The Context team brings together experienced professionals in alternative investment management, manager selection, mutual fund management and trading operations.

We maintain a collaborative culture, so when you work with us, you have access to our collective expertise. Learn more about our team members below to see how we can help you attain your goals.

John Culbertson,
President and CIO

John Culbertson, President and CIO

An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. In his role as Context’s CIO John is responsible for the firm’s strategic development, implementation of the investment strategy and he serves as chair of the investment committee.

Prior to assuming his current position with Context, John ran the investment committee and was Chief Investment Officer for a large family office where he oversaw a portfolio of hedge funds and was responsible for asset allocation decisions. In addition to his family office background, John was a founder of Gamma Investors, a venture capital fund that invested primarily in financial services technology companies. He spent the early years of his career in New York and London as a partner at Cooper Neff and Associates, a quantitative proprietary trading firm. At Cooper Neff he founded the London office and traded derivatives on fixed income, commodities and equities. That firm was sold to BNP Paribas in 1995 where John became an Executive Vice President, a position he held until 2000.

Among his extensive outside activities, John is chairman of the board of directors at Urban Promise, an innovative urban youth organization headquartered in the city of Camden, New Jersey. John received his undergraduate degree in Business and Economics from Rutgers University and earned a Master of Liberal Arts, from the University of Pennsylvania.

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An industry veteran of more than 28 years, John’s experience encompasses trading, venture capital, asset allocation and hedge fund portfolio management. In his role as Context’s CIO John is responsible for the firm’s strategic development, implementation of the investment strategy and he serves as chair of the investment committee.

Prior to assuming his current position with Context, John ran the investment committee and was Chief Investment Officer for a large family office where he oversaw a portfolio of hedge funds and was responsible for asset allocation decisions. In addition to his family office background, John was a founder of Gamma Investors, a venture capital fund that invested primarily in financial services technology companies. He spent the early years of his career in New York and London as a partner at Cooper Neff and Associates, a quantitative proprietary trading firm. At Cooper Neff he founded the London office and traded derivatives on fixed income, commodities and equities. That firm was sold to BNP Paribas in 1995 where John became an Executive Vice President, a position he held until 2000.

Among his extensive outside activities, John is chairman of the board of directors at Urban Promise, an innovative urban youth organization headquartered in the city of Camden, New Jersey. John received his undergraduate degree in Business and Economics from Rutgers University and earned a Master of Liberal Arts, from the University of Pennsylvania.

Andrew Dudley,
Managing Director, Investments

Andrew Dudley, Managing Director, Investments

Andy is an industry veteran with more than 23 years of experience in fixed income investments and portfolio management. As Managing Director, Investments at Context, he is responsible for investment activities, including investment policy, portfolio construction, risk management and manager selection.

Prior to joining Context he was the Senior Investment Director in Global Asset Allocation at Putnam Investments. Andy also spent 12 years with the Taxable Bond Group at Fidelity Investments where he rose to Senior Portfolio Manager with responsibility for several multi-sector and institutional fixed income portfolios totaling over $30 billion. He began his career as a Quantitative Analyst in the Fixed Income Group at Putnam, where he also spent three years as a Portfolio Manager.

Andy is a Chartered Financial Analyst (CFA) and has an M.B.A. from the University of Chicago, Booth School of Business with a specialization in Financial Management and a minor in Accounting. He also received a B.A. in Economics from Yale University, where he also played varsity football.

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Andy is an industry veteran with more than 23 years of experience in fixed income investments and portfolio management. As Managing Director, Investments at Context, he is responsible for investment activities, including investment policy, portfolio construction, risk management and manager selection.

Prior to joining Context he was the Senior Investment Director in Global Asset Allocation at Putnam Investments. Andy also spent 12 years with the Taxable Bond Group at Fidelity Investments where he rose to Senior Portfolio Manager with responsibility for several multi-sector and institutional fixed income portfolios totaling over $30 billion. He began his career as a Quantitative Analyst in the Fixed Income Group at Putnam, where he also spent three years as a Portfolio Manager.

Andy is a Chartered Financial Analyst (CFA) and has an M.B.A. from the University of Chicago, Booth School of Business with a specialization in Financial Management and a minor in Accounting. He also received a B.A. in Economics from Yale University, where he also played varsity football.

