ABOUT OUR FIRM

We are…

  • SEC-Registered Investment Advisor
  • NFA-Registered CTA and CPO
  • 40-Act Fund Advisor (ETFs)
Our Story
Firm Overview

Our Story

Alpha Architect was founded in 2010. The firm started as a consulting firm and was eventually seeded by a multi-billion dollar family office. The Alpha Architect mission is to empower investors through education in order to develop sustainable investors. We are a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures. More broadly, we seek to deliver “Affordable Alpha,” which means highly differentiated investment strategies at lower costs, thereby giving sophisticated investors a higher chance of winning, net of fees and taxes. Our core beliefs are as follows: 1) Transparency, 2) Evidence-Based Investing, 3) Systematic Decision Making, and 4) Win-Win client relationships. We currently offer our services via Exchange-Traded Funds (ETFs), Separately Managed Accounts (SMAs), and pooled vehicles. The firm is based in the suburbs of Philadelphia, PA. We are a service-disabled and minority-owned firm.

As of DateETF AUMSMAFirm AUM
02/29/2020427,572,366349,088,247776,660,614

Our Team

Team Owner/Operators (Full-Time)

Wes Gray, PhD (Bio)

CEO

Jack Vogel, PhD (Bio)

CIO/CFO

Pat Cleary (Bio)

CCO/COO

Tao Wang, CFA® (Bio)

Senior Portfolio Manager

Ryan Kirlin (Bio)

Head of Capital Markets

Team Operators (Full-Time)

Doug Pugliese (Bio)

Head of 1042 ESOP Solutions

Brandon Koepke (Bio)

CTO & Portfolio Manager

Kyle Baxter (Bio)

Director, Portfolio Services

Mike Spector (Bio)

ETF Consultant

Rich Shaner, CFA® (Bio)

Director, Operations

Strategic Team (Part-Time)

Elisabetta Basilico, PhD/CFA® (Bio)

Consulting/Content

Dave Babulak (Bio)

Strategic Advisor

Daniel Dorn, PhD (Bio)

ETF Trustee

Tommi Johnsen, PhD (Bio)

Consulting/Content

Emeka Oguh (Bio)

ETF Trustee

Art Johnson (Bio)

SmartBe Index Partner

Mike Pagano, PhD, CFA® (Bio)

ETF Trustee

Perth Tolle (Bio)

L+L Index Partner