Leadership

Partner, Chief Financial Officer

Joel is known for getting it done. He brings over 20 years of experience in investment operations, portfolio management, securities accounting and back office processing, having overseen the investment operations of one of the US’ largest insurers prior to First Quadrant.

Partner, Chairman

Max’s thought-provoking style – carefully cultivating intellectual friction alongside truly constructive engagement – has made it possible for a group of talented, spirited individuals to come together and thrive as a team.

Managing Director, General Manager

Ray has an unparalleled ability to bring a strategic vision from discussion to reality as our General Manager. Having held leadership roles in several prominent organizations, she brings a strong commitment to cross-functional alignment, coordination, and communication.

Managing Director, Head of Business Development

Earl’s extensive experience working with investors spans decades in various roles within client service and business development. Combined with a curious and open-minded nature, his insights are consistently sought after by his peers and colleagues, both inside and outside of the firm.

Partner, Co-Chief Investment Officer

Colleagues describe Jeppe as a model of “constructive engagement,” always challenging himself and others to question assumptions and resist the easy answers, while working constructively with them to find the best solutions.

Partner, Chief Investment Strategist

Dori is a consummate communicator. With a deep and broad knowledge of the markets, and a physicist’s ability to boil complex issues down to their critical elements, Dori is a trusted source of advice both within and outside the company.

Partner, Investments

“The most knowledgeable person I’ve ever met when it comes to truly understanding long-term market history,” one colleague says of Ed, an interesting view given his early career as a true quant’s quant, writing books on fractal analysis, chaos theory and complexity theory.

Partner, Co-Chief Investment Officer

Jia represents the best of what can happen when you blend the thoughtful, careful, skeptical eye of an academic with the practical, goal-driven will of an entrepreneur.

Relationship Management

Managing Director, Head of Business Development

Earl’s extensive experience working with investors spans decades in various roles within client service and business development. Combined with a curious and open-minded nature, his insights are consistently sought after by his peers and colleagues, both inside and outside of the firm.

Associate Director, Relationship Management

Excellent client service boils down to getting the details right. Lisa knows the ins and outs of our client service operations, having held roles that span accounting to back office and trading.

Director, Marketing & Consultant Relations

Andy’s knowledge and drive make him instrumental to First Quadrant's relationship management team. With over two decades of experience, he understands what it takes to foster trusted consultant relationships. 

Director, Marketing & Client Relations

With a consultative approach, Brian works to enhance value for institutional investors through meaningful and engaging relationships. His thoughtful, measured, and intelligent approach helps him develop trusted partnerships that are at the core of helping investors solve their investment needs. 

Director, Relationship Management

Clients appreciate working with someone who has sat in their seat before. Having previously held the role as head of investments at a Fortune 500 company, Susan understands very well the challenges and needs of our clients.

Investments

Partner, Chairman

Max’s thought-provoking style – carefully cultivating intellectual friction alongside truly constructive engagement – has made it possible for a group of talented, spirited individuals to come together and thrive as a team.

Partner, Co-Chief Investment Officer

Colleagues describe Jeppe as a model of “constructive engagement,” always challenging himself and others to question assumptions and resist the easy answers, while working constructively with them to find the best solutions.

Partner, Chief Investment Strategist

Dori is a consummate communicator. With a deep and broad knowledge of the markets, and a physicist’s ability to boil complex issues down to their critical elements, Dori is a trusted source of advice both within and outside the company.

Partner, Investments

“The most knowledgeable person I’ve ever met when it comes to truly understanding long-term market history,” one colleague says of Ed, an interesting view given his early career as a true quant’s quant, writing books on fractal analysis, chaos theory and complexity theory.

Partner, Co-Chief Investment Officer

Jia represents the best of what can happen when you blend the thoughtful, careful, skeptical eye of an academic with the practical, goal-driven will of an entrepreneur.