Striving to revolutionize the RIA sector, delivering exceptional performance.
Who We Are
We are a team composed of highly motivated self-starters who are always pushing the boundaries of innovation.
Our diverse and seasoned team analyzes complex market trends, asseses risks, and pinpoints real-time opportunities, facilitating more informed and strategic decision-making.
Through our rigorous approach and leveraging of systematic strategies using machine learning, together, we can prudently grow capital.
Gershie is the Founder and CEO of Aleto, a quantitative hedge fund built for RIAs. He has a Bachelor’s Degree in Finance from Touro University, and has raised over $10 million in working capital to build the quant fund of the future – one that empowers both clients and advisors. Outside of work, he enjoys running, reading, and spending time with his wife and four children. Gershie also takes pleasure in sharing his entrepreneurial insights and advising young entrepreneurs.
Dave is the Chief Investment Officer at Aleto. He brings nearly two decades of investment management experience having managed various multi-strategy, fixed income portfolios. Most recently, Dave was the Global Head of Leveraged Finance at the State of Wisconsin Investment Board, where he managed over $10bb in assets across high yield bonds and leveraged loans. Prior to SWIB, Dave was a Credit Portfolio Manager at Balyasny Asset Management and UBS O'Connor, where he established a proven track record of outperformance in a variety of market conditions. Dave holds a BA in Economics from The University of Chicago and a MS in Computational Finance from Carnegie Mellon University.
Portfolio Manager | Head of Research
Ahron, founder and CIO of Three Gamma, was previously the research director at MB Advisors, where he advised institutional investors with a combined AUM of over $5 trillion on their macro strategy. Ahron identified an equity market opportunity leading to the founding of Three Gamma in 2021. Following the exciting merger with Aleto, Ahron joined the team to bring his expertise and leadership skills. Ahron received a B.S. in finance from Yeshiva University. In his spare time, Ahron enjoys playing tennis, sailing, and spending time with his wife and four children.
Chief of Staff | Director of Operations
Liza is the Chief of Staff & Director of Operations at Aleto. Her core responsibilities revolve around overseeing and optimizing cross-functional initiatives and operations. Drawing upon her prior expertise in managing intricate projects, Liza brings a wealth of experience to this role. Liza received her bachelor’s degree in Nutrition and Dietetics from the University of Cincinnati. In her free time, Liza enjoys exploring the outdoors and pursuing her passion for rock climbing.
Chief People Officer
Brooke is the Chief People Officer at Aleto. Brooke is responsible for overseeing Aleto's hiring initiatives, team development, and the implementation of processes to measure and enhance success. With an extensive background working in start-ups, Brooke has excelled in managing and building teams. Brooke holds a bachelor's degree in Finance and Commercial Real Estate from Marquette University. In her free time, Brooke enjoys Yoga and exploring the city with her son and husband.
GTM Strategy Lead
Katherine is the GTM Strategy Lead at Aleto. With a background in software sales, her main responsibilities include developing Aleto's bespoke client acquisition process and directing the company's overall branding and outreach efforts. Outside of the work day, Katherine spends her time perfecting her golf swing or checking out the newest restaurants in the Seattle area.
Strategic Advisor | Financial Executive
David Shane has over 28 years of experience in the financial industry, including overseeing entities in investment advisory, broker-dealer, alternative asset, and private equity sectors. David served as lead partner of one of the top-ranked accounting firms in the United States. Prior to this, he spent 12 years at McGladrey, where he became a partner and the Great Lakes Regional Managing Partner. His versatility extends to serving as Chief Financial Officer for a startup technology and alternative asset management company. David is a graduate of Indiana University in Bloomington, Indiana.
Strategic Advisor | CIO / COO: Curi Capital
Mark is the Chief Investment Officer and Chief Operating Officer at Curi Capital, an independent RIA, where he oversees the Investment Committee, asset allocation, and investment strategies as CIO, and manages operations and trading as COO. Prior to joining Curi Capital, he spent 14 years at CAPTRUST Financial Advisors, the largest independent RIA in the country, and began his investment career in 1998, including time as a market maker on the Pacific Coast Options Exchange and with Morgan Stanley’s top wealth management teams. Mark holds a Bachelor of Science degree in Mathematical Economics from Wake Forest University and has earned the CFA, CFP®, and BFA™ designations. He also serves on the Board of Trustees at William Peace University and is a former President of the CFA Society North Carolina.
