Julex Team

Dr. Ma has two decades of extensive hands-on and leadership experience in portfolio management, asset allocation, fixed income and global macro investments, and risk management.  Prior to founding Julex, he worked as a Portfolio Manager with Geode Capital Management, where he launched a global macro hedge fund which traded currencies, commodities and equity options. Earlier, he served as Director of Quantitative Research and Financial Engineering with Loomis Sayles & Co., and Director of Quantitative Research and Risk Management with Fortis Investments. He led quantitative research and risk management groups to develop quantitative strategies, portfolio risk analytics and structured credit strategies.

Dr. Ma also worked as Senior Vice President and Director of Fixed Income Strategies at Sun Life Financial, where he helped manage $30 billion in fixed income assets and chaired the investment strategy and asset/liability management committee. His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer. He developed investment and derivatives strategies as well as oversaw $3 billion in a multi-asset portfolio. Dr. Ma is a published author and an industry speaker on the topics of quantitative investing, risk management and structured finance. He earned a Bachelor and a Master in Economics and Management from Peking University and a Ph.D. in Economics from Boston University.

Dr. Brown has been an industry leader for over 35 years. Before joining Julex, Rob served as the Chief Investment Officer at Integrated Financial Partners. As the CIO, he leads discussion of macroeconomic, capital market, and behavioral finance decision-making issues with clients, advisers, business partners, and the press. Rob directs the Integrated Financial Partners investment management department. In that role, he provides leadership for investment product development and evolution, asset management strategy, and prospective macroeconomic and capital market assessment, to assure that Integrated’s investment platform best supports its more holistic approach to wealth management and advice planning.

Rob is a senior level investment professional with over 3 decades of experience in portfolio management for large, sophisticated foundations, endowments, pensions, and the ultra-high net worth. Prior to Integrated Financial Partners, he held executive positions with United Capital, Genworth Financial, SEI, Envestnet, and the CFA Institute, where he directed the ongoing development of the educational curriculum for the CFA certification program and its examination.

During his tenure with United Capital, he directed the investment management department, a team that included 9 CFA® Charterholders who oversaw $18.6 billion. While at Genworth, Rob served as the Chief Investment Officer directing a $7.5 billion institutional portfolio of domestic and international securities. At SEI, he worked as the Managing Director of SEI’s Research Department that supported the wealth management needs of over $300 billion of pension, endowment, and foundation assets under advisement. At Envestnet, Rob served as the Chairman – Investment Policy Committee, Executive Vice President, and Senior Managing Director – Consulting Division for PMC International (later acquired by Envestnet), where he led the investment decision-making for a $3.3 billion portfolio. Rob also worked in the public sector, where he held the position of Chief Investment Officer for one of our nation’s larger state public pension plans, the Arizona Public Safety Personnel Retirement System.

Prior to joining the investments industry, Rob served as a Professor of Finance at the University of Colorado in Boulder from 1985 through 1989. During this time, he held a faculty position within the graduate school and taught students at the PhD, MBA, and undergraduate levels.

He is a member of the Financial Management Association and the Financial Planning Association. Rob has completed Six Sigma Quality Control training with General Electric and holds GE’s Green Belt process management designation. He also maintains his FINRA Series 7, 63, and 65 securities licenses.

Rob serves as an Editorial Board member for the Journal of Investing, Journal of Finance and Market, and International Journal of Economics, Finance and Management Sciences. His publications have appeared in the Journal of Derivatives and Hedge Funds, Journal of Investing, Journal of Investment Consulting, Pensions & Investments, FA Magazine, RIA Central, On Wall Street Magazine, Royal Alliance Associates Sourcebook, Bank Investment Consultant, Investment News Magazine, London Financial Times, Financial Planning, Financial Advisor, Journal of Finance and Market, and Journal of Financial Planning.

Dr. Wang joined Julex after he received his Ph.D. in Economics from Boston College (BC), and MS in Quantitative Economics, BS in economics and mathematics (double major) from Renmin University of China (RUC). Bo has a strong background in quantitative economics and finance and broad interests in mathematical fields like abstract algebra, topology, numerical computation, and stochastic differential equation. During his graduate studies at BC, Bo devoted himself to the dynamic copula modelling techniques. His dissertation focuses on the semiparametric copula estimation and structural break test. His recent work “Copula-based time series with filtered non-stationarity” has been published in the Journal of Econometrics (2020). Also, Bo has passed the CFA exam level III and FRM exam level I.