David B. Perkins, CAIA
Managing Partner and Chief Executive Officer
David Perkins has served as Chief Executive Officer of Hatteras Funds since founding the Firm in September 2003. He founded Hatteras Funds, a boutique alternative investment specialist, with the goal of developing alternative investment solutions for Financial Advisors and their Clients. David’s vision was to eliminate the many obstacles associated with implementing alternatives and to help clients build better portfolios. Today, he is responsible for creating and implementing the strategic vision of the firm.
Prior to founding Hatteras Funds, David Co-Founded CapTrust, a $103 Billion Registered Investment Advisor, in 1997. At CapTrust, he was responsible for implementing the investment consulting process including strategic asset allocation, manager search and selection, and performance analysis, and demonstrated an unwavering commitment to independence and transparency. David has more than two decades of investment management experience and offers proven results in building, operating and leading client-focused firms. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and has also earned his designation as a Chartered Alternatives Investment Analyst (CAIA).
Robert B. Brown
Robert Brown assists in the development and implementation of the Firm’s strategic vision. In this role Rob integrates the sales, marketing, national accounts and investment management teams. Prior to his current role, Rob has held various positions within the firm, including regional sales, sales management, national accounts, and marketing management.
Before joining Hatteras Funds, Rob served as Director of National Sales & Marketing at Wilbanks, Smith & Thomas, where he led the firm’s sales and distribution initiatives, marketing efforts, and national account relationships. Rob has also served as Vice President of Alternative Strategies at Highland Associates, where he performed alternative investment strategy research, alternative investment manager search and due diligence, and client education. He was also an Associate at Galway Partners, a Washington, D.C.-based merchant banking firm with a special focus on mezzanine and venture finance. Rob has more than a decade of alternative investment industry experience. He received his Bachelor of Arts degree from Washington & Lee University and his Master of Business Administration degree with a concentration in management and entrepreneurship from the University of Florida.
Michael P. Hennen, CFA
Partner, Head of Investment Management
Michael Hennen serves as head of investment management. In this role, Mike oversees and provides strategic direction for Hatteras' investment team. In his role as portfolio manager, Mike’s responsibilities include asset allocation, portfolio construction, and risk management.
Prior to joining our team, Mike was a vice president at Morgan Stanley in the Graystone Research Group-- an alternative investments advisory group within Morgan Stanley-- where he led the sourcing, evaluation, execution, and monitoring of alternative investments across a variety of strategies. Before joining Morgan Stanley, Mike was an analyst at Morningstar in Chicago. He received his Bachelor of Business Administration degree in Finance from Western Michigan University. Mike has also earned his designation as a chartered financial analyst (CFA).
Jessica R. Sherburne
Partner, Head of Operations
Jessica Sherburne manages the team directly responsible for operations, compliance, technology and integration as well as SEC and Board level communications. Jessica is the liaison between Hatteras and all service providers related to the operations of the Hatteras Funds platform.
Most recently Jessica served as Chief Marketing Officer for the Firm. Prior to joining Hatteras in May 2011, Jessica held the role of Director of Marketing for First Eagle Funds. In addition, she has held various roles for investment management firms including Oppenheimer Funds and The Hartford. She received her B.S. with a double major in Math and Physics from Trinity College and attended the Isenberg School of Management at the University of Massachusetts to earn her Master of Business Administration degree.
Andrew P. Chica
Partner, Chief Compliance Officer
Andrew Chica serves as Chief Compliance Officer for Hatteras Funds. His primary responsibilities include oversight and administration of the comprehensive compliance program for group and its affiliated entities. Andy also serves as the liaison between us and all service providers related to the operations of the funds. In fulfilling his role, Andy has frequent contact with executive management members, the Boards of Directors and our associates, whereby he provides periodic updates on new rules and requirements, as well as reports on our internal controls and procedures.
Before joining Hatteras Funds, Andy was the compliance manager for UMB Fund Services, Inc., where he was responsible for coordinating compliance reporting and supporting fund clients’ obligations. Before joining UMB in 2004, Andy spent five years working with U.S. Bancorp Fund Services as assistant vice president of mutual fund compliance. Andy received his Bachelor of Business Administration degree in Accounting from the University of Notre Dame.
Casey Brunner currently serves as Managing Director for the Midwest where he focuses on business development and client relations, serving financial professionals in the brokerage, RIA, and consulting communities. Casey originally joined Hatteras in 2011 as the Midwest Regional Director.
Over the past several years, Casey has held leadership positions with The Rock Creek Group and Morgan Stanley Investment Management (MSIM). At MSIM, his primary focus was on portfolio construction with an emphasis on integrating alternative investments. Casey has also held roles in both investment banking and investment management. Casey earned his MBA from The Kellogg School of Management at Northwestern University and his undergraduate degree in Finance from the Indiana University Kelley School of Business. Casey is a founder and board member of the Miracle League of Milwaukee, a baseball field and program designed for children with special needs.
Michael Lee is the Executive Director for the southeastern U.S. where he focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Mike joined Hatteras Funds in 2009.
Mike brings a broad understanding of alternative investments gained over nearly a decade focusing on hedge fund strategies and private investments within the intermediary channel. Mike received his BS in Business Administration from Rider University, holds a CAIA designation, and Series 7 and Series 66 licenses.