Function Heads

Investment Strategy & Research

Portfolio Management & Implementation

Performance, Risk & Reporting

Technology, Infrastructure & Support

Senior Leadership Team

Tony Kao

Tony Kao

Managing Principal

Kam Chang

Kam Chang

Head of Client Advisory

Scott Freemon, CFA

Head of Strategy and Risk

Matt Gillis

Head of Implementation

Dmitri Smolansky

Dmitri Smolansky

Head of Portfolio Management

Ray Iwanowski

Ray Iwanowski

Co-Founder

Function Heads

Back to top

Eric Davey

Erik Davey

Director of UK & Europe

Pattie Hand

Pattie Hand

Chief Compliance Officer

Pinar Ilgar, CPA

Chief Financial Officer

Eric Lok

Eric Lok

Chief Technology Officer

Investment Strategy & Research

Back to top

Andrew Bang

Client Services

Bo Brownlee, CFA

Global Equity Strategist

Kam Chang

Kam Chang

Head of Client Advisory

Eric Davey

Erik Davey

Director of UK & Europe

Philip DiDio

Portfolio Manager

Florence Fong-Lopez, CFA

Portfolio Manager

Scott Freemon, CFA

Head of Strategy and Risk

Ryan Gartin

Investment Analyst

Anoop Kumar, CFA

Portfolio Manager

Peter Madden

Real Estate Portfolio Advisor

Sam McKeown

Investment Analyst

Devan Nathwani, FIA

Investment Strategist

Anja Needham, CFA

Portfolio Manager

Gino Reina, CFA

Gino Reina, CFA

Client Services

May Stelmach, CFA

Portfolio Manager

Edgar Sullivan, CFA

Edgar Sullivan, CFA

Macro Economist

Portfolio Management & Implementation

Back to top

William Barnes

Implementation Analyst

Scott Carroll

Scott Carroll

Head of Operations

Jingtao Chen

Quantitative Analyst

Samantha D’Aversa

Implementation Analyst

Ken Frier, CFA

Portfolio Manager

Matt Gillis

Head of Implementation

Tafadzwa Katiyo

Operations Manager

Patrick Lopez

Patrick Lopez

Implementation Manager

Dylan Nalbandian

Trader

Parth Purohit

Parth Purohit

Portfolio Manager

Dmitri Smolansky

Dmitri Smolansky

Head of Portfolio Management

Sawyer Sui, CFA

Quantitative Analyst

Performance, Risk & Reporting

Back to top

Back to top

Nick Allen, CFA

Performance Analyst

Daniel Gorringe

Performance Analyst

Tom Stephens, CFA

Risk Manager & Head of Client Reporting

Fred Yu, CFA

Portfolio Analyst

Technology, Infrastructure & Support

Back to top

Tameeka Bailey

Compliance Officer

Erin Bartley

Receptionist

Sarah Colón

Office Manager

Dawn Drakeford

Finance Controller

Connor Hammond

Software Developer

Pattie Hand

Pattie Hand

Chief Compliance Officer

Ricky Huang

Software Developer

Pinar Ilgar, CPA

Chief Financial Officer

Eric Lok

Eric Lok

Chief Technology Officer

Chris Savard

IT Director

Hemil Shah

Software Developer

Dipesh Thakkar

Software Developer

Carolyn Twist

Business Operations Advisor

Verity Wakeford

Office Manager