Andrew Wert,
Managing Director, Investments

Andrew Wert, Managing Director, Investments

Andrew has 18 years of experience performing asset allocation, risk management and proprietary trading for financial institutions and endowments. He serves on the Context investment committee and is responsible for portfolio structure and design, subadviser selection, due diligence, and risk management.

Prior to joining Context in 2014, Andrew founded Cohesion Capital LLC, a firm backed by a large family office to make investments in active-trading strategies. He also spent six years as Managing Director of Absolute Return Investments at the Brown University Investment Office in Providence, RI. In this role, Andrew was responsible for the University endowment’s hedge fund, fixed income and commodity investments, and designed and oversaw the build-out of systems and infrastructure for risk management and reporting.

Andrew began his career at BNP CooperNeff as a proprietary trader in June 1996, and later served as a senior proprietary trader at BNP Paribas Arbitrage and BNP Paribas Japan Ltd. In May 2004, he became head of Active Portfolio Strategies for North America at BNP Paribas Securities Corp., where he managed a quantitative trading and investment business line in the equity derivatives group which allocated investments across various market-neutral strategies.

Andrew received a Bachelor of Science degree in Business Administration from the University of Richmond, where he had dual concentrations in Finance and Economics.

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Andrew has 18 years of experience performing asset allocation, risk management and proprietary trading for financial institutions and endowments. He serves on the Context investment committee and is responsible for portfolio structure and design, subadviser selection, due diligence, and risk management.

Prior to joining Context in 2014, Andrew founded Cohesion Capital LLC, a firm backed by a large family office to make investments in active-trading strategies. He also spent six years as Managing Director of Absolute Return Investments at the Brown University Investment Office in Providence, RI. In this role, Andrew was responsible for the University endowment’s hedge fund, fixed income and commodity investments, and designed and oversaw the build-out of systems and infrastructure for risk management and reporting.

Andrew began his career at BNP CooperNeff as a proprietary trader in June 1996, and later served as a senior proprietary trader at BNP Paribas Arbitrage and BNP Paribas Japan Ltd. In May 2004, he became head of Active Portfolio Strategies for North America at BNP Paribas Securities Corp., where he managed a quantitative trading and investment business line in the equity derivatives group which allocated investments across various market-neutral strategies.

Andrew received a Bachelor of Science degree in Business Administration from the University of Richmond, where he had dual concentrations in Finance and Economics.

John Canning,
Chief Operating Officer

John Canning, Chief Operating Officer

John is an industry veteran with 23 years of mutual fund, compliance, and asset management experience. Prior to joining Context in 2016, he was Director of Compliance Programs and Chief Compliance Officer (CCO) at Cipperman Compliance Services, a compliance consulting firm to CCOs of registered investment advisors. While at Cipperman he chaired the compliance committee and implemented all related policies and procedures. He has also served as Director of Mutual Fund Administration at Nationwide Funds Group, BHR Fund Advisors, Constellation Investment Management Company, and Turner Investment Partners. John coordinated and managed regulatory filings, oversaw new mutual fund launches, and managed relationships with key mutual fund vendors. John received B.S. in Finance from LaSalle University.

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John is an industry veteran with 23 years of mutual fund, compliance, and asset management experience. Prior to joining Context in 2016, he was Director of Compliance Programs and Chief Compliance Officer (CCO) at Cipperman Compliance Services, a compliance consulting firm to CCOs of registered investment advisors. While at Cipperman he chaired the compliance committee and implemented all related policies and procedures. He has also served as Director of Mutual Fund Administration at Nationwide Funds Group, BHR Fund Advisors, Constellation Investment Management Company, and Turner Investment Partners. John coordinated and managed regulatory filings, oversaw new mutual fund launches, and managed relationships with key mutual fund vendors. John received B.S. in Finance from LaSalle University.

Steve Kneeley,
Chairman

Steve Kneeley, Chairman

Steve brings more than 30 years of executive and investment industry experience to his role as Chairman of Context’s Board. He is an accomplished leader whose proficiencies encompass a wide swath of the financial services universe including experience with mutual funds, managed accounts, foundations, and endowments in all asset classes. Steve served as CEO of Context Asset Management from 2014 through January 2016.

