Investment Team

Investment Team

Adam Petryk headshot
Adam Petryk, CFA
PRESIDENT
  • Responsible for working with the CEO on all business, strategic and investment decisions.  Responsible for product development and integration across the equity and multi-asset class businesses.
  • Prior to joining QS Investors, he spent 7 years at Batterymarch Financial Management where he served as Chief Investment Officer from 2012 to 2014, Deputy Chief Investment Officer and co-head of the Developed Markets investment team from 2010 to 2012, Senior Director and Global Investment Strategist on the Developed Markets team from 2008 to 2010 and Global Investment Strategist during 2007. From 2007 to 2009, he was also the Chief Investment Officer of Legg Mason Canada Inc., an affiliate of Batterymarch. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, head of the Quantitative Management team and Quantitative Strategist. He also performed quantitative equity analysis at Scotia Capital Markets.
  • Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo.
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.
Irina Bogacheva headshot
Irina Bogacheva
Head of Multi-Asset Research
  • Responsible for all multi-asset and macro research.
  • Formerly a research analyst from 2009 – 2010 at Deutsche Asset Management. Prior to joining Deutsche Asset Management in 2009, she had 11 years industry experience, most recently at Goldman Sachs where she developed quantitative trading strategies.  Prior to Goldman Sachs she worked in various research positions at AIG Global Investment Group, Cornerstone Research and Citigroup Asset Management. 
  • Education: MSc in Mathematics from Moscow State University, MA in Economics from New Economic School, MBA in Finance from the University of Chicago. 
Michael LaBella headshot
Michael LaBella, CFA
HEAD OF GLOBAL EQUITY STRATEGY
  • Responsible for equity strategy including product design, thought leadership and advocacy. Member of equity management team which is responsible for overall business strategy and execution.
  • Formerly at Deutsche Bank from 2005-2010.  Serving as a portfolio manager for the Quantitative Strategies Group, and as an institutional sales trader in the Corporate and Investment Bank.
  • Education: BS in Financial Economics from Binghamton University.
Dmitry Novikov headshot
Dmitry Novikov, PhD
Head of Global Equity Research
  • Responsible for all equity research.
  • Formerly Director of Quantitative Investment Strategies at Credit Suisse from 2010 – 2017. Prior to this, he was Vice President at JPMorgan from 2008 – 2010; and Vice President at Goldman Sachs from 2004 – 2008.
  • Education: MS in Mathematics from Moscow State University; MA in Economics from New Economic School (Moscow); PhD in Finance from Kellogg School of Management at Northwestern University.
Colm O’Cinneide headshot
Colm O’Cinneide, PhD
HEAD OF PORTFOLIO CONSTRUCTION
  • Responsible for portfolio construction, investment solutions and DBI alpha research.
  • Formerly head of portfolio engineering for Quantitative Strategies and member of Global Tactical Asset Allocation Investment Oversight Committee at Deutsche Asset Management from 2000 to 2010, after 18 years in faculty positions in statistics and operations research at the University of Arkansas and Purdue University with 40 refereed academic publications, and more recently serving as adjunct professor, Columbia University, 2005–2008, and President of the Society of Quantitative Analysts, 2009–2010.
  • Education: BS from National University of Ireland; MS from National University of Ireland; PhD from University of Kentucky.
Thomas Picciochi headshot
Thomas Picciochi, CAIA
HEAD OF Multi-Asset Portfolio management
  • Responsible for Multi-Asset portfolio management.
  • Formerly senior portfolio manager for Deutsche Asset Management’s Quantitative Strategies group, and member of the Global Tactical Asset Allocation Investment Oversight Committee and portfolio manager for Absolute Return Strategies from 1999 to 2010. Prior to joining Deutsche Asset Management, he held various research and analysis positions at State Street Global Advisors, FPL Energy, Barnett Bank, Trade Finance Corporation and Reserve Financial Management over a 13 year period.
  • Education: BA from University of Miami; MBA from University of Miami.
Russell Shtern headshot
Russell Shtern, CFA
HEAD OF GLOBAL EQUITY PORTFOLIO MANAGEMENT
  • Responsible for equity portfolio management.
