Leadership

To pioneer institutional-grade alternative strategies inside ETFs, we have brought together the best minds from institutional trading, operations, research, risk management and portfolio management. To champion these strategies, we have also assembled a competent and experienced client solutions team that both understands our strategies and is incredibly passionate about educating clients on how these strategies work and how they can be used in portfolios.

CEO & Cofounder

David Berns, PhD

CIO & Cofounder

Chief Revenue Officer

Chief Operating Officer

Chief Financial Officer

Harley S. Bassman

Managing Partner

Michael Green, CFA

Portfolio Manager,
Chief Strategist

Roxton McNeal, CFA, FRM, CAIA, CIPM

Managing Director,
Head Portfolio Manager of QIS Investments

Peter van Amson, CFA

Head of Risk Management

Jeff Schwarte, CFA

Chief Equity Strategist

Paisley Nardini, CFA, CAIA

Managing Director, Portfolio Manager, Asset Allocation Strategist

Managing Director, Portfolio Manager,
Fixed Income Strategist

Portfolio Manager,
Head of Structural Alpha

Christopher Getter, CFA

Managing Director, Portfolio Manager, Emerging Markets Strategist

Managing Director,
Head of Business Development, QIS

Portfolio Manager

Ken Miller, CFA

Portfolio Manager

Jeff Uenishi, CFA, FRM

Portfolio Manager

Emilio Freire Bauzano

Portfolio Manager

Powis Forjoe, CFA, FRM, CAIA, CIPM

Managing Director, Portfolio Manager of QIS Investments

Managing Director, Portfolio Consultant

Bobbi Ivanova, CFA, CAIA

Managing Director, Institutional Sales

Managing Director,
Advisor Solutions

Managing Director,
Model Strategist

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