A Core Philosophy that Works
Appomattox was founded in 2005 to address a void in the market for client driven, resilient portfolios with clear objectives for managing risk and return and providing unconflicted management and advice. Appomattox is an independent, woman owned, SEC registered advisor offering customized investment management services to meet both the performance and risk objectives of our clients–foundations, families, endowments and pension funds.
We work collaboratively with our clients to serve in one of three roles: as an Outsourced Chief Investment Officer (“OCIO”) with global multi-asset portfolios, as a manager of Specialized Mandates (small/emerging managers, sustainable investing) and as an Investment Advisor.
Our international perspective and decades of experience in both trading and investment management enable us to identify alpha generating managers, select funds tailored to our clients’ specific investment goals and create diversified portfolios that preserve capital while generating attractive risk-adjusted returns.
Appomattox Management (CLICK ARROW TO READ)
Susan Webb is a founder and President/CIO of Appomattox. In this capacity, she is a member of the Investment Committee responsible for identifying and evaluating managers as well as managing portfolios.
Prior to co-founding Appomattox, she was Head of First Atlas Capital, Inc., the SEC Registered Advisor of Atlas Capital, a multi-billion dollar global fund of hedge funds manager. She was a member of the Global Investment Committee and launched, with Weston Capital, the Weston Atlas Manager Seeding Platform.
Ms. Webb’s career in finance spans over 30 years where she developed an expertise in trading, financing, and structuring derivatives. Ms. Webb began her career at Irving Trust in 1984 where she completed the credit analyst program and worked in loan work outs. She left after 2 years and joined trading desks for five years each at Citibank, Paribas Capital Markets and CIBC. While there she either joined, or set up and ran, derivative trading groups including interest rate, currency, equity, credit and hedge fund structuring. In 2000, she joined Caisse des Depots as a Managing Director and established their credit derivative and synthetic CLO and hedge fund structuring business in the US. She has 17 years direct experience managing diversified multi-asset portfolios.
Susan Webb is a board member for GTI Capital Group, and investment firm focused on opportunities in India. Ms. Webb is on the board of High Water Women, a non-profit foundation that encourages financial education of women and youth. She is also on the advisory board of Catalyst Financial Partners, a group that promotes small and emerging managers in the financial industry. Susan is an Elder, and a former head of stewardship at the Brick Church.
She received a BA from the University of Virginia and an MBA from the Darden School at the University of Virginia.
Oscar Gil Vollmer is a founder and CEO of Appomattox. In this capacity, he is a member of the Investment Committee responsible for operational due diligence and portfolio management, as well as managing the firm’s financial and legal affairs.
Prior to co-founding Appomattox, Mr. Gil was with First Atlas Capital having joined in 2003. In that position he was ultimately responsible for identifying, evaluating, and structuring investments with several early-stage hedge funds for the firm’s hedge fund seeding platform. In this role, he served as Director for the Weston-Atlas Partners Fund, the firm’s hedge funds seeding joint venture. Previously, he was a management consultant with McKinsey & Company, where he focused on the financial services industry as well as mergers and acquisitions. He has 14 years direct experience managing diversified multi-asset portfolios.
He received a BS in Mechanical Engineering from the Universidad Metropolitana in Caracas, Venezuela and an MBA from Harvard Business School where he founded the Harvard Business School Latino Alumni Association. Oscar is a Founding Trustee of Park Children’s Day School and a Trustee of The Steven Gaynor School.
Drianne Benner is a Managing Director for Appomattox. She is responsible for business development and client service. Previously, she was Global Marketing Director at Cadogan Management LLC, where she was responsible for overseeing firm-wide marketing and client communications for institutional and family office clients.
Prior to joining Cadogan, she spent ten years, most recently as a Managing Director, at U.S. Trust Company, where she developed and led client and marketing initiatives focused on investment communications, initiated an institutional consultant relations program and serviced large institutional clients. Earlier she worked at Paribas Asset Management, a global asset management firm, in a variety of roles including institutional and consultant relations to some of the largest U.S. pension funds and as a manager of portfolios in an enhanced quantitative strategy.
She serves on the executive committee of the board of the New York Society of Security Analysts. Ms. Benner serves on the Board of the New York City Audubon Society and Peconic Green Growth as well as on the Philanthropy Committee of the Peconic Land Trust.
She earned a BA from Pennsylvania State University and attended graduate studies in regional planning in international development at Cornell University. She is a CFA Charterholder and a member of the New York Society of Security Analysts.
Advisory Board (CLICK ARROW TO READ)
Managing Director, Shinrun Advisors. Ms. Holtz is a former Senior Director at TIAA-CREF with a 15-year track record in the alternative investments advisory business. Her previous experience includes the area of private equity and mezzanine transactions. She received an MBA from Columbia Business School, MA from University of California, Berkeley and a BA from University of Michigan.
Partner, Ernst & Young. Mr. Lawrence has over 30 years of experience in Risk Management and has served as a Strategic Risk Advisor in the Prudential Regulatory Authority unit of the Financial Services Authority. Previously, Mr. Lawrence directed IBM’s Global Consulting Division in China. He holds a PhD in Economics from the University of Chicago.
Founder, CEO of E-Axes Inc. Ms. Pappas’ business provides academics and economists with a platform to collaborate on research papers. Ms. Pappas has served as an advisor to Ben Bernanke, former chairman of the Federal Reserve, and earned a PhD in Economics from New York University.
Group Chief Executive Officer, Simon Murray & Company. Mr. Tang heads the Simon Murray investment group with interests across Asia. His previous experience includes co-founding a media conglomerate and as an investment banker for Morgan Stanley in New York and Hong Kong. He earned a JD/MBA from Harvard Law School and Harvard Business School.