Purposeful and passionate
Purposeful and passionate
We’re passionate about combining data-driven financial insights with science, mathematics, and economics to address your most complex investment challenges.
Get to know us.
Annette co-founded Welton and Chairs its Board of Managers. Harnessing her 30-plus years as an entrepreneur and female pioneer in alternative investments, she focuses on governance, executive oversight, and industry relations. Utilizing her understanding of markets and business risk, she takes special interest in reputational risk, diversity, and sustainability/ESG matters.
During her 22-year tenure as Welton’s Chief Operating Officer, she served on the Managed Funds Association’s Industry Public Relations committee as well as the National Futures Association (NFA) Nominating Committee.
Annette is a Director on the UCLA Foundation Board having served since 2012. She is a longtime supporter of scholarships for disadvantaged students and health initiatives. She has served as UCLA Foundations’ Finance Committee Chair as well as a member of its Audit, Executive, and Nominating and Governance committees. Annette also serves as a civilian member of the United States Naval Post Graduate School Research Funding Committee.
She previously served as a Founder Director on the Board of Freedom Fields USA, an organization devoted to demining international areas of war-torn conflict in partnership with the US Department of State and the Halo Trust. Freedom Fields has successfully removed more than 60,000 conflict zone land mines in Cambodia. Annette has also served as Treasurer of the Monterey, California Chapter of National Charity League.
Annette holds a BS degree from the University of California, Los Angeles (UCLA).
Basil serves as Welton’s CEO, providing inspired, company-wide leadership, including communicating with the firm’s board of directors and management team. He possesses deep general management experience as a 30+ year financial industry professional and is an experienced investor in alternative strategies having traded a broad suite of relative value strategies during his 20 years at Concordia Advisors. His C-suite experience includes building and leading hedge fund businesses at Concordia and Mariner Investment Group.
Prior to joining Welton in 2019, Basil was the Head of Portfolio Management at PAAMCO, one of the largest alternative allocators and emerging manager investors. He’s a regular speaker at industry conferences and has authored articles on topics ranging from monetary policy and risk management to technology.
Basil earned an MBA from the NYU Stern School of Business and a BA in Applied Mathematics (Summa Cum Laude) from Brown University. He previously served as President of the Board of the Elisabeth Morrow School, as a Finance Committee member of the Dwight Englewood School, and as Trustee of the Portsmouth Abbey School.
“Being able to think outside of the box on innovative new concepts and solutions inspires my job.”
An active investor for more than three decades and an investment manager since 1989, Patrick co-founded Welton in 1988. As CIO, he oversees the investment team, develops and executes on investment strategies, and monitors compliance and risk associated with those activities. He also continues to support the firm’s research efforts.
Patrick has served on committees for the Managed Funds Association (MFA) and as a member of the Board of Directors of the National Futures Association (NFA). He speaks at numerous conferences globally every year, participates in panel presentations, and has authored numerous articles on alternative investments, macroeconomic impacts on markets, and investment theory. He’s the former Chair of the Board of Montage Health and its subsidiaries, the former Vice-Chair of the Panetta Institute of Public Policy and a member of their investment committees. In the late 1990s, he co-founded Axios Data Analysis, one of the first large-scale data analytics firms focused on healthcare. His research experience also includes molecular biological work in gene sequencing and biophysics with a focus on positron emission neurofunctional brain imaging, and oncology through clinical cancer trials during a nearly 20-year period as Clinical Professor at Stanford University Hospital.
Patrick holds undergraduate, doctoral, and postdoctoral degrees from the University of Wisconsin, UCLA, and Stanford University, respectively. He additionally holds a certificate on Corporate Board Effectiveness from Harvard Business School.
"We are mindful of the real impacts of improving returns and lowering risks. We know foundations may grant more, endowments can support more, and retirees lives will be more secure.”
Emily manages portfolio implementation, trading operations, and oversight across Welton’s traded strategies and investment programs to measure and minimize operational risks, ensure close alignment with model portfolios, and continually enhance the firm’s trading platform and oversight tools.
She holds the CAIA designation and earned an MS in Applied Economics and Finance from the University of California, Santa Cruz, a BA in Economics, and a BS in Business Administration with a Finance emphasis from California State University, Fresno.
“I’m continually acquiring and developing new skills and knowledge about this industry, which makes each day interesting and fun.”
As head of the Software Engineering Group, Alexandra sets the vision for technology use at Welton, including software and IT infrastructure requirements and ensuring that resources meet the firm's short- and long-term needs. Over the last decade, she has built and maintained software systems related to everything from trading and quantitative strategy implementation to back office reporting and data warehousing.
