Leadership

Research & Investment

Product Management & 
Marketing

Technology

Business Operations

Distribution

Europe

Meet Our Team

LEADERSHIP

Rob Arnott
Rob Arnott

Partner,
Chairman
Katrina Sherrerd
Katrina Sherrerd

Partner,
Vice Chairman,

Acting Chief Executive Officer*
Chris Brightman
Chris Brightman

Partner,
Chief Executive Officer &

Chief Investment Officer*
Reena Lalji
Reena Lalji

Partner,
Chief Operating Officer
Campbell Harvey
Campbell Harvey

Partner,
Senior Advisor,

Director of Research
Chris Ariza
Chris Ariza

Partner,

Chief Technology Officer
Jim Masturzo
Jim Masturzo

Partner,

Acting Chief Investment Officer*
Que Nguyen
Que Nguyen

Partner,

Chief Investment Officer,
Equity Strategies
Ari Polychronopoulos
Ari Polychronopoulos

Partner,

Head of Product Management and ESG
Jeff Wilson
Jeff Wilson

Partner,

Chief Distribution Officer

*As of 14 August 2025, Chris Brightman, CEO and CIO of Research Affiliates, is on a medical leave of absence. During his leave, Jim Mastruzo, Partner and CIO of Multi-Asset Strategies, is serving as Acting CIO, while Katy Sherrerd, Vice Chair and member of Research Affiliates’ Executive Committee and the previous CEO of Research Affiliates from 2018 to 2021, is serving as Acting CEO.

Research & InvestmenT

Chris Brightman
Chris Brightman

Partner,
Chief Executive Officer &

Chief Investment Officer*
Campbell Harvey
Campbell Harvey

Partner,
Senior Advisor,
Director of Research
Jim Masturzo
Jim Masturzo

Partner,

Acting Chief Investment Officer*
Que Nguyen
Que Nguyen

Partner,

Chief Investment Officer,
Equity Strategies
Seanna Kim
Seanna Kim

Partner,

Head of Investment Management,

Equity Strategies
Omid Shakernia
Omid Shakernia

Partner,

Head of Research
Mario Albuquerque
Mario Albuquerque

Senior Vice President,

Strategy Research,

Equity Strategies
Ted Hsu
Ted Hsu

Senior Vice President,

Investment Management,
Equity Strategies
Jay Jeon
Jay Jeon

Senior Vice President,

Multi-Asset Strategies
Li Liang
Li Liang

Senior Vice President, 
Strategy Research,
Equity Strategies
Joseph Shim
Joseph Shim

Senior Vice President,

Strategy Research,
Equity Strategies
Robert Barnard
Robert Barnard

Senior Vice President,

Investment Management,

Equity Strategies
Alex Pickard
Alex Pickard

Senior Vice President,

Research
Noah Beck
Noah Beck

Vice President,

Strategy Research,
Equity Strategies
Forrest Henslee
Forrest Henslee

Vice President,
Research
Ben Chen
Ben Chen

Senior Researcher,

Multi-Asset Strategies
Colin Suvak
Colin Suvak

Senior Researcher,

Multi-Asset Strategies
Trent Commins, CFA
Trent Commins, CFA

Senior Analyst,

Investment Management,

Equity Strategies

*As of 14 August 2025, Chris Brightman, CEO and CIO of Research Affiliates, is on a medical leave of absence. During his leave, Jim Mastruzo, Partner and CIO of Multi-Asset Strategies, is serving as Acting CIO, while Katy Sherrerd, Vice Chair and member of Research Affiliates’ Executive Committee and the previous CEO of Research Affiliates from 2018 to 2021, is serving as Acting CEO.

