Hatteras Funds

  • Financial Advisor Support

      866.388.6292

    • Director of Sales & Marketing

    Robert B. Brown
    Director of Sales & Marketing
    Executive Management Team Member

    National Accounts

    Nicole L. Parker
    Director of National Accounts

    Dario P. Craddock
    Vice President, National Accounts

    Leigh Ann P. Rotz
    Vice President, National Accounts


    Inside Sales

    Andrew D. Zimmerman, CFP
    Director of Inside Sales

    Alternative Investment Specialists

    Regional Director

    Michael J. Hutten

    Santa Barbara, CA
    805.705.6320

    Michael J. Hutten
    Executive Director

    Mr. Hutten, based in Santa Barbara, CA, is the Executive Director for the western U.S. Mr. Hutten focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Mr. Hutten had worked for Hatteras Fund from 2006 to 2011. Prior to rejoining Hatteras, Mr. Hutten was a Client Advisor for JPMorgan Asset Management on the West Coast where he worked with RIAs and Family Offices. Mr. Hutten brings a broad understanding of alternative investments gained over the course of 19 years in the investment industry. Mr. Hutten has held roles at Santa Barbara Alpha Strategies (SBAS), the Gartmore Global Investments' Alternative Specialist Group and Montgomery Partners, the alternative investment division of Montgomery Asset Management. In addition, Mr. Hutten has also held sales and sales management roles for Scudder Weisel Capital, Alliance Capital and Robertson Stephens. Mr. Hutten received his BA in Business Economics from the University of California Santa Barbara.
    		 

    Regional Associate

    Michael W. McDonough

    Raleigh, NC
    866.388.6292

    		  

    States

    • Alaska
    • California
    • Hawaii
    • Idaho
    • Montana
    • Nevada
    • Oregon
    • Washington
    • Wyoming

    Regional Director

    Casey J. Brunner, CIMA

    Milwaukee, WI
    773.573.6500

    Casey J. Brunner, CIMA
    Regional Director

    Mr. Brunner, based in Milwaukee, WI, is the Regional Director for the midwest U.S. Mr. Brunner focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Prior to joining Hatteras Funds, Mr. Brunner worked at Morgan Stanley Investment Management (MSIM) and Invesco, where he was a Regional Sales Director. While at MSIM, Mr. Brunner's primary focus was on portfolio construction with an emphasis on integrating alternative investments. Prior to joining MSIM, Mr. Brunner held roles in both investment banking and investment management. Mr. Brunner received a Bachelor of Science in Finance from the Kelly School of Business at Indiana University and MBA from The Kellogg School of Management at Northwestern University. He has attained his Chartered Mutual Fund Counselor (CMFC) designation as well as his CIMA from The Wharton School of the University of Pennsylvania.
    		 

    Regional Associate

    Andrew D. Zimmerman, CFP

    Raleigh, NC 866.388.6292

    		  

    States

    • Illinois
    • Indiana
    • Iowa
    • Michigan
    • Minnesota
    • Missouri
    • Nebraska
    • North Dakota
    • Ohio
    • South Dakota
    • Wisconsin

    Regional Director

    Michael O. Kurz, CAIA, CIMA, CFP

    Dallas, TX
    972.839.5240

    Michael O. Kurz, CAIA, CIMA, CFP
    Regional Director

    Mr. Kurz, based in Dallas, TX, is the Regional Director for the southwest U.S. Mr. Kurz focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers.Michael has a broad understanding of alternative investments and 15 years of investment experience. Prior to joining Hatteras Funds, he was a consultant for a Registered Investment Advisor with $4 billion in assets under management where he led business development efforts for structured products and alternative investments. As part of his role, he constructed multi-dimensional portfolios for high net worth investors and participated in investment due diligence visits to both Europe and India to research private equity strategies. Previous to this, Mr. Kurz held various positions as a Financial Advisor, Investment Specialist and Senior Planning Analyst. Mr. Kurz currently serves as the President of the North Texas Investment Management Consultants Association Chapter.
    		 

