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

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

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