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About2018-07-16T15:20:36+00:00

We have an Impact Mission: Empower Investors Through Education

Our Story
Firm Overview

We are…

  • SEC-Registered Investment Advisor

  • NFA-Registered CTA and CPO

  • Employee-Owned

  • $1B+ Firm AUM (As of 5/11/2018)

Click images to enlarge.

Our Team

Management and Operations Team

Wes Gray, PhD

CEO

Jack Vogel, PhD

CIO/CFO

Pat Cleary

CCO/COO

Tao Wang, CFA®

Senior Portfolio Manager

Dave Babulak

Strategic Advisor

Brandon Koepke

CTO & Portfolio Manager

Ryan Kirlin

Head of Capital Markets

Kyle Baxter

Director, Portfolio Services

Larry Dunn, PhD

Director, Portfolio Services

Doug Pugliese

Head of 1042 ESOP Solutions

ETF Independent Trustees

Mike Pagano, PhD, CFA®

ETF Trustee

Daniel Dorn, PhD

ETF Trustee

Emeka Oguh

ETF Trustee

Educational Content Regular Contributors

Elisabetta Basilico, PhD, CFA®

Aaron Brask, PhD

Andrew Miller, CFA®,CFP®

Larry Swedroe

Tommi Johnsen, PhD

Thought Leadership