Director of Research and Trading
At WrapManager, Doug serves as a member of our Investment Policy committee. He is responsible for developing and refining manager due diligence and review standards as well as monitoring and evaluating current and prospective money managers. In addition, Doug is responsible for oversight of internally managed passive strategies used for client portfolios. He helps to maintain and update internal technology systems used in the delivery of WrapManager's managed account solutions and assists operations and compliance when needed.
Prior to joining WrapManager, Doug worked for over six years with Amervest Company, Inc. where he advanced from Portfolio Administrator to Compliance Officer to Investment Officer. When Leading Edge Investment Advisors acquired Amervest in 2008, Doug continued as Investment Officer for over two years. Some of his duties included executing trades of agencies, treasuries, mortgage-backed securities, corporate bonds, and municipal bonds.
Doug graduated from the University of California, Santa Barbara with a BA in Business Economics. He is a CFA® Charterholder and an active member of the CFA® Society of San Francisco.
My favorite time of the day is helping others to solve complex problems. It’s so rewarding! My retirement dream includes attending all 162 San Francisco Giant games in one year.
And here’s something my co-workers may not know about me… I am part Spanish, and one of my ancestors fought in the American Revolution.
Some of my favorite fun things are family and friends, camping, SF Giants (of course), everything UCSB and Santa Barbara related, live music, sleeping in late, and life in general. Guilty pleasure: The Voice on TV.