OSAM and DFA vets join the future of finance
Advisors and their clients are at the heart of everything we do.
We are a tech-powered investment manager that enables financial advisors to create custom and intelligent portfolios for their clients—no matter how different their goals and preferences may seem. To make this possible, we have brought together the best talent in technology and financial services.
Our team of engineers hails from Silicon Valley giants like Facebook and Dropbox. So it makes sense that our investment team has the talent to match. Joining Dave Twardowski, head of investment strategy at Vise, on the investment strategy team are Travis Fairchild and Christian Boinske.
Travis joins Vise as a senior investment strategist. He spent the past 12 years as a portfolio manager at O'Shaughnessy Asset Management, where he helped in the development of their custom indexing platform, research capabilities, and tax optimization tools, and more. Travis currently holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.
Like Travis, Christian comes to Vise as a senior investment strategist. For the past six years, Christian held multiple roles at Dimensional Fund Advisors, a $600 billion quantitative asset manager. His primary focuses were on the Global Client Group, where he worked with advisors to create solutions that address their problems, and the Portfolio Consulting Group, where he performed in-depth research on asset allocation and manager selection.
When asked what drew him to investment management, Christian pointed to his childhood, "My father was an RIA, so I saw first-hand the value a trusted advisor can bring to clients and the problem they face."
He believes that the move to Vise will continue this strong tradition of helping advisors. "It excited me that Vise combines technology and financial science to solve advisors' and clients' problems. When I worked with advisors in the past, it became clear that the future of investment management is custom investment solutions that meet each investor's needs, not one-size-fits-all funds or model portfolios."
The duo will work with Dave to develop and scale the investment arm at Vise, collaborating on projects like developing empirically-backed single securities strategies, building our performance reporting framework, and creating collateral that clearly communicates our investment philosophy. Their diverse background and experience will ensure we give advisors and their clients the investment experience they not only need but deserve.
Naturally, Dave is optimistic about what the team will accomplish, “We are very lucky and honored to have Christian and Travis as senior members of the investment strategy team. Both have an incredible depth of knowledge in the industry as well as experience building innovative investment solutions. They will both play critical roles in helping Vise further expand the capabilities on our platform.”
July 30, 2021