Ms. Faddis founded Grace Capital in February 2006. She is the lead portfolio manager for the firm’s equity and balanced investment strategies. Prior to Grace Capital, Mrs. Faddis worked at Nichols & Pratt as Director of Research, at Putnam Investments as a Global Equity Research Analyst and at Deloitte & Touche as an Auditor and CPA. She has over 18 years of investment experience. Cate is on the Board of Overseers for the Children’s Museum of Boston, a member of the College Club of Boston, the proud mother of twins and an amateur beekeeper. Ms. Faddis graduated from the College of William & Mary and earned an M.B.A. from Harvard Business School.
Ms. Kanwal is an Equity Investment Analyst at Grace Capital. Prior to joining Grace Capital, Sarah was an Analyst at Essex Investments and an Investment Associate at Putnam Investments. She has over 10 years of investment industry experience. In her spare time, Sarah is an amateur metalsmith and enjoys traveling. Mrs. Kanwal earned a B.A. in History from the College of the Holy Cross and a Masters in Finance from Brandeis University.
Mr. Nasir is a recent graduate of Coventry University (U.K.) with a B.A. in Finance and Investment. He has held several industry internships and is preparing for Level 2 of the CFA.
Mr. Mikol is an Operations Analyst and Trader at Grace Capital. Prior to joining Grace Capital, Shawn worked as an equity trader at Chimera Securities and as an assistant trader at SMB Capital. He is a member of the Boston Securities Traders Association (BTSA) and the Market Technicians Association (MTA). Shawn successfully completed level II of the CMT designation. In his spare time, Shawn enjoys playing ice hockey and golf. Mr. Mikol earned a degree in Finance from the State University of New York at Albany.
Operations and Administration
Dr. Faddis serves as the Chief Operations Officer and Marketing Director for Grace Capital. Before joining Grace Capital, David was the Director of U.S. Operations for two global nano-technology corporations, Nanosurf, Inc. (Switzerland) and Park Systems, Inc. (Korea). He was also a product marketing engineer at KLA-Tencor. Dr. Faddis has over 19 years of experience and brings a wealth of understanding about industrial processes and technology. Dr. Faddis graduated from the College of William & Mary with B.S. and M.S. degrees in Chemistry. He earned a Ph.D. in Polymer Science from the University of Akron.
Mr. Marley serves as an assistant on Grace Capital's operations and compliance team, performing the many critical, detailed, administrative tasks required by our compliance program. He is the primary contact with the firm's outsourced CCO, and he also serves as the office manager. Graham has over 10 years of administrative experience and runs his own photography company in his spare time. He studied Communication Arts and Business Management at Eastern Nazarene College.
Ms. Cruz Frias serves as an assistant on Grace Capital’s operations and compliance team, performing the many critical, detailed, administrative tasks required by our compliance program. She also serves as a general office assistant. In her spare time, Diana enjoys health & wellness activities. Ms. Cruz Frias is a graduate of the Lynn Vocational Technical Institute.