John is the Chairman of Rubrics Asset Management (Ireland) Limited and Rubrics Global UCITS Funds PLC with a lifetime of experience in financial services as an executive director holding many senior roles. John is a member of the Securities Institute and is a very experienced chair and board member of a number of asset management and investment fund board entities.
John is a former chair of the Irish industry body Irish Funds and also the vice president of the European representative body EFAMA ( European Funds and Asset Managers Association) which represents the asset management industry across Europe.
John previously worked with a number of the internationally recognised accounting and asset servicing firms before concentrating full time on the role of non executive director including consultancy with regard to proper oversight and application associated with good governance.
Carol is an independent, non-executive director of Rubrics Global UCITS Funds PLC. With over 25 years’ experience in the Irish funds industry.
Carol was appointed Head of Office, Hermes Fund Managers Ireland Limited (including European branches) in November 2018 until April 2021. Prior to joining Federated Hermes Investment Management, Carol was the Chief Executive Officer for FIL Life Insurance (Ireland) Limited since March 2013 and Executive Director for FIL Fund Management (Ireland) Limited since January 2004. Before joining the Fidelity International Group in 2000, Carol held a number of positions within MeesPierson Fund Services (Dublin) Limited.
Carol holds a degree in Economics and German from University College Dublin, a diploma and certificate in Financial Services and a Master of Business Administration from UCD Michael Smurfit Graduate Business School. Carol has successfully completed the Certified Investment Fund Director programme.
Caitriona has been a director of Rubrics Global UCITS Funds Plc since 2013 and is a non-executive director and consultant to Rubrics Asset Management (Ireland) Limited. As the former Chief Financial Officer of Rubrics Asset Management, Caitriona has been directly involved in the restructuring of finance operations, development of an in-house reporting and monitoring platform, fund mergers, migrations and launches and the authorisation of both UCITS & AIFs with the Central Bank of Ireland.
Caitriona has a depth of experience working in private investment and family offices. In 2006 she joined The Clermont Group in Singapore and managed the back office and finance function of the capital markets division for six years. In 2012, she relocated to London and took up the role of Operations Manager at Capital Generation Partners LLP.
Caitriona qualified as a Chartered Accountant with PricewaterhouseCoopers LLP (“PwC”) and has worked across a number of PwC’s global offices including Dublin, Toronto and Singapore. She holds a First-Class Honours Bsc (Mgt) degree in Business Studies.
Steven is the Chief Investment Officer (CIO) of Rubrics Asset Management. His key role is that of senior portfolio manager of the Rubrics Global UCITS Fund range. In addition, he oversees the continuing development of the core investment management processes and strategies of the fixed income business. Steven was responsible for the design and development of the investment process and product offerings of the Rubrics Global UCITS Funds in 2001. Since then, he has overseen the launch of each of the funds within the product suite.
Prior to 2001, Steven worked with Millennium Asset Management in the development of a fully integrated asset management business. He also worked as a trader and investment manager for the Equinox Cross Market Arbitrage Fund where his focus was on the development of its quantitative strategies and trade execution. Steven is a graduate of Trinity College Dublin where he received a BBS in Finance. Steven also received an MBS in quantitative finance from the Michael Smurfit Graduate School of Business. As part of his MBS studies, Steven was one of the first in the hedge fund industry to undertake an academic thesis on the quantitative and qualitative analyses of strategies.
James joined Rubrics in 2010 as a portfolio manager. James is responsible for risk and performance analysis across each of the fund strategies.
Additionally, James is responsible for working with key members of the distribution platform with a view to both cultivating new business relationships and managing key existing ones. His position as part of the investment team ensures he is well placed to communicate with clients on an ongoing basis.
Prior to joining Rubrics, he worked at Rabobank on the Debt Capital Markets team in a risk management capacity and before that spent four and a half years at ABN AMRO in the Fund Derivatives Group where his role involved structuring investment products. James received his bachelor in Business and Economics from Trinity College in Dublin in 2003 and received an MSc in International Securities, Investment and Banking from the ISMA Centre in Reading in 2004.
Killian joined Rubrics in November 2018 as a portfolio manager. Prior to that, Killian worked as Head of Fixed Income and Credit Trading at Bank of Ireland in Dublin where he traded credit and fixed income products and managed a portfolio of bonds. Prior to joining Bank of Ireland, he was employed at Lloyds Bank in London as a Credit Trader focusing on CDS indices.
Before that he spent over five years at JP Morgan in London as both a Credit Trader in the Credit Flow business on the CDS index desk and on the proprietary trading desk covering a range of credit products. Killian received his BA in Mathematics from Trinity College Dublin and received an MSc in Financial Mathematics from Heriot-Watt University and University of Edinburgh.
