ClariVest Asset Management LLC an Affiliate of Eagle Asset Management
Home
About ClariVest
Strategies
Managers
Contact Us
 

Our Team

Portfolio Management Team

 

C. Frank Feng, Ph.D.Principal, Lead Portfolio Manager

Priyanshu Mutreja, CFAPrincipal, Portfolio Manager

Stacey R. Nutt, Ph.D.Chief Executive Officer, Chief Investment Officer, Principal and Lead Portfolio Manager

David J. Pavan, CFAPrincipal, Lead Portfolio Manager

Aerus TranPrincipal, Chief Technology Officer

Alex Turner, CFAPrincipal, Portfolio Manager

David R. Vaughn, CFAPrincipal, Lead Portfolio Manager

Ed Wagner, CFAPrincipal, Portfolio Manager

Michael Waterman, CFAPrincipal, Portfolio Manager

Todd N. Wolter, CFAPrincipal, Lead Portfolio Manager

Gashi Zengeni, CFAInvestment Analyst

Katherine HartlInvestment Analyst

Amanda SheaInvestment Analyst

 

Marketing and Client Service

Robert Zimmer, CFAClient Portfolio Manager

Sarah KirkpatrickClient Portfolio Specialist

Lucie OlsonInvestment Marketing Associate

 

Finance and Operations

Tiffany A. AyresPrincipal, Executive Vice President, General Counsel, and Chief Compliance Officer

Cathi FarneyOffice Services / Corporate Travel Manager

Jeff A. Jacobson, CPAPrincipal, Chief Financial Officer, Chief Operations Officer

Lyle JuengerOperations Manager

Nick GellerOperations Associate

Rebecca EllisCompliance Associate

 

Information Technology

Jerome DananInfrastructure Engineer

Aerus TranPrincipal, Chief Technology Officer

 

Strategic Partners

BNY Mellon Bank
Post trade back office

Charles River
Trading Platform

Eagle Asset Management
Sales & Client Service

 

3611 Valley Centre Drive, Suite 100 // San Diego, CA 92130 // (858) 480-2440 // Contact Us

 

Stacey R. Nutt, Ph.D.

Stacey R. Nutt, Ph.D. — Chief Executive Officer, Chief Investment Officer, Principal and Lead Portfolio Manager

Stacey Nutt is a founder, owner, and board member of ClariVest Asset Management LLC. As CIO, Dr. Nutt oversees the firm’s investment strategy and its application to all of the firm’s products. As CEO, he guides the firm’s business activities. Prior to forming ClariVest in March 2006, Dr. Nutt led Nicholas-Applegate Capital Management’s Systematic investment team, which managed over $5 billion in assets. In addition, he was the Portfolio Manager for Systematic U.S. Small-Cap strategies and Co-Manager for the Systematic Small/Mid (smid) strategy. Dr. Nutt was Research Director at Vestek Systems, an innovator in both stock selection and risk management tools, before joining Nicholas-Applegate. Earlier, he served as an Assistant Professor of accounting at Virginia Polytechnic Institute. As an academic, Dr. Nutt performed research in the area of Behavioral Finance, focusing on bias within both the creation and interpretation of Financial Statement information. This work was published in top academic journals in Accounting and Finance. Dr. Nutt received his PhD and MBA from Georgia Institute of Technology and his Bachelor of Science degree from Oral Roberts University. He began his investment career in 1993.

C. Frank Feng, Ph.D.

C. Frank Feng, Ph.D. — Principal, Lead Portfolio Manager

Frank Feng, PhD, is a founder and owner of ClariVest Asset Management LLC. Dr. Feng is part of the leadership of the investment team, focusing on North American and All-China strategies. Prior to forming ClariVest in March 2006, Dr. Feng was a Portfolio Manager responsible for the U.S. Large Cap Core strategy in the Systematic investment team at Nicholas-Applegate Capital Management. Before joining Nicholas-Applegate, Dr. Feng served as a Senior Quantitative Analyst with Thomson Financial/Vestek and as a Credit Analyst with Providian Financial. Dr. Feng received a BA from Jiaotong University, Xian, China, an MBA from The University of International Business & Economics, Beijing, China, and a PhD in finance from Georgia State University. He began his investment career in 1997.

David J. Pavan, CFA

David J. Pavan, CFA — Principal, Lead Portfolio Manager

David Pavan is a founder, owner, and board member of ClariVest Asset Management LLC. Mr. Pavan is part of the leadership of the investment team, focusing on North American strategies. Prior to forming ClariVest in March 2006, Mr. Pavan was the Portfolio Manager for the Systematic U.S. Large-Cap Growth strategies at Nicholas-Applegate Capital Management, and was a member of the Systematic investment team that managed over $5 billion in assets at the firm. Previously, he served as a Quantitative Analyst at Putnam Investments. Prior to this, Mr. Pavan was a partner at Genus Capital Management, where he worked as an Equity Analyst. Mr. Pavan holds a Bachelor’s of Mathematics degree in Computer Science from the University of Waterloo, an MBA from Queen’s University, and a Masters in Computational Finance from Carnegie Mellon University. He began his investment career in 1993.

