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President

 

 

Kenneth N. Hightower, PhD, CFA Director, Quantitative Research and Risk Management.

Ken is a senior analyst on the Quantitative Research and Risk Management team.

 

Vice President

 

Randy O’Toole is a Senior Quantitative Analyst at Federated Investors where he focuses on global macro strategies and risk modeling. He has 17 years of experience in the asset management industry. Prior to joining Federated in 2008, he worked for the Structured Equities Group at AIG Investments (now PineBridge Investments) where he was responsible for developing and managing quantitative asset allocation products. Randy has also worked at Barclays Global Investors (now Blackrock) in the Advanced Strategies and Research Group where he helped develop global asset allocation products, as well as Thomson Portfolio Analytics (formerly Vestek) as a Senior Quantitative Analyst where he worked primarily on factor risk models. He has a BA in Economics from the University of Washington and an MA in Economics from the University of California, Los Angeles. Randy is a CFA charterholder and serves on the editorial board of the Journal of Asset Management.

 

Secretary

 

 

Erin Gibbs is Equity Chief Investment Officer of Standard & Poor’s Investment Advisory Services (SPIAS) as well as Vice President of Equity Models Management for S&P Capital IQ. Erin oversees all equity active portfolio strategies, which include both North American and International jurisdictions. Strategies focus on risk-adjusted returns, attempting to maximize returns while minimizing volatility. Erin is also responsible for developing the equity advisory business and quantitative portfolio research globally. Erin has been with S&P Capital IQ since 2006 and has over 15 years of experience in quantitative equity research and investment management. Erin’s prior roles include positions at Liberty Ridge Capital, Citigroup, and Sanford Bernstein. She has successfully completed level 3 of the CMT (Chartered Market Technician) certification program. Erin holds a Bachelor’s degree in International Management with a focus in Finance from Pace University.

 

Treasurer

   

Lilian Quah is a portfolio manager and director of Quantitative Research at Epoch Investment Partners. She heads Epoch's  quantitative research efforts, with a particular emphasis on alpha generation and investment process design.  Prior to joining Epoch in 2013, she spent five years at AllianceBernstein, where she was a Senior Quantitative Analyst in the Value Equities Group. Before Bernstein, Lillian was a Senior Consultant in the Finance Practice at the ERS Group, an economics consulting firm. Lilian has a BA in Economics from Wellesley College and a Masters in Economics from Stanford University. She holds the Chartered Financial Analyst designation.


Immediate Past President

  

 
Inna Okounkova is an instructor at Columbia University for the Mathematics of Finance MA Program. In addition, she has a 15-year experience in investment management. Most recently, she worked as a Director of Investment Strategy and Senior Vice President at AB Bernstein. Prior to AB Bernstein, she was head of strategic asset allocation portfolio management and director with Deutsche Asset Management and then a partner with QS Investors (a spinout of Deutsche Asset Management). She has an ABD from Moscow State University and an MBA from the University of Chicago Booth School of Business.

 

DIRECTORS:

  

Directors, Class of 2020
Irina Bogacheva, QS Investors
Andrew Chin, AllianceBernstein
Peg DiOrio, Voya Financial
Colm O'Cinneide, Ph.D., QS Investors
Matthew Rothman, Ph.D., Acadian Asset Management
Yosef Zweibach, Barclays

 

Honorary Board, Class of 2020
E.K. Easton Ragsdale, CFA, Robeco Investment Management
Kenneth Winston, Ph.D., Western Asset Management

Bruce Smith, State of New Jersey Division of Investments (retired)

 

Directors, Class of 2019

Indrani De, CFA, PRM, TIAA-CREF

Jim Gordon, CFA, Federated Global Investment Management Corp

Joel Kaplan, 1010 Data

Christos Koutsoyannis, Atlas Ridge Capital

Jason MacQueen, Northfield Information Services

John Regino, MSCI

Ben Steiner, CIT

Viktor Ziskin, CIT

 

Honorary Board, Class of 2019

Rudi Schadt, INVESCO

 

 

Directors, Class of 2018

Michelle R. Clayman, CFA, New Amsterdam Partners, L.P.

Merav Ozair, Ph.D.
Melanie Petsch, Petsch Analytics, LLC

Sergei Polevikov, OFI Global
Jonathan Reiss, CFA, Analytical Synthesis LLC
Greg van Inwegen, Ph.D., Citigroup

 

 

SQA ADVISORY BOARD


 

Nicholas Barberis, Yale University
Kent Daniel, Columbia University
Joel Hasbrouck, New York University
Jeffrey Wurgler, New York University

 

PAST PRESIDENTS


 

Kenneth N. Hightower, Current

Inna Okounkova, 2016-2017

Peg DiOrio, 2015-2016

Indrani De, 2014-2015 

Sergei Polevikov, 2013 - 2014

Irina Bogacheva, 2012 - 2013
Peter Albanese, 2011-2012
Jonathan Reiss, CFA 2010-2011
Colm O'Cinneide, Ph.D. 2009-2010
Rudi Schadt, Ph.D. 2008-2009
Ingrid Tierens, Ph.D., CFA 2007-2008
Thomas K. Philips, Ph.D. 2006-2007
Anne-Sophie Van Royen, Ph.D. 2005-2006
Melanie Petsch 2004-2005
P. Brett Hammond, Ph.D. 2003-2004
James Gordon, CFA 2002-2003
Greg van Inwegen, Ph.D. 2001-2002
Eugene Flood, Jr., Ph.D. 2000-2001
Robert L. Hagin, Ph.D. 1999-2000
Kent A. Clark, CFA 1998-1999
Kenneth Winston, Ph.D. 1997-1998
Gita R. Rao, Ph.D. 1996-1997
Hugh M. Neuberger, Ph.D. 1995-1996
Robert C. Jones, CFA 1994-1995
Marcia Kramer Mayer, Ph.D. 1993-1994
Hugh L. Crowther 1992-1993
Bruce G. Smith 1991-1992
Everett J. Rutan III, CFA 1990-1991
Michelle R. Clayman, CFA 1989-1990
Eric T. Lobben 1988-1989

 


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