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Founder, President

  • 27 years of Portfolio Management, Investment Strategy, and Research Experience across Multiple Investment Styles and Products

  • Consistently a Top Portfolio Manager in Multiple Equity Categories

  • Value Equity Investment Specialist – Domestic and International Equity

  • Chartered Financial Analyst (CFA)

  • Masters of Business Administration, The Fuqua School of Business, Duke University

  • London School of Economics, Specialized Program in International Economics and Asset Management

  • Bachelor of Arts, English and History, Cum Laude, Bucknell University


Chief Investment Officer

  • 26 years of Portfolio Management, Investment Strategy, Fundamental and Quantitative Research Experience Across Multiple Styles, Asset Classes, and Products

  • Extensive Experience as both a Chief Investment Officer, Director of Research, and Asset Allocation Specialist running a multi-billion dollar Asset Allocation Portfolios for a large Mutual Fund Complex

  • Former chaired Professor of Finance at James Madison University

  • Visiting Professor at both George Washington University and Washington and Lee University

  • Former Vice President of Curriculum Development, CFA Institute

  • Served in the US Navy in the Nuclear Power Program

  • Chartered Financial Analyst, Certificate in Investment Performance Measurement

  • Ph.D. Finance and Econometrics, Masters of Science, Economics, Bachelor of Science, Electrical Engineering, Lehigh University

  • Masters of Science, Economics, University of Texas, Dallas

  • Multiple Publications across both practitioner and academic peer-reviewed journals


Head of Quantitative Research & Asset Allocation

  • 21 years of Portfolio Management, Fundamental and Quantitative Research across multiple styles and products. 

  • Former Head of International Research, Quantitative Equity Group, Goldman Sachs Asset Management.  Oversaw Research on Investment Factors, Enhancement and Implementation of Proprietary Risk Models, Development and Implementation of Global Industry/Sector Rotation Strategy

  • Chartered Financial Analyst

  • Institute for Quantitative Investment Research (INQUIRE UK)

  • Ph.D., Finance, London Business School, London, UK

  • Bachelor of Science, Quantitative Finance and Mathematics, James Madison University


Head of Alternatives and Private Equity Research

  • 32 years of Portfolio Management, Fundamental and Quantitative Investment Research, and Risk Management across multiple styles and products. 

  • Former Leader of the Washington State Investment Board's Private Market Asset Allocation and Risk Management group.  Initiated and performed risk management research and investment due diligence on private market funds. Led the Innovation Portfolio, a fund in which unique investment ideas and opportunities are explored and incubated 

  • Chartered Financial Analyst

  • Masters of Business Administration, the Fuqua School of Business, Duke University

  • Bachelor of Science, Cum Laude, Business Administration, Villanova University



Chief Financial Officer

  • 16 years of Accounting, Risk Management, Cost-Benefit Analysis, and Budget Management in Registered Investment Advisors and Independent Broker-Dealers

  • Director of Finance and Senior Consulting Positions within Nationally Recognized Investment Management, Accountancy, and Consulting Firms

  • Certified Public Accountant - Pennsylvania

  • Masters of Business Administration, Pennsylvania State University

  • Bachelor of Science, Accounting, Susquehanna University 

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