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 in 1997
Curt Overway, CFA®
President and Portfolio Manager
  • 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 in 1997
  • Began investment career in 1990
  • Bachelor of Arts in Economics, University of California, Santa Barbara
  • Joined in 2008
Stacie Paoletti
Chief Operating Officer
  • Began investment career in 1990
  • Bachelor of Arts in Economics, University of California, Santa Barbara
  • Joined in 2008
  • Began investment career in 1997
  • Bachelor of Arts in Political Science, University of California, Irvine
  • Joined 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 in 2005
  • Began investment career in 1993
  • Bachelor of Science in Business Administration, Finance, University of Nevada, Las Vegas
  • Joined 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 in 2010
  • Began investment career in 1993
  • Bachelor of Arts in Psychology, Miami University of Ohio
  • Joined in 2009
Sean Kane
Managing Director, Solutions Group
  • Began investment career in 1993
  • Bachelor of Arts in Psychology, Miami University of Ohio
  • Joined in 2009
  • Began investment career in 2001
  • Bachelor of Arts in Business Administration/Finance, University of the Pacific
  • Joined 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 in 2013
  • Began investment career in 1998
  • Bachelor of Science in Business Administration, University of Nebraska
  • Joined in 2005
Terrell Jackson
Vice President, Advisor Compliance
  • Began investment career in 1998
  • Bachelor of Science in Business Administration, University of Nebraska
  • Joined 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 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 in 2014
  • Began technology career in 1998
  • Master of Science in Computer Science, Boston University
  • Joined in 2005
Abhijeet Dalvi
Senior Vice President, Enterprise Application Technology
  • Began technology career in 1998
  • Master of Science in Computer Science, Boston University
  • Joined in 2005
  • Began investment career in 1992
  • Bachelor of Arts in Economics, University of California, Irvine
  • Joined 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 in 2018
  • Began investment career in 2006
  • Master of Arts in Asian History, San Francisco State University
  • Bachelor of Arts in History, San Francisco State University
  • Joined in 2019
Angela Crescenzo
Client Service Manager
  • Began investment career in 2006
  • Master of Arts in Asian History, San Francisco State University
  • Bachelor of Arts in History, San Francisco State University
  • Joined in 2019

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 in 1997
Curt Overway, CFA®
President and Portfolio Manager
  • 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 in 1997
  • Began investment career in 2006
  • PhD 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 in 2017
Daphne Du, CFA®
Senior Vice President, Portfolio Manager
  • Began investment career in 2006
  • PhD 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 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 in 2004
Peter Klos, CFA®
Senior Vice President, Portfolio Manager
  • Began investment career in 2000
  • MBA, University of California, Berkeley
  • Bachelor of Science in Finance, Villanova University
  • Member, CFA® Society of San Francisco
  • Joined 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, Investments & Wealth Institute® (formerly IMCA®)
  • Joined 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, Investments & Wealth Institute® (formerly IMCA®)
  • Joined 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 in 2006
Dan Price, CFA® FRM®
Chief Investment Officer, Managed Portfolio Advisors®
  • 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 in 2006
  • Began investment career in 2014
  • Computer Science, University of California, Santa Cruz
  • Joined in 2014
Lucheng Liu
Portfolio Manager
  • Began investment career in 2014
  • Computer Science, University of California, Santa Cruz
  • Joined 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 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 in 2016
  • Began investment career in 1999
  • Bachelor of Science in Physiological Science, University of California, Los Angeles
  • Member, CFA® Society of San Francisco
  • Joined in 2005
Serena V. Stone, CFA®
Vice President, Portfolio Manager
  • Began investment career in 1999
  • Bachelor of Science in Physiological Science, University of California, Los Angeles
  • Member, CFA® Society of San Francisco
  • Joined 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 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 in 2018
  • Began investment career in 2008
  • Bachelor of Arts in Economics & Business, Lafayette College
  • Joined in 2016
Rosemary Ellis
Portfolio Associate
  • Began investment career in 2008
  • Bachelor of Arts in Economics & Business, Lafayette College
  • Joined in 2016