    Regional Associate

    Jonathan D. Lea

    Raleigh, NC 866.388.6292

    		  

    States

    • Arizona
    • Arkansas
    • Colorado
    • Kansas
    • Western Louisiana
    • New Mexico
    • Oklahoma
    • Texas
    • Utah

    Regional Director

    Michael F. Lee, Jr., CAIA

    Raleigh, NC
    919.402.6831

    Michael F. Lee, Jr., CAIA
    Regional Director

    Michael Lee, based in Raleigh, NC, is the Regional Director for the southeast U.S. Mr. Lee focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Mr. Lee joined Hatteras in September 2009 as a Regional Associate and brings with him over 9 years of direct client experience. Mr. Lee received his Bachelor of Science in Business Administration at Rider University in Lawrenceville, N.J. He has also earned the Chartered Alternative Investment Analyst (CAIA) designation.
    		 

    Regional Associate

    Christopher L. Jordan

    Raleigh, NC
    866.388.6292

    		  

    States

    • Alabama
    • District Of Columbia
    • Florida
    • Georgia
    • Kentucky
    • Eastern Louisiana
    • Mississippi
    • North Carolina
    • South Carolina
    • Tennessee
    • Virginia

    Regional Director

    Yuri Khalif

    Huntingdon Valley, PA
    215.859.8482

    Yuri Khalif
    Executive Director

    Mr. Khalif, based in Pennsylvania, is the Executive Director for the northeast U.S. In this role Mr. Khalif focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Prior to joining Hatteras, Mr. Khalif was an Executive Director of JPMorgan Asset Management's Institutional Advisor Business. He brings a broad understanding of alternative investments gained over the course of 19 years in the investment industry. He has held roles at Deutsche Asset Management, Miller Anderson & Sherrerd, a division of Morgan Stanley and SEI Corporation. Mr. Khalif earned his MBA in Marketing and a BBA in Financial and International Business from Temple University.
    		 

    Regional Associate

    Robert S. Schwab

    Raleigh, NC 866.388.6292

    		  

    States

    • Connecticut
    • Delaware
    • Maine
    • Maryland
    • Massachusetts
    • New Hampshire
    • New Jersey
    • New York
    • New York Metro
    • Eastern Pennsylvania
    • Western Pennsylvania
    • Rhode Island
    • Vermont
    • West Virginia

    Regional Director

    Michael J. Hutten

    Santa Barbara, CA
    805.705.6320

    Michael J. Hutten
    Executive Director

    Mr. Hutten, based in Santa Barbara, CA, is the Executive Director for the western U.S. Mr. Hutten focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Mr. Hutten had worked for Hatteras Fund from 2006 to 2011. Prior to rejoining Hatteras, Mr. Hutten was a Client Advisor for JPMorgan Asset Management on the West Coast where he worked with RIAs and Family Offices. Mr. Hutten brings a broad understanding of alternative investments gained over the course of 19 years in the investment industry. Mr. Hutten has held roles at Santa Barbara Alpha Strategies (SBAS), the Gartmore Global Investments' Alternative Specialist Group and Montgomery Partners, the alternative investment division of Montgomery Asset Management. In addition, Mr. Hutten has also held sales and sales management roles for Scudder Weisel Capital, Alliance Capital and Robertson Stephens. Mr. Hutten received his BA in Business Economics from the University of California Santa Barbara.
    		 

    Regional Associate

    Michael W. McDonough

    Raleigh, NC
    866.388.6292

    		  

    States

    • Alaska
    • California
    • Hawaii
    • Idaho
    • Montana
    • Nevada
    • Oregon
    • Washington
    • Wyoming

    Regional Director

    Casey J. Brunner, CIMA

    Milwaukee, WI
    773.573.6500

    Casey J. Brunner, CIMA
    Regional Director

    Mr. Brunner, based in Milwaukee, WI, is the Regional Director for the midwest U.S. Mr. Brunner focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Prior to joining Hatteras Funds, Mr. Brunner worked at Morgan Stanley Investment Management (MSIM) and Invesco, where he was a Regional Sales Director. While at MSIM, Mr. Brunner's primary focus was on portfolio construction with an emphasis on integrating alternative investments. Prior to joining MSIM, Mr. Brunner held roles in both investment banking and investment management. Mr. Brunner received a Bachelor of Science in Finance from the Kelly School of Business at Indiana University and MBA from The Kellogg School of Management at Northwestern University. He has attained his Chartered Mutual Fund Counselor (CMFC) designation as well as his CIMA from The Wharton School of the University of Pennsylvania.
    		 

