Armand Aquino, CFA has an MS in Financial Analysis, University of San Francisco and a BS from UCLA. He was a Technical Project Manager 2 at the Federal Reserve Bank of San Francisco responsible for developing analysis and reporting solutions for the Bank Supervision and Regulation groups across the Federal Reserve System.
Alec discovered his passion for programming and software development while working in clinical research at the March of Dimes Prematurity Research Center at Stanford University. He has a BS in Economics from Cal Poly, San Luis Obispo and is driven to figure out ways of leveraging technology to improve people’s ability to do their jobs.
As the Operations Manager at Optimal, Jennie is responsible for daily operations, human resources, accounting, and compliance activities. After spending more than 15 years supporting executives at various high-tech start-up companies and law firms, Jennie understands that people are one of the most valuable assets an organization can have. She thrives on challenges, particularly on expanding a firm’s reach within a structured framework, and enjoys building bridges between employees. In her free time, Jennie enjoys reading, listening to music, skiing, basketball, and swimming.
Monty Joshi, CFA is the Chief Investment Officer for OAM. Monty has an MBA from the Haas School, UC Berkeley and a BA (Econ) from the University of Chicago. He has served in various of investment-related roles such as risk manager with the Chicago Board of Trade, equity options trader with Hull Trading (now part of Goldman Sachs), long-short hedge fund manager, and pension consultant with AD Biller and Associates. Previously, he managed finance/operations for several startup companies in Silicon Valley.
Teun Lucas, CFA joins Optimal from MSCI and prior to that JPMorgan in London and Amsterdam, where he worked with Advisors and Pension Funds on Smart Beta, Factor based solutions and Equity Derivatives. He was also a senior account manager for institutional clients at Northern Trust in London. Teun has an MS in Finance and Investments, Cum Laude, from the Erasmus University in Rotterdam, Netherlands.
OAM’s founder and CEO Vijay Vaidyanathan has a PhD in Finance and an MS (Risk & Asset Management) from the EDHEC Business School, France. He also has an MS in Computer Science from SUNY Albany and a MSc (Tech) from BITS Pilani, India and is an alumnus of IMD Lausanne, Switzerland. Previously, Vijay was President, EDHEC-Risk Indices and Benchmarks North America where his research interests included smart beta and the role of factors and risk premia in equity markets. He holds several patents in financial micro-transactions in Digital Markets.
OAM’s investment advisory services are currently available only to residents of the United States. OAM provides its investment advisory services only to individuals/institutions who become OAM clients pursuant to a written investment advisory agreement. Articles, commentaries, investment strategies, our risk control playground tool and other content provided by OAM on or through the website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment strategies are estimates only, based upon our scientific and data-driven algorithmic analysis. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere.
Investment management and advisory services are provided by Optimal Asset Management (“Optimal”), an SEC registered investment adviser. Optimal is not a bank. Assets are invested in exchange-traded fund securities, and are therefore not FDIC-insured. However, the securities are SIPC-insured up to $500K per account. SIPC does not protect against the decline in value of your securities; it does protect the custody of such securities.
Before investing, consider your investment objectives and consult with your Registered Investment Advisor for more information.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Brokerage services are provided to OAM clients by third party brokers who are members of FINRA/SIPC. For more information or any questions, please contact us at Support@optimalam.com.