  • Formerly portfolio manager for Diversification Based Investing Equity and Tax Managed Equity for Deutsche Asset Management’s Quantitative Strategies Group, from 2003 to 2010. Prior to this he spent three years at Deutsche Bank Securities supporting equity derivatives and global program trading desks.
  • Education: BBA from Pace University. 
Heena Doshani headshot
Heena Doshani
RESEARCH ANALYST
  • Member of the Multi-Asset Research and Solutions team.
  • Formerly a research analyst from 2007 – 2010 at Deutsche Asset Management.  Prior to joining Deutsche Asset Management in 2007, she was an analyst in Asset Management at Emirates Bank.
  • Education:  BS in Mathematics and in Computer Science from University of Texas, Austin; MS in Computational Finance from Carnegie Mellon University.
Christopher W. Floyd headshot
Christopher W. Floyd, CFA
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank.
  • Education: BA in Economics from Dartmouth College; MBA in Management from Cornell University.
Joseph S. Giroux headshot
Joseph S. Giroux
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly a developed markets Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. Prior to joining Batterymarch, he managed both US and non-US assets for 5 years at several firms—Golden Capital Management, Wells Capital Management and Evergreen Investments—that were affiliated with or acquired by Wells Fargo. He also served as a Portfolio Manager at TriPoint Asset Management and The Boston Company Asset Management.
  • Education: BS in Computer Science from New England Institute of Technology.
Jacqueline Hurley headshot
Jacqueline Hurley, CFA
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture.
  • Education: BA in Computer Science from Colgate University; MBA in Finance & Accounting from University of Michigan, Ross School of Business.
Eric C. Johnson headshot
Eric C. Johnson, CFA
Research Analyst
  • Member of the Global Equity Research and Solutions team.
  • Formerly a Quantitative Analyst at Batterymarch Financial Management during 2014. At Batterymarch, he also served as an investment systems developer from 2011 to 2014. Prior to joining Batterymarch, Eric was an Application Engineer at MathWorks.
  • Education: BS and MS in Mechanical Engineering from University of Michigan.
Ian Laker headshot
Ian Laker
Research Analyst
  • Member of the Global Equity Research and Solutions team.
  • Formerly an Asset Management Associate at African Alliance Ltd.
  • Education: BSc(1st Hons) Statistics and Mathematics from University of Cape Town; Master in Financial Engineering from UCLA Anderson School of Management.
Hongli Lan headshot
Hongli Lan
RESEARCH ANALYST
  • Member of the Multi-Asset Research and Solutions team.
  • Former Intern at JPMorgan Quantitative Research from 2014 – 2015. Prior to this, he served as a Quantitative Analyst at CICC, China from 2012 – 2013.
  • Education: MA in Mathematics of Finance, Columbia University; BA in Finance, University of International Business and Economics, China.
Stephen A. Lanzendorf headshot
Stephen A. Lanzendorf, CFA
PORTFOLIO MANAGER
  • Member of the Global Equity Portfolio Management group.
  • Formerly Deputy Chief Investment Officer and head of the Developed Markets investment team at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as co-head of the Developed Markets team from 2010 to 2012 and head of the US investment team from 2006 to 2010. Prior to joining Batterymarch, he spent six years as the Director of Quantitative Strategies at Independence Investments, where he also managed the equity trading desk. He was also a Portfolio Manager and Quantitative Analyst at The Colonial Group for 10 years.
  • Education: BS and MS in Nuclear Engineering from Massachusetts Institute of Technology.
Haim Lensky headshot
Haim Lensky
Research Analyst
  • Member of the Global Equity Research and Solutions team.
  • Formerly a research analyst from 2008 – 2010 at Deutsche Asset Management. Prior to joining Deutsche Asset Management in 2008 he had 10 years industry experience conducting quantitative analysis and modeling for the International Equity team at Bailard, Inc. 
  • BA in Electronic & Computer Science from MIET, GPI Gomel Polytechnic Institute, Belarus.
Amanda Liu headshot
Amanda Liu
Research Analyst
  • Member of the Global Equity Research and Solutions team.
  • Formerly an Analyst at JPMorgan from 2012 – 2015.
  • Education: Double degree BA in Finance and Accounting from Nanyang Technological University of Singapore; Master in Financial Engineering from UCLA Anderson School of Management.
