professionals

Mike Kimbarovsky
Mike Kimbarovsky is a Principal with Advocate. Mr. Kimbarovsky is Chief Compliance Officer and and serves on the Investment Strategy Committee.

Prior to Advocate, Mr. Kimbarovsky was a partner and managing director of Extenxion LLC. Extenxion is a consulting firm focused on providing strategy consulting services for a variety of multi-national clients in the financial services industry.

Prior to Extenxion, Mr. Kimbarovsky served as President of Hedge Fund Research (“HFR”), a boutique investment advisory firm located in Chicago. While at HFR, Mr. Kimbarovsky structured and launched several innovative fund products, including broad style-based hedge fund indices. He led the team that structured various institutional- and high-net-worth-oriented multi-manager fund products for the alternative investment markets.

Mr. Kimbarovsky received a BA in Economics from Northwestern University and an MBA with honors from the University of Chicago.

Mike can be reached at mkimbar@advocateam.com

David J. Kudish
David J. Kudish is a Principal and founder of Advocate.  He serves on the Investment Strategy Committee.

Prior to Advocate, Mr. Kudish was Chairman and CEO of Stratford Advisory Group, which he founded in 1982. Previous to Stratford, he formed and was managing partner of the investment consulting practice at Hewitt Associates in 1974.

With more than three decades of investment and consulting experience, Mr. Kudish is a frequent speaker at investment conferences, addressing fund sponsors on a variety of investment-related issues. He has been quoted in leading business and financial publications such as the Wall Street Journal, Business Week and Forbes. He has authored articles in leading journals and appeared on television as an investment authority.

Mr. Kudish received a BS with honors from the University of Rochester, and an MS from the University of Minnesota. In addition, he is a graduate of the Entrepreneurial Management Program at Harvard Business School.

David can be reached at dkudish@advocateam.com

JoAnn M. Seagren
Jo Seagren is a Principal with Advocate. Her focus is client relations and client development and she serves on the Investment Strategy Committee.

Previously, Ms. Seagren worked at Towle & Company, a boutique micro-cap investment advisory firm in St. Louis, where she was instrumental in expanding assets under management to full capacity. Before that, she worked for LaSalle Partners (now Jones Lang La Salle) in marketing and client relations for Fortune 500 clients.

Ms. Seagren graduated Magna Cum Laude from the University of Southern California with a B.S. in business in 1986, where she was elected to Phi Kappa Phi and Beta Gamma Sigma.

Jo can be reached at jseagren@advocateam.com

Cardi Fleck
Cardi Fleck is Operations Manager with Advocate.

Prior to Advocate, Ms. Fleck was an independent consultant for several businesses in the Chicago-land area. Prior to relocating to Illinois in 1999, she served as Office Manager or Executive Assistant in the corporate world and the world of academia in Texas, Kentucky and Wisconsin. Ms. Fleck received a BA with honors from the University of Wisconsin, with a double major in Psychology and French.

Cardi can be reached at cfleck@advocateam.com