Before joining Welton in 2003, Alexandra studied at the prestigious Budapest Semesters in Mathematics program. She holds a BA in Mathematics from St. Olaf College.
“Delivering quality software to happy users – that’s my goal.”
Sam leads the firm’s international business development, including managing third-party marketing relationships within Asia, Australia, Europe, and Latin America. Before joining Welton in 2019, he was a Managing Director at Miller Howard Investments and a Managing Partner at Singer Partners LLC.
Sam was awarded the “Distinguished Alumni Award” by the University of Denver and is a member of the Board of Advisors of the Reiman School of Finance at DU’s Daniels School of Business.
“I’m inspired by opportunities to take an idea from concept to reality.”
François leads the Machine Learning Strategy and Risk Platform team and focuses his research on machine learning in systematic trading, including data acquisition and processing, trading signal development, risk management, and algorithmic execution. He has also spearheaded a number of ESG-related innovations at Welton. Before joining the firm in 2016, he was a Researcher and Senior Risk Analyst at Aspect Capital. Previously he worked as a Simulation Engineer within the Process Modeling and Operational Research team of the UK National Nuclear Laboratory (NNL) where he modelled the radiological impact of climate and landscape changes on British nuclear waste repositories.
François earned a PhD (DPhil) in Computational Mathematics from the University of Oxford (UK) and a Masters of Physical Chemistry and Chemical Engineering from the Université Claude Bernard Lyon I (France). He has published over 10 scientific research papers in international peer-reviewed journals.
“My greatest personal accomplishment is not having one.”
As a member of the Global Trading Operations & Oversight team, Purva’s responsibilities include portfolio implementation, trade operations, and oversight across the firm’s traded strategies and investment programs. Before joining Welton in 2019, she was an Analyst at a distressed asset fund, where she supported the portfolio management team with research and analysis of distressed investment deals.
Purva holds an MS in Applied Economics and Finance from University of California, Santa Cruz and a BA in Business Administration with a focus on Finance from NMIMS University (Mumbai). She’s a CFA charterholder and member of the CFA Society of San Francisco.
“The best work environment is one with seamless communication channels, compassionate people and a shared commitment to a common goal.”
Guillaume oversees Welton’s operations and enterprise risk management, ensuring that all systems, resources, and people are in place to achieve the firm’s goals. He gained his general management experience over 25 years working at large and small financial services companies in various countries, including France, the U.S., and the U.K. Before joining Welton in 2008, he was a Vice President at HSBC and a Senior Business Manager at Capital One. He began his career as an audit manager for KPMG’s Paris and Los Angeles offices. Guillaume holds an MBA from Columbia Business School and a BS from NEOMA Business School (France).
“My greatest personal accomplishment is creating a harmonious family life across two continents, despite geographic and cultural differences.”
Tom founded the consulting firm Fides + Ratio and advises Welton on building deeper investor relationships.
Previously, Tom served as an Executive Director in Capital Introductions for Morgan Stanley and held a similar role at Société Générale (formerly Newedge). Before joining Newedge, he was Head of Research and Portfolio Management for Cedar Partners and also worked in venture capital.
Tom has a BS in Management from Dauphine University (Paris) and an MS in Finance from ESCP School of Management (Paris).
“I admire people who give up their comfortable life to dedicate themselves to helping others.”
Dan supports Welton’s middle- and back-office operations, including fund accounting, fund administration, trade oversight, and investor reporting. Before joining Welton in 2017, Dan was a Fund Accountant for Seven Locks Capital Management LP, a Senior Fund Accountant at SS&C GlobeOp and an Associate at US Bancorp Fund Services focused on hedge fund clients. He holds a BS in Finance from the Dolan School of Business at Fairfield University.
“I’m most inspired by working on projects that ultimately result in generating operational alpha for the firm.”
Rushui specializes in enterprise software architecture, design, and development, and is responsible for continuously improving Welton’s software infrastructure and applications. Before joining Welton in 2020, Rushui worked as a Senior Software Engineer at Viking Global Investments and as a System Architect at Silver Point Capital. He holds a Master of Science degree (Computer Science) from Rensselaer Polytechnic Institute and a BS (Electrical Engineering) from the University of Connecticut.
“I’m interested in applying my knowledge and experience to make an impact.”
As a member of the Machine Learning Strategy and Risk Platform team, Katie researches and develops new systematic trading models and maintains Welton’s in-house risk platform. She’s the architect of the team's machine learning computing infrastructure and bespoke computer cluster.
