Management Team
- Daniel D. O’Neill, President and Chief Investment Officer
- William P. Franca, Executive Vice President, Distribution
- Maris L. Lambergs, Vice President, Sales
- Todd Kellerman, Chief Financial Officer
- Andy O'Rourke, Vice President, Marketing Director
Daniel D. O’Neill
President and Chief Investment Officer
As the President and Chief Investment Officer, Dan is responsible for all investment management and trading operations. He joined Direxion in 1999 and plays a leading role in the development and launch of new products and value added services for advisors and investors. He is a member of the Direxion Executive Management Committee.
Prior to joining Direxion Funds, he served as Portfolio Manager: Private Equity Investments at Hermitage Capital Management Limited in Moscow, Russia. His responsibilities included monitoring investments by two hedge funds in illiquid Russian equities.
Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review. He holds a BA in English and Economics from the University of Virginia in Charlottesville, where he was a Jefferson Scholar.
Daniel D. O’Neill
President and Chief Investment Officer
As the President and Chief Investment Officer, Dan is responsible for all investment management and trading operations. He joined Direxion in 1999 and plays a leading role in the development and launch of new products and value added services for advisors and investors. He is a member of the Direxion Executive Management Committee.
Prior to joining Direxion Funds, he served as Portfolio Manager: Private Equity Investments at Hermitage Capital Management Limited in Moscow, Russia. His responsibilities included monitoring investments by two hedge funds in illiquid Russian equities.
Dan earned a J.D. from the University of Virginia School of Law, where he served on the editorial board for Virginia Law Review. He holds a BA in English and Economics from the University of Virginia in Charlottesville, where he was a Jefferson Scholar.
William P. Franca
Executive Vice President, Distribution
As the Executive Vice President, Distribution at Direxion Funds, Bill leads the external and internal sales organization in building partnerships with registered investment advisors and broker/dealers. He is a member of the Direxion Executive Management Committee.
Bill has more than twenty years of successful financial services distribution experience. Prior to joining Direxion Funds, he held several executive-level positions with Massachusetts Financial Services/SunLife Financial Distributors, where he rose to Senior Vice President, National Sales. As Executive Vice President, Distribution at Sun Life Financial, he led all field-related activities including business development, national accounts, and wholesaler management. Before joining SunLife, he held leadership positions with Manulife and American Capital.
Bill earned an MBA from the University of Tampa and a BS in Natural Sciences from the University of South Florida. He received the Certified Financial Manager designation from the Merrill Lynch Institute. He holds NASD Series 7, 23 and 63 licenses, as well as a State of Florida Insurance license and is certified nationally as a continuing education instructor.
Maris L. Lambergs, CLU, ChFC, RHU.
Vice President, Sales
As VP, Sales, Maris leads Direxion's internal sales effort and works closely with key national accounts to deepen and grow distribution.
Prior to joining Direxion Funds, Maris spent the first half of his 35+ years in our industry as a financial advisor, brokerage manager, general agent, and director of sales. Since 1987, as National Sales Manager, he has developed and led several award winning national wholesaling teams responsible for the distribution of mutual funds, managed accounts, retirement plans, and insurance products.
Maris is a graduate of Massachusetts Military Academy, and a past member of the board, and chairman of continuing education, Boston chapter of the Society of Financial Service Professionals. He is also a member of the Financial Planning Association, and holds NASD Series 1, 24, and 63 licenses, as well as Massachusetts life and health insurance licenses.
Todd Kellerman
Chief Financial Officer
As the Chief Financial Officer at Direxion Funds, Todd is responsible for the financial and operational infrastructure for both the Direxion Funds and Investment Advisor. He also plays a leading role in strategic and technology initiatives at Direxion Funds. Prior to joining Direxion Funds, Todd served as Vice President, Corporate Development at Raven Holdings, where he was a principal investor in the asset management industry. Prior to Raven, he was a senior consultant with Andersen where he conducted financial statement audits, as well as, strategic, operational and acquisition projects for a range of financial services, energy and high-technology clients.
Todd earned an MBA from the F.W. Olin Graduate School of Business at Babson College. He holds a BBA in Accounting from the University of Miami and is a C.P.A.
Andy O'Rourke
Vice President, Marketing Director
As Vice President, Marketing Director at Direxion Funds, Andy leads all marketing efforts focusing on building brand and product awareness within the investment advisor community.
Prior to joining Direxion Funds, Andy was the Director of Distribution Marketing for MassMutual Financial Group's Retirement Services division. Andy has also been employed by State Street Bank, Fidelity Investments, and Emplanet Retirement Services, in various relationship management, product development, and strategic marketing positions.
Andy is a graduate of Miami University in Oxford, Ohio, and has earned a Masters of Business Administration from the F.W. Olin Graduate School of Business at Babson College.