Senior Portfolio Management Team

Empowering Your Financial Future, Together

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PatrickJamin-1
Patrick Jamin, CFA, FRM

Head of Platform Channels

AmishDalal
Amish Dalal, CFA

Senior Vice President, Portfolio Management

AdamDavletshin
Adam Davletshin, CFA, CPA

Senior Vice President, Portfolio Management

JasonKrugly
Jason Krugly

Senior Vice President, Portfolio Management

YaqiuLi
Yaqiu Li

Senior Vice President, Head of Quantitative Research

JuliaZhu
Julia Zhu, CFA, FRM

Senior Vice President, Portfolio Management