Business Management

Robert Wang headshot
Robert Wang
CHIEF OPERATING OFFICER – HEAD OF PORTFOLIO MANAGEMENT
  • Responsible for oversight of ongoing business operations as well as portfolio management.
  • Formerly head of Quantitative Strategies Portfolio Management for Deutsche Asset Management’s Quantitative Strategies Group and senior fixed income portfolio manager from 1995 – 2010.  Prior to joining Deutsche Asset Management, he spent 13 years at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products.
  • Education: BS from The Wharton School, University of Pennsylvania.
Thomas Rose headshot
Thomas Rose, CPA
CHIEF FINANCIAL OFFICER
  • Responsible for financial and operational matters.
  • Formerly CFO and Managing Director for J. & W. Seligman & Co., where he served in senior financial and operational roles from 1992 to 2009. Prior to J. & W. Seligman & Co., he was Treasurer and Principal Financial Officer for American Advisors, Inc from 1987 to 1992 and Manager at PricewaterhouseCoopers.
  • Education: BBA from Pace University.
Shannon Joyce  headshot
Shannon Joyce
Chief Compliance Officer
  • Primarily responsible for administration of the compliance programs at QS Investors, LLC.
  • Most recently was an independent compliance consultant. Formerly Compliance Manager at Roundtable Investment Partners in 2015. Prior to this she was a Senior Compliance Officer at Altrinsic Global Advisors, LLC from 2013 – 2015; Compliance Officer at Los Angeles Capital Management & Equity Research, Inc. from 2010 – 2013; and worked in several roles within the compliance department for transfer agent line of business at PNC Global Investment Servicing from 2005 – 2010.
  • Education: BA from Clark University; MS & MBA from Wilmington University.
Tomislav Goles headshot
Tomislav Goles
CHIEF TECHNOLOGY OFFICER
  • Responsible for all technology, infrastructure and portfolio management/trading systems.
  • Formerly head of portfolio management systems for Deutsche Asset Management’s Quantitative Strategies group and a member of the Global Tactical Asset Allocation Oversight Committee from 2002 to 2010. Prior to joining Deutsche Asset Management, he was a senior research analyst at Advanced Investment Technology and State Street Global Advisors, and senior software engineer at Salomon Brothers over a 10 year period.
  • Education: MS from University of Tennessee, Knoxville.