About our team

Janelle is the President of TCH, as well as a Senior Portfolio Manager. Janelle manages the day-to-day operations of the firm and maintains the firm's focus on client service. She is responsible for the firm's investment policy and strategy and managing client portfolios along with the firm's other portfolio managers. Janelle joined TCH in 2007, holding prior roles at TCH of Chief Operating Officer, Director of Research, and Research Analyst. Janelle was added to TCH's Management Committee in 2014. Prior to joining TCH, Janelle was an Assistant Vice President for Ashton Partners.

Janelle holds a BS in Finance from Taylor University and is an MBA Candidate (Class of 2017) at Kellogg School of Management of Northwestern University. She was awarded the Chartered Financial Analyst designation in 2007.

In addition, Janelle serves on the Executive Committee for the President's Cabinet of Miami Children's Health Foundation.

Scott is a Senior Portfolio Manager for TCH and has been with the firm since 2007. He is responsible for the firm's investment policy and strategy and managing client portfolios along with the firm's other portfolio managers. Before joining the portfolio management team in 2011, Scott served as a Research Analyst for TCH and has 14 years of industry experience include working with Merrill Lynch as well as other boutique firms. Scott joined TCH's Management Committee in 2014.

Scott received his BA in International Business from Stetson University, and his MBA from the University of Miami. He was awarded the Chartered Financial Analyst designation in 2006.

Daniela is a Senior Portfolio Manager for TCH and has been with the firm since 2012. She is responsible for the firm's investment policy and strategy and managing client portfolios along with the firm's other portfolio managers. Daniela has 17 years of industry experience, and prior to joining TCH, she was a Senior Portfolio Manager at Harris Investments in Chicago, now BMO Asset Management Corp. She also served as a senior analyst at Ilios Partners and worked with Gelber Group as a proprietary trader specializing in Treasury futures and quantitative strategies. Daniela joined TCH's Management Committee in 2014.

Daniela attended the Academy of Economic Studies in Bucharest, Romania, and earned her BS in Economics and Finance from the University of Nebraska-Omaha. She was awarded the Chartered Financial Analyst designation in 2004 and has served on the Executive Committee and the Board of Directors of the CFA Society of Chicago.

Frank is a Senior Portfolio Manager and the Director of Trading for TCH and has been with the firm since 2001. As part of the portfolio management team, Frank is responsible for the firm's investment policy and strategy and managing client portfolios along with the firm's other portfolio managers. In his role as Director of Trading, he is responsible for trading and broker relationship management. Frank has 21 years of industry experience and prior to TCH served as a trading clerk at the Chicago Mercantile Exchange.

Frank earned a BS in Economics and Finance from Barry University and an MS in Finance from Florida International University. He was awarded the Chartered Market Technician (CMT) designation in 2011.

Adam is a Senior Client Portfolio Manager and a member of TCH's leadership team. He works closely with clients and investment consultants to enhance the TCH client experience. As a member of the Investment Team, he contributes to macroeconomic research and strategy. Adam is the primary author of TCH's thought leadership pieces, including the Fixed Income Insights series, which have been republished by several industry-leading publications. Additionally, he is a regular speaker at industry conferences and continuing education seminars.

Adam has 13 years of industry experience and prior to joining TCH he was a Vice President in Portfolio Management at Spruce Private Investors. In that role, he was responsible for designing and implementing portfolio strategies for Outsourced CIO clients and managing client relationships. Previously, he also worked at BlackRock in the Capital Markets Group and at Ivy Asset Management on the Investments team.

Adam received his BA from Emory University in 2002.

Ronald is the Director of Research for TCH and is responsible for managing the team of research analysts. He is a member of the High Yield Portfolio Management team, and maintains responsibilities of setting portfolio strategy and overseeing implementation across portfolios. As part of his role, Ronald provides credit analysis on the energy, basic industry and utility sectors, a role he has held since joining the firm in 2004. His experience includes trading desk support and development and enhancement of TCH's quantitative research applications.

Ronald holds a BBA in Finance from the University of Notre Dame and an MBA from the University of Miami. He was awarded the Chartered Financial Analyst designation in 2010.

Tammy is a research analyst for TCH and has been with the firm since 2004. She is responsible for providing credit analysis to the portfolio management team with a focus on sovereigns, supranationals, and other quasi-sovereign securities. In addition to her role as a credit analyst, Tammy has supported the development and enhancement of TCH's quantitative research applications. Tammy has 22 years of industry experience and prior to TCH, she has held positions at HSBC Bank, Ltd and Coutts Bank.

Tammy earned a BA in Economics from the University of Liverpool and an MBA from the University of Miami in 2002. She was awarded the Certificate in Performance Measurement (CIPM) designation in 2007.

Ed is a portfolio manager for TCH’s high yield strategy and has been with the firm since 2011. In his role, he sets portfolio strategy and oversees implementation across portfolios. Ed acts as a generalist research analyst across the high yield universe. Prior to his current role. He was a research analyst at TCH, with a focus on the diversifies industrial and consumer non-TMT (technology, media, and telecommunications) sectors. Ed has 18 years of industry experience and prior to joining TCH, he worked as an investment analyst for Inca Investments. He also has extensive research experience from Consilium Investment Management, ABN Amro Bank, and Barclays Bank.

Ed earned a BS in Finance from the University of Florida and an MBA from Yale University. He was awarded the Chartered Financial Analyst designation in 2008.

Julie is a research analyst for TCH and has been with the firm since 2006. She is responsible for providing credit analysis to the portfolio management team with a focus on the retail, restaurant, and healthcare sectors. Julie has 11 years of industry experience and prior to joining the research team, she served on TCH's operations team.

Julie earned a BS from University of Central Florida and an MS in Finance and MBA from Florida International University.

Andre joined TCH in 2015 as a Research Analyst covering the securitized sector focusing on agency and non-agency products. Prior to joining the firm, Andre worked as an analyst at Rialto Capital Management. In addition, he worked at Goldman Sachs in the Market Risk Management & Analysis group.

Andre received his BBA from Florida International University in 2011 and was awarded the CFA designation in 2015.

Joe joined Taplin, Canida & Habacht in 2016 as a research analyst. He focuses on identifying relative value opportunities across financial sectors including U.S. and global banks and insurance companies. Joe has over 11 years of industry experience and prior to joining TCH, he was a Vice President working with the Municipal Capital Markets Group at Deutsche Bank. In that role, he was responsible for the ongoing analysis of credit exposure for fixed-income positions.

Previously, he also worked at Barclays Capital covering the insurance industry, and Merrill Lynch, where he helped manage down the firm's structured credit exposure.

Joe received his BA in Finance from Pennsylvania State University in 2006 with a minor in Business Law.

Jimmy trades government, corporate and mortgage backed securities with a focus on best execution and provides market color to the portfolio managers and the research analysts. He reports to the director of trading and is responsible for order management and verifying all trade details from execution to delivery, including trade reporting and recording. Jimmy has 11 years of industry experience and joined the trading team following six years with the firm's operations department. Jimmy is a graduate of Florida International University.