Baron Capital was founded as an equity research firm, and research has remained at the core of our business. As we do when investing, we look for people who are smart and experienced in their field, with the tenacity and confidence to deliver on long-term success.

Investment Professionals

Investment Leadership

  • Chairman, CEO, Portfolio Manager

    Years of industry experience: 53

    Years at Baron Capital: 41

    Ron Baron

    B.A. from Bucknell University, Chairman, CEO, Portfolio Manager

    Ron founded Baron Capital in 1982 and has 53 years of research experience. From 1970 to 1982, he worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, he worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, he worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.

  • SVP, Co-CIO, Portfolio Manager

    Years of industry experience: 39

    Years at Baron Capital: 26

    Cliff Greenberg

    B.A. from Cornell University, J.D. from Columbia Law School, SVP, Co-CIO, Portfolio Manager

    Cliff joined Baron in 1997 as a portfolio manager and was named co-chief investment officer in 2020. He has 39 years of research experience. From 1984 to 1996, he worked at HPB Associates as a securities analyst and fund manager; he was named general partner in 1991. Cliff graduated from Cornell University with a B.A. in Government in 1981 and from Columbia Law School with a J.D. in 1984.

  • SVP, Co-CIO, Portfolio Manager

    Years of industry experience: 27

    Years at Baron Capital: 25

    Andrew Peck

    B.A. from Yale College, J.D. from Stanford Law School, M.B.A. from Stanford Graduate School of Business, SVP, Co-CIO, Portfolio Manager

    Andrew joined Baron in 1998 as a research analyst and was named portfolio manager of Baron Asset Fund in 2003 and Baron All Cap Growth Strategy in 2004. In 2020, he was named co-chief investment officer. He has 27 years of research experience. From 1992 to 1994, he worked as an analyst inat Salomon Brothers' Equity Capital Markets group. Andrew graduated magna cum laude from Yale College with a B.A. in History in 1991 and from Stanford Law School and Graduate School of Business with a J.D. and M.B.A. in 1998.


  • Vice President, Portfolio Manager

    Years of industry experience: 15

    Years at Baron Capital: 11

    Anuj Aggarwal

    B.S. from Massachusetts Institute of Technology, M.B.A. from Columbia Business School, Vice President, Portfolio Manager

    Anuj joined Baron in 2012 as a research analyst and was named assistant portfolio manager of Baron Emerging Markets Fund in 2020 and co-portfolio manager of Baron New Asia Fund in 2021. He has 15 years of research experience. In the summer of 2011, he was an associate at Eagle Capital Management. From 2007 to 2009, he worked at Crestview Partners as an associate. From 2005 to 2007, he worked at JPMorgan Securities as an investment banking analyst. Anuj graduated from the Massachusetts Institute of Technology with a B.S. in Management Science in 2005 and from Columbia Business School with an M.B.A. in 2012.

    Managed Products

  • Vice President, Research Analyst

    Years of industry experience: 16

    Years at Baron Capital: 8

    José Barria

    B.A. from University of Notre Dame, M.B.A. from The Wharton School of the University of Pennsylvania, Vice President, Research Analyst

    José joined Baron in 2015 as a research analyst and has 16 years of research experience. From 2010 to 2015, he worked at Bank of America Merrill Lynch as an equity research analyst. From 2009 to 2010, he was employed at Citi Investment Research as an equity research associate. From 2007 to 2008, he worked at Bear Stearns as an investment banking associate. From 2002 to 2005, he was employed at Cananwill as a financial analyst. José graduated from the University of Notre Dame with a B.A. in Business Administration in 2001 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2007.

  • Vice President, Portfolio Manager

    Years of industry experience: 21

    Years at Baron Capital: 18

    David Baron

    B.B.A. from Emory University, M.B.A. from Columbia Business School, Vice President, Portfolio Manager

    David joined Baron in 2005 as a research analyst and was named co-portfolio manager of Baron Focused Growth Fund in 2018. He has 21 years of research experience. From 2002 to 2005, he worked at Jefferies Group as a gaming analyst. David graduated from Emory University with a B.B.A. in Finance in 2002 and from Columbia Business School with an M.B.A. in 2009.