David R. Vaughn, CFA

David R. Vaughn, CFA — Principal, Lead Portfolio Manager

David Vaughn is a founder, owner, and board member of ClariVest Asset Management LLC. Mr. Vaughn is part of the leadership of the investment team, focusing on Multi-Country strategies. Prior to forming ClariVest, in March 2006, he worked as the Portfolio Manager for all International and Global Systematic strategies at Nicholas-Applegate and was a member of the Systematic investment team that managed over $5 billion in assets at the firm. Previously, Mr. Vaughn worked as a Research Analyst at Barclays Global Investors and as a Research Associate at First Quadrant. He was also a Quantitative Research Analyst and Investment Officer with Sanwa Bank in Los Angeles. Mr. Vaughn earned a Bachelor of Science in Economics from California Institute of Technology and a Master’s in Computational Finance from Carnegie Mellon University. He began his investment career in 1996.

Todd N. Wolter, CFA

Todd N. Wolter, CFA — Principal, Lead Portfolio Manager

Todd Wolter is a founder, owner, and board member of ClariVest Asset Management LLC. Mr. Wolter is part of the leadership of the investment team, focusing on Alternatives/U.S. Micro and Small Cap strategies. Prior to forming ClariVest in March 2006, Mr. Wolter was the Portfolio Manager for the Systematic Mid-Cap strategies and Co-Manager for the Systematic Small/Mid (smid) strategies at Nicholas-Applegate Capital Management. He was a member of the Systematic investment team that managed over $5 billion in assets at Nicholas-Applegate. Prior to Nicholas-Applegate, Mr. Wolter worked as a Quantitative Risk Analyst with Credit Suisse Asset Management. He has also held positions with Prudential Securities and Olde Financial. Mr. Wolter holds a Bachelor’s degree in Economics from the University of Southern California and an MBA from the University of California, Irvine. He began his investment career in 1995.

Aerus Tran

Aerus Tran — Principal, Chief Technology Officer

Aerus Tran is a founder and owner of ClariVest Asset Management LLC. Mr. Tran serves as the firm’s Chief Technology Officer, responsible for infrastructure design and architecture. Prior to forming ClariVest in March 2006, Mr. Tran was a Quantitative Analyst and a member of the Systematic investment team that managed over $5 billion in assets at Nicholas-Applegate Capital Management. During his tenure at Nicholas-Applegate, he significantly improved the quantitative processes and methods used by the Systematic team. Mr. Tran’s previous experience includes roles as a Senior UNIX Administrator for San Diego Association of Governments and as an IT Administrator for Western Riverside Councils of Government and the San Bernardino Association of Governments. He received a Bachelor of Science in Business Administration from the University of California, Riverside.

Ed Wagner, CFA

Ed Wagner, CFA — Principal, Portfolio Manager

Ed Wagner is an owner and Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on North American Strategies. Upon joining ClariVest in December 2007 and through February 2012, Ed focused on U.S. Micro Cap, Small Cap, and Mid Cap strategies. Previously, Mr. Wagner was a Business Analyst at Advent Software, responsible for fixed income and derivatives functionality for Geneva, Advent’s hedge fund accounting product. Before joining Advent, he was an Investment Analyst for U.S. Small Cap strategies and served as a member of the Systematic investment team at Nicholas-Applegate Capital Management. Before joining Nicholas-Applegate, Mr. Wagner was an Assistant Product Manager and Junior Quantitative Analyst for Vestek Systems. Mr. Wagner holds a Bachelor’s degree in Economics from the University of California, San Diego, and an MBA from the Australian Graduate School of Management. He began his investment career in 1994.

Alex Turner, CFA

Alex Turner, CFA
Principal, Portfolio Manager

Alex Turner is an owner and Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on Multi-Country strategies. Prior to joining ClariVest in 2008, Mr. Turner was a Quantitative Analytic Specialist at FactSet Research System, where he co-managed sales and support for all of FactSet’s quantitative products on the West Coast as well as worked closely with investment firms in developing quantitative models and implementing risk control strategies. His work experience includes roles as a FactSet Consultant, an Assistant Actuary, and a Technical Writer for a technology company. Mr. Turner earned a Bachelor of Science in Business Administration with an emphasis in Finance from University of California, Berkeley. He began his investment career in 2005.