Alexander Makarovski headshot
Alexander Makarovski, PhD
Research Analyst
  • Member of the Multi-Asset Research and Solutions team.
  • Former Quantitative Analyst at Deutsche Asset Wealth Management from 2009 to 2014.
  • Education: PhD in Physics from Duke University (2006), MS in Computational Finance from Carnegie Mellon (2008), Specialist (5-year University degree) in Physics from Belarusian State University (1998).
Gregory L. Monegro headshot
Gregory L. Monegro, CFA
Research Analyst
  • Member of the Global Equity Research and Solutions team.
  • Formerly a Quantitative Analyst at Batterymarch Financial Management from 2013 to 2014. Prior to joining Batterymarch, he was Manager of Product Consultants, Quantitative Analytics at Thomson Reuters for two years, working on-site at Batterymarch to implement a new quantitative investment platform. At Thomson Reuters, he also served as a Product Specialist for five years.
  • Education: BBA in Finance from University of Minnesota.
Daivik Orth headshot
Daivik Orth
Research Analyst
  • Member of the Global Equity Research and Solutions team focusing on alternative data sources and machine learning.
  • Formerly a data scientist at Booz Allen Hamilton working on analytics/machine learning for federal government clients.
  • Education: B.S. in Applied Mathematics & Statistics w/ Computer Science focus area from Johns Hopkins University.
Jacek Ossowski headshot
Jacek Ossowski, PhD
RESEARCH ANALYST
  • Member of the Multi-Asset Research and Solutions team.
  • Formerly taught Mathematics, Finance and Computer Science at Northeastern University, Fordham University, and Framingham State University from 2011 – 2017. Prior to teaching, he worked in quantitative groups at Goldman Sachs, Credit-Suisse Securities, and Royal Bank of Canada where he focused on optimization and back-testing of statistical arbitrage portfolios, implementing cost efficient trade algorithms for the program trading desk, and research on securities lending market.
  • Education: MA in Mathematics from University of Warsaw; PhD in Mathematics from New York University.
Doug Sue headshot
Doug Sue
Multi-Asset Strategist
  • Member of the Investment Strategy group.
  • Formerly VP of Equity & Investment Solutions at Nomura from 2015-2016. Prior to joining Nomura, he held sales, product structuring & financial analysis roles at BNP Paribas, Morgan Stanley, and Bank of America.
  • Education: BA in Economics & Psychology from University of North Carolina; MBA in Finance from Columbia University. 
Lily Sullivan headshot
Lily Sullivan
Equity Strategist
  • Member of the Investment Strategy group.
  • Formerly an Investment Consultant & Senior Analyst at Willis Towers Watson from 2013-2016 where she advised on the design, implementation and management of institutional clients’ investment programs. Prior to joining Willis Towers Watson she spent a year as an analyst at Perella Weinberg Partners.
  • Education: BS in Finance from University of Colorado.
Jeff Sun headshot
Jeff Sun, CFA
RESEARCH ANALYST
  • Member of the Multi-Asset Research and Solutions team.
  • Former Senior Associate at Credit Suisse. Prior to this, he was a Research Analyst at JPMorgan Asset Management from 2009 – 2015.
  • Education: BA in Mathematics and Economics, Boston College.
Ellen Tesler headshot
Ellen Tesler
PORTFOLIO MANAGER
  • Member of the Multi-Asset Portfolio Management group.
  • Formerly a portfolio manager within the Strategic Asset Allocation Team at Deutsche Asset Management from 2003 – 2010. At Deutsche Asset Management also served as a quantitative analyst for fundamental equity teams from 2000-2002.  Prior to joining Deutsche Asset Management, she spent a year as a quantitative analyst at Lord Abbett and Company.
  • Education: BBA & MBA from Pace University.
Peijun Zou headshot
Peijun Zou
Research Analyst
  • Member of the Global Equity Research and Solutions team.
  • Formerly an Associate at PricewaterhouseCoopers from 2014 – 2016.
  • Education: Double degree BA in Business and BSc in Computer Science from Nanyang Technological University in Singapore; Master in Financial Engineering from UCLA Anderson School of Management.