Mr. Mason S. Dillon, CFA

Professor of Portfolio Management

Leads the company's multi-asset allocation, rule-based strategies, and active quantitative equity research. Responsible for building the core investment system, developing cross-asset investment frameworks, and designing and implementing new products.

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Lena Dunley, CFA

Executive Director & Associate Portfolio Management

Assist the team in implementing investment strategies and coordinating the daily management and operation of the investment portfolio.

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Mr. Liam Hartley, CFA, CAIA

Investment Management Assistant

Assist the team in advancing strategic planning, optimizing investment processes, and managing products, focusing on risk control, strategy execution, and cross-platform collaboration.

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