Julex Team

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Henry Ma, Ph.D.

CFA,  President and Chief Investment Officer
Email: henry.ma@julexcapital.com

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.


Jeff Megar

Managing Director
Email: jeff.megar@julexcapital.com

Jeff brings over 20 years of investment management experience to Julex Capital, predominately as an institutional portfolio manager.  Prior to joining Julex, Jeff had portfolio management oversight of a high yield bond mutual fund and institutional strategies at State Street Global Advisors where he was a Vice President and Senior Portfolio Manager.

Prior to State Street, Jeff was a Senior Portfolio Manager at Fortis Investments where he helped establish Fortis’ structured credit business, launching the firm’s inaugural Collateralized Loan Obligation (CLO). While at Fortis, he established a comprehensive investment and credit review process and managed the firm’s Leveraged Loan platform. Before Fortis, Jeff held various credit positions at CypressTree Investment Management and Prospect Street Investments.  He received his BA in Economics from Framingham State University and his MBA in Financial Management from Northeastern University. In addition he holds the Charted Financial Analyst designation.

brian moran

Brian Moran

Chief Compliance Officer
Email: brian.moran@julexcapital.com

Brian has been working in the capacity of Executive Director/Chief Compliance Officer/Principal Consultant in the financial services industry with over 35 years of diverse experience in compliance, regulatory, business conduct/risk, AML/BSA, Business Continuity and audit matters. Former regulator with US SEC, US CFTC, NYSE and AMEX. Big 4 Alumni. Pro-active manager with emphasis on managing compliance and reputational risk in a programmatic way. Collaborated with product design teams in the physical asset space which include agriculture, timber and vineyards. Extensive track record of constructing, testing and managing comprehensive compliance programs including branch examinations that enable diverse companies to efficiently navigate through a highly regulated, extremely competitive marketplace providing in-depth knowledge to address legal, risk, operational, financial(FINOP), sales practice and compliance issues with special expertise in the Securities Act of 1933 and Securities Exchange Act of 1934; Banking/Volcker, FinCen, FINRA Rules and Regulations; SEC Investment Adviser and Investment Companies Acts of 1940; Trust Regulations; Federal Banking, OCC, and FDIC Rules. Excellent working relationships with senior management, regulatory authorities and positive impact on regulatory exam results. FINRA Series 7, 24, 27, 63, 65, 79 and 99.

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Rob Brown, Ph.D., CFA

Chief Investment Strategist, JULEX-OCIO Leader
Email: rob.brown@julexcapital.com

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.


Liam Flaherty

Trading and Operations
Email: liam.flaherty@julexcapital.com

Liam joins the team at Julex after graduating from nearby Babson College with a BS in Business Administration and a dual concentration in Computational Finance and Quantitative Methods. While at Babson, he studied topics such as the options and futures market, the function of various fixed income instruments, how to perform financial simulation and run time series forecasts, and how to value risky securities. In addition, he was able to pursue a wide range of interests, both pure and applied, in mathematics and statistics disciplines. Most notably, he presented his independent research on “The Applications of Linear Algebra to the Optimization of Baseball Strategy” at the New England Symposium of Statistics in Sports in 2017. Prior to joining Julex, Liam worked as a contractor for MFS Investments on their Offshore Fund Treasury Team, and as an intern for MassMutual on their Trading and Valuation Teams.


Bo Wang, Ph.D.

Email: bo.wang@julexcapital.com

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.

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