Teams

Management Team

  • Began investment career in 1995
  • MS in Development Finance, University of London
  • MBA, University of California, Berkeley
  • Bachelor of Science in industrial and operations engineering, University of Michigan
  • Member, CFA® Society of San Francisco
  • Joined MPA in 1997
    Curt Overway, CFA®
    President and Portfolio Manager
    Managed Portfolio Advisors® and Active Index Advisors®
    • Began investment career in 1995
    • MS in Development Finance, University of London
    • MBA, University of California, Berkeley
    • Bachelor of Science in industrial and operations engineering, University of Michigan
    • Member, CFA® Society of San Francisco
    • Joined MPA in 1997
      • Began investment career in 1990
      • Bachelor of Arts in economics, University of California, Santa Barbara
      • Joined MPA in 2008
      Stacie Paoletti
      Senior Vice President, Chief Operating Officer
      • Began investment career in 1990
      • Bachelor of Arts in economics, University of California, Santa Barbara
      • Joined MPA in 2008
      • Began investment career in 1997
      • Bachelor of Arts in Political Science, University of California, Irvine
      • Joined Natixis in 2005
      Dave Vallon
      Senior Vice President, Chief Compliance Officer
      • Began investment career in 1997
      • Bachelor of Arts in Political Science, University of California, Irvine
      • Joined Natixis in 2005
      • Began investment career in 1993
      • Bachelor of Science in Business Administration, Finance, University of Nevada, Las Vegas
      • Joined MPA in 2010
      Peter Gozelski
      Senior Vice President, Trading
      • Began investment career in 1993
      • Bachelor of Science in Business Administration, Finance, University of Nevada, Las Vegas
      • Joined MPA in 2010
      • Began investment career in 1993
      • Bachelor of Arts in Psychology, Miami University of Ohio
      • Joined Natixis in 2009
      Sean Kane
      Managing Director, Solutions Group
      • Began investment career in 1993
      • Bachelor of Arts in Psychology, Miami University of Ohio
      • Joined Natixis in 2009
      • Began investment career in 2001
      • Bachelor of Arts in Business Administration/Finance, University of the Pacific
      • Joined MPA in 2013
      Ba Do
      Vice President, Operations Manager
      • Began investment career in 2001
      • Bachelor of Arts in Business Administration/Finance, University of the Pacific
      • Joined MPA in 2013
      • Began investment career in 1998
      • Bachelor of Science in Business Administration, University of Nebraska
      • Joined MPA in 2005
      Terrell Jackson
      Vice President, Advisor Compliance
      • Began investment career in 1998
      • Bachelor of Science in Business Administration, University of Nebraska
      • Joined MPA in 2005
      • Began investment career in 1995
      • Bachelor of Science in Information technology, Operations management, and minor in Applied Math, University of Massachusetts – Lowell
      • Joined Natixis in 2014
      George Marootian
      Executive Vice President, Head Of Technology
      • Began investment career in 1995
      • Bachelor of Science in Information technology, Operations management, and minor in Applied Math, University of Massachusetts – Lowell
      • Joined Natixis in 2014
      • Began technology career in 1998
      • Master of Science in Computer Science, Boston University
      • Joined Natixis in 2005
      Abhijeet Dalvi
      Senior Vice President, Enterprise Application Technology
      • Began technology career in 1998
      • Master of Science in Computer Science, Boston University
      • Joined Natixis in 2005
      • Began investment career in 1992
      • Bachelor of Arts in economics, University of California, Irvine
      • Joined Natixis in 2018
      Rich Mellin, PMP®
      Vice President, Managed Account Technologies
      • Began investment career in 1992
      • Bachelor of Arts in economics, University of California, Irvine
      • Joined Natixis in 2018

