Biographies

C. Eric Brugel, CFA / Managing Director

Eric has 24 years of financial industry experience. He earned his Bachelor of Science in Finance from the Pennsylvania State University where he was captain of the wrestling team and earned NCAA All-American honors. He has received the Chartered Financial Analyst (CFA) designation and is bound by the CFA Institute’s Code of Standards. Prior to founding Grey Owl Capital Management, Eric was a Private Wealth Advisor within Merrill Lynch’s Private Banking and Investment Group. His industry experience also includes being president of a mutual fund company and an investment technology firm.

Jeffery S. Erber, CFA / Managing Director

Jeff has 12 years of corporate management and investment experience. He earned a Master’s degree in Computer Science and a Bachelor’s degree in Public Policy with honors from the University of Chicago. He has received the Chartered Financial Analyst (CFA) designation and is bound by the CFA Institute’s Code of Standards. Prior to founding Grey Owl Capital Management, Jeff was a Private Wealth Advisor within Merrill Lynch’s Private Banking and Investment Group. Prior to Merrill Lynch, Jeff worked in software and IT services marketing and management consulting.

Jorge Martinez / Associate, Trading and Operations

Jorge is responsible for trade execution and settlement, performance reporting, as well as managing back-office activities and third-party relationships. Prior to joining Grey Owl Capital Management, he worked as a Client Associate at Merrill Lynch. Jorge graduated from American University with a degree in International Economics and Political Science. He is a level two candidate in the CFA program.

Valori Infanger / Associate, Marketing and Client Service

Valori is responsible for communicating the firm’s opportunistic, value-oriented investment process to prospects and the media. She is also responsible for ensuring clients receive timely and accurate assistance with transaction and information requests. She joined Grey Owl Capital Management after receiving her master’s degree in communications from Brigham Young University. Valori previously held sales and marketing positions with technology and professional service firms. She has also taught business skills in Fiji and Mongolia.