Joseph Lu, CFA®

Founder, CEO and Chief Investment Officer

• 21+ years of investment experience with the world’s large institutional investors, including Ares Management, Capital Group, Wilshire Associates, and Kayne Anderson Rudnick. 

• Managed $540 million across career roles, overseeing multi-asset class strategies and ETFs.  Advised on the optimization of billions of assets through investment research, portfolio management, and quantitative modeling.

• Bachelor of Science, University of California - Irvine, CA

• CFA Charterholder - CFA Society of Los Angeles and Orange County

Jonathan January, JD, CFA®

Chief Compliance Officer and Legal Advisor

• 31+ years of legal and investment experience with the world’s large private equity investors, including Energy Investors Funds ("EIF"), American Electric Power, and Queenstake Resources.

• Member of the Investment Committee at EIF, a $4 billion private equity fund focused on infrastructure investments.

• Juris Doctor, University of California, Berkeley - Berkeley, California

• Bachelor of Arts, Wayne State University - Detroit, Michigan

• CFA Charterholder - CFA Society of Las Vegas

Bryan Johnson

Relationship Advisor

• 25+ years experience in the capital markets with a specialization in alternative investing as an investor, advisor & expert witness for the State of Texas. 

• Raised and allocated $3+ billion to external managers while portfolio manager of a $100 million internal technology private equity fund. 

• Founder and CEO of Gotham Bay Partners, which developed investment policy, asset allocation and due diligence processes for 60+ private wealth investors as well as evaluated single manager and pooled private equity, hedge funds and direct investments. 

• Bachelor of Arts, Washington & Lee University - Lexington, Virginia