Robert I. Kessler
Founder and CEO
Robert Kessler is founder and CEO of The Kessler Companies, Inc. and its subsidiary advisory and brokerage companies. For over 40 years he has specialized in fixed income markets, with increasing concentration in U.S. government debt securities and other high quality, highly liquid securities in related financial markets. Mr. Kessler is a leading advocate for reducing and eliminating credit risk in fixed income investments, especially through U.S. Treasuries, thereby allowing mathematical accuracy in the calculation of risk exposure and allowing investors to extract value from debt securities on a long term basis via activities in the repurchase markets. He is widely recognized for his pioneering role in providing specialized institutional-quality investment capabilities (including repo market financing) directly to individuals, their business holdings, and diverse institutions – using strategies that require the monitoring of economic cycles, monetary policy, liquidity, and inflation. He spends a substantial portion of his time consulting with clients. Early in his career, Mr. Kessler held senior management positions in several firms prominent at that time. He holds a Bachelor’s degree in Economics from the University of Michigan and did additional graduate work in that discipline.
A leading voice
Mr. Kessler’s global perspective on financial markets and use of proprietary duration equivalent analytics to exploit investment opportunities have been the subject of feature articles in Barron’s, FORTUNE, The Wall Street Journal, and the Financial Times. He is widely quoted in the financial press and is frequently called upon in the U.S., Europe, Asia and the Mid East to comment during televised coverage of the financial markets. Such commentary has included CNBC, Bloomberg TV, the Public Broadcasting System (PBS), the Fox business channel, CNBC-Europe/World, and Reuters.
Eric W. Hickman
President, Kessler Investment Advisors, Inc.
Serves as President of Kessler Investment Advisors, Inc. specializing in sovereign debt, repo, and futures, and in modeling short and long term strategies in these markets. Since joining Kessler in 2001 he has created the mathematical models that form the basis of Kessler's proprietary indices and various long and long-short investment strategies, and established the companies' current daily portfolio valuation system. With an orientation consistent with long term investment management rather than the daily win-lose focus common to bond traders, Mr. Hickman's research quantifies the underlying Kessler risk-mitigation philosophy in the realm of virtually perfect credit and related futures. He focuses on statistical correlation of research on economic and market trends with returns on assets responsive to macroeconomic forces, within risk limitations defined by a broad range of metrics in order to form the companies' basis for objective market calls. He is the author of the whitepaper, Investment Performance in Relationship to Holding Period Length. He holds a Bachelor's degree in Mathematics from the University of Colorado.
Lisa A. Kessler
President of Kessler & Company Investments, Inc.
With over 20 years of experience in the securities industry, Lisa Kessler is President of Kessler & Company Investments, Inc., and is an officer of Kessler Investment Advisors, Inc. One of the first women to hold a futures license in California, she has worked for a number of leading financial services firms. In the course of her career, she specialized in institutional foreign exchange options and managed a futures trading desk. Lisa Kessler studied finance, monetary policy, and banking at the University of California Los Angeles.
Maxine A. Johnson
Chief Operating Officer and Chief Compliance Officer
As Chief Operating Officer and Chief Compliance Officer for Kessler Investment Advisors, Inc. and Kessler & Company Investments, Inc., Maxine Johnson oversees all aspects of Kessler operations and compliance. She is also Senior Vice President of Kessler & Company Investments and Kessler Investment Advisors. Prior to joining the firm in 1993, she served as compliance examiner for a securities industry self-regulatory agency, where she developed extensive capabilities in the regulatory and compliance arena. Maxine Johnson works closely with all clients when new accounts are opened, keeps the firm up to date on regulatory issues, coordinates the production of client statements for both Kessler companies, and is the starting point for clients' requests for documentation for business purposes, including tax summaries. She holds a Bachelor’s degree in Finance from Regis University.