Product management & Marketing

Ari Polychronopoulos
Ari Polychronopoulos

Partner,

Head of Product Management and ESG
Natalie Grasso
Natalie Grasso

Senior Vice President,

Head of Marketing
Thomas Verghese
Thomas Verghese

Vice President,
Product Management

technology

Chris Ariza
Chris Ariza

Partner,

Chief Technology Officer
Chris Harper
Chris Harper

Senior Vice President,

Head of IT,
Chief Information Security Officer
Alan Lin
Alan Lin

Senior Vice President,

Head of Data Systems
Yu Tomita
Yu Tomita

Partner,

Head of Investment Systems,
Equity Strategies
Veddad Zahiragic
Veddad Zahiragic

Senior Vice President,
Head of Enterprise Systems
John Hawk
John Hawk

Senior Vice President,

Investment Systems,

Equity Strategies
Tom Rutherford
Tom Rutherford

Senior Vice President,

Investment Systems,

Equity Strategies

Business Operations

Reena Lalji
Reena Lalji

Partner,

Chief Operating Officer
Elaine Zane
Elaine Zane

Senior Vice President,

Chief Compliance Officer
Andrew Baker
Andrew Baker

Senior Vice President,

Finance
Chrysten Davis
Chrysten Davis

Vice President,

Human Resources
Jennifer Macha
Jennifer Macha

Vice President,

Finance

Distribution

Jeff Wilson
Jeff Wilson

Partner,

Chief Distribution Officer
Brent Leadbetter
Brent Leadbetter

Partner,

Head of Solutions Distribution
Shaun Patel
Shaun Patel

Partner,

Head of Sales
Victor Miller
Victor Miller

Associate, 

Distribution
Daniel Conley
Daniel Conley

Associate, 

Distribution

Europe

Shaun Patel
Shaun Patel

Partner,

Head of Sales
Oliver Knight
Oliver Knight

Vice President,

Head of UK Wholesale
Matt Lundberg
Matt Lundberg

Senior Associate,

Distribution, Europe

Meet Our Team

LEADERSHIP

Rob Arnott
Rob Arnott

Partner,
Chairman
Katrina Sherrerd
Katrina Sherrerd

Partner,
Vice Chairman
Chris Brightman
Chris Brightman

Partner,
Chief Executive Officer &

Chief Investment Officer
Reena Lalji
Reena Lalji

Partner,

Chief Operating Officer
Campbell Harvey
Campbell Harvey

Partner,

Senior Advisor,
Director of Research
Chris Ariza
Chris Ariza

Partner,

Chief Technology Officer
Jim Masturzo
Jim Masturzo

Partner,

Chief Investment Officer,
Multi-Asset Strategies
Que Nguyen
Que Nguyen

Partner,

Chief Investment Officer,
Equity Strategies
Ari Polychronopoulos
Ari Polychronopoulos

Partner,

Head of Product Management and ESG
Jeff Wilson
Jeff Wilson

Partner,

Chief Distribution Officer

Research & InvestmenT

Chris Brightman
Chris Brightman

Partner,
Chief Executive Officer &

Chief Investment Officer
Campbell Harvey
Campbell Harvey

Partner,

Senior Advisor,
Director of Research
Jim Masturzo
Jim Masturzo

Partner,

Chief Investment Officer,
Multi-Asset Strategies
Que Nguyen
Que Nguyen

Partner,

Chief Investment Officer,
Equity Strategies
Seanna Kim
Seanna Kim

Partner,

Head of Investment Management,
Equity Strategies
Omid Shakernia
Omid Shakernia

Partner,

Head of Research
Xi Liu
Xi Liu

Senior Vice President,
Head of Strategy Research,

Equity Strategies
Mario Albuquerque
Mario Albuquerque

Senior Vice President, Strategy Research, Equity Strategies
Ted Hsu
Ted Hsu

Senior Vice President,

Investment Management,
Equity Strategies
Jay Jeon
Jay Jeon

Senior Vice President,

Multi-Asset Strategies
Li Liang
Li Liang

Senior Vice President, 
Strategy Research,

Equity Strategies
Joseph Shim
Joseph Shim

Senior Vice President,

Strategy Research,
Equity Strategies
Noah Beck
Noah Beck

Vice President,

Strategy Research,
Equity Strategies
Forrest Henslee
Forrest Henslee

Vice President,

Research
Alex Pickard
Alex Pickard

Senior Vice President,

Research

Product management & Marketing

Ari Polychronopoulos
Ari Polychronopoulos

Partner,

Head of Product Management and ESG
Natalie Grasso
Natalie Grasso
Senior Vice President, Head of Marketing
Thomas Verghese
Thomas Verghese

Vice President,

Product Management

technology

Chris Ariza
Chris Ariza

Partner,

Chief Technology Officer
Chris Harper
Chris Harper

Senior Vice President,

Head of IT,
Chief Information Security Officer
Alan Lin
Alan Lin

Senior Vice President,

Head of Data Systems
Yu Tomita
Yu Tomita

Partner,

Head of Investment Systems,

Equity Strategies
Veddad Zahiragic
Veddad Zahiragic

Senior Vice President,

Head of Enterprise Systems
John Hawk
John Hawk

Senior Vice President, Investment Systems, Equity Strategies
Tom Rutherford
Tom Rutherford

Senior Vice President, Investment Systems, Equity Strategies

Business Operations

Reena Lalji
Reena Lalji

Partner,

Chief Operating Officer
Joseph Hattesohl
Joseph Hattesohl
Partner
Elaine Zane
Elaine Zane

Senior Vice President,

Chief Compliance Officer
Andrew Baker
Andrew Baker

Senior Vice President,

Finance
Chrysten Davis
Chrysten Davis

Vice President,

Human Resources
Jennifer Macha
Jennifer Macha

Vice President,

Finance

Distribution

Jeff Wilson
Jeff Wilson

Partner,

Chief Distribution Officer
Brent Leadbetter
Brent Leadbetter

Partner,

Head of Solutions Distribution
Shaun Patel
Shaun Patel

Partner,

Head of Sales
Victor Miller
Victor Miller

Associate, Distribution

Europe

Shaun Patel
Shaun Patel
Partner, Head of Sales
Matt Lundberg
Matt Lundberg

Senior Associate,
Europe
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