Investment Team

Investment Team

Irina Bogacheva headshot
Irina Bogacheva
Head of Research
  • Responsible for all research.
  • Formerly Vice President in the quantitative strategies group at Deutsche Asset Management from 2009 – 2010. Prior to joining Deutsche Asset Management in 2009, she had 11 years industry experience, most recently as Vice President at Goldman Sachs where she developed quantitative trading strategies.  Prior to Goldman Sachs she worked in 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 (Moscow), MBA in Finance from the University of Chicago. 
Luke Manley headshot
Luke Manley, CFA
Head of Platform Engineering
  • Responsible for all platform engineering.
  • Formerly an Associate at AJO Partners during 2018. Prior to this he was a Portfolio Manager at QS Investors from 2014 to 2017, Quantitative Analyst at Batterymarch Financial Management from 2009 to 2014 and Assistant Portfolio Manager at Batterymarch Financial Management from 2004 to 2009.
  • Education: BS in Business Administration from Northeastern University; MS in Investment Management from Boston University.
Dmitry Novikov headshot
Dmitry Novikov, PhD
Head of Factor Research
  • Responsible for all factor 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 Engineering
  • Responsible for portfolio engineering and investment solutions 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.
Jeff Sun headshot
Jeff Sun, CFA
Head of Goals Based Investment Research
  • Responsible for all goals based investment research. 
  • 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.
Nick Hooten headshot
Nick Hooten, CFA
HEAD OF INVESTMENT SOLUTIONS
  • Responsible for leveraging the breadth of QS capabilities in creation of new and custom investment strategies.
  • Formerly Vice President and Investment Analyst with Transamerica Asset Management. At Transamerica he held manager selection and product development responsibilities. Previously he has worked at BNYMellon, Concord Advisory Group, and Merrill Lynch focusing on investment selection and analysis, performance analytics, and trade execution within institutional portfolios.
  • Education: BS from Pennsylvania State University; MBA from New York University Stern School of Business.
Michael LaBella headshot
Michael LaBella, CFA
Head of Investment Strategy
  • Responsible for investment 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.
Thomas Picciochi headshot
Thomas Picciochi, CAIA
Head of Portfolio Management
  • Responsible for portfolio management and trading.
  • 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.
Lisa Wang headshot
Lisa Wang, CFA
Head of Multi-Asset Portfolio Management
  • Responsible for Multi-Asset portfolio management.
  • Formerly an ETF market maker and portfolio trader at Deutsche Bank from 2011 to 2014. Prior to obtaining her MBA, she was a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds from 2006 to 2008.
  • Education: BA & BS from SUNY Binghamton and MBA from University of Chicago, Booth School of Business.
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 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 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 and MS in Information Technology from New England Institute of Technology.
Josh Greco headshot
Josh Greco
Head of Client Portfolio Management
  • Responsible for advisor business development and client portfolio management.
  • Formerly Vice President and Equity Product Specialist at Legg Mason & Co, LLC responsible for the competitive positioning of all equity strategies across their multi-affiliate platform. He held strategic product and marketing positions at Legg Mason & Co, LLC for over 7 years and was previously with Goldman Sachs working in the Investment Management Division as a Marketing Strategist.  
  • Education: BS in Finance from Manhattan College; MBA from the University of Connecticut.  
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 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 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 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 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 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 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 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.
Jacek Ossowski headshot
Jacek Ossowski, PhD
RESEARCH ANALYST
  • Member of the Multi-Asset Research 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.
Josh Russell headshot
Josh Russell, PhD, CFA
Research Analyst
  • Member of the Global Equity Research team.
  • Formerly Quantitative Equity Strategist at WisdomTree from 2015 to 2018. Prior to this, he was a Senior Quantitative Analyst at Sabrient Systems from 2012 to 2014.
  • Education: BS in Electrical Engineering from University of Washington; MA in Economics, MS and PhD in Electrical and Computer Engineering from University of California Santa Barbara.
Doug Sue headshot
Doug Sue
Investment 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
Investment 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.
Peijun Zou headshot
Peijun Zou
Research Analyst
  • Member of the Global Equity Research 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.