      Portfolio Management Team

      • Began investment career in 1995
      • MS in Development Finance, University of London
      • MBA, University of California, Berkeley
      • Bachelor of Science in industrial and operations engineering, University of Michigan
      • Member, CFA® Society of San Francisco
      • Joined MPA in 1997
        Curt Overway, CFA®
        President and Portfolio Manager
        Managed Portfolio Advisors® and Active Index Advisors®
        • Began investment career in 1995
        • MS in Development Finance, University of London
        • MBA, University of California, Berkeley
        • Bachelor of Science in industrial and operations engineering, University of Michigan
        • Member, CFA® Society of San Francisco
        • Joined MPA in 1997
          • Began investment career in 2006
          • Ph.D. in Finance, University of Hawaii at Manoa
          • Master of Arts in Economics, Beijing University, China
          • Bachelor of Arts in Economics, Nankai University, China
          • Member, CFA® Society of San Francisco
          • Joined MPA in 2017
          Daphne Du, CFA®
          Senior Vice President, Portfolio Manager
          • Began investment career in 2006
          • Ph.D. in Finance, University of Hawaii at Manoa
          • Master of Arts in Economics, Beijing University, China
          • Bachelor of Arts in Economics, Nankai University, China
          • Member, CFA® Society of San Francisco
          • Joined MPA in 2017
          • Began investment career in 2000
          • MBA, University of California, Berkeley
          • Bachelor of Science in finance, Villanova University
          • Member, CFA® Society of San Francisco
          • Joined MPA in 2004
          Peter Klos, CFA®
          Senior Vice President and Portfolio Manager
          Managed Portfolio Advisors®
          • Began investment career in 2000
          • MBA, University of California, Berkeley
          • Bachelor of Science in finance, Villanova University
          • Member, CFA® Society of San Francisco
          • Joined MPA in 2004
          • Began investment career in 1994
          • MBA, University of California, Los Angeles
          • BS, University of California, Berkeley
          • Launch portfolio manager for first 17 iShares ETFs
          • Member, CFA® Society of San Francisco
          • Member, Investment Management Consultants Association®
          • Joined AIA in 2003
          Kevin Maeda
          Chief Investment Officer
          Active Index Advisors®
          • Began investment career in 1994
          • MBA, University of California, Los Angeles
          • BS, University of California, Berkeley
          • Launch portfolio manager for first 17 iShares ETFs
          • Member, CFA® Society of San Francisco
          • Member, Investment Management Consultants Association®
          • Joined AIA in 2003
          • Began investment career in 1997
          • Bachelor of Arts in biology, Middlebury College
          • Member, CFA® Society of San Francisco
          • Member, Global Association of Risk Professionals
          • Joined MPA in 2006
          Dan Price, CFA® FRM
          Chief Investment Officer
          • Began investment career in 1997
          • Bachelor of Arts in biology, Middlebury College
          • Member, CFA® Society of San Francisco
          • Member, Global Association of Risk Professionals
          • Joined MPA in 2006
          • Began investment career in 2014
          • Computer Science, University of California, Santa Cruz
          • Joined AIA in 2014
          Lucheng Liu
          Portfolio Manager
          • Began investment career in 2014
          • Computer Science, University of California, Santa Cruz
          • Joined AIA in 2014
          • Began investment career in 2010
          • Masters of Science in Financial Analysis, University of San Francisco
          • Bachelor of Arts in Economics and Psychology, University of San Francisco
          • Joined MPA in 2016
          Benjamin Kerelian
          Portfolio Manager
          • Began investment career in 2010
          • Masters of Science in Financial Analysis, University of San Francisco
          • Bachelor of Arts in Economics and Psychology, University of San Francisco
          • Joined MPA in 2016
          • Began investment career in 1999
          • BS, University of California, Los Angeles
          • Member, CFA® Society of San Francisco
          • Joined AIA in 2005
          Serena V. Stone, CFA®
          Vice President, Portfolio Manager
          Active Index Advisors®
          • Began investment career in 1999
          • BS, University of California, Los Angeles
          • Member, CFA® Society of San Francisco
          • Joined AIA in 2005
          • Began investment career in 2010
          • MBA, San Diego State University
          • Bachelor of Business Administration, University of San Diego
          • Member, CFA® Society of San Francisco
          • Joined MPA in 2018
          Matthew Moore, CFA®
          Associate Portfolio Manager
          • Began investment career in 2010
          • MBA, San Diego State University
          • Bachelor of Business Administration, University of San Diego
          • Member, CFA® Society of San Francisco
          • Joined MPA in 2018