Our Team

We are experienced.

Our portfolio management team averages approximately 25 years of experience in the investment industry and has an average tenure with us of over 15 years.

We are a team.

We believe in a team approach that harnesses the power of the computer, our proprietary investment model and real people. We are not a black box run solely by computer power. We use the investment experience of our entire team to create alpha.

We attract talent.

Many of our employees have moved to Alaska to be part of our firm. Our employees are drawn from all over the United States and around the world, including India and China.

Robert B. Gillam

Chief Executive Officer

Robert A. Gillam, CFA

Chief Investment Officer and President

Quantitative Research

John B. Guerard Jr., Ph.D.

Director of Quantitative Research

M. Sundaram Chettiappan, CFA

Senior Quantitative Research Analyst

Kenneth P. Lenhart

Quantitative Research Analyst

Xi (Lexi) Wang

Quantitative Research Analyst

Ziwei (Elaine) Wang

Quantitative Research Analyst

Qualitative Research

David J. Talbot

Director of Investments and Qualitative Research Analyst

Flora J. Kim

Qualitative Research Analyst

Shierley Widjaja, CFA

Qualitative Research Associate

Portfolio Management

Robert B. Gillam

Chief Executive Officer

Robert A. Gillam, CFA

Chief Investment Officer and President

Martino M. Boffa, CFA

Director of Investments, Alternative Structures

Gregory S. Samorajski, CFA

Director of Investments, Portfolio Manager

M. Forrest Badgley, CFA

Portfolio Manager

F. Paul Hanson, CFA

Portfolio Manager

Sheldon J. Lien, CFA

Portfolio Manager

Brandon S. Rinner, CFA

Portfolio Manager

Trading

Joseph J. Dobrzynski

Head Trader

Claudia M. Jackson

Trader

Jeremy B. Lobb

Trader

Brian D. Tillotson

Trader

Marketing & Client Services

Steven M. Herbert, CFA

Director of Institutional Marketing

Jeffrey B. Patterson, CIMA

Director of Institutional Marketing

John D. Reynolds

Director of Institutional Marketing and Consultant Relations

Alexander H. Slivka

Director of Institutional Marketing

Leona Yang, CFA

Relationship Manager

Executive Management

Robert B. Gillam

Chief Executive Officer

Robert A. Gillam

Chief Investment Officer and President

Denali Kemppel

Chief Operating Officer

Deborah A. Lamb, CSCP

Chief Compliance Officer

JL McCarrey, III

General Counsel

Diane Wilke

Executive Management Officer