Team

• Thomas D. Stevens, CFA
  Chairman, Principal

  Thomas D. Stevens

  

  BBA University of Wisconsin 1974
  MBA University of Wisconsin 1976

  2002 - Present	Los Angeles Capital Management
  1986 - 2002	Wilshire Asset Management
  1980 - 1986	Wilshire Associates
  1976 - 1980	National Bank of Detroit

  
  

  As L.A. Capital's Chairman, Tom is responsible for setting the firm's strategic goals and developing the firm's research, portfolio management, trading, administrative and client service resources. Tom is also an integral member of the firm's portfolio management team. Prior to co-founding L.A. Capital, Tom was a senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980 and for six years directed its Equity Division, overseeing the delivery of the Equity and Index Fund Management Services and working on a retainer basis with over 120 investment organizations. In 1986, he assumed responsibility for Wilshire Asset Management and for the next 16 years headed that division.

  Prior to joining Wilshire, Tom worked for the National Bank of Detroit as a portfolio manager and was primarily responsible for major pension fund client relationships.

• Hal W. Reynolds, CFA
  Chief Investment Officer, Principal

  Hal W. Reynolds

  

  BA University of Virginia 1980
  MBA University of Pittsburgh 1982

  2002 - Present	Los Angeles Capital Management
  1998 - 2002	Wilshire Asset Management
  1989 - 1998	Wilshire Associates
  1982 - 1989	Mellon Bank

  
  

  As Chief Investment Officer, Hal oversees the firm's investment process and works closely with the Director of Research to enhance all elements of the stock selection, portfolio construction, and trading process. Prior to co-founding L.A. Capital, Hal was a managing director and principal at Wilshire Associates. Hal joined the consulting division of Wilshire Associates in 1989 where he served as a senior consultant to large ERISA plans. He also designed the Wilshire Compass, Wilshire's asset allocation and manager optimization technology for plan sponsors. In 1996 Hal began consulting to Wilshire Asset Management where he helped develop Los Angeles Capital Management's Dynamic Alpha Stock Selection Model^sm and other quantitative long/short applications for Wilshire Asset Management. In 1998, he joined Wilshire Asset Management as the Chief Investment Officer.

  Prior to joining Wilshire, Hal was Vice President with Mellon Bank where he was responsible for the design and management of Mellon's portfolio analysis product for plan sponsors.

• David R. Borger, CFA
  Director of Research, Principal

  David R. Borger

  

  BA Wittenberg University 1970
  MA University of Michigan 1975
  MBA University of Michigan 1977

  2002 - Present	Los Angeles Capital Management
  1986 - 2002	Wilshire Asset Management
  1977 - 1986	National Bank of Detroit

  
  

  As Director of Research, Dave is a key member of the firm's portfolio management team and is responsible for the development and management of Los Angeles Capital Management's Dynamic Alpha Stock Selection Model^sm, the firm's proprietary stock selection model. Dave initially designed the Dynamic Alpha Stock Selection Model^sm in 1996 after nineteen years of quantitative equity management experience. Prior to co-founding L.A. Capital, Dave was a managing director and principal at Wilshire Associates. During his years as Wilshire Asset Management's Director of Research, Dave developed both Wilshire's Style Metric model and one of the industry's first style based portfolio management products. Dave and Tom have worked closely together in both product development and asset management for twenty-five years.

  Prior to joining Wilshire, Dave was head of Quantitative Investment Methods and manager of the Equity Index Fund for the Trust Division at the National Bank of Detroit. He also taught Investments and Portfolio Management in the MBA program at the University of Detroit.

• Stuart K. Matsuda
  Director of Trading, Principal

  Stuart K. Matsuda

  

  BBA University of Hawaii 1986
  MBA California State University Northridge 1990

  2002 - Present	Los Angeles Capital Management
  1992 - 2002	Wilshire Asset Management
  1987 - 1991	Wilshire Associates

  
  

  As Director of Trading, Stuart manages all equity trading activity and is a key member of the portfolio management team. He is responsible for the design and implementation of efficient, low cost program trading strategies and rigorous post trade evaluation analyses. Prior to co-founding L.A. Capital, Stuart was a vice president and principal at Wilshire Associates where he also served as Wilshire Asset Management's Director of Trading. Stuart has worked closely with Tom and/or Dave since 1987.