    Managed Products

  • Vice President, Portfolio Manager

    Years of industry experience: 20

    Years at Baron Capital: 19

    Michael Baron

    B.A. from Duke University, M.B.A. from The Wharton School of the University of Pennsylvania, Vice President, Portfolio Manager

    Michael joined Baron in 2004 as a research analyst and was named co-portfolio manager of Baron WealthBuilder Fund in 2020 and  Baron Partners Fund in 2018. He has 20 years of research experience. From 2003 to 2004, he worked at Glenhill Capital as a research analyst. Michael graduated from Duke University with a B.A. in Economics in 2003 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2010.

  • Vice President, Portfolio Manager

    Years of industry experience: 26

    Years at Baron Capital: 23

    Laird Bieger

    B.A. from Vanderbilt University, M.B.A. from Columbia Business School, Vice President, Portfolio Manager

    Laird joined Baron in 2000 as a research analyst and was named portfolio manager in 2013. He has 26 years of research experience. From 1999 to 2000, he worked at Water Street Capital as a research analyst. From 1992 to 1997, he worked at Ford Motor Company in various roles. Laird graduated from Vanderbilt University with a B.A. in Economics in 1992 and from Columbia Business School with an M.B.A. in 1999.

  • Vice President, Director of Research

    Years of industry experience: 32

    Years at Baron Capital: 8

    Amy Chasen

    B.S. from Cornell University, Vice President, Director of Research

    Amy joined Baron in 2015 as the director of research. She has 32 years of experience. From 2010 to 2015, she worked at Avon Products as the group vice president of investor relations. From 1991 to 2009, Amy was employed at Goldman Sachs where she spent most of her time as a household products/personal care analyst, eventually becoming the business unit leader of the consumer research team. She also spent a year as the relationship manager of the client service program. Amy graduated from Cornell University with a B.S. in Applied Economics and Business Management in 1991.

  • Research Analyst

    Years of industry experience: 7

    Years at Baron Capital: 2

    Eitan Chemerinski

    B.S. from Cornell University, M.B.A. from Harvard Business School, CFA from CFA Institute, Research Analyst

    Eitan joined Baron in 2021 as a research analyst and has 7 years of industry experience. From 2016 to 2019, he worked at New Hope Group, an investment firm in China, where he worked on private equity investments across various sectors. From 2015 to 2016, he was an investment banking analyst at Oppenheimer & Co. From 2014 to 2015, he worked at PWC as a banking and capital markets consultant. Eitan graduated magna cum laude from Cornell University with a B.S. in Applied Economics and Management in 2013 and from Harvard Business School with an M.B.A. in 2021. He is fluent in Spanish and Mandarin Chinese.

  • Research Associate

    Years of industry experience: 5

    Years at Baron Capital: 1

    Cindy Ding

    B.S. from Columbia University, M.S. from Columbia University, CFA from CFA Institute, Research Associate

    Cindy joined Baron in 2022 as a research associate and has 5 years of experience. From 2020 to 2022, she was an equity research associate at Evercore ISI covering medical supplies & devices. From 2018 to 2020 she was a senior equity research associate at D.A Davidson Companies covering health & beauty and leisure industries. Cindy graduated from Columbia University’s School of Engineering and Applied Science with a B.S. in Chemical Engineering in 2016 and with an M.S. in Operations Research in 2017.

  • Vice President, Research Analyst

    Years of industry experience: 21

    Years at Baron Capital: 16

    Rebecca Ellin

    B.A. from University of Pennsylvania, M.B.A. from Harvard Business School, CFA from CFA Institute, Vice President, Research Analyst

    Rebecca joined Baron in 2007 as a research analyst and has 21 years of research experience. From 2002 to 2005, she worked at Oppenheimer Capital as a research analyst. From 2000 to 2002, she worked at Standard & Poor's in the Corporate Value Consulting group. Rebecca graduated from the University of Pennsylvania with a B.A. in Economics in 2000 and from Harvard Business School with an M.B.A. in 2007.

  • Vice President, Research Analyst

    Years of industry experience: 12

    Years at Baron Capital: 9

    Chingiz Gadimov

    B.S. from Azerbaijan State University of Economics, M.B.A. from Harvard Business School, Vice President, Research Analyst

    Chingiz joined Baron in 2014 as a research analyst and has 12 years of research experience. From 2011 to 2014, he worked at Citigroup as a senior equity research associate. From 2005 to 2009, he was employed at BP as a financial analyst. Chingiz graduated from Azerbaijan State University of Economics with a B.S. in International Economics in 2005 and from Harvard Business School with an M.B.A. in 2011.

