Management
Amy Jo Gottfurcht
Chief Executive Officer
Principal
- Responsible for the overall strategic growth of the firm and for product development
- 33 years of experience in management
- Oversight of sales and marketing efforts and compliance, focusing on evaluating changes in risk control and parameters for existing products
- Management of business operations and firm infrastructure
- BS, Finance, magna cum laude, Arizona State University
John D. Gottfurcht
Managing Principal
- Co-founded SSI in 1973, pioneering market neutral investment strategies
- 45 years of experience in portfolio management
- Portfolio Manager of Tactical Alpha Hedge Strategies
- Chairman of SSI's Investment Policy Committee
- Creator of SSI's Tactical Asset Allocation (TAA) Model and Chairman of the TAA Committee
George M. Douglas, CFA
Chief Investment Officer
Principal
- Lead Portfolio Manager of the Hedged Convertible strategies, and oversees SSI‘s qualitative and quantitative research process
- 36 years of experience in quantitative equity research and portfolio management
- Prior to joining SSI, George was Director of Quantitative Equity Investments at CS First Boston Asset Management
- Named to Institutional Investor's "All American Research Team" four times
- MBA, Finance; MS, Statistics; BS, Mathematics, University of Wisconsin
Steven M. Delarosa, CFA
Managing Director
Chief Marketing Officer
- Responsible for developing and maintaining SSI’s institutional client relationships with corporations, public funds, foundations/endowments, and investment consultants
- 24 years of financial industry experience
- Prior to joining SSI, Steven served as Managing Director, Chief Marketing Officer of Pyxis AIS, a subsidiary of Highland Capital Management, L.P., and worked for 11 years with Western Asset Management Company in Pasadena where he held three executive level positions in client service and marketing
- MBA, Investment Finance; BS, Investment Finance and Marketing, University of Southern California
Syed Mehdi, CPA
Managing Director
Chief Operating Officer
Chief Compliance Officer
- Responsible for operations and compliance
- 22 years of experience in accounting and finance
- Prior to joining SSI, Syed worked with the accounting firms of BDO Seidman, LLP and Deloitte & Touche, LLP
- BS, Accounting, University of Southern California
Thomas Ye
Director, Information Technology
- Responsible for information systems, including network security, IT infrastructure and proprietary systems
- 13 years of IT experience; 8 of which has been with investment firms
- Prior to Joining SSI, Thom was the IT Infrastructure Manager at Dimensional Fund Advisors
- BS, Information Technology, American Continental University