Before joining Welton in 2018, Katie was a Teaching Assistant for undergraduate macroeconomics while earning an MS (Applied Economics and Finance) at the University of California, Santa Cruz. She graduated Magna Cum Laude from UCSC with a BA in Economics/Mathematics.
“Nature and music are my passion. Exploring different disciplines of math and science, my inspiration.”
Neal oversees new business development for Welton’s strategies and works closely with investors to develop solutions optimized to their return objectives. Before joining Welton in 2015, he was Managing Director and Head of Distribution for Barclays Funds and Advisory and has also worked at Merrill Lynch, Schroders, and Lazard in senior distribution roles.
Neal holds a BS from Indiana University.
“I value a work environment that’s respectful, collegial, open, and honest.”
Chris is responsible for content strategy, product marketing, and communications, and is actively involved with the firm’s product development initiatives. Prior to joining Welton in 2002, he was a Senior Associate with Bear Stearns & Co. and a Senior Financial Analyst with Intel Capital, where he focused on broadband infrastructure investments.
Chris earned an MBA in Finance from Northwestern’s Kellogg School of Business and a BA from UCLA.
“The most inspiring part of my job is bridging the divide between complexity and simplicity.”
Hunter oversees all aspects of information technology infrastructure, systems administration, and cybersecurity at Welton. Before joining the firm in 2008, he worked for John W. Henry & Company Inc., bringing with him thirteen years’ of trading technology experience in the global futures and foreign exchange markets. Hunter holds a BS from the University of Florida.
“The best part of my job is learning.”
Todd is responsible for all aspects of finance at Welton, including corporate finance, fund accounting and administration, trade oversight, and investor reporting. Before joining the firm in 2009, he worked at JPMorgan Chase Hedge Fund Services in Bermuda and Deloitte in Canada, where he qualified as a Chartered Accountant.
Todd holds memberships with the Chartered Professional Accountants of Canada in both Bermuda and Saskatchewan and earned an MPAcc and BComm (Finance) from the University of Saskatchewan.
“My biggest career influence is my father who instilled in me the importance of a strong work ethic.”
David oversees compliance, legal, and internal departmental reviews. Before joining Welton in 1993, he was an Associate with the firms formerly known as Price Waterhouse and Dean Witter Reynolds.
David has successfully completed the FINRA Institute at Wharton Certified Regulatory and Compliance Professional (CRCP)® program, and holds an MBA from Santa Clara University and a BA from Westmont College.
“Do right and you’ll have always done well.”
Debbie supports Welton's middle- and-back-office operations, providing fund administration oversight and onboarding new investors. Before joining Welton in 1994, Debbie was a bookkeeper for small- and mid-sized businesses in the agricultural sector.
“I love working with new clients to make their first experiences with Welton a good one.”
Adam is the lead developer responsible for the technological design and implementation of Welton’s Systematic Macro and Trend Strategies. A key research team member, he helps to identify and study alpha opportunities within these strategies. He has also worked at the firm as a software engineer, providing solutions for a range of front and back-office trading applications. Before joining Welton in 2011, Adam was a software developer with Frankenmuth Insurance.
He holds an MS in Computer and Information Systems from the University of Michigan-Flint,a BS in Computer Science from Saginaw Valley State University, and also holds the CAIA designation.
“It’s extremely rewarding to be thanked by a colleague for developing software that helps make sense of our complex and ever-changing industry..”
Oren manages the research, design, and implementation of Welton’s Systematic Macro and Trend strategies, and oversees the strategy allocation process underlying the firm’s futures and FX-based products. He also serves as an investment committee member and a point of contact for clients. Before joining Welton in 2011, Oren worked as a Senior Application Engineer for MathWorks focused on mathematical optimization, statistics, time series analysis, and high-performance computing.
Oren earned a PhD and an MA in Mathematics from the University of California, Santa Cruz, a BS in Mathematics from the University of New Hampshire, and also holds the CAIA designation.
“I’m happy I had the opportunity to pursue academic discovery in its purest form and transition to a fulfilling career in an applied discipline that allows me to use my skills.”
Shilo is a member of the Global Trading Operations & Oversight team responsible for portfolio implementation, trade operations, and oversight across the firm’s traded strategies and investment programs. Before joining Welton in 2020, he worked at Quantitative Management Associates researching Natural Language Processing techniques to enhance alpha generation in portfolio construction. He also worked as a Data Scientist at Sparks and Honey and at Covenant Review as a research analyst reviewing corporate debt covenants.
Shilo earned an MS in Financial Engineering and an MS in Statistics from CUNY Baruch, and a BS in Financial Management from National University. He has served as a Staff Sergeant in the Marine Corps.
“Finding and explaining patterns in alternative data sets is my passion.”