Managing Principal, Founder and Chief Investment Officer. Prior to founding Accumulus Capital Management in 2001, Mr. Schliemann spent ten years as Vice President & Partner of Hanseatic Corporation, New York and Hamburg, an alternative investment management firm. At Hanseatic he established a family office operation, advised on asset allocation, and analyzed, executed and monitored investments. From 1990-1991 Mr. Schliemann was an Associate with M.M. Warburg & Co. in Hamburg, Frankfurt, and Luxembourg. From 1994 – 2001 he served as the New York Representative of M.M. Warburg & Co. Mr. Schliemann received a B.A. (Honours) and M.A. in Modern History from Oxford University.
Chief Operating Officer and Portfolio Manager. Prior to joining Accumulus Capital Management on October 1, 2016, Mr. Zellmer was a Managing Director and Chief Investment Officer at Burnham Asset Management Corp and a Senior Managing Director and Portfolio Manager at Revere Wealth Management LLC. He previously was Chief Investment Officer at Uhuru Capital Management, a fund of hedge funds firm focused on investments in emerging and smaller hedge funds. Before joining Uhuru, Mr. Zellmer was a Managing Director and Global Head of Research at UBP Alternative Investments and co-Head of Research and a member of the investment committee at Arden Asset Management. Mr. Zellmer began his career at Morgan Stanley in 1995 where he was a Vice President, working in the Prime Brokerage and Asset Management divisions. Mr. Zellmer earned an MBA in Finance with distinction from New York University’s Stern School of Business and a BA in Operations Research from the University of Hohenheim in Germany.
Mary Ellen Curran
Chief Financial Officer and Chief Compliance Officer. Prior to joining Accumulus Capital Management in 2018, Ms. Curran was a Vice President at Morgan Stanley in the Fund Services division. She was previously Controller at Metropolitan Capital, a long short equity hedge fund. Ms. Curran was responsible for all accounting and back-office operations. Ms. Curran received a B.A. in Accounting from Adelphi University.
Research Director. Before joining Accumulus Capital Management on a full-time basis in early 2021, Mr. Finali advised family offices and institutional clients on alternative and direct investments for over 10 years. In that context Accumulus has been collaborating with Mr. Finali for many years. He previously was a co-founder and partner at Southaven Investors, a value-oriented hedge fund, from 2002 until 2005. Prior to Southaven, Mr. Finali spent 15 years at Lehman Brothers, where he was a Managing Director in the Private Equity Division after spending his earlier years in the Mergers & Acquisitions department. Before his Wall Street career, Mr. Final worked at Bechtel as an engineer in the Pipelines and Production Technology Group. Mr. Finali holds a Masters of Business Administration and a Master of Engineering from the University of California, Berkeley, and a Laurea from the Milan Polytechnic School. Mr. Finali was a member of the Board of Directors of NYSE-listed L3 Communications between 1997 and 2001.
Brady Marotta, CFA
Analyst. Mr. Marotta joined Accumulus Capital Management in September 2019. He previously spent three years as an Analyst in the Fixed Income Markets group at ED&F Man Capital Markets. Mr. Marotta graduated from Northeastern University in 2015 with a BS in both Finance and Accounting, while minoring in Economics. Mr. Marotta received his CFA Charter in 2019.
Office Manager. Ms. Amato joined Accumulus in 2004 and is responsible for all administrative matters at the firm. She has over 20 years of experience as an executive assistant. Ms. Amato attended the Executive Secretarial Program at The Berkeley School in New Jersey.
Gregory S. Levine
Consultant. Mr. Levine has served as legal counsel to Accumulus since 2008 and as its part-time General Counsel since 2012. Mr. Levine advises management on legal matters and provides the firm with general corporate counsel. He is an attorney with broad corporate and securities experience consulting investment advisors, hedge funds and corporate financial advisory firms. Mr. Levine holds a Bachelor’s degree from Tulane University (1984) and received a Juris Doctor from the Tulane University School of Law in 1989.