  • Vice President, Assistant Portfolio Manager, Research Analyst

    Years of industry experience: 20

    Years at Baron Capital: 17

    David Goldsmith

    B.S. from Duke University, M.B.A. from The Wharton School of the University of Pennsylvania, Vice President, Assistant Portfolio Manager, Research Analyst

    David joined Baron in 2006 as a research analyst and was named assistant portfolio manager of Baron Small Cap Fund in 2016. He has 20 years of research experience. From 2001 to 2004, he worked at Claiborne Capital Group as a research analyst. From 1999 to 2001, he worked at Banc of America Securities as an investment banking health care analyst. David graduated cum laude from Duke University with a B.S. in Economics in 1999 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2006.

  • Vice President, Research Analyst

    Years of industry experience: 15

    Years at Baron Capital: 9

    Eric Guzman

    B.S. from New York University Stern School of Business, M.B.A. from The University of Chicago Booth School of Business, Vice President, Research Analyst

    Eric joined Baron in 2014 as a research analyst and has 15 years of research experience. From 2011 to 2014, he worked at Fidelity Investments as an equity research analyst. From 2006 to 2009, he worked at Citigroup Global Markets, first as an equity research associate and then a senior equity research analyst. From 2005 to 2006, he was employed at CIBC World Markets as an equity research analyst. Eric graduated from New York University Stern School of Business with a B.S. in Finance and Accounting in 2005 and from The University of Chicago Booth School of Business with an M.B.A. in 2011.

  • Vice President, Portfolio Manager

    Years of industry experience: 26

    Years at Baron Capital: 21

    Randolph Gwirtzman

    B.A. from University of Pennsylvania, J.D. from Benjamin N. Cardozo School of Law, M.B.A. from Columbia Business School, CFA from CFA Institute, Vice President, Portfolio Manager

    Randy joined Baron in 2002 as a research analyst and was named portfolio manager in 2013. He has 26 years of research experience. From 1997 to 2002, he worked at ING Furman Selz, Goldman Sachs Asset Management, and Tyndall Partners as a research analyst. From 1992 to 1997, he worked at Salomon Green & Ostrow as a bankruptcy litigation attorney. Randy graduated from the University of Pennsylvania with a B.A. in Economics in 1989, cum laude from the Benjamin N. Cardozo School of Law with a J.D. in 1992, and from Columbia Business School with an M.B.A. in 1999.

  • Research Analyst

    Years of industry experience: 7

    Years at Baron Capital: 3

    Caleb Huang

    B.S. from Yale College, CFA from CFA Institute, Research Analyst

    Caleb joined Baron in 2020 as a research associate and was promoted to research analyst in 2021. He has 7 years of research experience. From 2016 to 2020, he worked at Fred Alger Management as an equity research generalist with a focus on health care companies. Caleb graduated summa cum laude from Yale College with a B.S. in Molecular, Cellular, and Developmental Biology in 2016.

  • Research Analyst

    Years of industry experience: 8

    Years at Baron Capital: 2

    Andrew Iftode

    B.S. from Lehigh University, M.B.A. from Columbia Business School, Research Analyst

    Andrew joined Baron in 2021 as a research analyst and has 8 years of industry experience. From 2016 to 2019, he worked at Sentinel Capital Partners, a private equity firm, where he worked on leveraged buyouts. From 2013 to 2016, he was an investment banking senior analyst at Morgan Stanley covering the Technology sector. Andrew graduated summa cum laude from Lehigh University with a B.S. in Finance in 2013 and with honors from Columbia Business School with an M.B.A. in 2021.

  • Research Analyst

    Years of industry experience: 15

    Years at Baron Capital: 1

    Lauren Jupiter

    A.B. from Harvard College, M.B.A. from The Wharton School of the University of Pennsylvania, Research Analyst

    Lauren joined Baron in 2022 as a research analyst and has 15 years of experience. In 2012 she co-founded AF Ventures, a venture capital firm, and was managing partner until 2021. From 2005 to 2010, she was an investment banker in UBS’ Consumer Product and Retail Group. Lauren graduated from Harvard College cum laude with an A.B. in Economics in 2005 and with honors from The Wharton School of the University of Pennsylvania with an M.B.A. in 2012.

