Meet Our Professionals
Eric M. Banhazl
Chairman and Owner
Trustee Emeritus, IMST and IMST II
Eric Banhazl has over 40 years of mutual fund and financial services experience.
Eric started his career at Price Waterhouse, in the Investment Company Services Group, after receiving his M.B.A. He organized a new fund group at L.F. Rothschild Fund Management, Inc. and served as Vice President and Director of Finance, Compliance and Operations. He then joined Huntington Advisors, Inc as Vice President of Operations. From there, Eric joined The Wadsworth Group in 1991 as a Senior Partner and Executive Vice President. The Wadsworth Group was a full-service mutual fund services company until it was acquired by U.S. Bancorp Fund Services, LLC in 2001. He continued his career at U.S. Bancorp and resigned in August 2006. In 2007, Eric founded MFAC.
Eric attended the University of Massachusetts (B.A. in Accounting) and Tulane University (M.B.A. in Finance).
Joy Ausili
Co-CEO
Vice President and Assistant Secretary for IMST
Interested Trustee, Vice President and Assistant Secretary for IMST II
Joy Ausili has over 30 years of mutual fund and financial services experience.
Joy started her career in 1987 at Huntington Advisors, Inc. as a mutual fund accountant and contributed to other service areas, including: Shareholder Servicing and Blue-Sky Administration. In 1991, she joined RNC Capital Management Services, where she worked as a mutual fund administrator, an assistant portfolio manager and a fixed-income trader. Joy joined The Wadsworth Group in 1997 as a manager of mutual fund administration until it was acquired by U.S. Bancorp Fund Services, LLC in 2001. She continued her career at U.S. Bancorp until September 2006. In October 2007, Joy joined MFAC.
Joy attended California State University (B.S. in Finance) and obtained a Paralegal certificate from the University of La Verne.
Rita Dam
Co-CEO
Treasurer for IMST, IMST II, IMST III, and the Guinness Atkinson Funds
Rita Dam has over 30 years of mutual fund and financial services experience.
Rita started her career at Coopers & Lybrand, LLP as an audit member of the financial services group. Rita joined The Wadsworth Group in 1994 and was Senior Vice President of mutual fund administration until it was acquired by U.S. Bancorp Fund Services, LLC in 2001. She continued her career at U.S. Bancorp and managed the west coast mutual fund administration operations until September 2006. In October 2007, Rita joined MFAC.
Rita attended California State University, Los Angeles (B.A. in Business Administration, Accounting and Economics) and is a CPA and member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.
Diane Drake
Managing Director & Senior Counsel,
Regulatory Compliance Department
Secretary, IMST, IMST II and IMST III
Diane Drake has over 24 years of mutual fund and financial services experience.
After completing law school, Diane joined Rodney Square Capital Management, an affiliate of Wilmington Trust, in their Regulatory Administration group. From 1998 to 2001, Diane was an Associate with the Investment Management Group at Stradley, Ronon, Stevens and Young LLP in their Philadelphia office. In 2001, Diane joined Turner Investment Partners as Deputy Counsel and was responsible for servicing the Turner Funds as well as affiliated hedge funds. From 2003 to 2010, Diane served as Counsel in BNY Mellon’s Regulatory Administration Department and from 2010 to 2015, she was Managing Director & Senior Counsel. Diane joined MFAC in 2015.
Diane attended Lafayette College, Easton Pennsylvania (B.A. Government and Law) and Widener University, Delaware Law School (J.D.). She is also a member of the Pennsylvania Bar Association.
Sardjono Kadiman
Managing Director, Client Services Department
Assistant Treasurer for IMST & IMST II
Sardjono Kadiman has over 27 years of mutual fund administration experience.
Sardjono joined The Wadsworth Group in 1998, as a Mutual Fund Administrator until it was acquired by U.S. Bancorp Fund Services, LLC in 2001. He continued his career at U.S. Bancorp until May 2008. In July 2008, Sardjono joined MFAC.
Sardjono attended Loyola Marymount University (B.B.A. in Business Administration, Finance) and Azusa Pacific University (M.B.A).
Lyna Phan
Managing Director, Financial Reporting Department
Assistant Treasurer of IMST, IMST II, and IMST III, and the Guinness Atkinson Funds
Lyna Phan has over 20 years of mutual fund and financial services experience.
Lyna started her career in 1999 at American Golf Corporation in Santa Monica, CA as a staff accountant. She joined U.S. Bancorp Fund Services in 2005, as a Mutual Fund Administrator. In November 2010, she joined MFAC.
Lyna attended California State University, Los Angeles (B.S. in Business Administration, Accounting).
Max Banhazl
Vice President, Client Services Department and Business Development Team
Vice President of IMST III and Assistant Treasurer of IMST II
Max Banhazl has over 14 years of mutual fund and financial services experience.
Max started his career in 2011 at UMB Fund Services in Milwaukee, WI as a shareholder servicing representative in the Transfer Agent Department. He joined MFAC in 2012, as a Mutual Fund Administrator.