Strategic Advisor | CEO: Ad Infinitum
Rob Grimaldi has over 20 years of experience in family office operations and leadership, institutional asset management, private equity, and venture capital, including serving as chief investment officer for a family office. Rob is currently the chief operating officer of a family office with a long history of direct investment in entrepreneurial-led companies. Rob is a co-founder of Ad Infinitum, a cell and tissue preservation solution, and a co-founder of diagQ, a diagnostic company changing how disease is detected and diagnosed. Additionally, Rob is currently the President of The Fallen and Wounded Soldier Fund, a Michigan non-profit that supports Michigan-based soldiers. Rob is a graduate of Wayne State University in Detroit, Michigan.
Michael Hanus, CFA
Strategic Advisor | FinTech CIO
Mike has over 20 years of experience working in the areas of Alternative and Private Investments, holding senior Distribution, Product and Portfolio Management roles at firms such as Wellington Management Company, Fidelity Investments and Absolute Investment Advisors. He is currently Chief Investment Officer and Head of Distribution at a FinTech company that facilitates investments in Private Equity, Private Debt, Private Real Estate, Hedge Funds and Venture Capital funds. As CIO Mike also builds single manager and multi-manager Private investment strategies for the Wealth and Institutional channels. Mike was also a co-founder of AIA which launched one of the first Alternative mutual funds that at its peak managed over $4.5b in AUM. Mike earned his MBA from the Ross Graduate School of Business at the University of Michigan. He is also a CFA charter holder.
Quantitative Research Lead
Kai is the Quantitative Research Lead at Aleto. He’s now focusing on the firm’s trading strategy building and applicable machine learning research on trading-related topics. Kai has previous professional experience in the hedge industry both in the US and China. Before joining Aleto, he worked in the equity derivative team at Millennium, one of the biggest hedge funds in the US. Kai holds an MS in Computational Finance from Carnegie Mellon University. When not working, Kai can often be found skiing/snowboarding, playing video games, and hanging out with friends.
Jason is the Quantitative Developer at Aleto. Previously, Jason was a machine learning engineer intern at Meta. He holds a PhD in physics from Northwestern University and a BS in physics from the University of Science and Technology of China. In his spare time, Jason can often be found playing basketball, watching videos on YouTube and Bilibili, and playing Honor of Kings.
Aerin is a Quantitative Researcher at Aleto. Aerin is responsible for doing research on finding features and implementation of big data processing. Aerin has professional experience in the financial industry in the US. She worked as an associate for fixed income pricing in an investment bank and got experience in risk management in a hedge fund in New York. Aerin earned a Master's degree in Financial Engineering from New York University. In her free time, Aerin likes hiking, bouldering, and top-rope climbing.
Stanley is a Quantitative Researcher at Aleto. Stanley works on a team of quantitative researchers and assists in managing Aleto’s neural network. Stanley has previous professional experience interning for financial services companies in both the United States and China. Stanley holds a BS in Mathematical Finance and Mathematical Economics, an MS in Financial Engineering from Columbia University. Outside of work, Stanley can be found jogging in parks, watching movies, and playing board games with his friends.
Lanqiu is a Quantitative Researcher at Aleto. Previously, Lanqiu was a Research Data Scientist at Meta. She began her career in data science, focusing on functional data analysis and machine learning algorithms. She holds a PhD in Biostatistics from New York University, an MS in Biostatistics from Duke University, and a BS in Clinical Medicine and Statistics from Peking University. Outside of work, Lanqiu enjoys jogging and baking.
Xiaoping is currently a Quantitative Developer at Aleto, where he is concentrating on building the firm's trading system. Prior to joining Aleto, he served as a Lead Software Engineer at Cadence. Xiaoping earned his PhD in Mathematics from Rutgers University. Outside of work, he is an avid sports enthusiast, frequently engaging in tennis and table tennis.
Our dedication and tenacious drive ensures we leave no stone unturned in deriving highly-tailored and robust strategies that simply deliver.
We embrace fresh perspectives and leverage our diverse expertise to think creatively and push boundaries as we strive to improve the private investments market.
Our commitment to integrity and empathy drives us to create lasting, meaningful partnerships built on mutual respect and a genuine desire to help our clients achieve their goals.
We prioritize authenticity, honesty, loyalty and transparency in everything we do - taking great pride in how we conduct ourselves as a trusted partner and advisor.
Find out what Aleto can do for you.