  • Vice President, Portfolio Manager

    Years of industry experience: 36

    Years at Baron Capital: 16

    Michael Kass

    B.A. from Tulane University, Vice President, Portfolio Manager

    Michael joined Baron in 2007 as a portfolio manager and has 36 years of research experience. From 2003 to 2007, Michael was a managing principal of Artemis Advisors, which he formed to acquire the Artemis Funds, a long-short equity strategy he co-founded in 1998. From 1993 to 2003, he worked at ING as a director of proprietary trading and was named senior managing director and portfolio manager in 1996. From 1989 to 1993, he worked at Lazard Frères in investment banking. From 1987 to 1989, he worked at Bear Stearns as a corporate finance analyst. Michael graduated summa cum laude from Tulane University with a B.A. in Economics in 1987.

  • Vice President, Portfolio Manager

    Years of industry experience: 22

    Years at Baron Capital: 18

    Neal Kaufman

    B.A. from Yale College, J.D. from Columbia Law School, M.B.A. from Columbia Business School, Vice President, Portfolio Manager

    Neal joined Baron in 2005 as a research analyst specializing in health care and was named portfolio manager in 2018. He has 22 years of research experience. From 2001 to 2005, he worked at Credit Suisse First Boston as a vice president and managed a portfolio in the Equity Proprietary Trading group. From 1996 to 2001, he practiced corporate law in New York. Neal graduated cum laude from Yale College with a B.A. in History in 1993, from Columbia Law School with a J.D. in 1996, and from Columbia Business School with an M.B.A. in 2002.

  • Vice President, Assistant Portfolio Manager, Research Analyst

    Years of industry experience: 17

    Years at Baron Capital: 13

    David Kirshenbaum

    B.S. from The Wharton School of the University of Pennsylvania, M.B.A. from Columbia Business School, Vice President, Assistant Portfolio Manager, Research Analyst

    David joined Baron in 2010 as a research analyst and was named assistant portfolio manager of Baron Real Estate Income Fund in 2017. He has 17 years of research experience. From 2006 to 2008, he worked at Clayton, Dubilier & Rice, a private equity firm, as an associate. From 2004 to 2006, he worked at Morgan Stanley as an investment banking analyst in the Mergers and Acquisitions group. David graduated magna cum laude from The Wharton School of the University of Pennsylvania with a B.S. in Economics in 2004 and with honors from Columbia Business School with an M.B.A. in 2010.

  • Vice President, Portfolio Manager

    Years of industry experience: 31

    Years at Baron Capital: 18

    Jeffrey Kolitch

    B.S. from The Wharton School of the University of Pennsylvania, M.B.A. from Kellogg Graduate School of Management at Northwestern University, Vice President, Portfolio Manager

    Jeff joined Baron in 2005 as a research analyst specializing in real estate and was named portfolio manager in 2009. He has 31 years of research experience. Previously, Jeff was with Goldman Sachs from 1995 to 2005, where in 2002 he was named a managing director of its Equity Capital Markets group. Jeff graduated from The Wharton School of the University of Pennsylvania with a B.S. in Economics in 1990 and from the Kellogg Graduate School of Management at Northwestern University with a Masters of Management in 1995.

  • Research Analyst

    Years of industry experience: 6

    Years at Baron Capital: 1

    Noah S. Kraff

    B.B.A. from The University of Texas–Austin McCombs School of Business, Masters of Professional Accounting from The University of Texas–Austin McCombs School of Business, M.B.A. from Columbia Business School, Research Analyst

    Noah joined Baron in 2022 as a research analyst and has 6 years of experience. From 2017 to 2020, he was an associate at Angelo Gordon. From 2015 to 2017, he was an analyst at Bank of America Merrill Lynch. Noah graduated from The University of Texas–Austin McCombs School of Business with a B.B.A. and Masters in Professional Accounting in 2015 and with honors from Columbia Business School with an M.B.A. in 2022.

  • Vice President, Assistant Portfolio Manager, Research Analyst

    Years of industry experience: 9

    Years at Baron Capital: 8

    Ishay Levin

    B.A. from Haifa University, M.B.A. from The Wharton School of the University of Pennsylvania, Vice President, Assistant Portfolio Manager, Research Analyst

    Ishay joined Baron in 2015 as a research analyst and has 9 years of research experience. In 2020, he was named assistant portfolio manager of Baron Opportunity Fund. From 2014 to 2015, he worked at Hudson Bay Capital Management as a vice president on the direct investing desk. Ishay graduated with honors from Haifa University in Israel with a B.A. in Multidisciplinary Studies in 2011 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2014.

