By |Published On: November 22nd, 2023|Categories: Research Insights, Business Updates|

We are pleased to announce that Erik Chavez has joined Alpha Architect and will work alongside Kyle and Doug to support our 1042 QRP ESOP service (qualified replacement property for ESOP rollovers). While new to our team, Erik has been our friend for a long time. Erik is a multiple-time March for the Fallen survivor — see below when he is part of the MFTF clean-up crew (circled in blue).

Erik’s performance and story during MFTF was so impressive (finishing 28 miles at over 400lbs!), that we asked him to be a motivational guest speaker at the March in the following year.

Erik motivated MFTF participants and told his story from the prior year.

But our friendship with Erik goes back even further. Over 20 years ago, I tutored Erik when he was an MBA student at the University of Chicago (I was trying to pick up some spare change as a broker PhD student!) After receiving his MBA, Erik pursued a career in investment banking and corporate finance. Most recently, he provided fractional CFO services to middle-market clients, before which he was the Director of Finance – Capital at Caesars Entertainment, overseeing over $1 billion in annual global capex. You can find his complete professional bio on our website.

We like Erik’s background from a host of perspectives:

  • Our 1042 clients operate at the intersection of corporate finance (having just sold their businesses) and personal finance (investing their 1042 rollovers).
  • Erik’s unique combination of skills and financial sophistication gives him deep familiarity with both these aspects of our client’s work.
  • Erik has high integrity and operates with a sense of honor. He is a steadfast supporter of veterans’ causes, with a long track record of completing the grueling March for the Fallen with us over the years.

Welcome to the team, Erik!

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About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

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For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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