  Before joining the Asset Management Division, Stuart spent four years as a consultant in Wilshire's Equity Management Services Division assisting institutional and corporate clientele in the development of customized solutions to equity portfolio management problems.

• Daniel E. Allen, CFA
  Director of Global Equities, Principal

  Daniel E. Allen

  

  BBA Pacific Lutheran University 1982
  MBA University of Chicago Booth School of Business 1991

  1993 - 2009	Wilshire Associates
  1991 - 1993	Asset Strategy Consulting
  1983 - 1989	Wilshire Associates

  
  

  As Director of Global Equities, Mr. Allen is responsible for developing global equity applications for clients and is a member of the portfolio management team and the firm's Investment Committee. Mr. Allen works with clients on managing their portfolios and assisting in setting the strategic direction for the firm internationally.

  Prior to joining L.A. Capital, Mr. Allen was a Senior Managing Director and Board member of Wilshire Associates. For more than two decades, Mr. Allen held senior positions at Wilshire. Mr. Allen began in the Equity Management Division and worked with several members of the L.A. Capital team. Mr. Allen assisted 100+ institutional money managers in applying risk models, performance attribution and portfolio optimization techniques to their equity portfolios. Mr. Allen returned to Wilshire's Consulting Division to advise international investors and to head the firm's international manager research. In 1998, Mr. Allen moved to Europe and spent the next decade leading Wilshire's Private Markets Group asset management activities in the region. In this capacity, he was responsible for sourcing and evaluating private equity opportunities while serving on the Global Investment Committee. Mr. Allen returned to Los Angeles in 2008 as a Management Committee member of the Private Markets Group. Mr. Allen joined LA Capital in 2009.

• David R. Borger, CFA
  Director of Research, Principal

  David R. Borger

  

  BA Wittenberg University 1970
  MA University of Michigan 1975
  MBA University of Michigan 1977

  2002 - Present	Los Angeles Capital Management
  1986 - 2002	Wilshire Asset Management
  1977 - 1986	National Bank of Detroit

  
  

  As Director of Research, Dave is a key member of the firm's portfolio management team and is responsible for the development and management of Los Angeles Capital Management's Dynamic Alpha Stock Selection Model^sm, the firm's proprietary stock selection model. Dave initially designed the Dynamic Alpha Stock Selection Model^sm in 1996 after nineteen years of quantitative equity management experience. Prior to co-founding L.A. Capital, Dave was a managing director and principal at Wilshire Associates. During his years as Wilshire Asset Management's Director of Research, Dave developed both Wilshire's Style Metric model and one of the industry's first style based portfolio management products. Dave and Tom have worked closely together in both product development and asset management for twenty-five years.

  Prior to joining Wilshire, Dave was head of Quantitative Investment Methods and manager of the Equity Index Fund for the Trust Division at the National Bank of Detroit. He also taught Investments and Portfolio Management in the MBA program at the University of Detroit.

• Dan M. Dement, CFA, CAIA
  Director of Model Development, Principal

  Dan M. Dement

  

  
  BBA Texas State University 1996
  MBA University of Southern California 2001

  2005 - Present	Los Angeles Capital Management
  1999 - 2005	First Quadrant, LP
  1998 - 1999	401(k) Investment Services, Inc.
  1997 - 1998	IKON Corporation

  
  

  Dan joined Los Angeles Capital Management in April of 2005. His specific focus is the construction and oversight of the firm's international equity strategies, in compliment to our domestic product offerings. Dan brings a level of knowledge and expertise which benefits the firm in its product development activities.

  Formerly, Dan spent almost six years with First Quadrant, LP. As a research associate in the equity group at First Quadrant, Dan focused on asset-specific and industry modeling, factor research, and portfolio construction for US and international long-only and market-neutral strategies. He has developed broad investment knowledge through former roles in accounting as well as in equity, credit, and quantitative research. Dan is a member of the Los Angeles Society of Financial Analysts, the CFA Institute, from which he received the CFA Charter in 2002, and the CAIA Association, from which he received the Chartered Alternative Investment Analyst designation in 2008.

