Who We Are

Diversity, Preservation, & Maximized Returns

Our approach is informed by a combination of top-down capital markets knowledge, paired with fundamental equity and credit analysis. Integral in this process is the constant intellectual challenge and review of current markets. Turning Rock constructs its portfolio to offer equity-style returns with downside protection over multiple market cycles. We emphasize return of principal and inherent cash flow throughout portfolio construction and employ time-tested credit and equity research, while performing deep dive analytics on each potential investment through a combination of financial, operational, and qualitative analysis.

Our Team

Diverse investment solutions from a diverse team of experts

Turning Rock’s team is composed of highly-skilled investment, operational, and administrative professionals from a wide range of backgrounds. We are proud of our team’s heritage and combined skill sets.

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Maggie Arvedlund

Managing Partner

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Saba Ahmad

COO / CFO / Partner

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David Markus, CFA

Partner

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John Hamilton

Director Of Asset Management

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Stephen Spataro, CPA

Controller

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Tod Holberton

Vice President

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Louis Mayer

Vice President

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Max Yergan

Associate

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Sam Gilliss

Asset Management Senior Associate

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William Kreitler

Analytics Associate

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Rima Roy

Administration / Client Service