Chief Executive Officer
He is responsible for formulation and oversight of the firm's investment policy and implementation of client portfolios. Additionally, Mr. Spungen manages the firm's asset allocation optimization, portfolio construction, manager selection and monitoring efforts. He has more than 25 years of investment experience covering a broad spectrum of capital markets investing and extensive experience in providing independent, objective advice to wealthy individuals and families.
Prior to founding Hillview Capital Advisors, Mr. Spungen was the founder of the Capital Management Division of CMS Companies in 1989, where he also served as a principal from 1995-1999. Mr. Spungen was previously an Associate with Ryan, Beck & Company. He served as a Director of M Funds, Inc., M Financial Investment Advisors, and Hirtle Callaghan Trust. He is currently a Member of the Board and is Co-Chairman of the Outreach Committee at The Child Center of NY.
Mr. Spungen holds a B.A. from University of Pennsylvania.
He is responsible for management of the firm, including the formulation of strategy and management of client relationships. Additionally, he coordinates the firm's relationships with legal, tax and insurance professionals. Mr. Hochberg is a member of the firm's Investment Committee. He has more than 25 years of investment experience in a variety of traditional and alternative investment strategies, and extensive experience advising wealthy individuals and families in a broad array of areas, including: estate, tax, insurance planning and charitable giving strategies.
Prior to joining Hillview Capital Advisors, Mr. Hochberg was Managing Director of M.D. Sass Investors Services, Inc. He was previously Managing Director of the Private Equity Group at CIBC World Markets Corp. He began his career as a Loan Officer with National Westminster Bank PLC and then joined a New York-based certified public accounting firm, where he was Director of Management Advisory Services.
Mr. Hochberg is a member of the Board of Trustees and serves as Chairman of the Investment Committee of The Jewish Home and Hospital Lifecare System. He is a member of the Board of Directors of the Jewish Institute for National Security Affairs (JINSA) and the Federal Enforcement Homeland Security Foundation. He serves on the Board of Advisors of the George Washington University School of Business and Fuel for Truth. He is a member of U.J.A. Federation's Investment Advisors Division, Variety - The Children's Charity Wall Street Division.
Mr. Hochberg holds an M.B.A. in Finance from The Leonard N. Stern School of Business at New York University and a B.B.A. in Accounting from The George Washington University.
Managing Director, Wealth Advisory Services
He is responsible for managing Hillview’s client service area, client relationships and marketing strategies. Mr. Madden is a member of the firm’s Policies and Operations Committee.
Prior to joining Hillview Capital Advisors in 2001, Mr. Madden was a Senior Associate and Client Relationship Manager for CMS Companies from 1995 to 2000. In addition, Mr. Madden served as Corporate Leader for CoreStates Bank from 1992 to 1995 and was an Accountant for the Vanguard Group from 1985 to 1987. He is currently a board member of the Anti-Violence Partnership of Philadelphia, HelpHopeLive (formerly the NTAF), and Luv4Logan.
Mr. Madden holds an M.B.A from the University of Georgia and a B.A. from Wake Forest University.
Partner, Chief Financial Officer
She is responsible for managing the accounting, finance and internal control functions of the firm.
Prior to joining Hillview Capital Advisors in 2003, Ms. Kelly had more than 10 years of financial and accounting experience. Most recently, Ms. Kelly spent four years at a large Philadelphia-based institution, becoming the Manager of Financial Reporting. Her main responsibilities while there included supervising a staff of 10 accountants, coordinating financial closings of seven entities on a monthly and annual basis, and functioning as a liaison for senior management.
Ms. Kelly holds an M.B.A. in Finance from Saint Joseph's University and a B.S. in Accounting from the University of Scranton.
Partner, Chief Investment Officer
Mr. Platkin brings more than 20 years of experience as a hands-on investment professional who has managed all aspects of multi-asset portfolios. His experience, both as an allocator and direct investor, has been global in nature, as well as broad in scope, covering an expansive range of investment strategies and asset classes.
Prior to joining Hillview Capital Advisors in 2016, Mr. Platkin spent 3 years as Chief Investment Officer of Gruss & Co., a substantial single family office located in New York and Florida. From 2003 through 2012, Mr. Platkin served as Chief Investment Officer of Robeco-Sage Capital Management (subsequently Arden-Sage after it was acquired), a $2 billion multi-strategy hedge fund-of-funds manager. Mr. Platkin began his financial career at General Motors, where he spent almost a decade working at both the Treasurer’s Office and General Motors Asset Management, the $90 billion pension manager. Among other responsibilities at the pension fund, Mr. Platkin was responsible for all shorter-term asset allocation activities, as well as setting the longer-term strategic asset allocation mix.