• Bradford J. Rowe, CFA
  Director of Factor Research, Principal

  Bradford J. Rowe

  

  BS New York University 1999
  MBA University of Wisconsin 2007

  2007 - Present	Los Angeles Capital Management
  1999 - 2005	Site Analytics

  
  

  Brad currently assists Tom, Hal, and Dave with L.A. Capital's research efforts. His responsibilities include factor research, evaluation of model performance, and data management. Brad is involved in evaluating the efficacy of factors currently used in the model as well as researching new factor ideas that might be considered in the future.

  At the University of Wisconsin, Brad was a member of the Applied Securities Analysis Program.

• Edward Rackham, PhD
  Director of Risk Management

  Edward Rackham

  

  MChem University of Oxford 2000
  PhD University of Oxford 2004

  2011 - Present	Los Angeles Capital Management
  2005 - 2011	Wilshire Associates

  
  

  As Director of Risk Management, Ed's role is to further quantify and control the myriad risks our portfolios confront. He interacts closely with the Portfolio Management, Research, Trading and Operations teams.

  Prior to joining LA Capital, Ed spent six years at Wilshire Associates, most recently as the Head of Research and Development of their Equity Analytics Group. Previously, Dr. Rackham was an instructor in Mathematics and Physical Chemistry at Oxford University, where he also earned his doctorate.

• Dinah Chowayou
  Research Associate, Principal

  Dinah Chowayou

  

  BS University of the Philippines 1999
  ME Cornell University 2005

  2007 - Present	Los Angeles Capital Management
  2005 - 2007	Deloitte Tax LLP
  1999 - 2004	Wilshire Associates

  
  

  Dinah currently assists Tom, Hal, and Dave with L.A. Capital's research efforts. She is responsible for portfolio optimizations, testing strategies and assists in monitoring portfolio performance. She also works closely with the IT and Portfolio Management departments.

• Charles Fann, CFA
  Research Associate, Principal

  Charles Fann

  

  BS Computer Science & Engineering, University of California, Los Angeles 2002

  2004 - Present	Los Angeles Capital Management
  2002 - 2004	S1 Corporation

  
  

  Charles joined Los Angeles Capital Management in December of 2004. Charles currently assists Hal and Dave in the development and research of L.A. Capital's forecasting model. In addition, Charles develops analytical tools for L.A. Capital's enterprise system.

  Prior to joining L.A. Capital, Charles worked as a Software Developer at S1 Corporation.

• Fanesca C. Young, PhD
  Research Associate, Principal

  Fanesca C. Young

  

  BA University of Virginia 2001
  MA Columbia University 2003
  MPhil Columbia University 2005
  PhD Columbia University 2005

  2008 - Present	Los Angeles Capital Management
  2005 - 2007	Amgen Incorporated

  
  

  Fanesca joined Los Angeles Capital Management in 2008 and brought with her knowledge in a wide range of statistical methodologies. At Los Angeles Capital Management, she is responsible for conducting statistical research to enhance the firm's quantitative strategies. In the past, Fanesca has worked with the firm as a consultant in the development and implementation of a robust missing data algorithm. Fanesca has completed the second level of the CFA program.

• Anthony S. Arefian, CFA
  Research Associate

  Anthony S. Arefian

  

  BS University of Southern California 2002
  MBA UCLA Anderson School of Mgmt 2010

  2010 - Present	Los Angeles Capital Management
  2004 - 2008	IFC Advisory
  2003 - 2004	Bank of the West

  
  

  Anthony joined Los Angeles Capital Management in July 2010 as a member of the Research group. He joined the firm after interning during the summer of 2009 and completing his MBA at UCLA Anderson. He assists with LA Capital's research efforts and is currently supporting Brad in the area of factor research and with the development of a global equity strategy. Anthony is a member of the CFA Society of Los Angeles and the CFA Institute, from which he received the CFA Charter in 2008.

