Leadership
Executive Management
Syed Mehdi, CPA (inactive)
President, Chief Compliance Officer
George M. Douglas, CFA
Chief Investment Officer, Managing Principal
Ravi Malik, CFA
Portfolio Manager, Principal
Directors
Judy Wang
Managing Director Operations
Maria Ruiz, CPA (inactive)
Director of Finance
Thomas Ye
Director, IT and Security
Helen Moseley
Director Portfolio Accounting
Walid Shinnawi, CFA
Senior Vice President, Head of Institutional Sales
Investment Team
George M. Douglas, CFA
Chief Investment Officer, Managing Principal
Ravi Malik, CFA
Portfolio Manager, Principal
Florian Eitner, CFA
Portfolio Manager
Michael J. Opre, CFA
Portfolio Manager
Kenneth Raguse, CFA
Portfolio Manager
Stephen Wachtel, CFA
Portfolio Manager
Dagney Hollander
Portfolio Manager
Tim Ruiz
Portfolio Manager
Alex Volz
Portfolio Manager
Lily Yu
Trader
Areeb Jafry
Associate
Client Service & Marketing
Walid Shinnawi, CFA
Senior Vice President, Head of Institutional Sales
Andrew J. Eras, CFA
Senior Vice President
Elisa Kowal
Senior Vice President
James Kowal
Vice President
Wambui Lynch
Assistant Vice President
Penny Chou
Associate
Lana Brkic
Associate
Chairman Emeritus
John D. Gottfurcht
Founder, Chairman Emeritus