Our group members have over 100 years of combined experience in the investment industry covering key facets of the investment management process including research, trading, portfolio management, risk analysis, market data management, order management, operations and accounting across derivatives, rates, credit, equity, FX and alternative asset classes. Our team is responsible for enhancement of our investment systems and the analytics supporting our risk-controlled investment strategies.
Mark joined Leith Wheeler in 2011. He has experience with credit, rates, volatility, FX and alternative products through his time at Salomon Brothers/Citigroup (1992-2006) and Barclays Global Investors (BGI)/Blackrock (2006-2011). During that time his responsibilities ranged across portfolio management, research, market-making, risk management and technology in the U.S. and Japan.
Mark graduated from Princeton University with a Doctorate of Philosophy (PhD) in Chemical Engineering, performed post-doctoral research in the Center for Non-Linear Studies at Los Alamos National Laboratory and holds a Chartered Financial Analyst (CFA) designation.
Minh joined Leith Wheeler in 2011. He has over 25 years of experience in building and supporting top tier investment management, brokerage and hedge fund businesses including Salomon Brothers, Goldman Sachs, Merrill Lynch and Barclays Global Investors (BGI) with experience in three major financial centers (New York, London and Tokyo).
Minh graduated from Adelphi University with a Bachelor of Science in Computer Science.
Samuel joined Leith Wheeler in 2012. He has extensive experience leveraging technology in finance during his time at Barclays Global Investors(BGI)/BlackRock (2002-2012) where he developed decision analysis and portfolio optimization tools for their fixed income index, core-plus and absolute return mandates.
Samuel has degrees in Economics (BA from UC Irvine), Computer Science (BS from UC Irvine), Business (MBA from University of Illinois) and holds a Chartered Financial Analyst (CFA) designation.
Arturo joined Leith Wheeler in 2012. He has 20 years of experience building software solutions primarily for the Labour Sponsored Investment Funds and utility billing industries. He has extensive experience in the Business Intelligence, developing statements, custom reports and web based applications.
Arturo holds a Master’s of Science degree in Manufacturing Systems and a Bachelor of Science degree in Electronics Engineering (Honours) from Tec de Monterrey. He holds a Certificate in Software Engineering from the University of British Columbia and completed the Quality Control training program from JICA (Japan International Cooperation Agency). He has completed the Canadian Investment Funds Course from the Investment Funds Institute of Canada.
Paul joined Leith Wheeler in May 2016. Previously he worked in the Computer Gaming industry and at an early stage startup where he gained experience developing Web Services, Business Intelligence tools and managing Product Operations.
Paul has a degree in Computer Science (BSc) from the University of Victoria and an MBA from the Yale School of Management.
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