• Yuan Ding
  Research Associate

  Yuan Ding

  

  BS Southeast University, China 2005
  MA Indiana University 2007
  MS University of Wisconsin 2009

  2009 - Present

  Los Angeles Capital Management

  
  

  Yuan joined Los Angeles Capital Management's research group in October of 2009. Yuan currently assists Tom, Hal, and Dave with L.A. Capital's research efforts. She is responsible for portfolio optimizations, testing strategies and assists in monitoring portfolio performance. She also works closely with the Portfolio Management and IT departments.

  Previously, Yuan worked as a research assistant and contributed to several academic publications while obtaining her degree. She developed her research abilities in a wide range of quantitative finance, econometrics, and statistical analysis during her advanced study.

• Justin Ceglar
  Research Associate

  Justin Ceglar

  

  BS University of Southern California 2003
  MSFE Claremont Graduate University 2009

  2008 - Present	Los Angeles Capital Management
  2007 - 2008	Tuco Trading
  2004 - 2007	JB Ceglar Capital

  
  

  Justin assists with L.A. Capital's research efforts. In particular, he assists Dan in the construction of the firm's international equity strategies. Justin also is involved with the firm's currency hedging research.

  Previously, Justin worked as a currency trader, where he was exposed to different quantitative analysis tools. This led him to pursue a Masters in Financial Engineering, and eventually a career in quantitative research. Justin has completed the first level of the CFA program.

• Edwin C. H. Ek
  Research Associate

  Edwin C. H. Ek

  BA Franklin & Marshall College 1983

  2007 - Present	Los Angeles Capital Management
  1994 - 2007	Rhumbline Advisors
  1986 - 1994	Wilshire Associates

  
  

  Edwin assists in all areas of risk management for the firm. He works closely with the Operations, Trading and Portfolio Management teams. Prior to joining L.A. Captial, Ed was Chief Investment Officer of Rhumbline Advisors where he was responsible for all aspects of their quantitative investment process. From 1986 until 1994 Ed was a senior member of the analytics team at Wilshire Associates where he was responsible for Atlas, Wilshire's equity management and risk modeling software.

• Steve Oetomo
  Director of IT Infrastructure, Principal

  Steve Oetomo

  

  BS California State University, Northridge 1988

  2007 - Present	Los Angeles Capital Management
  1988 - 2007	Wilshire Associates

  
  

  Steve works with Dave Borger in the development of analytical systems which aid in the enhancement of existing models and in the research into new factors and means of factor expression. While at Wilshire, Steve was lead developer for Wilshire's Atlas product, a key component in L.A. Capital's analytic arsenal. He was responsible for the creation of an application programming interface (API) which has been incorporated into L.A. Capital's research platform.

• Michael J. Paschal
  Systems Architect, Principal

  Michael J. Paschal

  

  BS West Coast University 1978

  2002 - Present	Los Angeles Capital Management
  2001 - 2002	Wilshire Asset Management
  1980 - 2001	Software Consultant

  
  

  Michael works with Dave Borger on maintaining the all the proprietary software developed at L.A. Capital. He has primary responsibility for implementing model enhancements and new features to the system and is the key interface for the integration of all external software and hardware services. In addition, Michael is a member of the portfolio review committee.

• Gene Wang
  Senior Applications Developer

  Gene Wang

  

  BS University of California, Los Angeles 2001

  2008 - Present	Los Angeles Capital Management
  2002 - 2008	Long Beach Container Terminal

  
  

  Gene is currently working on integrating 3rd party software into L.A. Capital's operations. His tasks include writing custom middleware to streamline data migration and integration between a diverse set of analytical tools. Gene also assists with developing and designing front-end reporting tools for L.A. Capital's proprietary software system.

• Sora Kim
  Senior Applications Developer & DBA

  Sora Kim

  

  ME Texas A&M University, College Station 1998

  2009 - Present	Los Angeles Capital Management
  2007 - 2009	Nuveen Investments
  1998 - 2007	Wilshire Associates

  
  

  Sora develops real-time trading applications for intraday portfolio and market monitoring. She is also responsible for integrating LA Capital's main execution management system (EMS) to enhance trading decisions. In addition, Sora is currently building a data platform with analytics to support the research team.