Eamonn joined Rubrics in September 2023 as a Portfolio Manager. Prior to this, Eamonn worked as a Portfolio Manager at AllianceBernstein in London where he spent thirteen years managing Euro, Sterling, Canadian and Global Investment Grade portfolios. He was also responsible for Sustainable Investment Grade Strategies. Eamonn received his BSc in Finance from the University College Cork and his MSc in Investment Management from Cass Business School in London.
Marcos Volich, CFA
Marcos serves as the Chief Operating Officer of Rubrics Asset Management, where he oversees the middle and back offices of the company.
In his role, Marcos is dedicated to enhancing the accessibility and outreach of Rubrics’ product range, while also implementing corporate and product strategy. He has managed numerous strategic initiatives, including the launch, merger, migration, and authorisation of UCITS, AIFs, and companies across multiple jurisdictions, including Luxembourg, Ireland, Mauritius, and Jersey.
Before joining Rubrics in 2012, Marcos worked at a boutique private equity fund manager where he was responsible for a wide range of corporate and fund management-related tasks. Marcos holds a Master of International Economics and Finance and a Bachelor of Business Management from the University of Queensland. Furthermore, Marcos has completed the CFA Institute Certificate in ESG Investing and is a CFA charterholder.
Steve Hudson joined Rubrics in November 2001 as Head of Operations. Prior to joining Rubrics, Steve worked at Tokyo Mitsubishi International as Head of Trade Support for the fixed income division, where he managed a team of eight. Before that, he spent five years working for Park Place Capital, one of the earliest hedge fund managers, where he managed front-to-back end trade processing. Steve has over 38 years of finance industry experience, with a strong focus on fixed income products.
David Burke joined Rubrics in July 2018 as Head of Compliance and Risk. He has considerable experience in working alongside UCITS, AIFM’s, AIFs and MIFID authorised companies. David has also acted in the establishment of an umbrella qualifying investor AIF engaging in a range of alternative strategies. Prior to joining Rubrics, David worked for Fidelity International Limited where he was involved in the risk framework and system implementation for both the regulated Management and Life Companies respectively.
David was also responsible for the reporting of risk operations for the European business of Fidelity International Limited. Davids expertise in risk has encompassed the design and implementation of risk frameworks as well as the delivery of risk assessments under Solvency II regulations. David has also held responsibility for the ongoing monitoring of risk across conduct, operational, market and credit risk and has participated in both risk workshops and risk and control self-assessments. David is practicing member and Fellow of the Association of Compliance Officers in Ireland and holds an MSc in Compliance from University College of Dublin. David is also a member of the Institute of Bankers with a diploma in fraud prevention and data protection.
Colin joined Rubrics in April 2016 and is responsible for managing the team’s data, reports, analytical software and IT infrastructure. Prior to joining Rubrics, Colin worked at Maple Securities as Head Developer where he helped build IT infrastructure and software solutions to improve the company’s efficiency and enable the company to compete in an ever changing market. Colin was responsible for building the MiFID and EMIR reporting systems, the front office trading system with STP to back office settlements and the global VaR system. Colin started his IT career at Glaxo and is also a qualified helicopter pilot.
Vanessa joined the team at Rubrics in 2019 and is a Financial & Operations Controller. Since joining Rubrics, Vanessa has developed a comprehensive understanding of financial and risk management, working across many aspects of our investment operations, including financial accounting, trade settlement, performance measurement, and regulatory & compliance.
Prior to joining Rubrics, Vanessa worked as a financial analyst at Mectron Engineering & Technology in Brazil for five years, where she designed and standardized procedures to significantly improve operations and company productivity. She was also responsible for budgetary oversight, forecasting, expense analysis, and financial statement preparation. Before that, Vanessa worked as a Financial Manager at Büttow Silva Limited, a company that operates in bank credit recovery. There, she developed and implemented a number of key productivity indicators and operational improvements to mitigate key risks across core company departments. She also implemented various strategies to increase company profitability.
Vanessa is fluent in Portuguese and holds a BA in Business Administration. Currently, she is studying for and sitting the various levels of the Chartered Certified Accountants (ACCA) examinations.
Kevin Hetherton joined Rubrics in September 2023 as a Financial Controller. Kevin is responsible for all aspects of financial management operations, including monthly financial and management accounting, treasury management, financial reporting, financial regulatory filing and returns and compliance with tax requirements.
Prior to joining Rubrics, Kevin worked at Colonial First State (CFS) in Australia as Senior Manager in Management and Group Reporting. CFS is a leading Australian wealth management company and Kevin was involved in key milestones for the business, leading the team in preparing the first year consolidated financial statements following the sale of the company to private equity firm KKR. Kevin qualified as a Chartered Accountant (ACA) from PricewaterhouseCoopers LLP (“PwC”) within the Asset & Wealth Management department in PwC Dublin in 2019, having worked with PwC for 4 years before moving to Australia. Kevin holds a BA (Honours) in Accounting from the National College of Ireland.