Our Firm

Our company, BHR Fund Advisors, L.P., is structured to provide intelligent mutual fund solutions:

For institutional investment management firms who are seeking greater access to packaged products, but find very few economically attractive options which combine compliance, product administration and distribution intelligence,

And

For consultants, financial intermediaries and wealth management firms who prefer the alpha generation capabilities of high quality institutional investment management firms, but require sophisticated product management and service infrastructure.

The firm is led by Managing Partners, Amy D. Duling and Peter J. Moran.
The managing partners have prior employment experience with leading financial services firms, including Fidelity Investments, JP Morgan, Merrill Lynch Investment Managers, Constellation Funds Group and Turner Investment Partners. All members of the management team have long term experience in institutional money management, with an emphasis in mutual fund distribution, product development and marketing. Members of the management team have established relationships with gatekeepers in all key channels of mutual fund distribution.

BHR Fund Advisors is a federally registered investment adviser founded in 2006 and located west of Philadelphia, in Berwyn, PA.  BHR Fund Advisors serves as adviser to the BHR Institutional Funds.  Our firm is independently managed with strategic partner financing.

Our People

Amy D. Duling – Managing Partner
Amy Duling is a Managing Partner and co-founder of BHR Fund Advisors, L.P. Most recently, Amy held the position of Executive Vice President of Marketing and Product Management at Constellation Investment Management Company. Prior to that, Amy was National Account Director at Turner Investment Partners, Inc. She has also held investment-related positions with Pilgrim Baxter & Associates and Newbold’s Asset Management. Amy received her MBA in Finance from St. Joseph’s University and BA in English from Temple University.

Peter J. Moran – Managing Partner
Pete Moran is a Managing Partner and co-founder of BHR Fund Advisors, L.P. Prior to that, he was the President of Constellation Investment Management Company. Pete was the Director of Intermediary & Mutual Fund Distribution at Turner Investment Partners, Inc., from 1997 to 2005. From 1991 to 1997, Pete served in mutual fund sales management positions at Pilgrim Baxter & Associates, Montgomery Asset Management, and PIMCO/Pacific Mutual. Pete received his BA in Economics from the University of Richmond.

Holly A. Butson – Chief Compliance Officer
Holly Butson joined BHR as Chief Compliance Officer in 2008. Previously, Holly was employed as Chief Operating and Compliance Officer at StoneRidge Investment Partners from 2004 - 2008. Holly held the position of Assistant Director, Global Securities Lending Operations at PFPC Trust from 2000 - 2004. From 1997 to 2000, she was employed as Chief Compliance Officer, Vice President at PNC Bank, NA. Prior to that position, Holly was employed as National Bank Examiner with Office of the Comptroller of the Currency in Bensalem, PA. She has also held investment-related positions with Gintelco, Inc. and Mabon Nugent and Company . Holly earned an MBA in Finance from the St. Joseph’s University and a BS in Finance from the American University.

Wayne G. LeSage, Jr., CFA – Director, Investment Research
Wayne LeSage joined BHR as Director, Investment Research in 2007. Previously, Wayne held the positions of Investment Officer (2006-2007) and Investment Associate (2004 – 2006) at Davidson Capital Management. He was an Assistant Portfolio Manager with Valley Forge Asset Management Corporation from 2002 – 2004, and a Financial Analyst with White & Case, LLP from 2001 – 2002. Wayne is a CFA Charterholder and earned a BBA in Finance from the University of Notre Dame.

John Leven – Director, Finance
John Leven is Director, Finance with BHR. Prior to joining BHR in 2006, John was the Chief Financial Officer with Constellation Investment Management Company from 2004 – 2006. John held the positions of Account Director (2001 – 2004) and Director of Fund Accounting (1999 – 2001) at SEI Investments, and Corporate Controller (1994 – 1999) and Accountant (1982 – 1994) with FundPlan Services. John has a BS in Accounting from LaSalle University.

Pamela A. Negrotti – Assistant Director, Marketing
Pamela Negrotti is Assistant Director, Marketing with BHR. Prior to joining BHR in 2007, Pamela held the position of Marketing Associate/Desktop Publisher at Gannett, Welsh & Kotler, LLC. She served as Vice President, Marketing Production with Constellation Investment Management Company from 2004 – 2006. From 2001 – 2004, she was employed at Turner Investment Partners as a Production Associate. Pamela has a BS in Marketing from the Pennsylvania State University.

Christopher S. O’Grady – Director, Distribution
Chris O’Grady joined BHR as Director, Distribution in 2007. Previously, Chris was employed as Director of Marketing at Guidance Capital from 2006-2007, and Portfolio Manager at Circle T Partners from 2005 - 2006. Chris also held the position of Analyst Head/Trader at Coda Capital Management from 2002 - 2005. From 1999 to 2002, Chris was employed as Vice President Institutional Sales at Banc of America Securities. He has also held investment-related positions with Credit Suisse First Boston and Goldman Sachs Derivatives Group. Chris earned a BA in International Studies from the University of Notre Dame.

Gerri Pacor – Director, Client Service
Gerri is Director, Client Service at BHR. Gerri was employed as Vice President, Marketing at Philadelphia International Advisors in 2006, and Vice President Marketing & Product Development at Constellation Investment Management Company from 2004 – 2006. Gerri also held several marketing positions at Turner Investment Partners from 1997 – 2004. Gerri graduated from the Business Program at Berkeley College.