OCEAN PARK ASSET MANAGEMENT - Key Persons
Job Titles:
- Managing Director, Strategic Partnerships
- National Accounts Team
David C. Wright, JD, JD is Co-Founder and Senior Advisor at Sierra Investment Management. David jointly oversees all aspects of the organization's activities, including asset management, research, and client relationships. After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler , Hill Richards, Inc., before co-founding Sierra in 1987 with Dr . Kenneth L. Sleeper . Dave earned a BS in Civil Engineering from Swarthmore College and a JD from The University of Chicago.
Doug Loeffler's career and personal life are based on stability and tenacity. Before he was appointed Executive Vice President of Investment Management at Ocean Park, Doug worked at AIG for 13 years, initially overseeing the annuity company's mutual fund platform before serving as Lead Portfolio Manager of Asset Allocation for the past six years. Before AIG, Doug acted as a Portfolio Manager and Head of Manager Research at Principal Financial Group, and as an International Equity Manager at Founders Asset Management.
A self-proclaimed non-athlete, he recently completed a 48-mile trek from the South Rim of the Grand Canyon to the North Rim and back again. In one day.
Doug is a CFA® Charterholder and received a BA in Economics from Washington State University and an MBA from the University of Chicago.
Henry Reid joined the investment team 2020. As a self-described analytical person and avid fan of sports and statistics, Henry is primed for his role as Portfolio Analyst, helping clients secure their futures and achieve financial freedom. Henry is responsible for research, analysis, data visualization, and performance and data reporting among other investment management and operational duties.
Henry earned his BS degree in Economics and MS degree in Finance from the University of Oregon at Eugene.
James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Mutual Funds and Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Sierra Co-founders David Wright and Kenneth Sleeper. An accomplished investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.
Job Titles:
- Managing Director, Sales
- National Sales
Job Titles:
- Director, National Accounts
Job Titles:
- Co - Founder
- Portfolio Manager
- Senior Vice President
Kenneth L. Sleeper, MBA, PhD, MBA, PhD, is Co-Founder, and Portfolio Manager at Sierra Investment Management. Ken jointly oversees all aspects of the organization's activities, including asset management, research, and client relationships. Prior to co-founding Sierra in 1987 with David C. Wright, Ken applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. Those techniques were incorporated into Sierra's investment process with the goal of helping clients preserve wealth. When not working with clients, Ken enjoys spending time with his wife of 40 years and his son. Ken earned his MBA and PhD degrees from the University of Southern California.
As Lead Portfolio Analyst, Marshall Quan enjoys discovering new vehicles for clients to invest in, as well as identifying changes in trends as they occur. Ever attentive to helping clients preserve their wealth, Marshall is responsible for investment monitoring and analysis, securities screening execution and reporting, technical analysis, and portfolio construction among other investment management and operational duties.
Marshall earned his BS degree in Business Administration: Classical Management - Finance from Cal State University at Dominguez Hills. He joined Ocean Park Asset Management in 1999.
Job Titles:
- Chief Investment Strategist
- Portfolio Manager
Ryan HarderCFA®, is Chief Investment Strategist and Portfolio Manager for Ocean Park Asset Management. He oversees research, trading, and portfolio management for the firm, and his career of more than 20 years includes roles as portfolio manager, equity research analyst and managing director.
Ryan earned a BA in Economics, with honors, from Brock University in Ontario, Canada and a M.Sc. in International Securities, Investment and Banking from the ICMA Centre, University of Reading, in the United Kingdom. He is a CFA® Charterholder. Ryan enjoys playing ice hockey and watching auto racing with his wife and four children.
Job Titles:
- Senior Regional Associate
Job Titles:
- Director, National Accounts
Job Titles:
- Senior Regional Associate
Job Titles:
- Senior Regional Associate