Dr. Burton G. Malkiel
Consultant, Chairman of Investment Committe |
Dr. Malkiel is the Chemical Bank Chairman's
Professor of Economics at Princeton University and
the author of A Random Walk Down Wall Street. Dr.
Malkiel is one of the world’s foremost thinkers, authors
and lecturers on stock market investing and, in particular,
index-based strategies. Dr. Malkiel serves on the board of
The Vanguard Group (Ireland) Limited. |
Mark G. Adams, CFA
Senior Portfolio Manager |
Mr. Adams has broad experience in the financial services
area. Previously, Mr. Adams was Chief Operating Officer at Barra
RogersCasey, a leading investment consulting company.
Mr. Adams also spent more than seven years in Asia in various
capacities with Barra, including Managing Director of their
Hong Kong office consulting with local security and asset
management firms on asset allocation, indexing and risk management.
Mr. Adams graduated from the University of Pennsylvania with
a B.S. in Finance and a B.A. in German. He is a CFA charterholder. |
Kevin H. Maeda
Senior Portfolio Manager |
Mr. Maeda was a Senior Portfolio Manager and
Product Manager at Barclays Global Investors.
Mr. Maeda managed the International Equities Portfolio Management
Group, a team of 15 portfolio managers responsible for $40
billion in index portfolios and mutual funds. Mr. Maeda was
the launch portfolio manager for 17 of the BGI iShares exchange-traded
funds. Mr. Maeda graduated with a B.S. in Industrial Engineering
and Operations Research from the University of California,
Berkeley, and an M.B.A. from the University of California,
Los Angeles. |
Serena Ng, CFA
Associate Portfolio Manager |
Ms. Ng has worked in the investment industry for six years.
She was previously Assistant Portfolio Manager at Fremont
Investment Advisors where she managed enhanced index
portfolios benchmarked to the S&P 500. She was also previously
employed at Mellon Capital Management and McMorgan & Co. Ms.
Ng graduated with a B.S. from the University of California,
Los Angeles. She also received the Finance Certificate from
UC Berkeley Extension and is a CFA charterholder. |
Kevin T. Carter
Founder, CEO |
Kevin Carter is the founder and Chief Executive Officer
of Active Investment Advisors, and served as the Chairman
of the Board of Directors from inception through the company’s
December 2004 acquisition by IXIS Asset Management Advisors
Group. Prior to founding Active, Mr. Carter was the
Founder, Chairman of the Board, and Chief Executive Officer
of Electronic Investing Corporation (“EIC”),
which he led from inception through the company's acquisition
by E*TRADE Group in July 2000. Prior to founding EIC, Mr.
Carter held positions with investment firms including Feshbach
Brothers, Skye Investment Advisors, Prudential
Securities and Robertson Stephens & Company. |
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Daniel
G Lynch
Sr. V.P. Director of Business Development |
Prior to joining
Active, Mr. Lynch was a vice president, senior product
analyst, and manager of the PortfolioMetrics
Group with IXIS Asset Management
Advisors Group, L.P. (IXIS) Prior to joining
IXIS in 1999, Dan spent five years at Fidelity
Investments Institutional Services Company as
the sales manager in the retirement wholesale division,
responsible for developing sales, marketing and product
initiatives targeted at financial advisors. Mr. Lynch
has had several other management positions including
sales manager at Scudder, Stevens & Clark,
Scudder Fund Distributors from 1986-1994.
|
David Berkman
V.P. Technology |
Mr. Berkman has extensive experience in web-based technologies,
architecting highly available n-tiered systems for diverse
start-up firms as well as more entrenched companies such
as Miller Freeman and Charles Schwab.
Mr. Berkman has a proven ability to re-design procedures
and teams in order to meet the demanding performance expectations
of fast developing companies, helping them to utilize emerging
technologies to achieve their business objectives despite
constrained resources.
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