Portfolio Managers

Dean Frankel, CFA

Dean Frankel, CFA

Managing Director, Head of Real Estate Securities

Dean Frankel is responsible for management of the firm’s proprietary research process. He analyzes and interprets implications of major events and economic trends while managing the daily operations of the real estate securities portfolios. Dean also dedicates a significant portion of his time to on-site visits with companies and property tours in order to make real time assessments of a market’s health. Prior to joining CenterSquare in 1997, he ran a retail distribution business. Dean received a B.S. in Economics from the University of Pennsylvania’s Wharton School of Business. He is a CFA charterholder and member of the CFA Institute.

Eric Rothman, CFA

Eric Rothman, CFA

Portfolio Manager, Real Estate Securities

Eric Rothman joined CenterSquare Investment Management in 2006, and is responsible for market research, sector allocations, research, and financial modeling across the U.S. real estate securities universe. He has over 20 years of REIT and real estate investment experience. Prior to joining CenterSquare, he spent more than six years as a sell-side REIT analyst at Wachovia Securities and three years as an analyst at AEW Capital Management, LP. Eric graduated cum laude from Boston University with a B.A. in Economics, International Relations and French. He is a CFA charterholder and member of the CFA Institute.

We believe the Fund, as a portfolio of high-quality real estate securities, can serve as an excellent complement to a diversified equity and fixed income portfolio.

Eric Rothman, CFA

Cromwell Funds Features the Following Sub-Advisors:

Aristotle Pacific Capital

A fixed income manager specializing in corporate credit.

CenterSquare Investment Management

A global investment manager focused on actively managed real estate strategies.

Corbyn Investment Management

An independently owned asset manager with 50 years of experience preserving and growing capital.

Foresight Group

A leading global infrastructure manager investing in innovation that drives progress.

Mutual of America Capital Management

A risk-minded investment manager with equity, fixed income, target date and allocation strategies.

Tran Capital Management

A research-driven, growth-oriented asset management firm with an ESG orientation.