WHO WE
ARE
We are an investment manager using a distinct global macro approach to control risk.
Rather than the traditional stock-picking approaches, we invest in global themes utilizing ETFs that our proprietary research identifies for outperformance. This top-down macro approach is managed by a seasoned team of investment professionals with over 200 years of collective experience in global markets. We offer discretionary management services for institutions, family offices, foundations and private investors.
LEADERSHIP TEAM
Philip Armstrong
Chairman
Tyler Mordy
Chief Executive Officer & Chief Investment Officer
James Garcelon
President & Chief Compliance Officer
INVESTMENT TEAM
Tyler Mordy
Chief Executive Officer & Chief Investment Officer
Wilfred Hahn
Global Investment Strategist, Advising Member of the Investment Committee
Karen Tsang
Portfolio Manager, Head of Trading & Investment Operations
Terence Shaunessy
Portfolio Manager
David Kletz
Lead Portfolio Manager
Shibo Gu
Research Analyst
Mark Arthur
Global Investment Strategist, Advising Member of the Investment Committee
Andrew Gapski
Investment Fund Operations Analyst
Client Service Team
James Garcelon
President & Chief Compliance Officer
MEREDITH DEKKER
Manager, Operations & Compliance
JOHN TESKEY
Senior Vice President
LAURA LIVINGSTONE
Associate, Operations & Administration
ROBERT DUNCAN
Senior Vice President, Portfolio Manager & Lead ESG Officer
OMAR RAYES
Vice President & Associate Portfolio Manager
GILLIAN SPROVIERI
Associate, Client Service
DAVID WAHL
Associate, Client Service
Learn more about our ownership culture and corporate values.