Michael Waterman, CFA

Michael Waterman, CFA
Principal, Portfolio Manager

Michael Waterman is an owner and Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on Alternatives/U.S. Micro and Small Cap strategies. Prior to joining ClariVest in 2006, Mr. Waterman was a Market Research Analyst at Nicholas-Applegate Capital Management, where he developed marketing materials as well as worked with investment personnel to create analytical charts and commentaries covering the market environment. Before joining Nicholas-Applegate, He was a Pension Administrator at San Diego Pension Consultants. Mr. Waterman holds a Bachelor of Science degree in Management Science from the University of California, San Diego, and a MiF from London Business School. He began his investment career in 2000.

Priyanshu Mutreja, CFA

Priyanshu Mutreja, CFA
Principal, Portfolio Manager

Priyanshu Mutreja is an owner and Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on Multi-Country strategies. Prior to joining ClariVest in 2009, Mr. Mutreja was an Associate Intern with Citigroup Global Capital Markets Inc. where he evaluated and helped develop strategies for Currencies. Previously, Mr. Mutreja worked as a Financial Engineering Intern at Wolverine Trading, where he focused on developing and evaluating analytics for high frequency trading strategies. Mr. Mutreja earned a Bachelor of Science in Computer Engineering from Valparaiso University and a Masters of Financial Engineering from the Haas School of Business at the University of California, Berkeley. He began his investment career in 2008.

Robert Zimmer, CFA

Robert Zimmer, CFA
Client Portfolio Manager

Bob Zimmer joined ClariVest in October 2012 as a Client Portfolio Manager with responsibility for enhancing and maintaining existing client relationships as well as developing new ones. Prior to joining ClariVest, Mr. Zimmer was a founding partner at Ten Asset Management in 2004 where he acted as both Chief Investment Officer and President. Before founding Ten, Mr. Zimmer was a key member of the turnaround team at Investment Research Company (later Freeman Associates), where he helped re-build the firm, growing assets from below $1b to above $3b in less than 5 years. Mr. Zimmer received a Bachelor of Arts degree in Economics from the University of California, San Diego.

Tiffany Ayres

Tiffany A. Ayres
Principal, Executive Vice President, General Counsel, and Chief Compliance Officer

Tiffany A. Ayres is an owner and serves as a member of the executive team at ClariVest Asset Management LLC. Prior to joining ClariVest in July 2006, Ms. Ayres was a Finance Associate for four years in the San Diego office of Latham & Watkins LLP. Ms. Ayres received her Bachelor of Arts degree from the University of San Diego in 1999, and her JD from Harvard Law School in 2002.

Jeff Jacobson, CPA

Jeff Jacobson, CPA
Principal, Chief Financial Officer, Chief Operations Officer

Jeff Jacobson serves as Chief Financial Officer and Chief Operations Officer for ClariVest Asset Management LLC. Prior to joining ClariVest in March 2006, Mr. Jacobson was a Vice President, Finance for 12 years at Nicholas-Applegate Capital Management, LLC. Prior to Nicholas-Applegate, Mr. Jacobson was a Senior Associate at Coopers & Lybrand, LLC. Mr. Jacobson received his Bachelor of Science and Masters degrees from Brigham Young University in 1991.

Lucie Olson
Investment Marketing Associate

Lucie Olson is an Investment Marketing Associate at ClariVest Asset Management LLC and is a member of the client service and marketing team. Prior to joining ClariVest in 2017, Lucie was a Consultant at FactSet Research Systems Inc. where she provided the essential link between investment professionals and FactSet's powerful software through telephone and on-site consultation. Previously, she worked as a Digital Marketing Coordinator for HP, Inc. where she fostered cross collaboration between sales and marketing to drive traffic and online sales conversion. Lucie earned a Bachelor of Business Administration with a focus in Finance and Marketing from the University of San Diego.

Jerome Danan
Infrastructure Engineer

Jerome joined ClariVest in April 2013 as an Infrastructure Engineer, responsible for the maintenance of the network and other IT duties. Prior to joining the company, Jerome was a Lead Network Administrator at CompuGroup Medical (Healthcare Industry). His previous experience also includes roles as a Systems Engineer, Resident Engineer and a Technical Support Engineer for Nortel Networks. Jerome is also serving in the United States Air Force, Specialty code (3D172) – duties involved in Computers, Network, Switching and Cryptographic Systems for the 452nd Contingency Response Squadron. He received a Bachelor of Science in Electrical Engineering from the University of Santo Tomas, Manila, Philippines.

Rebecca Ellis
Compliance Associate

Rebecca Ellis joined ClariVest in March 2013 as a Compliance Associate with responsibility to support and implement the firm’s compliance policies and procedures. She has over 25 years of investment adviser experience including 18 years with Duncan-Hurst Capital Management where she was responsible for compliance and operations.