  • Vice President, Research Analyst

    Years of industry experience: 10

    Years at Baron Capital: 7

    Adam Lieb

    B.A. from Cornell University, M.B.A. from Harvard Business School, Vice President, Research Analyst

    Adam joined Baron in 2016 as a research analyst and has 10 years of research experience. From 2011 to 2014, he worked at Goldman Sachs as an analyst in the Technology, Media, and Telecommunications Investment Banking and Capital Markets group. Adam graduated from Cornell University with a B.A. in Economics in 2011 and from Harvard Business School with an M.B.A. in 2016.

  • Research Analyst

    Years of industry experience: 10

    Years at Baron Capital: 1

    Wendy Lin

    B.S. from Yale University, Research Analyst

    Wendy joined Baron in 2022 as a research analyst and has 10 years of experience. Prior to joining Baron, she was a Health Care analyst at Goldman Sachs Asset Management. From 2016 to 2020, she was an associate analyst covering Health Care at Fred Alger Management. From 2013 to 2016 she was an equity research associate at J.P. Morgan Securities. Wendy graduated with distinction from Yale University with a B.S. in Applied Mathematics and Political Science in 2013.

  • Vice President, Portfolio Manager, Head of Technology Research

    Years of industry experience: 22

    Years at Baron Capital: 22

    Michael Lippert

    B.A. from Tufts University, J.D. from Columbia Law School, CFA from CFA Institute, Vice President, Portfolio Manager, Head of Technology Research

    Michael joined Baron in 2001 as a research analyst and was named portfolio manager of Baron Opportunity Fund in 2006 and Baron Technology Fund in 2021. In 2020, he was named Head of Technology Research. He has 22 years of research experience. In 2001, he worked at JLF Asset Management as a financial analyst and general counsel. From 1991 to 2001, he worked at Baker & Botts as a trial partner. Michael graduated summa cum laude from Tufts University with a B.A. in History in 1988 and from Columbia Law School with a J.D. in 1991.

  • Research Analyst

    Years of industry experience: 3

    Years at Baron Capital: 3

    Sanjeev Math

    B.A. from University of Cambridge, M.B.A. from Columbia Business School, Research Analyst

    Sanjeev joined Baron in 2020 as a research analyst and has 3 year of research experience. From 2013 to 2018, he worked at Oliver Wyman, a global management consulting firm, in London and New York and specialized in financial services. Sanjeev graduated from the University of Cambridge with a B.A. in Economics in 2013 and from Columbia Business School with an M.B.A. in 2020.

  • Vice President, Portfolio Manager

    Years of industry experience: 24

    Years at Baron Capital: 12

    Ashim Mehra

    B.S. from Rutgers University, M.B.A. from New York University Stern School of Business, Vice President, Portfolio Manager

    Ashim joined Baron in 2011 as a research analyst and was named portfolio manager of Baron Innovators Fund in 2018 and Baron Technology Fund in 2021. He has 24 years of research experience. From 2004 to 2011, he worked at Mazama Capital as a telecom, media, and technology portfolio manager. From 2002 to 2004, he worked at RBC as a senior equity research associate. From 1999 to 2002, he co-founded and worked at iExplore, an online travel company. From 1996 to 1999, he worked at PWC as a senior strategy consultant. Ashim graduated from Rutgers University with a B.S. in Industrial Engineering in 1992 and from New York University Stern School of Business with an M.B.A. in 1996.

    Managed Products

  • Vice President, Research Analyst

    Years of industry experience: 28

    Years at Baron Capital: 2

    Brian Neigut

    B.B.A. from Pacific Lutheran University, CFA from CFA Institute, Vice President, Research Analyst

    Brian joined Baron in 2021 as a research analyst and has 28 years of research experience. Prior to joining Baron, he worked at Millennium Capital Management as a senior analyst and assistant portfolio manager. From 2007 to 2018 he was employed at Columbia Threadneedle Investments, first as a research analyst, then as a co-portfolio manager and senior portfolio manager of funds focused on software, internet, and other technology-related industries. From 1995 to 2007, he worked as a research analyst covering technology across sell-side and buy-side firms. From 1988 to 1992, he was on active duty in the U.S. Army Special Forces and is a decorated combat veteran. Brian graduated magna cum laude from Pacific Lutheran University with a B.B.A. in Finance in 1995 and was a Fulbright Research Scholar from 1995 to 1997 in Europe.

  • Research Analyst

    Years of industry experience: 5

    Years at Baron Capital: 1

    Neil Parekh

    B.A. from Columbia University, M.B.A. from Columbia Business School, Research Analyst

    Neil joined Baron in 2022 as a research analyst and has 5 years of experience. From 2017 to 2020, he was an equity associate analyst at T. Rowe Price. From 2015 to 2016 he was an investment banking analyst at UBS. Neil graduated from Columbia University with a B.A. in Financial Economics in 2015 and from the Value Investing Program at Columbia Business School with an M.B.A. in 2022. 

