Bringing you live news and features since 2006 

Innealta Capital expands investment team

RELATED TOPICS​

AFAM Capital has appointed Josh Kocher and Ray Chen to its quantitative division, Innealta Capital, a provider of managed ETF solutions to financial advisers, intermediaries and high net worth investors.

As portfolio manager, Kocher will support and direct investment decisions, generate fixed income investment ideas and trade for tactically managed ETF portfolios. Kocher has worked in the industry for 16 years and holds an MBA in finance from Columbia University and a Bachelor of Science in chemical engineering from the University of Virginia.  
 
Chen will serve as quantitative research analyst and provide quantitative support for the ongoing execution and enhancement of the firm's investment methodology and portfolio management. He previously worked as a research analyst for Merrill Lynch. Chen holds a Bachelor of Science in both physics and mathematics from Michigan State University and a master's in statistics from Rice University.
 
"As our firm continues to evolve, we believe that adding new talent to our investment team is fundamental to our success by helping our clients reach their investment goals. We aggressively recruited over the last year and we expect the trend to continue. We are thrilled to have Josh and Ray join our team, as they both exhibit the hard-working ethic that characterises our employees and is crucial to maintaining our culture," says Eric Hare, president at AFAM Capital.
 
Innealta chief investment officer Dr Vito Sciaraffia says: "Josh has a proven track record of success both academically and professionally. Particularly, his experience in global fixed income markets will be instrumental to further enhancing our quantitative investment framework. He will be the lead portfolio manager for our fixed income solutions. Ray is what I call a true quant: excellent academic pedigree, a math background, and an impressive passion for finance. We feel that our culture paired with the right opportunity attracted talent of this calibre. Josh and Ray's additions prove that we will continue to deliver institutional quality solutions for retail investors."

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by