Previously, Steve served as CEO of Spider Management, which provides investment management services to endowments and foundations, including the University of Richmond’s $2 billion endowment. Prior to joining Spider, Steve was CEO of Ardmore Investment Partners, a firm that consulted to asset management firms on strategic initiatives. In 1990 he was a founder of Turner Investment Partners and advanced to serve as president and CEO. While at Turner, Steve was responsible for a number of business lines, including mutual funds and managed the firm’s entry into managed accounts and its expansion into Europe, the Middle East, and Australia. Steve began his career with The Travelers Companies.

Steve received a BS degree in Economics and Political Science from the University of Richmond and served on the University of Richmond’s Board of Trustees from 2002 through 2010 and Emeritus Trustee from June 2010 to 2012, and 2014 to present. He is on the Board of Spider Management and has served on its Investment Committee.

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Steve brings more than 30 years of executive and investment industry experience to his role as Chairman of Context’s Board. He is an accomplished leader whose proficiencies encompass a wide swath of the financial services universe including experience with mutual funds, managed accounts, foundations, and endowments in all asset classes. Steve served as CEO of Context Asset Management from 2014 through January 2016.

Previously, Steve served as CEO of Spider Management, which provides investment management services to endowments and foundations, including the University of Richmond’s $2 billion endowment. Prior to joining Spider, Steve was CEO of Ardmore Investment Partners, a firm that consulted to asset management firms on strategic initiatives. In 1990 he was a founder of Turner Investment Partners and advanced to serve as president and CEO. While at Turner, Steve was responsible for a number of business lines, including mutual funds and managed the firm’s entry into managed accounts and its expansion into Europe, the Middle East, and Australia. Steve began his career with The Travelers Companies.

Steve received a BS degree in Economics and Political Science from the University of Richmond and served on the University of Richmond’s Board of Trustees from 2002 through 2010 and Emeritus Trustee from June 2010 to 2012, and 2014 to present. He is on the Board of Spider Management and has served on its Investment Committee.

Alfred Salvato,
Board Member

Alfred Salvato, Board Member

Mr. Alfred C. Salvato serves as Senior Vice President for Corporate Finance and Chief Investment Officer for Thomas Jefferson University (Thomas Jefferson University/Thomas Jefferson University Hospital), an academic health center in Philadelphia, Pennsylvania. In this capacity he serves as an integral member of the senior leadership team and works closely with the finance, audit, and investment committees of the Board of Trustees.

As the University's Chief Investment Officer, he is responsible for the corporate finance operations, which includes the controller’s office, treasury management, budgeting office, sponsored research accounting, financial system administration, and various ancillary operating units. As Chief Investment Officer he oversees the management of the Long-term pool, DB and DC pension plans, working capital portfolios and other managed portfolios totaling approximately $4.0 billion. Along with his asset management duties, he administers the University’s debt portfolio and has been team lead on the issuance of approximately $1.3 billion of tax-exempt/taxable financing.

In his life outside of Jefferson, he actively serves the public and business communities. He currently serves on the Turner Investments Mutual Fund Board of Trustees and has served as a member of the Investment Committee of the Philadelphia Museum of Art, and as a Trustee of the District 1199C National Union of Hospital & Health Care Employees Pension Fund. In addition, he sits on client advisory boards for BNY Mellon, TIAA/CREF, and J.P. Morgan and also sits on valuation committees for several private market LPs. He holds a degree in economics from Villanova University.

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Mr. Alfred C. Salvato serves as Senior Vice President for Corporate Finance and Chief Investment Officer for Thomas Jefferson University (Thomas Jefferson University/Thomas Jefferson University Hospital), an academic health center in Philadelphia, Pennsylvania. In this capacity he serves as an integral member of the senior leadership team and works closely with the finance, audit, and investment committees of the Board of Trustees.

As the University's Chief Investment Officer, he is responsible for the corporate finance operations, which includes the controller’s office, treasury management, budgeting office, sponsored research accounting, financial system administration, and various ancillary operating units. As Chief Investment Officer he oversees the management of the Long-term pool, DB and DC pension plans, working capital portfolios and other managed portfolios totaling approximately $4.0 billion. Along with his asset management duties, he administers the University’s debt portfolio and has been team lead on the issuance of approximately $1.3 billion of tax-exempt/taxable financing.

In his life outside of Jefferson, he actively serves the public and business communities. He currently serves on the Turner Investments Mutual Fund Board of Trustees and has served as a member of the Investment Committee of the Philadelphia Museum of Art, and as a Trustee of the District 1199C National Union of Hospital & Health Care Employees Pension Fund. In addition, he sits on client advisory boards for BNY Mellon, TIAA/CREF, and J.P. Morgan and also sits on valuation committees for several private market LPs. He holds a degree in economics from Villanova University.

