Portfolio Managers

Our portfolio management team is comprised of seasoned investment management professionals who possess extensive experience, knowledge, and expertise.

Charles Marleau, CIM®

President, Portfolio Manager

Charles is the co-founder and President of Palos. He holds the designation of Chartered Investment Manager (CIM®) and is the lead portfolio manager of the Palos Equity Income Fund and the Palos Income Fund L.P.

Wakeham Pilot

Portfolio Manager

Wakeham joined Palos in 2015 and brought with him a wealth of experience that is the foundation for our growth investment strategy.

William Mitchell, CIM®​

Portfolio Manager

Bill has over 30 years of experience in securities analysis, trading in financial markets and managing portfolios. He holds the designation of Chartered Investment Manager (CIM®) and is a portfolio manager for the Palos-Mitchell Alpha Fund.

Robert Mendel, CIM®​

Portfolio Manager

Robert has more than 25 years of experience in portfolio management and serves as our resident expert in options-based strategies. He holds the designation of Chartered Investment Manager (CIM®).

Micheal Hoehn, CFA®​

Portfolio Manager

Michael’s capital markets career includes 15 years of buy-side security analysis and portfolio management. He currently serves individual, family office, and institutional clients. He holds the designation of Chartered Financial Analyst (CFA®).

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