Meet the Jamiel Financial Advisors, LLC, Investment Management Team
Rob Brown, PhD, CFA
OCIO Team Leader, Chief Investment Strategist
- 35+ years’ experience – Chief Investment Officer, portfolio manager, ultra-high-net worth investment consultant, and working closely with financial planners
- PhD and MA – Northwestern University, Evanston
- MA – University of Maryland, College Park
- Editorial Board Member:
- Journal of Investing, Journal of Finance and Market, and International Journal of Economics
- Publications:
- Journal of Derivatives and Hedge Funds, Journal of Investing, Journal of Investment
Consulting, Journal of Beta Investment Strategies, Pensions & Investments, London Financial Times,
Financial Markets and Portfolio Management, Financial Planning, Journal of Wealth Management, Journal of Financial Planning, and others
- Journal of Derivatives and Hedge Funds, Journal of Investing, Journal of Investment
- Past experience:
- Chief Investment Officer – at Integrated Financial Partners, United Capital, Arizona Public Safety Personal Retirement System, and Genworth Financial
- Prior Managing Director – at Envestnet/PMC and SEI Investments
Bo Wang, PhD, CFA
Research Analyst
- 5 years’ experience – Portfolio manager and investment researcher
- PhD – Boston College, Boston
- MS – Renmin University, Beijing
- Publications:
- Journal of Econometrics
- Special expertise in the areas of quantitative finance, macroeconomics, and statistical techniques
Brian Moran, CRCP
Chief Compliance Officer
- 35+ years’ experience – Compliance
- MBA – University of Pennsylvania – Wharton School, Philadelphia, PA
- Past experience:
- US Commodity Futures Trading Commission
- New York Stock Exchange Surveillance Division
- US Securities & Exchange Commission – Division of Investment Management and OCIE
- FINRA license series 7, 24, 27, 63, 65, 79 and 99
- Special expertise in the areas of securities law, regulatory risk, business risk, AML/BSA, business continuity, and audit
Henry Ma, PhD, CFA
President and Chief Investment Officer
- 25+ years’ experience – Chief Investment Officer, portfolio manager, and investment researcher
- PhD – Boston University, Boston
- MA – Peking University, Beijing
- Past experience:
- Global Macro Hedge Fund Manager – Geode Capital Management
- Director of Financial Engineering and Quantitative Research – Loomis Sayles
- Direct of Quantitative Research – Fortis Investments
- Portfolio Manager and Fixed Income Strategist – Sun Life Financial
- Investment Officer – John Hancock Financial Services
- Special expertise in the areas of quantitative investing, risk management, structured finance, and derivative strategies
Liam Flaherty
Trading and Operations
- 5+ years’ experience – Portfolio manager and investment researcher
- BS – Babson College, Wellesley
- Special expertise in the areas of option overlay strategies, financial simulation, and the valuation of risky securities
Jeff Megar, CFA
Investment Committee Member
- 25+ years’ experience – Portfolio manager and investment researcher
- MBA – Northeastern University, Boston
- Past experience:
- Senior Vice President – F-Squared Investments
- Senior Portfolio Manager – State Street Global Advisors
- Senior Portfolio Manager – Fortis Investments
- Portfolio Manager – Cypress Tree Investment Management
- Special expertise in the areas of high yield bonds, structured credit, and leveraged loans