Our Team

All five members of our investment team are partners in the firm, and its four senior members are in their 12th year of working together at Winston. The majority of their net worth is invested in our firm and/or funds.

Marvin P. Bush
Managing Partner
Co-Portfolio Manager

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Jonathan D. Scanlon, CFA
Managing Partner
Co-Portfolio Manager

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J. Bryan Watts, CFA
Partner
Director of Research

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Jayson S. Ward, CFA
Partner


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Anthony J. Rettig, CFA
Partner


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We seek to provide investors with timely, relevant information to help them understand how we are investing their capital. Responsiveness and transparency are key goals for us.

St. Julian O. Pollard
Partner


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Derrick G. Preuss
Principal


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Kara A. Biehl
Associate


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Our finance team is responsible for the financial functions for our firm and funds including financial and tax reporting, accounting, audit, budget, and various regulatory and compliance functions.

William O. Birchfield, III
Partner
Chief Operating Officer
Chief Financial Officer
Chief Compliance Officer
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Kristina S. Inglis
Controller


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Parul M. Blizzard
Controller


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Christine H. Yoo, CPA
Senior Accountant


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The administration and operations team is responsible for general fund operations, operational interaction with our managers, internal reporting, and various compliance functions.

Ann S. Williams
Director of Operations and Compliance


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Christine A. Norton
Associate


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Portfolio Management and Research

Marvin P. Bush
Managing Partner
Co-Portfolio Manager

Marvin co-founded Winston in December 1993 and has over 30 years of investment experience. Prior to Winston, Marvin held positions with Moseley, Hallgarten, Estabrook and Weeden, Inc., Shearson Lehman Brothers, Inc., and John Stewart Darrell & Company. Marvin, together with Jon Scanlon, is the co-portfolio manager of Winston’s funds. He is also actively involved in manager research, client relations and the running of Winston’s day-to-day business. Marvin serves on the Board of Directors of the George W. Bush Presidential Library Foundation, where he is a member of the Finance and Investment Committee. He is also a member of the Board of Directors of Kerrco, Inc. and serves on the Investment Committee of Virginia Theological Seminary. He is a past member of the Board of Managers of the University of Virginia Alumni Association and the Board of Trustees of the College Foundation of the University of Virginia. Marvin earned his BA from the University of Virginia.

Portfolio Management and Research

Jonathan D. Scanlon, CFA
Managing Partner
Co-Portfolio Manager

Jon is co-portfolio manager and overseas the investment process of Winston Partners. Prior to joining Winston in April 2002, Jon worked for Duke Management Company, where he led the team managing all of Duke University’s investments in hedge funds and traditional public equity strategies. Previously, he was with Merck & Co., Inc. for several years, including two years in Merck’s Pension Investments Group. He began his career at Mellon Bank. Jon received a BA from the University of Pittsburgh, where he graduated magna cum laude, and an MBA from the Fuqua School of Business at Duke University.

Portfolio Management and Research

J. Bryan Watts, CFA
Partner
Director of Research

Bryan oversees the research process for Winston’s hedge fund vehicles. Prior to joining the firm in July 2003, Bryan worked at Cambridge Associates for five years, including three years in Cambridge’s hedge fund research group, where he was most recently a Research Consultant. He also worked for Horizon Bank of Virginia as a Credit Analyst. Bryan received a BS in Business from Virginia Tech and an MBA with High Distinction from the University of Michigan.

Portfolio Management and Research

Jayson S. Ward, CFA
Partner


Jayson focuses on research for Winston’s hedge fund vehicles. Prior to joining the firm in January 2001, Jayson worked for a start-up securitized lending firm for several years, prior to which he was a Trader on the International Fixed Income desk at Lehman Brothers. He has also worked for a start-up software company as a sales manager and as a multinational underwriter for CIGNA Worldwide, Inc. Jayson received a BA from the University of Richmond and an MBA from Vanderbilt University.

Portfolio Management and Research

Anthony J. Rettig, CFA
Partner


Tony focuses on research for Winston’s hedge fund vehicles. Prior to joining the firm in March 2011, Tony spent nearly five years as an Investment Analyst at Lane Five Capital Management, where he assisted in founding the firm and then focused on the research and selection of long and short equities for the firm’s funds. Prior to joining Lane Five, Tony was an Investment Analyst at another long/short equity firm, Matador Capital Management. He began his career in the Equity Research Department at Raymond James & Associates. Tony received a BS from the University of Virginia’s McIntire School of Commerce and an MBA from UVa’s Darden School of Business, where he received a Faculty Award for Academic Excellence.

Client Service and Marketing

St. Julian O. Pollard
Partner


Saint focuses on client service and marketing for Winston’s hedge fund products. Prior to joining the firm in March 2006, Saint worked in a similar capacity as a Vice President at Silvercrest Asset Management. From 1996 to 2003, he was with the asset management divisions of Donaldson, Lufkin & Jenrette and its successor, Credit Suisse, where he held various client service and marketing roles, most recently as Vice President. Saint received a BA from the University of Virginia.

