Our Team

Purposeful and passionate

Inquisitive problem solvers working for you

We’re passionate about combining data-driven financial insights with science, mathematics, and economics to address your most complex investment challenges.

Dr. Patrick Welton

Dr. Patrick Welton

Founder & Chief Investment Officer

Guillaume Detrait

Guillaume Detrait

President & Chief Risk Officer

Todd Merrell, CPA, CA

Todd Merrell, CPA, CA

Chief Financial Officer

Emily Fry, CAIA

Emily Fry, CAIA

Head of Trading Operations & Oversight

Alexandra Burke

Alexandra Burke

Head of Software Engineering

Dr. Oren Rosen, PhD, CAIA

Dr. Oren Rosen, PhD, CAIA

Portfolio Manager, Systematic Macro and Trend Strategies

Dr. François Chevallier-Gravezat, PhD

Dr. François Chevallier-Gravezat, PhD

Research Strategist, Machine Learning Strategies

Purva Chhabra, CFA, CAIA

Purva Chhabra, CFA, CAIA

ESG Data Analyst, Trader

Adam Roach, CAIA

Adam Roach, CAIA

Senior Quantitative Developer

Matthieu Claudel

Matthieu Claudel

Research Strategist, Systematic Macro

Rushui Guan

Rushui Guan

Senior Software Architect

Fiona Wu

Fiona Wu

Senior Software Engineer

Katie He

Katie He

Quantitative Analyst

Sion Daniel

Sion Daniel

Quantitative Trading Analyst

Christopher Keenan

Christopher Keenan

Director of Marketing

William Marr

William Marr

Senior Managing Director, Wealth Management Group

Scott H. Merkel, CFA

Scott H. Merkel, CFA

Senior Managing Director, Portfolio Solutions

Sebastian E. “Sam” Cassetta

Sebastian E. “Sam” Cassetta

Senior Managing Director, International

David Nowlin, CRCP

David Nowlin, CRCP

Chief Compliance Officer

Daniel Gallagher

Daniel Gallagher

Head of Operations and Investor Services

Hunter Leighton

Hunter Leighton

Chief Information Security Officer and Head of Infrastructure

Debbie Pyles

Debbie Pyles

Senior Associate, Accounting

Board of Directors

Annette Welton

Annette Welton

Board Chair

Don Putnam

Don Putnam

Board Member

Mel Lindsey, CFA

Mel Lindsey, CFA

Board Observer

Arthur F. Bell, Jr., CPA

Arthur F. Bell, Jr., CPA

Board Member

Guillaume Detrait

Guillaume Detrait

Board Member

Dr. Patrick Welton

Dr. Patrick Welton

Board Member

Welton Investment Partners