Who We Are
Karen’s lifelong avocation is helping others. She devotes her considerable analytical skills, with empathy and perseverance, to solving tough problems—the tougher, the better. According to her, almost any situation can be viewed through the prism of a New Yorker cartoon. Karen’s clients and colleagues appreciate her ability to simplify complex issues and bring humor to challenging situations. While raising two cool kids with her husband Peter, she serves a variety of non-profit groups, including Wealth of Wisdom, which she founded in 2015.
Karen Parker Feld, PhD
Chief Executive &
Chief Investment Officer
Jeff is a battle-hardened investor who cut his teeth during the financial crisis of 2008. Most recently he led global macro research and tactical asset allocation at a Boston-based family office, where he created a quantitative framework for identifying relative value opportunities. A former football player and boxer, Jeff loves competition, but for his brain's sake now limits the sparring to friendly games of poker, Settlers of Catan, or Scrabble. Jeff possesses a voracious appetite for learning and a proclivity for self-improvement.
Jeff Egizi, CFA®
Senior Investment Advisor &
Director of Research
Mike Costa, MBA, CFA®, CFP®
Senior Investment Advisor &
Despite venturing off to near (Boston) and distant (Spain & California) lands for studies and work, Sean has settled down in the seaport town of Portsmouth. An avid sportsman, Sean always finds time for soccer, sailing on a nice day, or besting his friends in any activity involving gamesmanship. Sean carries his competitive nature to the workplace, as he prides himself on precision. He is always eager to tackle new challenges, often leaning on his mathematical skills to solve financial puzzles.
Investment Advisor &
Director of Portfolio Analytics and Risk Management
After living in Boston for school and work, Natalie has returned to the small New Hampshire town in which she grew up. Her training in mathematics and finance has made her eager to take on new challenges. Natalie is particularly fond of travel with her family, especially to her father’s homeland of Spain. She enjoys experiencing new cultures while creating memories with those who are most important to her. Natalie also likes fitness, cooking and playing the violin with her dad.
Yon has devoted his career to pursuing the interesting and challenging, no matter where that path may lead. He has developed software, managed hedge funds and mutual funds, and allocated capital for large institutions. Before he traversed the peaks and valleys of finance, Yon received an undergraduate degree in chemistry, knowing full well he was not cut out for life in a lab! He spends free time with his wonderful wife Nicole, experiencing humility and pride as he watches his twin sons surpass him athletically. Yon is simply in awe of his daughter's grace and intelligence.
Yon Perullo, CFA®, FRM®
Consultant, Risk Management
Adele brings many years of financial industry experience to her role as Client Administrator. Born and raised in the city of Chelsea—just over the bridge from Boston—Adele and her family moved to New Hampshire in 1997 and reside a few steps away from Paladin Advisors HQ. A stereotypical middle child, Adele has spent her entire life playing fair and resolving conflicts, valuable skills as she entertains her four grandchildren! Adele enjoys reading, baking and touring the Seacoast on the back of her husband's Harley. When not caring for family, she can be found at a nearby beach on most summer weekends.
Tao Long, MS, MBA
Consultant, Quantitative Research
Where We Are
Paladin Advisors is located in the rural idyll of Kensington, New Hampshire, about an hour north of Boston and near the famed Phillips Exeter Academy. Set in a 270-year old barn fronting 68 acres of pastureland and woods, we enjoy spectacular displays of birds, bees and flowers (and in the winter, Antarctic-worthy snow and wind) as we contemplate the intricacies of the investment world.
You’d never guess from the outside the magnitude of computing and brainpower we devote to helping our clients succeed. When a spiritual respite is needed, we welcome clients to the sanctuary of our modern office, lovely views and comfortable chairs. Come visit!