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ROWAM office

ABOUT US

CONTACT

California
450 Newport Center Drive
Suite 420
Newport Beach, CA 92660
T 949.478.8300
F 949.478.7491



New York
295 Madison Avenue
Suite 8B
New York, NY 10017
T 949.478.8300
F 949.478.7491

PRINCIPALS

Ryan O’Grady

Chief Executive Officer & Founder

Ryan O’Grady is the Chief Executive Officer and a Founding Principal at ROW Asset Management. At ROW, Ryan is the Chairperson of the Research Committee, and co-Chair of the Investment Committee.

Prior to co-founding ROW Asset Management in July 2010, Ryan was the Head of Investment Research at FX Concepts from 1999 to 2009. Ryan also served as Manager of New Model Research and as Portfolio Manager at FX Concepts from 1993 to 1999, and as an assistant trader from 1992 to 1993. Ryan started his career in quantitative financial research at the age of 17, as an intern at Neuberger Berman.

Ryan has a B.A. in Economics from The Johns Hopkins University, and an M.S. in Statistics and Operations Research from the Stern School of Business at New York University. He also completed coursework toward a PhD in Economics at the University of California, Irvine.

Ryan is one of the founding members of the Industry Advisory Board for the UCLA Anderson School of Management - Masters in Financial Engineering Program, and continues to serve on the Board.

Jeffrey Weiser

President & Founder

Jeffrey Weiser is the President and a Founding Principal of ROW Asset Management. Jeffrey is the Portfolio Manager for all the funds managed by ROW and, as such, is responsible for all of the successful execution of all of the model signals. He sits on both the risk and investment committees at ROW.

Prior to forming ROW with Ryan O’Grady in 2010, Jeffrey was a principal at FX Concepts. He was the Portfolio Manager for FX Concepts’ flagship Global Currency Program from 2001 until February 2009. While at FX Concepts, Jeff successfully managed the fund’s growth from an initial $10 million portfolio to over $8 billion in AUM at the firm’s peak in 2008. His contributions in Risk Management and execution were instrumental in allowing the portfolio to grow without loss of performance. He joined FX Concepts in 1995 as an analyst in research and started trading a small internal portfolio in 1998. Prior to joining FX Concepts, he worked for Pegasus Econometrics Group from 1993 to 1995 as an analyst.

Jeffrey sits on the board of the Lelt Foundation and is its Business and Financial Advisor. He graduated from Case Western Reserve University where he holds a degree in Economics and English.

Timothy J. O'Grady

Managing Director, Marketing/Client Service

Prior to joining ROW Asset Management, Tim was Managing Director-Fixed Income at FX Concepts, responsible for development of the global rates fixed income program. From 1999-2009, Tim was an executive at Western Asset Management in the Corporate Strategy and Product Development Group. He was responsible for the development and expansion of Western's portable alpha and non-traditional products.

From 1989-1999 Tim was a Senior Vice President, Partner, Director of Fixed Income & Currency Research at Evaluation Associates (EAI) where he was a noted industry speaker on fixed income and currency issues and was published in trade journals. Tim was an Investment Officer at MONY (1985-1989) and Senior Vice President, Treasurer of Colonial Bank (1969-1985).

Tim received a B.A. in Economics from Southern Connecticut State University; a M.A. in Economics from the University of Rhode Island; and an EMBA in Executive Management from the University of New Haven.

Philip Simotas

Chief Operating Officer

Philip Simotas joined ROW Asset Management in May 2015 as the Chief Operating Officer. As COO, Phil oversees several functions which include managing the business development, product development and marketing processes as well as the general operations of the company.

Prior to joining ROW, Phil was one of the principals of FX Concepts, where over a 20 year period spanning from 1993 to 2013, he built one of the premier investment management firms specializing in foreign currency and global fixed income management. At its peak in 2008, FX Concepts managed about $14 billion in assets. While as President of the firm, he oversaw all aspects of the company’s day to day operations, his primary areas of focus and expertise included portfolio and risk management, research and product development, as well as business development and marketing.

Laurie Pisano

Chief Compliance Officer

Laurie was hired in August of 2013 to assist with operation and compliance functions and was promoted to CCO in December 2014. Laurie has 20+ years of experience in the Investment Management industry, specifically overseeing trade operations and operational due diligence.

Debra Oaks

Chief Technology Officer

Prior to joining ROW Asset Management, Debra was the Managing Director, Technology at FX Concepts. In that role she was primarily responsible for developing the code and business logic used to implement research into quantitative trading strategies. In addition, she played a key role in building out the systems used by the back and middle office for trade reconciliation, risk management and client reporting.

©2012 ROW Asset Management