Your Team

You work directly with our senior investment professionals - allowing us to deliver the highest quality service, consistent advice and investment portfolios targeted to your unique needs.

Bala Cumaresan, CFA®

Chief Executive Officer

(617) 428-7500

Bala founded Siharum Advisors, LLC in 2008 and currently serves as its Chief Executive Officer and Chairman of the Board of Directors. Bala has more than 25 years of asset allocation, manager selection and portfolio construction...

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Paul Matherwiez, CFA®

Director of Research

(617) 428-7500

Paul joined Siharum Advisors, LLC as Director of Research in 2013 and became a partner and member of the Board of Directors in 2014. Paul has more than 15 years of experience in investment and manager research, asset allocation and...

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Todd Silverman

Director, Wealth Management

(617) 428-7500

Todd joined Siharum Advisors, LLC in 2009 and became a shareholder in 2015; he currently serves as the firm's Director of Wealth Management. In this role, he is responsible for creating and implementing personalized wealth and...

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Sowdatu Deen, CPA®

Manager of Compliance and Finance

(617) 428-7500

Sowdatu joined the firm as Manager of Compliance and Finance in 2016. She brings over 10 years' experience in Compliance, Finance and Audit. She most recently worked at TJX as an Information Risk Manager and prior to this, she worked...
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Michael K. Mooney, Jr.

Director of Client Services

(617) 428-7500

Michael joined Siharum Advisors, LLC in 2013 and was promoted to Director of Client Services in 2018. In this role, Michael is responsible for all on-going client related tasks as well as providing leadership for the development...

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Carl Annese

Client Service Associate

(617) 428-7500

Carl joined Siharum Advisors, LLC in 2015. As a Client Service Associate, he provides support to the firm's Director of Wealth Management and Senior Client Service Associate. Carl's primary responsibilities include client trading as...

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Tom Carlin

Research Analyst

(617) 428-7500

Tom joined the firm in 2016. In this role as Research Analyst, his primary responsibilities are to identify and perform due diligence on prospective investment managers, as well as conduct ongoing due diligence and monitoring of...

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Lisa Gerardi

Operations Associate

(617) 428-7500

Lisa joined the firm as our Operations Associate in 2017. In this role, Lisa provides additional support to the client service operations and office management services of Siharum Advisors, including assisting with client service...

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Lyn Quiles

Office Manager

(617) 428-7500

Lyn joined Siharum Advisors, LLC full time in 2013. Prior to joining the firm, Lyn worked as a consultant providing high-level office management services to financial service businesses throughout the Boston area, including Siharum...
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Board of Directors, Partners and Advisors

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