Michael Cagney
Michael CagneyChief Investment Officer
  • 20 years of industry experience
  • Founder of Wells Fargo proprietary trading group
  • Navigated through Asian FX and 2008 crises, Russian Default
  • MS Management, Stanford University (Sloan Fellow)
  • MS in Applied Econ & BA in Econ, Univ of California Santa Cruz
Michael Dooley, PhD
Michael Dooley, PhDChief Economist
  • 43 years of industry experience
  • US Fed Reserve, IMF, Deutsche Bank economist
  • Current advisor to several governments and central banks
  • PhD Econ, Penn State University
  • MA Econ, Univ of Delaware
  • BS Econ, Duquesne University
Kenneth Chan
Kenneth ChanCFO & Compliance Officer
  • 17 years of accounting/tax experience
  • IRS, CCH Computax (Wolters Kluwer) tax accountant
  • MBA, Univ of San Francisco
  • JD, Golden Gate University
  • BA Econ, Univ of California Berkeley
Bill White
Bill WhitePortfolio Manager
  • 20+ years of industry experience
  • Head of equity, options, fixed income trading at Morgan Stanley Online San Francisco office
  • Various leadership roles at ReFlow and Forward Management
Chris Borjon
Chris BorjonPortfolio Manager
  • 20 years of investment management experience
  • Former head of Wells Fargo’s municipal derivatives sales & trading
  • Bank of America fixed income derivatives trader, responsible for non-LIBOR indexed derivatives
Evan Smith
Evan SmithDirector of Research
  • Obtained PhD in Economics at UC Santa Cruz
  • Earned Masters in International Economics from UC Santa Cruz
  • BA in Economics from UC Santa Barbara


Michael Karlsson
Michael KarlssonOperations Analyst
  • 11 years of operations experience
  • Trader at Kaupthing Bank and Pantera Capital
  • MS Finance, Golden Gate University
  • BS Business & Econ, Växjö University