    Regional Associate

    Andrew D. Zimmerman, CFP

    Raleigh, NC 866.388.6292

    		  

    States

    • Illinois
    • Indiana
    • Iowa
    • Michigan
    • Minnesota
    • Missouri
    • Nebraska
    • North Dakota
    • Ohio
    • South Dakota
    • Wisconsin

    Regional Director

    Michael O. Kurz, CAIA, CIMA, CFP

    Dallas, TX
    972.839.5240

    Michael O. Kurz, CAIA, CIMA, CFP
    Regional Director

    Mr. Kurz, based in Dallas, TX, is the Regional Director for the southwest U.S. Mr. Kurz focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers.Michael has a broad understanding of alternative investments and 15 years of investment experience. Prior to joining Hatteras Funds, he was a consultant for a Registered Investment Advisor with $4 billion in assets under management where he led business development efforts for structured products and alternative investments. As part of his role, he constructed multi-dimensional portfolios for high net worth investors and participated in investment due diligence visits to both Europe and India to research private equity strategies. Previous to this, Mr. Kurz held various positions as a Financial Advisor, Investment Specialist and Senior Planning Analyst. Mr. Kurz currently serves as the President of the North Texas Investment Management Consultants Association Chapter.
    		 

    Regional Associate

    Jonathan D. Lea

    Raleigh, NC 866.388.6292

    		  

    States

    • Arizona
    • Arkansas
    • Colorado
    • Kansas
    • Western Louisiana
    • New Mexico
    • Oklahoma
    • Texas
    • Utah

    Regional Director

    Michael F. Lee, Jr., CAIA

    Raleigh, NC
    919.402.6831

    Michael F. Lee, Jr., CAIA
    Regional Director

    Michael Lee, based in Raleigh, NC, is the Regional Director for the southeast U.S. Mr. Lee focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Mr. Lee joined Hatteras in September 2009 as a Regional Associate and brings with him over 9 years of direct client experience. Mr. Lee received his Bachelor of Science in Business Administration at Rider University in Lawrenceville, N.J. He has also earned the Chartered Alternative Investment Analyst (CAIA) designation.
    		 

    Regional Associate

    Christopher L. Jordan

    Raleigh, NC
    866.388.6292

    		  

    States

    • Alabama
    • District Of Columbia
    • Florida
    • Georgia
    • Kentucky
    • Eastern Louisiana
    • Mississippi
    • North Carolina
    • South Carolina
    • Tennessee
    • Virginia

    Regional Director

    Yuri Khalif

    Huntingdon Valley, PA
    215.859.8482

    Yuri Khalif
    Executive Director

    Mr. Khalif, based in Pennsylvania, is the Executive Director for the northeast U.S. In this role Mr. Khalif focuses on business development and client relations, serving Investment Consultants, RIAs, and Broker/Dealers. Prior to joining Hatteras, Mr. Khalif was an Executive Director of JPMorgan Asset Management's Institutional Advisor Business. He brings a broad understanding of alternative investments gained over the course of 19 years in the investment industry. He has held roles at Deutsche Asset Management, Miller Anderson & Sherrerd, a division of Morgan Stanley and SEI Corporation. Mr. Khalif earned his MBA in Marketing and a BBA in Financial and International Business from Temple University.
    		 

    Regional Associate

    Robert S. Schwab

    Raleigh, NC 866.388.6292

    		  

    States

    • Connecticut
    • Delaware
    • Maine
    • Maryland
    • Massachusetts
    • New Hampshire
    • New Jersey
    • New York
    • New York Metro
    • Eastern Pennsylvania
    • Western Pennsylvania
    • Rhode Island
    • Vermont
    • West Virginia

    Defining Alternatives

    No investment is risk free, loss of principal is possible. Alternative investments involve specific risks that may be greater than those associated with traditional investments. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

    Securities offered through Hatteras Capital Distributors, LLC, member of FINRA / SIPC, 8540 Colonnade Center Drive, Suite 401, Raleigh, NC 27615-3052. Hatteras Capital Distributors, LLC is affiliated with Hatteras Investment Partners, LLC, Hatteras Capital Investment Management, LLC and Hatteras Alternative Mutual Funds, LLC by virtue of common control/ownership.

    Investors should consider the Funds’ investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information about the Funds and may be obtained by clicking here or calling 877.569.2382 for the Hatteras Alternative Mutual Funds and 866.388.6292 for the Hatteras Core Alternatives Fund. Read it carefully before investing.

    For further information, please contact us at hatteras@hatterasfunds.com or visit the Contact Us page. Certain links may direct you away from hatterasfunds.com to a site that is unaffiliated with Hatteras Funds. Hatteras Funds has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.