Bob Henkel
Chief Investment Officer
Bob co-founded Weyland Capital Management in 1995 and is responsible for overseeing the firm's investment strategies and practices, particularly with respect to strategic research and development initiatives. In the past ten years Bob has focused on strategic asset allocation, risk measurement, valuation methodologies, currency and tax-efficiency strategies. Bob began his career as a finance and trading systems consultant on Wall Street and in Europe for the financial services practices of Andersen Consulting and Price Waterhouse. Bob earned a bachelor's degree in computer science from Columbia University.
Frank Sabin, CFA
Portfolio Manager
Frank joined Weyland Capital Management in 2005 and is responsible for the research, implementation and management of Weyland's investment strategies. Before joining Weyland, Frank was one of two individuals responsible for managing Southern Methodist University's $1 billion endowment - our nation's 55th largest. Frank overhauled SMU's asset allocation strategy, and oversaw its equity, bond, hedge fund, and derivative portfolios. Prior to SMU, Frank was Senior Equity Analyst at Trove Partners, a $100 million hedge fund specializing in the energy sector. He began his career at the Frank Russell Company where he conducted global investment strategy research. Frank earned an MBA from the University of Chicago and holds a bachelor's degree from the University of Washington. Frank became a Chartered Financial Analyst in 2002.
Polly Henkel, CPA
Chief Operating Officer
Polly co-founded Weyland Capital Management and is responsible for client service, ensuring that Weyland's clients' complex financial needs and requirements are being fulfilled. Polly is also in charge of the firm's operations, finance and compliance functions. Before Weyland, Polly worked on Wall Street and in Europe with Price Waterhouse and JP Morgan. Polly's expertise centered on compliance, risk management and global custody. Polly earned a bachelor's degree in accounting from Southern Methodist University and has been a CPA since 1988.
Suzanne Johnson
Account Manager
Suzanne joined Weyland Capital Management in 2004 and is responsible for client relations and account administration. Suzanne is the front-line resource for clients, acting as liaison for them with Weyland’s investment and support teams as well as Schwab Institutional. Suzanne manages all aspects of account set-up and asset transfers and assists clients on an ongoing basis in accessing funds and general account management. In addition, she is responsible for quarterly and annual tax reporting. Suzanne attended Northeastern University.
Tess Leary
Portfolio Operations Manager
Tess joined Weyland Capital Management in 2007 and is responsible for portfolio performance reporting and position analytics. Prior to joining Weyland, Tess was a member of Prime, Buchholz & Associates’ Business Development team where she prepared investment performance reports and marketing presentations for institutional clients. Tess earned an associate's degree in Computer Science and a bachelor's degree in Business Management from Franklin Pierce College.
John O'Reilly
Investment Advisory Representative
John is responsible for introducing Weyland Capital Management to prospective clients. He specializes in working with airline pilots to assist them in making appropriate decisions with regards to the timing of their retirement and deployment of their lump-sum distribution and 401(k) funds. John has been a military and commercial pilot for twenty five years. John earned a bachelor's degree in mechanical engineering from the University of Virginia and holds an MBA from Golden Gate University .