Paul Schaeffer,
Board Member

Paul Schaeffer, Board Member

Paul Schaeffer is a business strategist who helps organizations apply market knowledge to position themselves for what’s next. This analytical and forward-looking way of thinking flows through his work across business functions – planning and strategy, knowledge and innovation, branding and marketing – and across industries, including asset management, private equity, and social entrepreneurship.

Paul is founder and chief curator of AlphaHut, a consulting, research, and communications firm focused on competitive strategy. He is also chairman of PopTech, a global community of innovators. Within the financial services industry, he has long been recognized as a consultant, speaker and author with a talent for analyzing how trends and issues will unfold.

Mr. Schaeffer previously held senior business strategy positions with Forward Management, an investment manager known for its alternative approaches, and with SEI’s Investment Manager Services division, a provider of customized operating infrastructure to asset managers of all types. Before that, he was managing partner of Investment Counseling, Inc., where he co-created Competitive Challenges, the first comprehensive annual survey of best practices in the investment management industry. “What’s next?” has been a unifying theme in his career, which has ranged from politics and public policy to entertainment and finance.

Mr. Schaeffer is a graduate of George Washington University.

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Paul Schaeffer is a business strategist who helps organizations apply market knowledge to position themselves for what’s next. This analytical and forward-looking way of thinking flows through his work across business functions – planning and strategy, knowledge and innovation, branding and marketing – and across industries, including asset management, private equity, and social entrepreneurship.

Paul is founder and chief curator of AlphaHut, a consulting, research, and communications firm focused on competitive strategy. He is also chairman of PopTech, a global community of innovators. Within the financial services industry, he has long been recognized as a consultant, speaker and author with a talent for analyzing how trends and issues will unfold.

Mr. Schaeffer previously held senior business strategy positions with Forward Management, an investment manager known for its alternative approaches, and with SEI’s Investment Manager Services division, a provider of customized operating infrastructure to asset managers of all types. Before that, he was managing partner of Investment Counseling, Inc., where he co-created Competitive Challenges, the first comprehensive annual survey of best practices in the investment management industry. “What’s next?” has been a unifying theme in his career, which has ranged from politics and public policy to entertainment and finance.

Mr. Schaeffer is a graduate of George Washington University.

Stephen Wynne,
Board Member

Stephen Wynne, Board Member

For more than 30 years, Steve Wynne dedicated his career to serving clients participating in the global investment management and distribution arena. As CEO for two different financial services firms (BNY Mellon, U.S. Funds Services and PNC Global Investment Servicing), he oversaw and directed strategic and operational developments in servicing the needs of mutual funds, exchange traded funds, hedge funds, managed accounts and offshore funds.

Although he retired at the end of 2010, Steve remains vigorously active in the investment industry lecturing on the mutual funds industry at the collegiate level and serving in a board capacity for various organizations. In his capacity as a board member of three mutual fund organizations, he evaluates a multitude of investment advisors and service providers ensuring that such firms are professional and capable, competitive in performance and fees, transparent, compliant with all regulations, and embody high ethical standards.

Steve was a member of the board of trustees of his alma mater, Widener University, for a number of years and served on several committees including the finance committee that was charged with overseeing and evaluating the investment manager of the university’s endowment.

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For more than 30 years, Steve Wynne dedicated his career to serving clients participating in the global investment management and distribution arena. As CEO for two different financial services firms (BNY Mellon, U.S. Funds Services and PNC Global Investment Servicing), he oversaw and directed strategic and operational developments in servicing the needs of mutual funds, exchange traded funds, hedge funds, managed accounts and offshore funds.

Although he retired at the end of 2010, Steve remains vigorously active in the investment industry lecturing on the mutual funds industry at the collegiate level and serving in a board capacity for various organizations. In his capacity as a board member of three mutual fund organizations, he evaluates a multitude of investment advisors and service providers ensuring that such firms are professional and capable, competitive in performance and fees, transparent, compliant with all regulations, and embody high ethical standards.

Steve was a member of the board of trustees of his alma mater, Widener University, for a number of years and served on several committees including the finance committee that was charged with overseeing and evaluating the investment manager of the university’s endowment.