  • Vice President, Portfolio Manager, Research Analyst

    Years of industry experience: 13

    Years at Baron Capital: 9

    Joshua Riegelhaupt

    B.S. from Massachusetts Institute of Technology, Ph.D. from Rockefeller University, Vice President, Portfolio Manager, Research Analyst

    Josh joined Baron in 2014 as a research analyst and was named assistant portfolio manager of Baron Health Care Fund in 2018 and  portfolio manager of our small-cap biotechnology portfolio in 2021. He has 13 years of research experience and retains his research responsibilities. From 2012 to 2014, he worked at Stifel as a specialty pharmaceuticals equity research associate. From 2011 to 2012, he was employed at Oppenheimer as a life science tools & diagnostics equity research associate. From 2010 to 2011, he worked at Affirmed Healthcare as a health care analyst. Josh graduated from the Massachusetts Institute of Technology with a B.S. in Biology in 2004 and from Rockefeller University with a Ph.D. in Genetics & Molecular Biology in 2009.

  • Vice President, Senior Research Analyst

    Years of industry experience: 47

    Years at Baron Capital: 41

    Susan Robbins

    B.A. from University of Rochester, Vice President, Senior Research Analyst

    Susan joined Baron in 1982 as the first employee working in a variety of roles and was named senior research analyst in 1991. She has 47 years of research experience. From 1976 to 1982, she worked with Ron Baron at a brokerage firm as a research assistant. Susan graduated from the University of Rochester with a B.A. in History and Chinese Language in 1975.

  • Vice President, Portfolio Manager

    Years of industry experience: 20

    Years at Baron Capital: 17

    Neal Rosenberg

    B.S. from The Wharton School of the University of Pennsylvania, M.B.A. from The Wharton School of the University of Pennsylvania, Vice President, Portfolio Manager

    Neal joined Baron in 2006 as a research analyst and was named co-portfolio manager of Baron Growth Fund in 2018. He has 20 years of research experience. From 2004 to 2006, he worked at JPMorgan Securities as an equity research analyst. From 2003 to 2004, he worked at Merrill Lynch as an associate in the Mergers and Acquisitions group. Neal graduated summa cum laude from The Wharton School of the University of Pennsylvania with a B.S. in Economics in 2002 and with an M.B.A. in 2003.

    Managed Products

  • Vice President, Portfolio Manager

    Years of industry experience: 17

    Years at Baron Capital: 12

    Josh Saltman

    B.S.E. from Princeton University, M.B.A. from Columbia Business School, Vice President, Portfolio Manager

    Josh joined Baron in 2011 as a research analyst and was named portfolio manager of Baron FinTech Fund in 2019. He has 17 years of research experience. From 2006 to 2009, he worked at TA Associates as an associate. From 2004 to 2006, he worked at Morgan Stanley as an analyst in the Investment Banking division. Josh graduated summa cum laude from Princeton University with a B.S.E. in Operations Research and Financial Engineering in 2004 and with honors from Columbia Business School with an M.B.A. in 2011.

    Managed Products

  • Research Analyst

    Years of industry experience: 5

    Years at Baron Capital: 5

    David Sobel

    B.S. from University of Pennsylvania, M.B.A. from The Wharton School of the University of Pennsylvania, Research Analyst

    David joined Baron in 2018 as a research analyst and has 5 years of research experience. From 2014 to 2016, he worked at Oliver Wyman as a management consultant. From 2011 to 2014, he worked at Mondre Energy as an energy engineer. David graduated magna cum laude from the University of Pennsylvania with a B.S. in Chemical and Biomolecular Engineering in 2011 and with honors from The Wharton School of the University of Pennsylvania with an M.B.A. in 2018.

  • Vice President, Director of ESG Research

    Years of industry experience: 35

    Years at Baron Capital: 14

    James Stone

    B.A. from University of Michigan, Vice President, Director of ESG Research

    Jamie joined Baron in 2009 as a research analyst specializing in energy and was named portfolio manager in 2011. In early 2019, he was named Director of ESG Research to initiate and lead our effort in integrating ESG considerations into our investment research process. He has 35 years of research experience. From 2007 to 2009, he worked at Cambridge Investments as a principal and director of research. From 2000 to 2007, he worked at UBS Securities as a managing director and senior analyst. From 1993 to 2000, he worked at Schroder & Co. as a senior research analyst and was named managing director in 1998. From 1988 to 1993, he worked at Kidder, Peabody as a senior research analyst. Jamie graduated from the University of Michigan with a B.A. in English Literature in 1987.

