Edija Fox, CPA
Vice President & Director, Operational Due Diligence
Investment Experience: 8 years
Firm Tenure: 3 years
Edija is the director and vice president of Operational Due Diligence at Summit Strategies Group. Prior to that she was an analyst in the Manager Research group, responsible for supporting operational due diligence and risk assessment across all traditional and alternative asset classes. Prior to joining Summit in 2011, Edija completed the Finance Rotational Development program and worked in the Operational and Regulatory Reporting department at Edward Jones. Edija is a Level II CFA candidate, CPA, and she graduated summa cum laude from the University of Missouri – St. Louis with a BS in Accounting. She is a classically trained violinist and has won numerous musical competitions across Eastern and Northern Europe. In addition, she has played first violin at the Saint Louis Symphony Youth and Webster University Symphony orchestras. Edija is fluent in English, Russian, and Latvian languages.
Patrick C. Carse
Senior Research Analyst
Investment Experience: 17 years
Firm Tenure: 8 years
Pat is a Senior Research Analyst within the Operational Due Diligence department. He is responsible for hedge fund, private equity, and real asset manager operational due diligence. Pat also assists the hedge fund team with various aspects of client hedge fund portfolio monitoring. Prior to joining the firm in 2006, Pat worked as a buy side small cap equity trader for Kennedy Capital Management and a sell side agency only equity trader for Bridge Trading Company. Pat graduated from St. Cloud State University with a degree in Business Economics. When not conducting these duties, Pat enjoys skiing, fly fishing, golfing, and spending time with his family.
Investment Experience: 2 years
Firm Tenure: 1 year
Michael is a Research Analyst in Summit Strategies Group’s Operational Due Diligence department, responsible for supporting operational due diligence and risk assessment across all traditional and alternative asset classes. Michael graduated summa cum laude from the University of Missouri – St. Louis with a BS in Finance and is a Level I CFA candidate. He is married, has two daughters, and enjoys the outdoors and traveling to new places with his family. In his free time, Michael likes to play golf and any other sport.
Anna Marie Curran
Investment Experience: 3 years
Firm Tenure: 1 year
Anna Marie is a Research Analyst in Summit Strategies Group’s Operational Due Diligence department, responsible for supporting operational due diligence and risk assessment across traditional and alternative asset classes. She graduated magna cum laude from the University of Missouri—St. Louis with a BS in business administration with a double emphasis in International Business and Finance. Anna Marie has passed level one of CAIA and is a level 1 candidate for CFA. Prior to joining Summit, Anna Marie worked in the Business Services Group at the headquarters of Wells Fargo Advisors where she worked with internal personnel on compliance with the FINRA and House regulations that surround margin accounts, option strategies, and other credit instruments utilized by clients. She is an active member of Ronald McDonald House Charities of St. Louis and Kiwanis of Osage Beach. She is fluent in Spanish and enjoys traveling, listening to music, and reading.