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Executive Leadership and Investment Team

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Founder, CEO and CIO

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Michael Stulic CFA, FRM, PRM 

Director of Investments

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Bruce Lavine, CFA

COO and Head of ETFs

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Nicholas Cerbone, CFA

Vice President, Quantitative Strategy

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Pankaj Patel, CFA

Quantitative Research and
Data Science

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Amit Dugar, CFA

Quantitative Research and
Data Science

Business Development, Advisors Solutions, and Marketing

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David Clark

Business Development

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Gregory Sanderson

Director of Sales

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Frank Tedesco III

Analyst

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Laura Luciani

Event Marketing

Finance

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Erilda Danaj

Finance

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