Max attended the University of California, Santa Barbara (B.A. in Psychology).
Korey Bauer CMT®
Vice President, Client Relations Department and Business Development Team
Vice President of IMST III
Korey Bauer has over 14 years of mutual fund and financial services experience.
Korey started his career in 2011 at Castle Financial as an Analyst. He founded Bauer Capital Management, LLC where he served as Registered Investment Advisor and Chief Compliance Officer from November 2014 to December of 2018. During this time, Korey also served as Co-Portfolio Manager at All Terrain Funds. In December of 2018, he joined Foothill Capital Management as Chief Investment Officer – Managing Director where he managed both a mutual fund and an ETF. In November of 2020, he joined AXS Investments as a Portfolio Manager. In June, of 2022 he joined MFAC.
Korey attended Marist University with a degree in History. Korey earned his Chartered Market Technician Designation in 2019. (CMT®).
Carmen M. Castillo
Vice President, Regulatory Compliance Department
Carmen Castillo has over 14 years of mutual fund services and compliance experience.
Carmen started her career in 2011 at BNY Mellon in Wilmington, Delaware as an Associate in the Regulatory Administration department. During her time at BNY Mellon, Carmen advanced to Senior Associate, Specialist and Senior Specialist. Carmen then joined Solenis LLC in 2017 as a Legal Specialist. In December 2018, Carmen joined MFAC.
Carmen holds a BA in Economics from Washington College in Chestertown, Maryland. She earned a Paralegal Certificate in Corporate Law from Widener University’s Delaware Law School – Legal Education Institute in Wilmington, Delaware and an MBA in Organizational Leadership from Wilmington University in Wilmington, Delaware.
Amy Centurioni
Compliance Manager and Vice President of Regulatory Compliance Department
Assistant Secretary of IMST III
Amy Centurioni has 10 years of mutual fund and financial services experience.
Amy began her career as a graduate student researcher in 2009 for the University of California, Riverside. In 2012, she went on to serve as an executive assistant and project engineer at a drilling company. Amy joined MFAC as a Mutual Fund Administrator in 2015 and took on the role of Compliance Manager in 2017.
Amy attended the University of California, Riverside (B.A. in Psychology).
Joshua Gohr
Vice President, Client Relations Department
Vice President of IMST II
Assistant Treasurer of IMST
Joshua Gohr has over 14 years of mutual fund and financial services experience.
Josh started his career in 2010 at UMB Fund Services in Milwaukee Wisconsin. He joined MFAC as a Mutual Fund Administrator in July 2013.
Josh attended University of Wisconsin – La Crosse (B.S. in Finance, Economics).
Denny Kwan
Vice President, Financial Reporting Department
Denny Kwan has over 12 years of mutual fund and financial services experience.
Denny started his career at Hong Kong Bank in 1981 as an accounting assistant. After completing his bachelor’s degree at California State University, Los Angeles in 1997, he worked for Faxy Inc. as an Accounting Manager. In 2013, he joined MFAC.
Denny attended California State University, Los Angeles (B.S. in Business Administration, Accounting).
Anthony Lam
Assistant Vice President, Client Services Department
Anthony Lam has over 8 years of mutual fund and financial services experience.
Prior to MFAC, Anthony interned at a boutique consulting firm in Shanghai, China and worked as an academic tutor while completing his undergraduate studies. He joined MFAC in 2017. Anthony attended Grinnell College in Grinnell, Iowa. (B.A. in Economics and Chinese).
Jackie Pisano
Vice President of Regulatory Compliance Department
Jackie Pisano has over 17 years of mutual fund and financial services experience.
Jackie started her career in 2005 at Enterprise Rent-A-Car as an associate. In 2007, Jackie joined BNY Mellon’s Regulatory Administration Department as an associate and advanced to senior specialist during her tenor until 2012. She joined BlackRock, Inc. in Wilmington, DE in 2012, as an associate, and shortly advanced to Vice President in 2014, managing the Regulatory Disclosure Operations team and projects, responsible for varying SEC filings of mutual funds and exchange-traded funds. In March 2025, Jackie joined MFAC.
Jackie attended York College of Pennsylvania; Graduated 2005 (B.S. in Business Administration – Management, Marketing & Communications).
Evan Robledo
Vice President, Client Relations Department
Assistant Treasurer of IMST, IMST II, IMST III, Palmer Square Opportunistic Income Fund, and the
Guinness Atkinson Funds.
Evan Robledo has over 13 years of mutual fund and financial services experience.
Evan started his career in 2011 at Ybarra & Gillespie CPA’s in Rancho Cucamonga, CA as a staff accountant. In September 2011, Evan joined MFAC.
Evan attended California State University, San Bernardino (B.A. in Business Administration, Accounting).
Meet Our Departments
Client Services
Regulatory Compliance
Financial Reporting
