OUR TEAM

PRESIDENT & CIO MESSAGE TO INVESTORS

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Our mission is to understand what drives stock returns better than anyone, and to use this knowledge to generate superior long-term risk-adjusted returns for our clients.

ROBERT SNIGAROFF

  • Robert Snigaroff, Ph.D. President and CIO

    Mr. Snigaroff co-founded Denali Advisors in 2001. He heads the portfolio management, research, business management efforts, and Denali’s Investment Committee.

  • Mike Munson, CFA SVP, Portfolio Manager and Trading

    Mr. Munson co-founded Denali Advisors in 2001. He manages portfolio implementation, special situations, and rebalancing to ensure insights from Denali’s quantitative process are captured and clients guidelines followed.

  • John “Bert” Cuthbertson, Ph.D., CFA Director of Research

    John Cuthbertson PhD., joined Denali in 2012. As Director of Research he manages Denali Advisors’ stock models and integrates with portfolio management. Since joining Denali Advisors he has worked to extend Denali’s investment philosophy and process to new sectors of the U.S. and International equity markets.

  • Robert A. Gillam, CFA Chief Investment Officer, Growth Equities

    Mr. Gillam joined the team in 1993. As Chief Investment Officer of Growth Equities, he oversees portfolio implementation and rebalancing for Denali’s growth strategies to ensure insights from the firm’s quantitative process are captured and client guidelines followed.

  • Rachel Tyndall, CFA Portfolio Manager & Trading

    Ms. Tyndall joined Denali Advisors in 2013. She is a portfolio manager who works on portfolio implementation and rebalancing, special situations, and trading. She is also involved in various model and other research projects.

  • Kenneth Lenhart Portfolio Manager, Director of Data Science

    Mr. Lenhart joined the team in 2011. He is responsible for portfolio management and oversees the firm’s data science capabilities, including data sourcing and ingestion, statistical learning methods, quantitative model research and dashboard development.

  • Grant McGregor Portfolio Manager

    Mr. McGregor joined the team in 2011. He is responsible for portfolio management, research and qualitative analysis, with a focus on growth and income strategies.

  • Claudia Jackson Head Trader

    Ms. Jackson joined the team in 2006. She manages Denali’s trading desk and is responsible for equity and FX execution across the firm’s value, growth and income strategies, with the goal of achieving best execution with minimal implementation shortfall for clients.

  • Fatchi “FC” Cheng, Ph.D., CFA Senior Research Analyst

    Fatchi Cheng joined Denali in 2017. He aids in Denali’s research effort, including researching quantitative factors for consideration in Denali’s models, attribution analysis, and development of Denali’s software infrastructure.

  • Seok Joon “John” Byun Jr. Research Analyst

    John joined Denali Advisors in 2018. His responsibilities include researching and constructing components involved in factor models, forecasting, asset pricing theory, and assisting in the exploration and implementation of new quantitative factors for use in Denali’s investment process.

  • Deborah Lamb, CFE, CSCP, CIFD Chief Compliance Officer

    Ms. Lamb joined the team in 2016. She oversees the firm’s compliance, legal and risk functions, and has more than four decades of significant industry and compliance experience in the investment advisory, broker-dealer, and fund management fields.

  • Adam Fagan Director of Investment Operations

    Mr. Fagan joined the team in 2005. He manages the firm’s departments in relation to Investment Operations, Portfolio Accounting, Fund Administration, Account Services, and Data Management.

  • Darci Irvin Investment Operations Manager

    Mrs. Irvin joined Denali in 2017. She manages the firm’s operations and back-office functions, including trade settlement, portfolio accounting, and custodial relations. She also manages client account data and client reporting.

  • David Burdick Manager of Information Technology

    Mr. Burdick joined the team in 1996. He oversees technology across the firm, with responsibility for cybersecurity, data management and IT infrastructure.

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