  Previously, Sora was responsible for supporting various EMS/OMS financial applications at Nuveen and was a primary database developer for Wilshire's iQuantum product for balanced funds.

• Ernest Saadat
  System and Network Administrator, Principal

  Ernest Saadat

  

  BS Urmia University 1999

  2007 - Present	Los Angeles Capital Management
  2004 - 2005	Rayavaran
  2002 - 2004	Hirbodan EPC

  
  

  Ernest joined Los Angeles Capital Management in June of 2007. He assists Steve with the development and maintenance of L.A. Capital's information technology systems. Ernest ensures the reliability and security of L.A. Capital's data and communications. He also provides IT support for the Trading, Operations, and Research departments.

  Prior to Joining L.A. Capital, Ernest worked as an IT Site Manager for Rayavaran.

• Vincent Setiono
  IT Analyst

  Vincent Setiono

  

  BS California Polytechnic University, Pomona 2008

  2010 - Present	Los Angeles Capital Management
  2008 - 2010	NxSystems DBA NXTV
  2002 - 2008	CalJava International, Inc.

  
  

  Vincent joined Los Angeles Capital Management in March of 2010. He works closely with the Director of IT on the firm's communications and hardware infrastructure. He assists all users with technical issues, deploys and maintains image backup of Trading PCs, and maintains an inventory of all IT assets. Prior to joining L.A. Capital, Vincent worked in the support group for a hospitality IP based VOD company, NxSystems DBA NXTV. Prior to NxSystems, Vincent worked as an IT system admin for CalJava International.

• Stuart K. Matsuda
  Director of Trading, Principal

  Stuart K. Matsuda

  

  BBA Univeristy of Hawaii 1986
  MBA California State University Northridge 1990

  2002 - Present	Los Angeles Capital Management
  1992 - 2002	Wilshire Asset Management
  1987 - 1991	Wilshire Associates

  
  

  As Director of Trading, Stuart manages all equity trading activity and is a key member of the portfolio management team. He is responsible for the design and implementation of efficient, low cost program trading strategies and rigorous post trade evaluation analyses. Prior to co-founding L.A. Capital, Stuart was a vice president and principal at Wilshire Associates where he also served as Wilshire Asset Management's Director of Trading. Stuart has worked closely with Tom and/or Dave since 1987.

  Before joining the Asset Management Division, Stuart spent four years as a consultant in Wilshire's Equity Management Services Division assisting institutional and corporate clientele in the development of customized solutions to equity portfolio management problems.

• Christine M. Kugler
  Director of Implementation, Principal

  Christine M. Kugler

  

  BA University of California, Santa Barbara 1993

  2002 - Present	Los Angeles Capital Management
  1993 - 2002	Wilshire Asset Management

  
  

  As Director of Implementation, Christine oversees all portfolio management and rebalancing activity which includes working closely with the Director of Trading to effectively implement all elements of the trading and portfolio management process. In addition, she coordinates and supervises all portfolio transitions and assets transfers and serves as the chief liaison between our institutional clients and their custodial relationships. Christine was with L.A. Capital at its founding and became a principal in January of 2004. She also serves as a member of the Investment Management Committee.

• Bradley P. Barker, CFA
  Trading Associate, Principal

  Bradley P. Barker

  

  BA University of California, Los Angeles 2003

  2005 - Present

  Los Angeles Capital Management

  
  

  Brad joined Los Angeles Capital Management in March of 2005. He works closely with the portfolio management and trading teams and is involved in all facets of the rebalancing and trading process including portfolio optimization, pre-trade cost and liquidity analysis, trade execution, and post-trade evaluation.

  Previously, Brad worked with L.A. Capital's portfolio operations group where he assisted in account reconciliation, trade affirmation, performance measurement and client report preparation.

• Iman Movahed
  Portfolio Manager Emerging Markets, Principal

  Iman Movahed

  

  BA University of California, Los Angeles 1997
  MA Boston University 2001
  MBA University of California, Los Angeles 2010

  2003 - Present	Los Angeles Capital Management
  2001 - 2003	Wilshire Associates
  1997 - 1998	Summit Advisors, Inc.