Mr. Platkin holds an M.B.A. in Finance and International Business from Columbia Business School and a B.S.B.A. in Finance from Georgetown University. Mr. Platkin is also a Chartered Financial Analyst.
Chief Operating Officer
She is responsible for planning, directing and coordinating the operations of the company, including formulating policies and procedures, managing daily operations, and ensuring operational efficiency.
Prior to joining Hillview Capital Advisors in 2015, Ms. Johnson spent nearly 8 years in corporate finance at The Vanguard Group leading financial planning and analysis and project teams. She was also previously Treasury Manager with CNF Inc. and an Associate with A.T. Kearney, Inc. She began her career as a Management Associate with Citibank.
Ms. Johnson is Treasurer of the Philadelphia Chapter of Ellevate Network (formerly 85 Broads) and previously served on the Asset Management and Development Committee of the YWCA of the USA.
Ms. Johnson holds an M.B.A. in Entrepreneurial Finance from the Wharton School of the University of Pennsylvania, an M.A. in International Economics from the School of Advanced International Studies of Johns Hopkins University, and a B.A. in Economics from the University of Pennsylvania.
Director of Client Portfolio Operations
She is responsible for managing the client portfolio administration and all custody relationships. Ms. Tacconelli also works with the Client Service team to manage the implementation process of all client portfolios.
Prior to joining Hillview Capital Advisors in 2008, Ms. Tacconelli was a Broker Services Manager at Delaware Investments, where she worked for 8 years in the Broker Operations group.
Ms. Tacconelli holds a B.S. in Management from St. Joseph’s University.
Vice President & Wealth Advisor
Mr. Gulman is responsible for engaging with clients and assessing their financial situation to develop and implement a Wealth Management Plan in line with their long-term goals and objectives.
Prior to joining Hillview Capital Advisors in 2015, Mr. Gulman was an Account Manager at Northern Trust in their Private Wealth Management group, delivering comprehensive wealth management solutions to Ultra High Net Worth clients, including Investment Management, Wealth Advisory, Financing, and Trust and Estate Planning services. Mr. Gulman is a CPA that began his career in public accounting at WeiserMazars, LLP, a mid-sized regional firm based in New York City.
Mr. Gulman earned his BA and Masters of Accounting at the University of Michigan.
Vice President & Wealth Advisor
Mr. Habgood is responsible for engaging with clients and assessing their financial situation to develop and implement a Wealth Management Plan in line with their long-term goals and objectives. He is a member of the firm’s Investment Committee and has 9 years of investment and private client experience.
Prior to joining Hillview Capital Advisors in 2017, Mr. Habgood worked with high-network families, individuals, institutions, and corporations at Highmount Capital and Brown Advisory, providing comprehensive wealth strategy and planning services, and serving as a member of the firm’s Investment Committee.
Mr. Habgood holds a B.A. in Economics from Trinity College.
Senior Client Portfolio Associate
He is responsible for the administration of clients’ portfolios, interacting daily with clients, custodian banks, money managers, and accountants.
Larry joined Hillview at its inception in 1999, having worked at CMS Companies in Philadelphia. Larry’s previous experience includes working at SEI Corporation as a Client Service Administrator, at CoreStates Bank/First Pennsylvania Bank in both Trust Operations and Trust Administration, and the Philadelphia Stock Exchange as Trading Floor Runner.
Mr. Kluge is responsible for conducting quantitative and qualitative research spanning all asset classes and strategies. His focus is primarily on asset allocation and manager selection and compliance. He also monitors portfolio allocations, provides portfolio risk analytics and compiles economic and financial data.
Prior to joining Hillview Capital Advisors in 2018, Mr. Kluge worked as an Investment Analyst at Valley Forge Investment Consultants. As a member of the Investment Committee, he was responsible for market and manager research and recommended changes to model portfolio asset allocations.
Mr. Kluge earned his B.S. in Finance from the University of Delaware.
Director of Technology
Clayton oversees the day to day IT infrastructure for Hillview, as well as researching and developing systems integration, business insight, and systems automation with a focus on efficiency and growth.
Clayton joined Hillview at its inception in 1999 having previously worked with David Spungen at CMS Companies in Philadelphia. He has worked in various capacities, including Portfolio Administration, before eventually taking over IT operations full time in 2007.
Clayton graduated Phi Beta Kappa, Summa Cum Laude from Wabash College in Crawfordsville, Indiana.