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| Biographies |
Douglas W. Case, CFA
President & Chief Investment Officer
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Doug is the President, Chief Investment Officer and the founding partner. With over 20 years of investment management experience, Doug has responsibility for the investment team and investment processes employed throughout the firm’s strategies. He works closely with the firm’s investment team to provide the best investment solutions to our clients.
Previously, Doug was an investment manager with the Florida State Board of Administration, the retirement system for the public employees of the State of Florida. His responsibilities at the State Board included the development and management of all internal quantitative U.S. equity strategies including passive market and style index funds plus active multifactor strategies. Doug also assisted in the risk management of the aggregate U.S. equity portfolio including decisions related to external managers.
Doug earned a dual undergraduate degree from the University of Pittsburgh in Applied Mathematics and Business Administration. He also holds an MBA in Finance from Florida State University. Doug has obtained the Chartered Financial Analyst designation and is a member of the Chicago Quantitative Alliance.
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