Portfolio Managers

Joseph R. Gaffoglio, CFA, CPA

Joseph R. Gaffoglio, CFA, CPA

Portfolio Manager

Joe Gaffoglio joined Mutual of America Capital Management in 2005 and has nearly 30 years of investment experience. Prior to joining Capital Management, he worked as an Associate Quantitative Analyst at Prudential Equity Group, LLC, and as a Senior Associate at PwC.

Joe is a graduate of Fordham University. He has an MBA from New York University’s Stern School of Business and holds the designations of Chartered Financial Analyst and Certified Public Accountant. Joe is a member of the CFA Society of New York and the CFA Institute. He holds the Series 7 and Series 63 qualifications from FINRA.

Thaddeus Pollock, CFA, CAIA

Thaddeus Pollock, CFA, CAIA

Portfolio Manager

Thad has over 24 years of investment management experience. Prior to joining Capital Management in 2023, he spent 20 years at Cramer Rosenthal McGlynn, a value investment manager specializing in small- to mid-cap equities. Starting in 2003, he served as one of the firm's principle investors first as a Senior Analyst with responsibility over US small- and mid-cap equity markets as well as new issues and international opportunities. In 2008 he was promoted to Vice President with coverage of Healthcare, Industrials, Consumer and Business Services sectors. He took on additional responsibilities managing equity portfolios in 2008, subsequently promoted to Portfolio Manager.

Prior to Cramer Rosenthal, he worked in corporate finance and mergers and acquisitions at Lehman Brothers. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds the FSA Credential from the Sustainable Accounting Standards Board and is a member of the CFA Society of New York. In addition, he served in board and advisory roles for non-profit foundations, private companies and venture capital groups as well as a panel judge of Accelerate Yale venture competitions and as a judge of IR Magazine US Awards. Mr. Pollock is a 2000 graduate of Yale University with a BS in Molecular Biochemistry and Biophysics. While at Yale he was captain of the Lightweight Crew team, which was the winner of the national championship and Temple Challenge Cup at Henley Royal Regatta his senior year.

Jamie Zendel, FRM

Jamie Zendel, FRM

Portfolio Manager

Jamie Zendel, FRM, joined Mutual of America Capital Management in 2007 and has 26 years of investment research experience.

Jamie is an Executive Vice President, Head of Quantitative Equity Research and Portfolio Manager for Capital Management’s target date and equity index products. Her analysis is focused on glide path construction, quantitative research, and risk management.

Prior to joining Capital Management, Jamie was an Associate Quantitative Analyst at Prudential Equity Group, LLC, where she provided research analysis and stock selection recommendations using the firm’s proprietary multi-factor models to Fund Managers for firm’s retail-oriented portfolio management product with $1B AUM.

Jamie is a graduate of the University of Wisconsin-Madison and holds the designation Financial Risk Manager. She is a member of Global Association of Risk Professionals and Women in ETFs. She has Series 7, 63, 86 and 87 registration licenses with FINRA.

We are disciplined, long-term investors and favor higher-quality companies, a diversified portfolio, and rigorous risk management.

Joseph R. Gaffoglio, CFA, CPA, Portfolio Manager

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.