Client Service and Marketing

Derrick G. Preuss
Principal


Derrick joined the firm in May 2011 and focuses on marketing and client service for Winston’s hedge fund products. Prior to joining Winston, Derrick worked in prime brokerage sales at Merlin Securities, a prime brokerage solutions provider in New York purchased by Wells Fargo in July of 2012. Prior to Merlin, Derrick spent five years at Merrill Lynch & Co. on the US prime brokerage sales and marketing team, where he was responsible for originating financing, execution, and structured product relationships with hedge fund managers. Derrick earned his BA in Economics from the University of Virginia and was a member of the men's lacrosse team.  Derrick resides in Bethesda, MD and is a member of Sibley Hospital Foundation's Young Professionals Board.

Client Service and Marketing

Kara A. Biehl
Associate


Kara focuses on client service and marketing for Winston’s hedge fund products. Prior to joining the firm in October 2010, Kara was a Marketing and Client Service Associate at Fox Asset Management, LLC in Red Bank, NJ. Prior to joining Fox, Kara managed continuing education events at the University of Texas Southwestern Medical Center and was a publicity assistant for Henry Holt & Co. in New York. Kara received a BS from New York University.

Finance

William O. Birchfield, III
Partner
Chief Operating Officer
Chief Financial Officer
Chief Compliance Officer

Bill oversees the financial, operational, and compliance aspects of the firm and is also responsible for managing Winston’s Operational Due Diligence effort. Prior to joining the firm in September 2009, Bill was the Chief Financial Officer, Chief Operating Officer and a Founder of Ergates Capital Management, LLC, a long/short equity hedge fund manager in Jacksonville, Florida, from 2004 to 2009. Previously he was the Chief Financial Officer and Chief Operating Officer of Water Street Capital Inc., a long/short equity manager in Jacksonville. Prior to Water Street, Bill was the CFO of Redon, Inc., a privately-held intermodal trailer leasing company. Previously, he spent three years as an auditor and tax senior with Price Waterhouse. Bill received his BS in Accounting from Washington & Lee University and his Masters in Accountancy from the University of Florida. He passed the Certified Public Accountant exam in 1992.

Finance

Kristina S. Inglis
Controller


Kristina is responsible for managing the accounting, financial reporting and tax compliance for Winston and its funds. Prior to joining the firm in October 2007, she was Assistant Controller at Ridgefield Capital, a commodities hedge fund. She also worked for Zeus Capital, a hedge fund, as the Assistant Controller. From 2000 through 2004, Kristina was an Associate Director at UBS Investment Bank responsible for Operational Risk Analysis and, most recently, for managing the OTC Equity and Interest Rate Derivatives Operations team. She received a BS in Finance with a minor in Accounting from Siena College and an MBA from the University of Connecticut.

Finance

Parul M. Blizzard
Controller


Parul is responsible for managing the accounting, financial reporting and tax compliance for Winston and its funds. She was with Winston from 2004 to 2006 and re-joined the firm in May 2010. Prior to re-joining Winston, Parul was a Controller with DTRI Inc., and while with Winston previously, she was an Assistant Controller responsible for accounting and financial reporting for Winston’s funds and management company. Previously, Parul was with PricewaterhouseCoopers, LLP as a Senior Audit Associate in the Capital Markets industry. She received a BS from the University of Virginia.

Finance

Christine H. Yoo, CPA
Senior Accountant


Christine is responsible for the accounting and financial reporting for Winston’s management company and funds.  Prior to joining Winston in May 2014, Christine was a Senior Accountant at Baker Tilly Virchow Krause in Tysons Corner, VA.  Previously, she was a Staff Accountant with SFW Partners, LLC, an accounting and advisory firm in St. Louis, and a Staff Accountant with Baker Tilly Virchow Krause.  Christine is a Certified Public Accountant and received a B.S. from Pepperdine University and a Master of Science in Accounting from the University of Illinois at Chicago.

Administration and Operations

Ann S. Williams
Director of Operations and Compliance


Ann focuses on Winston’s fund operations, including administration and research. Prior to joining the firm in July 2002, Ann worked for Thayer Capital Partners, as well as Carlyle International. Ann has over 20 years of administrative experience and in-depth financial and private equity experience.

Administration and Operations

Christine A. Norton
Associate


Christine provides administrative assistance to Marvin Bush and the hedge fund team. Prior to joining Winston in March 2005, Christine worked for Number Six Software in Arlington, Virginia. She has over 15 years of administrative experience as well as extensive human resources and office management experience. Christine received a BA in English from the University of Maryland and, while serving in the Navy, a diploma in Chinese Mandarin from the Defense Language Institute in Monterey, California.