Nicholas Stonestreet Co-founder and Chief Executive Officer
Mr. Stonestreet has more than 25 years of financial services experience and has managed a broad spectrum of wealth management businesses. Prior to co-founding the Vident Group, he was Regional Head of Private Wealth Management for Regions Financial. He also served at Merrill Lynch for 15 years in several capacities including Chief Executive Officer, Structuring, Global Co-Head of Private Wealth Services and Director of Private Banking. He was also the Director of Private Banking in Amsterdam, NL. In addition, Mr. Stonestreet has been Chief Executive Officer at BCR and started his career at Sun Trust Bank. Mr. Stonestreet obtained an MBA, International Business from the University of South Carolina.
Andrew Schmuhl Chief Operating Officer
Mr. Schmuhl has 15 years of legal, compliance and international business experience in the investment management and institutional consulting industries. His expertise is investment advisory products and regulatory issues. Prior to Vident, Mr. Schmuhl served as General Counsel of Overture Financial and Associate General Counsel of Lockwood Advisors. Mr. Schmuhl obtained a BA from University of Pennsylvania and a JD from Villanova University School of Law.
Shirish Malekar Chief Investment Officer
With over 25 years of investment experience, Mr. Malekar leads the development of innovative long/short global asset strategies for a Vident Financial entity, WeatherStorm Capital and advises on risk-based smart beta ETF strategies for Vident. Prior to founding WeatherStorm, he was Partner and Managing Director at Lattice Strategies, overseeing portfolio and risk management and research for global multi-asset portfolios and custom ETFs. Previously, Mr. Malekar developed and ran a global all asset hedge fund at SSGAM. He founded a similar fund at Deccan that was acquired by Allianz Global Investors. Prior to Allianz, Mr. Malekar developed the first global fixed-income fund at Strong Capital Management. He began his investment career at PIMCO, working on Bill Gross’ portfolio team. Mr. Malekar obtained an MS from MIT, an MS in Petroleum Engineering from the University of Pittsburgh and a BS in Chemical Engineering from the University of Mumbai (Bombay). He was a teaching and research assistant for International Finance at MIT’s Sloan School of Management and an adjunct professor of Portfolio Management at University of San Francisco.
Denise Krisko, CFA Co-Founder and President of Vident Investment Advisory
Ms. Krisko has over 20 years of index management experience, with an expertise in ETF management. Prior to co-founding Vident Investment Advisory, she was the Chief Investment Officer and Managing Director at Index Management Solution. Previously, she worked at Deutsche Bank, Northern Trust and BNY Mellon. She began her career at The Vanguard Group as a Portfolio Manager. Ms. Krisko obtained an MBA, Finance from Villanova University and a BS in Finance from Pennsylvania State University. She holds a Chartered Financial Analyst designation.
Jumana Poonawala Chief Operating Officer, Vident Investment Advisory
Ms. Poonawala has over 17 years of financial advisory experience, with an expertise in international investments and managing multi-currency exposures. Prior to joining Vident, Ms. Poonawala was an Investment Officer and Co-Head of Global Trade & Supply Finance at International Finance Corporation, a member of the World Bank Group. Prior to IFC, Ms. Poonawala was a member of the Private Equity and Real Estate team at Chatham Financial, an interest rate and currency hedging advisory firm based out of Pennsylvania. Previously, she worked at Deloitte Consulting in the Financial Services Group in New York. She began her career at Bank of America managing a client portfolio of multinational corporates. Ms. Poonawala graduated with an MPA from Harvard University and a BA from Brandeis University. Ms. Poonawala has served as Adjunct Professor at Georgetown University’s Public Policy program. She is also the author of an article on the forward market in emerging currencies published in the Journal of International Money and Finance.
Jim Iredale, CFA Senior Portfolio Manager
Mr. Iredale has over 15 years of investment experience and manages the fixed income side of the Vident portfolio. Prior to joining Vident Financial, he was the Fixed Income Manager at Ronald Blue & Co. Mr. Iredale obtained a BBA, Finance from the University of Georgia, Terry College of Business and JD, Law from the University of Georgia, School of Law. He holds a Chartered Financial Analyst designation.
Betty Tong Senior Portfolio Manager
Ms. Tong has over 20 years of investment trading and management experience with a specialty in international equity. Prior to Vident, she was a Senior Portfolio Manager in Quantitative International Equity for Prudential Investments. Ms. Tong obtained a BS, Princeton University and MBA, Finance from Rutgers.
Andrew Alden, CFA Head of Quantitative Research
Mr. Alden has seven years of investment management experience. Prior to joining the Vident Financial team, he was a senior portfolio strategist at Lattice Strategies and the lead researcher designing systematic equities strategies. Prior to earning his MFE, he worked at Guggenheim Partners and Citco Fund Services. Mr. Alden obtained a Masters in Financial Engineering from University of California Berkeley and a BCom in Economics & Finance from University of Cape Town, South Africa. He holds a Chartered Financial Analyst designation.
Austin Wen Assistant Portfolio Manager
Mr. Wen has four years of experience in trading, portfolio management and operations. Mr. Wen focuses on trading, risk monitoring and investment analysis for Vident Financial. Prior to Vident, Mr. Wen was a State Examiner at the Georgia Department of Banking and Finance. Mr. Wen obtained a BA, Finance from the University of Georgia.