute.

Mark P. deVries, CAIA
Senior Research Analyst

Mark joined Ashbridge in 2005. He is responsible for quantitative and qualitative analysis at Ashbridge including benchmarking, asset class allocation, portfolio construction, manager research and manager due diligence.

Prior to joining Ashbridge, he was a Financial Advisor with UBS Financial Services, responsible for investment selection, client development, asset allocation decisions and client portfolio analysis. He also managed the day-to-day activities of a proprietary equity portfolio and implemented its investment strategy.

Mark graduated from Bucknell University with a BS in Business Administration and has earned his Chartered Alternative Investment Analyst designation. Also, he passed the Level I CFA exam in June, 2008.