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Andre Bertolotti Andre Bertolotti, CFA

Mr. Bertolotti is CIO and Director of Investment Strategy. He is responsible for investment strategies, product development and research initiatives. Prior to co-founding Quotient Investors, Mr. Bertolotti was Director of Investment Strategy and Research at DIAM USA, Inc., and co-founder and CIO at Innovest Capital Management, Inc. Prior to Innovest in 1996, Mr. Bertolotti was a Senior Consultant with BARRA Inc., a quantitative research firm specializing in risk models and optimization. Mr. Bertolotti graduated from Virginia Polytechnic Institute in 1982, and received his Masters in Engineering from the University of California, Berkeley in 1985 and his MBA in Finance from the University of California, Berkeley in 1993. Mr. Bertolotti holds the Chartered Financial Analyst designation.
e-mail: abertolotti@quotientinvestors.com
     
william yost   William Yost

Mr. Yost is Director of Portfolio Management and Trading. Mr.Yost is responsible for the portfolio management and trading for all structured equity and small cap portfolios. Prior to co-founding Quotient Investors, Mr. Yost was Director of Portfolio Management and Trading at DIAM USA, Inc. and President of Innovest Capital Management Inc., which he founded in 1996 with the backing of IBJ Whitehall Financial Group. Mr. Yost began his work with IBJ Whitehall in 1991, where he ran the firm’s quantitative market neutral fund. From 1981 to 1990, Mr. Yost was a portfolio manager and product development specialist first with J.P. Morgan Investment Management and then with State Street Global Advisors. Mr. Yost graduated from the University of Notre Dame in 1975 and received his MBA from the University of Wisconsin in 1976.
e-mail: byost@quotientinvestors.com
     
julia peter-kerr   Julia M. Peter-Kerr, CFA

Ms. Peter-Kerr is Director of Client Service and Sales. Prior to co-founding Quotient Investors, Ms. Peter-Kerr was Director of Client Service and Sales at DIAM USA, Inc. Prior to DIAM USA, Ms. Peter-Kerr served as Marketing Director of AXA Rosenberg Investment Management, as Director of Client Service & Marketing for Jacobs Levy Equity Management, Inc. and held numerous positions at BARRA, including Director of U.S. Sales. Ms. Peter-Kerr received a BA in Mathematics and Economics at the University of California at Santa Barbara in 1987. Ms. Peter-Kerr holds the Chartered Financial Analyst designation.
e-mail: jpeterkerr@quotientinvestors.com
     
franklopez Frank Lopez, CFA

Mr. Lopez is CCO and Director, Portfolio Administration, responsible for all aspects of portfolio administration and performance measurement. Prior to joining Quotient in 2008, Mr. Lopez was a Senior Associate at Morgan Stanley Investment Management’s Institutional Advisory Group and an Associate Investment Product Specialist at Mellon Capital Management. Mr. Lopez received a BA in Economics from the University of California, Berkeley in 1999 and holds the Chartered Financial Analyst designation.
e-mail: flopez@quotientinvestors.com