  • Vice President, Research Analyst

    Years of industry experience: 11

    Years at Baron Capital: 3

    Seth Sukoff

    B.A. from University of Delaware, CFA from CFA Institute, Vice President, Research Analyst

    Seth joined Baron in 2020 as a research analyst and has 11 years of equity research and investing experience. He also has 2 years of fixed income experience. From 2016 to 2020, he worked at Hardman Johnston Global Advisors as an equity analyst focused on the Consumer Discretionary and Consumer Staples sectors. From 2012 to 2016, he was an associate equity analyst at John W. Bristol & Co. From 2008 to 2012, he worked at AllianceBernstein first as an associate portfolio manager and then as a high yield research associate. He started his career at BlackRock in 2007 as an analyst in the trading and analytical group. Seth graduated from the University of Delaware with a B.S. in Business Administration in 2007. 

  • Vice President, Research Analyst

    Years of industry experience: 14

    Years at Baron Capital: 8

    George Taras

    B.A. from Cornell University, M.B.A. from Columbia Business School, Vice President, Research Analyst

    George joined Baron in 2015 as a research analyst and has 14 years of research experience. From 2011 to 2013, he was employed at EG Capital Group as a senior associate. From 2010 to 2011, he was an investment banking associate at Citadel Securities. From 2007 to 2010, he was employed at Deutsche Bank as an investment banking analyst. George graduated from Cornell University with a B.A. in Economics in 2007 and from the Value Investing Program at Columbia Business School with an M.B.A. in 2015.

  • Vice President, Assistant Portfolio Manager, Research Analyst

    Years of industry experience: 8

    Years at Baron Capital: 8

    Guy Tartakovsky

    B.S. from Technion, Israel Institute of Technology, M.S. from Tel Aviv University, M.B.A. from The University of Chicago Booth School of Business, Vice President, Assistant Portfolio Manager, Research Analyst

    Guy joined Baron in 2015 as a research analyst and has 8 years of research experience. In 2020, he was named assistant portfolio manager of Baron Global Advantage Fund. Guy graduated from Technion, Israel Institute of Technology with a B.S. in Industrial Engineering and Management in 2007, from Tel Aviv University with an M.S. in Finance and Accounting in 2012, and from The University of Chicago Booth School of Business with an M.B.A. in 2015.

  • Vice President, Portfolio Manager

    Years of industry experience: 30

    Years at Baron Capital: 12

    Alex Umansky

    B.S. from New York University Stern School of Business, Vice President, Portfolio Manager

    Alex joined Baron in 2011 as a portfolio manager. He has 30 years of research experience, 18 of which were at Morgan Stanley. From 2007 to 2011, he was co-manager of the Morgan Stanley Opportunity Fund. He co-managed the Global Opportunity Fund from 2008 to 2011 as well as the International Opportunity and the International Advantage Funds from 2010 to 2011. He co-managed the Information Fund from 2004 to 2005 and the Small Company Growth Fund from 1999 to 2002. He was lead manager of the Morgan Stanley Institutional Technology Strategy and the Technology Fund from 1998 to 2004. Alex graduated from New York University Stern School of Business with a B.S. in Finance, Information Systems, and Mathematics in 1993.

Business Leadership

Executive Team

  • Chairman, CEO, Portfolio Manager

    Years of industry experience: 53

    Years at Baron Capital: 41

    Ron Baron

    B.A. from Bucknell University, Chairman, CEO, Portfolio Manager

    Ron founded Baron Capital in 1982 and has 53 years of research experience. From 1970 to 1982, he worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, he worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, he worked at Georgetown University as a teaching fellow in biochemistry. Ron graduated from Bucknell University with a B.A. in Chemistry in 1965.

  • President, Chief Operating Officer, Chairman, Baron Funds

    Years of industry experience: 44

    Years at Baron Capital: 40

    Linda Martinson

    B.A. from University of Pennsylvania, J.D. from New York Law School, LL.M. from New York University School of Law, President, Chief Operating Officer, Chairman, Baron Funds

    Linda joined Baron in 1983 as the general counsel and was named president and chief operating officer in 2006. From 1979 to 1983, she worked for the State of New York as an assistant attorney general. Linda graduated from the University of Pennsylvania with a B.A. in English Literature and Political Science in 1976, from New York Law School with a J.D. in 1979 and from New York University School of Law with an LL.M. in 1981.

