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
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 experience.
Paul Matherwiez, CFA
Director of Research
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 20 years of experience in investment and manager research, asset allocation and..
Sonela Panajoti
Director of Operations and Compliance
Sonela joined Siharum Advisors, LLC in 2022 as the Director of Operations and Compliance. She brings more than 15 years of Investment Operations experience to Siharum. Previously, Sonela worked at Boston Common Asset Management...
Allison Maier
Relationship Manager
Allison joined Siharum Advisors in 2019. She currently serves as the Relationship Manager and works directly with our clients by overseeing their customized service needs. Prior to joining Siharum...
Joseph MacKoul, CFA
Senior Research Analyst
Joe joined Siharum as our Research Analyst in 2020. Prior to becoming a member of our staff, Joe served as Senior Investment Operations Analyst at Manulife Investment Management in Boston ..
Livy Caceres
Office Manager
Livy joined the team in June of 2022 and is the firm’s Office Manager. Livy is responsible for the day-to-day operations in the office including scheduling, communications, billing, and overall office organization. Before joining...
Owen Gwizdala
Operations Associate
Owen is one of our Finance Operations Associates; he came to Siharum Advisors in January 2022. He helps out with various client projects and assists the directors and client service team with various day-to-day tasks. Owen attended...
Philip Saba III
Client Service Associate
Philip joined Siharum Advisors in June of 2022. As a member of the Client Service team, he provides support to the Directors and Relationship Manager by assisting with client service requests and various projects. Prior to joining...
Salim Onbargi
Operations Associate
Salim, a recent college graduate, joined Siharum Advisors in July 2023. As a member of the Operations team, he is responsible for the daily operations and trading tasks. Salim provides support to the Client Service team on various client...