  
  

  Iman joined Los Angeles Capital in 2003 and worked for several years in the research department. Currently he is the portfolio manager for the Emerging Markets Fund. Iman was the lead project manager in creating the Emerging Markets quantitative strategy. He is a member of the portfolio review committee.

• Laina Ceddia, CFA
  Portfolio Manager, Principal

  Laina Ceddia

  

  MBA University of San Francisco 2007
  BA Boston College 2005

  2007 - Present	Los Angeles Capital Management
  2006 - 2007	First Republic Investment Management

  
  

  Laina joined LA Capital in June of 2007 as a member of the Portfolio Management group. After interning during the summer of 2006, she joined the firm full time upon completion of her MBA. She assists with all aspects of the portfolio management process including parameter testing, performance attribution, implementation, and monitoring client guidelines and security holdings.

  Prior to joining Los Angeles Capital Management, Laina worked as a Research Assistant in the Investment Management Division of First Republic Bank.

• Kristin Ceglar, CFA
  Portfolio Manager, Principal

  Kristin Ceglar

  

  BA Harvard University 2005

  2005 - Present

  Los Angeles Capital Management

  
  

  As a member of the Portfolio Management group, Kristin assists with all aspects of the portfolio management process including parameter testing, performance attribution, implementation, and monitoring client guidelines and security holdings.

  Previously, Kristin worked with LA Capital's Portfolio Operations group where she assisted in account reconciliation, trade affirmation, performance measurement and client report preparation.

• Daniel Arche
  Portfolio Manager

  Daniel Arche

  

  BA University of Southern California 2006

  2007 - Present	Los Angeles Capital Management
  2006 - 2007	City National Bank

  
  

  As a member of the Portfolio Management group, Daniel assists with all aspects of the portfolio management process including parameter testing, performance attribution, implementation, and monitoring client guidelines and security holdings.

  Previously, Daniel worked in LA Capital's Portfolio Operations group where he assisted in account reconciliation, trade affirmation, performance measurement, and client report preparation.

  Daniel has completed the second level of the CFA program.

• Carin Madden
  Director of Operations, Principal

  Carin Madden

  

  BS Pepperdine University 1996

  2002 - Present	Los Angeles Capital Management
  1999 - 2002	Wilshire Asset Management
  1998 - 1999	Coast Asset Management
  1997 - 1998	Patterson Capital

  
  

  Carin oversees the Operations department whose responsibilities include monitoring the daily activities of portfolio administration such as recording trading activity for accounting purposes, trade settlement oversight, reconciling accounts, client reporting and voting on proxy issues. In addition Carin is responsible for the fund administration and accounting process on all limited partnerships in which L.A. Capital acts as general partner. Carin is also a member of the Portfolio Review Committee.

  Prior to joining Los Angeles Capital Management, Carin worked as a marketing associate for both Coast Asset Management and Patterson Capital.

• Kishore Bandaru
  Operations Manager

  Kishore Bandaru

  

  BS Kean University 1992

  2010 - Present	Los Angeles Capital Management
  2008 - 2010	State Street Corporation
  2006 - 2008	Bank of New York Mellon
  2003 - 2006	Johnson & Johnson
  1999 - 2002	Citigroup

  
  

  Kishore currently works as an Operations Manager reporting to Carin Madden. He is responsible for account reconciliation, conversions, and voting on corporate actions. He also works closely with Portfolio Management and Trading.

• Joseph Garcia
  Operations Analyst

  Joseph Garcia

  

  BS San Diego State University 2008

  2008 - Present

  Los Angeles Capital Management

  
  

  Joseph joined Los Angeles Capital Management in July of 2008. He assists in all facets of the operations process including account reconciliation, trade affirmation, performance measurement, and client report preparation.

• Steven Chew
  Operations Analyst

  Steven Chew

  

  BS UCLA 2010

  2010 - Present

  Los Angeles Capital Management

  
  

  Steven joined Los Angeles Capital Management in September of 2010. He assists in all facets of the operations process including account reconciliation, trade affirmation, performance measurement, and client report preparation.

