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Your  Team at the Helm

We take pride in the Investment Team we have built over the years. Benefiting from a wide-array of industry experience, our Team stands ready to help navigate clients through the ever-changing currents of the macro-economic expanse.

Jan Erik Warneryd, CFA Photo
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Jan Erik Warneryd, CFA

Chief Investment Officer

Mr. Wärneryd is responsible for our S&P 500 Sector Selection Strategy.  Prior to joining the team, Mr. Wärneryd was a Global Macro portfolio manager at Tudor Investment Corp. in Greenwich, CT. Prior to Tudor, Mr. Wärneryd was the Head of Global Macro Proprietary trading within the Fixed Income Division at Morgan Stanley in New York.

From 1996 until early 2003, Mr. Wärneryd worked for SEB, first as Proprietary Trader in the New York office and subsequently as Portfolio Manager at SEB Asset Management in Stamford, CT, which is the predecessor of Optimum Quantvest Corporation.

Previously, Mr. Wärneryd has held positions with Kidder Peabody, Skandia, Stora and SHB.

Mr. Wärneryd holds a B.Sc. in Business and Economics from the University of Stockholm and has been a CFA (Chartered Financial Analyst) charter holder since 1998.

Mark McDonnell Photo
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Mark McDonnell

Sr. Portfolio Manager

Joining the team in 1997,  Mr. McDonnell serves as a Senior Portfolio Manager responsible for Optimum Quantvest's fixed income strategies. At Hillswick Asset Management, the predecessor company to Optimum Quantvest Corporation, Mr. McDonnell served as President and Sr. Portfolio Manager.

Prior to Hillswick, Mark held positions with Smith Barney and Baird Patrick & Company, a regional brokerage firm. He is a graduate of Fordham University.

Mr. McDonnell has been invited to speak at industry events nationwide, pertaining to topics related to macro-economic analysis, fixed income markets & investing strategies for pensions and captive insurance programs.

Mark has served with the U.S. Navy Reserves and an Aviator in the U.S. Army Reserves.