Cathi Farney
Office Services Manager / Executive Assistant

Cathi Farney joined ClariVest in 2013. She is the Office Services and Corporate Travel Manager at ClariVest Asset Management. Cathi is responsible for day-to-day office operation and management. She has over 20 years of professional experience including human resources, management and corporate meeting planning. Cathi received her Bachelor’s degree in Psychology and a Master’s degree in Counseling Psychology from San Diego State University.

Lyle Juenger
Operations Manager

Lyle Juenger serves as Operations Manager for ClariVest Asset Management LLC. Prior to joining ClariVest in May 2006, Lyle was a Senior Consultant, Financial Analysis at Forward Slope, Inc. His previous experience also includes roles as Vice President, Investment Operations at Banc of America Capital Management and Supervisor, Account Administration at Nicholas Applegate Capital Management, LLC. Lyle received his Bachelor of Science in Business Administration from the University of Missouri, Columbia.

Ryan Feghali

Ryan Feghali
Investment Analyst

Ryan Feghali is an investment analyst at ClariVest Asset Management LLC and is a member of the team responsible for the firm’s international, global, and emerging markets investment strategies. Prior to joining ClariVest in 2014, Ryan was a Business Valuation Associate Intern at The Beyster Institute where he developed strategies to consult companies in the most effective implementation of employee ownership programs. Previously, he worked in management within a holding company that owns and operates restaurants throughout California, where he focused on the marketing and business development efforts. Ryan earned a Bachelor of Arts in Business Administration from California State University, Fullerton and an MBA from the Rady School of Management at the University of California, San Diego. He began his investment career in 2014.

Nick Geller
Operations Associate

Nick Geller serves as Operations Associate for ClariVest Asset Management LLC. Prior to joining ClariVest in September 2014, Nick was a Managed Account Analyst at Brandes Investment Partners, L.P. While at Brandes, Nick also spent time working in the Trading and Systems departments. Previous experience includes working as a Project Manager & Business Analyst for Amphora Inc., which operates in the Energy Trading & Risk Management industry. While at Amphora, Nick managed projects in London and New York for clients including Sempra Energy Trading, ChevronTexaco, and Arcadia Petroleum. Nick received his Bachelors of Business Administration in Finance from Pace University in New York.

Gashi Zengeni, CFA
Investment Analyst

Gashi Zengeni is an Investment Analyst at Clarivest Asset Management LLC, with a focus on the firm’s Multi-Country strategies. Prior to joining ClariVest in 2015, Ms. Zengeni was based in New York where she worked at Russell Investments, as a Research Analyst responsible for the evaluation and selection of investment managers focused on the emerging and frontier markets. Previously, Ms. Zengeni was based in London in her role as a Portfolio Analyst supporting the portfolio management of Russell’s emerging and frontier markets multi-manager funds. She was also an Intern at Societe Generale and worked in accounting roles for a number of London-based, consumer-related companies. Ms. Zengeni earned a Bachelor of Science in Mathematics Bristol University, UK. She began her investment career in 2007.

Sarah Kirkpatrick
Client Portfolio Specialist

Sarah Kirkpatrick is a client portfolio specialist at ClariVest Asset Management LLC and is a member of the client service and marketing team. Prior to joining ClariVest in 2016, Sarah was Contract Coordinator at AMN Healthcare where she developed strategies to improve their internal operations. Previously, she worked with a financial planner in San Diego, where she serviced client accounts, designed marketing materials, and managed the office operations. Sarah earned a Bachelor of Science in Business Administration from New Mexico State University.

Katherine Hartl
Investment Analyst

Katherine Hartl is an Investment Analyst at ClariVest Asset Management LLC, with a focus on the firm’s Multi-Country strategies. Prior to joining ClariVest in 2017, Katherine worked as an Assistant Vice President at Barclays Capital, a Research Associate at the Federal Reserve Bank of Boston and a Senior Associate at EconOne Research. Katherine earned a Bachelor of Science degree in Mathematics & Economics from the University of California, San Diego; a Masters in Economics from Boston University; and a Masters in Financial Engineering from the University of California, Berkeley. She began her investment career in 2012.

Amanda Shea
Investment Analyst

Amanda Shea is an Investment Analyst at ClariVest Asset Management LLC, with a focus on the firm's Alternatives/U.S. Micro and Small Cap strategies. Prior to joining ClariVest in 2017, Amanda worked as a Development Officer at the Marine Corps Scholarship Foundation and a Senior Consultant at Booz Allen Hamilton. Amanda is also serving as a major in the United States Marine Corps with military occupational specialties in public affairs and information operations, duties involved in media and public relations, strategic communication, and operational security, psychological operations, deception, and electronic warfare, respectively. Amanda earned a Bachelor of Arts degree in English from Ohio University; a Master of Business Administration from the University of Phoenix; a Master in Public Administration from Harvard Kennedy School; and a Master of Finance from the University of California, San Diego. She began her investment career in 2017.