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Our Team

The Principals have over 50 years of combined investment experience.

Investment Team

Leah Zell, PhD, CFA

Founder & Lead Portfolio Manager
Leah Joy Zell is a nationally recognized expert in international investing, and a pioneer in the international small-cap category. From 1992 to 2005, she was a co-founding partner and portfolio manager at Wanger Asset Management, a global small-mid cap equity specialist known today as Columbia Wanger Asset Management and owned by Ameriprise. During her tenure there, she was Head of the International Equities Team; Lead Portfolio Manager of the Acorn International Fund; and Portfolio Manager of the Wanger European Smaller Companies Fund. From 1984 to 1992, Ms. Zell was a global equity analyst for Harris Associates. She began her career in investment banking at Lehman Brothers in 1979.

Ms. Zell earned her Bachelor of Arts degree from Harvard College in 1971, graduating Magna Cum Laude and Phi Beta Kappa. In 1979, Ms. Zell received her PhD in Modern Social and Economic History from the Harvard Graduate School of Arts and Sciences, where she won Woodrow Wilson, Fulbright (DAAD), and Krupp Foundation fellowships. Ms. Zell earned her Chartered Financial Analyst (CFA®) designation in 1987.

Ms. Zell is currently on the Executive Committee of the Chicago Council on Global Affairs, where she has served as Treasurer since 2004. She is a member of the New York Council on Foreign Relations, the Global Advisory Council of Harvard University, and the University of Chicago Harris Council. Ms. Zell also serves as a Director of the Horton Trust Company LLC, and a member of the Investment Committee of the Museum of Contemporary Art in Chicago. Previously, she was on the Harvard University Board of Overseers, and the Board of Trustees of the German Marshall Fund of the United States.

Jonathan Moog, CFA, MBA

Principal & Co-Portfolio Manager
Before joining the investment team at Lizard, Mr. Moog served as a Senior Research Analyst / Generalist at Brightpoint Capital from 2006 to 2008. He was an Equity Research Associate at Loomis, Sayles & Co. from 2000 to 2003, where he followed the retail, media, restaurant and industrial sectors. Mr. Moog earned his MBA in Finance, Accounting and Strategy from The University of Chicago, graduating with High Honors in 2005 and his BS in Finance and Computer Science from Providence College, graduating Magna Cum Laude in 1999. Mr. Moog obtained his Chartered Financial Analyst (CFA®) designation in 2002.

David Li

Principal
Before joining Lizard in 2008, Mr. Li gained extensive investment experience. From 2003 to 2008 he was a Long/Short Analyst at Porter Orlin LLC (now known as Amici Capital). Prior to Porter Orlin, Mr. Li held various positions in investment banking, fixed income and research at Bear, Stearns & Co., Credit Suisse First Boston and Citigroup. He earned his BA in Mathematics and Physics from Cornell University, graduating Magna Cum Laude in 2000. Mr. Li is fluent in Mandarin Chinese.

Michael (Mickey) Ryan

Research Analyst
Mr. Ryan joined Lizard Investors in 2015. Most recently, Mr. Ryan served as an analyst at Manulife Asset Management, covering U.S. Equities and Structured Products. Prior to his time at Manulife, he was a Research Analyst at the private equity firm, Sports Investment Partners in a summer intern program. Mr. Ryan earned his BSBA from Boston University, concentrating in Finance and Accounting with a minor in History, and graduated Cum Laude in 2013.

Finance & Operations

Rachael Adams

Senior Manager, Administrative Operations
Before joining Lizard in 2008, Ms. Adams was the Portfolio Administrator for Wanger Asset Management from 2003 to 2006, The LJZ Group from 2006 to 2008 and Chase from 2002 to 2003. She was a financial adviser for Legal & General from 1997 to 2001 and worked at The Performance Arts Channel from 2001 to 2002. Ms. Adams earned her BA in History from the University of Essex, graduating with Honors in 1995.

Ty Trusgnich

Manager, Finance and Operations
Before joining Lizard in 2016, Ty Trusgnich spent almost 10 years at GoldenTree Asset Management in New York City, serving in several accounting positions before being promoted to Assistant Controller in January 2013.   Mr. Trusgnich earned a Bachelor of Arts degree in English from Wabash College.

Mia Sacomani

Administrative Associate
Before joining Lizard in 2016, Ms. Sacomani was as Administrative Assistant at Sacomani and Associates from 2015 to 2016.  Previously, Ms. Sacomani gained experience as an Events Assistant with Jewel Events Catering.  She graduated from Johnson & Wales University in May of 2014 and interned with the Ecole Nationale Superieure de Patisserie from December 2011 to April 2012.

Business Development & Client Service

Donna Holmes, CPA, JD, LLM

Managing Director, Business Development and Client Service
Before joining Lizard in 2011, Ms. Holmes was the Managing Director of Business Development at Narragansett Asset Management LLC from 2009 to 2011. She was the Managing Director of Business Development and Investor Relations at Tremblant Capital Group from 2002 to 2009 and the General Counsel from 2002 to 2003. Ms. Holmes began her career as an Employee Benefits Attorney in New York City from 1989 to 2000. She earned her LLM in Taxation from NYU Law School in 1990, her JD from Syracuse University School of Law in 1987 and her BS in Accounting from Syracuse University in 1983. Additionally, Ms. Holmes completed the Association of Investment Management Sales Executives (AIMSE) program at the Wharton Institute in 2008.

Service Providers

Audit/TaxKPMG
Fund AdministratorIFS, a State Street Corporation
Prime BrokerageGoldman, Sachs & Co.
24/7 International TradingWilliams Trading LLC / Goldman, Sachs & Co.
Legal CounselNeil Gerber Eisenberg / Maples & Calder
IT/Telecom/Disaster RecoveryInfoHedge Technologies