  • Vice President, Chief Financial Officer, Treasurer

    Years of industry experience: 40

    Years at Baron Capital: 36

    Peggy Wong

    B.S. from New York University, C.P.A. from Association of International Certified Professional Accountants, Vice President, Chief Financial Officer, Treasurer

    Peggy joined Baron in 1987 as the chief financial officer. From 1983 to 1987, she worked at KPMG and then American Express as an independent auditor. Peggy graduated from New York University with a B.S. in Accounting in 1983.

  • Vice President, General Counsel, Secretary

    Years of industry experience: 22

    Years at Baron Capital: 16

    Pat Patalino

    B.A. from Hamilton College, J.D. from New York University School of Law, Vice President, General Counsel, Secretary

    Pat joined Baron in 2007 as the general counsel. From 2006 to 2007, he worked at Morgan Stanley as a managing director and chief operating officer of the legal and compliance division. From 2001 to 2006, he worked at Credit Suisse First Boston as counsel to the vice chairman and director of regulatory matters. From 2000 to 2001, he practiced law at Davis Polk & Wardwell. From 1990 to 1997, he served in the United States Marine Corps as an officer, attaining the rank of Captain. Pat graduated from Hamilton College with a B.A. in Public Policy in 1990 and magna cum laude from the New York University School of Law with a J.D. in 2000.


  • Vice President, Chief Compliance Officer

    Years of industry experience: 25

    Years at Baron Capital: 9

    Louis Beasley

    B.A. from University of Colorado, M.B.A. from Fordham University, Vice President, Chief Compliance Officer

    Louis joined Baron in 2014 as the chief compliance officer. From 2006 to 2014, he worked at Bessemer Trust as the director of investment management compliance & risk management. From 2005 to 2006, he was employed at Credit Suisse as a senior compliance analyst. From 2003 to 2005, he worked at J. & W. Seligman & Co. as a compliance analyst. From 1998 to 2002, he held positions at various financial services firms. Louis graduated from The University of Colorado with a B.A. in Liberal Arts in 1996 and from Fordham University with an M.B.A. in Finance and Economics in 2008.

  • Vice President, Head of Business Development

    Years of industry experience: 21

    Years at Baron Capital: 3

    Katya Rosenblatt

    A.B. from Harvard University, Vice President, Head of Business Development

    Katya joined Baron in 2020 as the head of business development. From 2018 to 2020, she was a senior managing director at Key Square Capital Management, where she ran sales, marketing, and investor relations. From 2002 to 2018, she worked at Goldman Sachs, where she was a managing director and head of NY Capital Introduction. Katya graduated from Harvard College, where she was a John Harvard Scholar, with an honors degree in Economics in 2002. 

  • Vice President, Chief Marketing Officer

    Years of industry experience: 28

    Years at Baron Capital: 2

    Kristin Kulik-Peters

    B.A. from Purdue University, Vice President, Chief Marketing Officer

    Kristin joined Baron in 2021 as Chief Marketing Officer. Prior to joining Baron, she worked at DWS Investments as Head of Marketing in the Americas and Global Head of Digital Client Experience. From 2004 to 2010, she worked at Morgan Stanley Investment Management (MSIM) where she held a variety of marketing leadership positions for MSIM, Van Kampen Investments, and Invesco. She began her asset management marketing career at The Dreyfus Corporation in 1994. Kristin graduated from Purdue University with a B.A. in Communications in 1994.

  • Vice President, CISO, Head of IT Infrastructure

    Years of industry experience: 39

    Years at Baron Capital: 15

    Henry Mayorga

    Vice President, CISO, Head of IT Infrastructure

    Henry joined Baron in 2008 as manager of infrastructure and earned the Certified Information Systems Security Professional designation in 2016. He was promoted to CISO in 2019. Prior to joining Baron, he was the director of professional services at Angel Computer Network Services. From 2004 to 2006, he was vice president of operations for Tradeware Global, LLC. He started his financial services IT career in 1992 at Neuberger Berman, Inc. (acquired by Lehman Brothers in 2003) where he worked on significant integration and migration projects and was responsible for network security and performance. Henry graduated from Columbia University with a B.S. in Computer Science in 1989.