Mr. Eric Hare has been with AFAM Capital since 2006 and over the years he has held several key roles in the organization. Eric started his tenure with the firm working as a member of the investment team. Subsequently, he moved to the business side and worked his way up to Chief Operating Officer. He […]
Chief Investment Officer, Chief Portfolio Manager, Editor of TPS
John Buckingham leads a team that scrutinizes hundreds of stocks for money management clients and newsletter subscribers to The Prudent Speculator investment newsletter, of which he is the editor. He is equally resolute in his management of Al Frank’s proprietary mutual funds. John has been a part of AFAM since 1987 and is one of the […]
Vito Sciaraffia is Chief Investment Officer at Innealta Capital, responsible for ensuring prudent management of all Innealta client assets, designing novel quantitative strategies, and leading the research activities of the investment team. Dr. Sciaraffia’s present role both emphasizes and builds upon his professional experience, focused heavily on the quantitative evaluation of equity securities and financial markets. […]
Joe Lahti serves as Chairman for AFAM Capital and has been associated with AFAM Capital since 2002. Joe is also a member of the AFAM Executive Committee which oversees day-to-day Company operations. Joe is a Minneapolis native and leader in numerous Minnesota business and community organizations. As principal of JL Holdings since 1989, Joe has […]
Kevin Noble serves as Director of AFAM Capital. Mr. Noble joined the AFAM Capital Board in 2005 and has delivered guidance and insight that has helped lead AFAM from a family office to a diverse Institutional Asset Manager. Kevin’s background is vast and presently includes: Family Office Manager for one of the largest net worth […]
Jason R. Clark, a member of AFAM Capital’s Investment Committee, has been a part of the firm’s Research and Portfolio Management Department since 2007. Jason is currently Vice President, Senior Portfolio Manager. Within research, Jason is primarily focused on fundamental analysis of individual stocks and industries. Within Portfolio Management, Jason is responsible for active account management, […]
Mr. Kocher serves as Portfolio Manager at Innealta Capital and is responsible for supporting and directing investment decisions, generating investment ideas across equities, credit, and fixed income, and providing trading support for tactically managed portfolios. He has worked in the financial services industry since 2000. His previous experience includes: portfolio management and analyst positions at […]
Aaron Steinman is an analyst with Innealta’s Data Analytics Team. He works closely with Innealta’s Investment Committee, supporting their investment decisions with specific research projects on the behavior of equity markets. In addition, Aaron is responsible for supporting other groups of the organization with quantitative analyses such as market research, international economics reviews, data summarization, […]
Ray (Zhibai) Chen is Quantitative Research Analyst in the Investment Team at Innealta Capital. He provides quantitative support to the investment committee for the ongoing execution and enhancement of the firm’s investment methodology and portfolio management. Prior to joining Innealta Capital, Ray worked as an investment analyst with Merrill Lynch Wealth Management in Houston, where […]
As a member of the research team Chris Quigley conducts fundamental research and analysis. He is responsible for generating new investment ideas and maintains company, industry and macroeconomic models. Additionally, he is a regular contributor to the firm’s market commentary and newsletter. Chris earned his B.A. degree in Economics from the University of Southern California […]
Elizabeth Willmore serves as Chief Compliance Officer and has been with AFAM Capital since May 2012. Elizabeth is responsible for administering the Compliance and Risk Management programs for the firm. Prior to joining the firm, she served as Chief Compliance Officer at Presidio Financial Services, Inc. in San Antonio, Texas for eight years. She spent four […]
Natalie Weiss joined AFAM Capital in 2008 and is Controller/Human Resources Director/AVP in the California office. She is responsible for oversight of the firm’s accounting, financial reporting and human resources functions. Prior to joining AFAM Capital, Natalie worked as an accounting manager for an advertising firm in Las Vegas, Nevada and prior to that as […]
Chris Creed, CFP®, Vice President, Private Client Business Development Director, joined AFAM Capital in July 2013. Having twenty one years of experience in both retail brokerage, as well as asset management, Mr. Creed brings a unique perspective to the role. For the seven years prior to joining AFAM, he was Regional VP, Southeast for Fisher […]
Cynthia Mendoza joined AFAM Capital in July 2012. With several promotions over the years, she currently serves as Vice President responsible for the Company’s Operations. She is responsible for Client Services, Tech & Infrastructure, Databases & Reporting, Vendor Management and Trading Operations. Cynthia designed and manages the InternAFAM Program, which has included over a dozen […]
Talia serves as Marketing Director and joined AFAM capital in July of 2014. Her role is to share the AFAM story with potential clients, advisors, and shareholders, and manage The Prudent Speculator newsletter. This includes managing the firm’s online presence and sharing valuable content with interested parties. Talia graduated from Texas Tech University with a […]
Joe Niehaus serves as a Regional Director at Innealta Capital. Joe joined AFAM Capital in January 2014 and served as a Trading Associate, where he supported the Trading department and Investment Teams, working closely with vendors and partners to reinforce the trading platform. Prior to joining AFAM, Joe was an Analyst at Patterson & Associates, an investment […]
Heather Solis serves as Senior Operations Associate and joined AFAM Capital in September of 2014. She assists the Operations Team by managing and executing new account workflows and maintenance workflows for private clients, dual contract and platform relationships. As an Operations Associate, she focuses on managing internal and external communications in order to deliver high-quality client […]
Andrew J. Miller joined AFAM Capital in August of 2015 as an Operations Associate. He assists the operations team by managing and executing new account workflows and maintenance workflows for private clients, dual contract and platform relationships. As an Operations Associate, he focuses on managing internal and external communications in order to deliver high-quality client […]
