Chief Executive Officer & President
Jon is the Chief Executive Officer and President of Ironwood. He joined the firm in 1996 and is a member of Ironwood’s Investment & Risk Committee, Leadership Committee, Management Committee, and Valuation Committee. He also serves as a Director for Ironwood's offshore and registered funds. Jon was previously employed at St. Claire Capital Management, where he was General Counsel and Chief Operating Officer. His prior professional experience also includes positions at the Securities and Exchange Commission Division of Enforcement and Glenwood Financial Group. Jon earned a B.A., cum laude, from Williams College, a J.D. from the University of California at Los Angeles School of Law, and is a member of the State Bar of California. Jon is a chapter member of YPO Golden Gate and a Trustee of the San Francisco Museum of Modern Art (SFMOMA), where he has chaired the Investment Committee and served on the Executive Committee.
Partner, Managing Director
Ben joined Ironwood in 2004 and is a Partner and Managing Director. Ben is responsible for overseeing Ironwood’s research team and investment process. He is a member of the firm's Investment & Risk Committee and Leadership Committee. Prior to Ironwood, Ben worked in the Health Care Investment Banking Group of Deutsche Banc Alex. Brown where he helped advise life sciences and medical technology clients on a wide variety of strategic and financial alternatives including mergers and acquisitions, equity and debt issuances, and restructurings. Ben earned a B.B.A. in Finance from the University of Texas at Austin and an M.B.A. in Finance from the Wharton School at the University of Pennsylvania.
Simon Hong, CAIA
Simon joined Ironwood in 2008 and is a Partner and Director. Simon is responsible for overseeing Ironwood’s research team and investment process. He is a member of the firm's Investment & Risk Committee. Prior to Ironwood, Simon worked in the Investment Banking Division and Global Capital Markets group at Morgan Stanley where he helped advise clients on a wide variety of strategic and financial alternatives. Simon's prior experience also includes positions in the Investment Management Division of Morgan Stanley and the Private Client Group of Merrill Lynch. Simon received a B.A. in Business Economics from Brown University. Simon is a CAIA designee and is a member of the Chartered Alternative Investment Analyst Association. Simon is a member of the Investment Committee of the Catholic Diocese of Oakland.
Spencer McCormick, CFA, CAIA
Vice President, Research
Spencer joined Ironwood in 2015 and is a Vice President. Spencer focuses primarily on manager sourcing, analysis, and due diligence. Prior to Ironwood, Spencer worked as a Senior Associate at Alternative Investment Management, LLC where he provided analytical resources to both the hedge fund and private equity portfolios for the firm. Spencer’s prior experience also includes a Portfolio Analyst position at Morgan Creek Capital Management where he focused on portfolio analytics and marketing across multiple fund-of-funds products. Spencer received a B.S. in Mathematical Decision Sciences from the University of North Carolina at Chapel Hill. Spencer holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and the CFA Society of San Francisco. Spencer is a CAIA designee and is a member of the Chartered Alternative Investment Analyst Association.
Cindy Lam, CAIA
Senior Research Analyst
Cindy joined Ironwood in 2017 and is a Senior Research Analyst. Cindy focuses primarily on manager sourcing, analysis, and due diligence. Prior to Ironwood, Cindy worked as an Associate at BlackRock where she helped build investment solutions for institutional clients and conducted capital markets analysis across a variety of financial assets. Cindy's prior experience also includes an analyst position at J.P. Morgan Asset Management. Cindy received a B.A. in Economics and a minor in Chinese Studies from the University of California, Berkeley. Cindy is a CAIA designee and is a member of the Chartered Alternative Investment Analyst Association. Cindy holds her Series 7 and 63 licenses and her background can be checked on FINRA's BrokerCheck.
Vice President, Operational Due Diligence
Mike joined Ironwood in 2016 and is a Vice President. Mike is responsible for overseeing Ironwood’s Operational Due Diligence Program and conducting operational due diligence on Ironwood's underlying managers. He is a member of the firm's Operational Due Diligence and Valuation Committees. Prior to Ironwood, Mike spent five years at Aurora Investment Management as an Analyst on the Operational Due Diligence team. Prior to Aurora, Mike worked for seven years on the Operations team at Driehaus Capital Management. Mike received a B.S. in Finance from Indiana University.