• Tanvi Kacheria
  Operations Analyst

  Tanvi Kacheria

  BS USC 2010

  2011 - Present

  Los Angeles Capital Management

  
  

  Tanvi joined LA Capital in July, 2011. She assists in all facets of the operations process including account reconciliation, trade affirmation, performance measurement, and client report preparation.

• Jennifer Reynolds, IACCP^sm
  Controller and CCO, Principal

  Jennifer Reynolds

  

  BS Pepperdine University 2000

  2002 - Present	Los Angeles Capital Management
  2001 - 2002	Wilshire Asset Management
  2000 - 2001	City National Bank

  
  

  As Chief Compliance Officer, Jennifer is responsible for and oversees all firm compliance functions. Jennifer also serves as the firm's Controller and is responsible for all accounts payable, accounts receivable, budgeting and financial planning. Jennifer also oversees performance measurement, and composite construction and maintenance.

  Prior to joining Los Angeles Capital Management, Jennifer worked as a Trust Officer in the Investment Division of City National Bank. Jennifer received the Investment Advisor Certified Compliance Professional designation from the joint NRS-IAA program in 2008.

• Shannon Joyce
  Compliance Associate

  Shannon Joyce

  

  MBA and MSM Wilmington University 2008
  BA Clark University 2004

  2010 - Present	Los Angeles Capital Management
  2005 - 2010	PNC Global Investment Servicing (f/k/a PFPC, Inc.)

  
  

  Shannon joined Los Angeles Capital Management in February 2010, as a Compliance Associate working directly with Jennifer Reynolds, the Chief Compliance Officer, on all compliance related matters.

  Prior to joining Los Angeles Capital Management, Shannon worked in the Transfer Agency line of business for PNC Global Investment Servicing. She worked in the Regulatory Management department, which ensured line of business compliance, developed and implemented regulatory service offerings for investment company clients and prepared various client and executive management presentations and reports.

• Charles T. Morris, CFA
  Managing Director

  Charles T. Morris

  

  BA Boston College 1978
  MSc The London School of Economics 1979

  2007 - Present	Los Angeles Capital Management
  1999 - 2007	Citigroup Investment Research
  1988 - 1999	I/B/E/S, Inc.
  1985 - 1988	The First Boson Corporation
  1982 - 1985	Swiss Bank Corporation

  
  

  Chuck is a marketing officer for L.A. Capital Management, covering the north-eastern part of the United States as well as Europe. He also shares responsibility for calling on the pension consultant community. As a marketing officer for the firm, Chuck not only serves as a primary contact for clients and prospects but also interacts with the research, trading and operations teams.

  Prior to joining L.A. Capital, Chuck was head of marketing for the Global Quantitative Research unit of Citigroup Investment Research. He was responsible for presenting the group's risk and stock selection models to a client base of money managers, plan sponsors and public funds. While at I/B/E/S, Inc., Mr. Morris was a senior sales executive, substantially increasing the firm's penetration in the New England region. He was also an integral part of the product development and marketing activities of the firm.

  Prior to becoming a sales executive, Chuck worked as a quantitative analyst at First Boston and a credit analyst at Swiss Bank Corporation.

• Lara Lundstrom Clarke
  Managing Director

  Lara Lundstrom Clarke

  

  BS Pennsylvania State University 1999

  2008 - Present	Los Angeles Capital Management
  2006 - 2008	Starmine Corporation
  2005 - 2006	Tiburon Research Group
  1999 - 2004	Thomson Financial

  
  

  Lara is the west coast marketing director for Los Angeles Capital Management, covering the southern and western United States. She is responsible for business development with institutional investors including public and corporate pension plans, foundations and endowments, as well as investment consultants.

  Prior to joining L.A. Capital, Lara was in sales and account management for StarMine Corporation, a quantitative equity analytics company. She was responsible for developing and growing business to the investment management community on the west coast. While at Tiburon Research Group, Lara was the Director of Operations and Business Development for the boutique, independent equity research firm.

  Prior to TRG, Lara was at Thomson Financial (formerly Baseline) for over 5 years, focusing on equity analytics and portfolio analysis.