Rydex|SGI portfolio strategists are heavily involved in product development, distribution and sales within the investment marketplace. They are often called upon to educate financial advisors on the use of the funds or to provide high-level industry expertise on the topics of asset allocation, alternative strategies, target beta and other investing strategies.
Anthony B. Davidow, CIMA®
Managing Director, Portfolio Strategist
As managing director and portfolio strategist, Tony’s primary focus is to provide strategic viewpoints on financial markets for the firm’s ETF and alternative investment business lines. In this role, he is also responsible for developing, marketing and positioning the firm’s ETF and alternative investment strategies and training key sales personnel on the use of these products. He is also a frequent speaker at industry conferences on ETFs, alternative investment strategies, asset allocation and hedge fund strategies. Tony joined the firm from IndexIQ, where he was executive vice president and head of distribution. There, he was responsible for building and managing IndexIQ’s distribution business as well as for creating content, gaining platform approvals and educating advisors about the role and use of their unique solutions. Previously, Tony was managing director and director of sales and training for Morgan Stanley’s Consulting Services Group. He was responsible for CSG’s training programs, including the CSG University Program, conducted at the University of Chicago. He was also executive director and director of business development for Graystone Wealth Management and senior vice president and director for Morgan Stanley’s Institutional Consulting Group. Tony has authored several white papers on investments, including: The Merits of Core-Satellite Investing, Asset Allocation & Manager Selection: Adaptive Allocation and The New World of International Investing and Alpha-Beta Separation, among others. Tony holds a bachelor’s degree in finance and investments from Bernard M. Baruch College, and has earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant’s Association (IMCA) and the Wharton School of the University of Pennsylvania. He sits on the board of directors for the IMCA, and is a board liaison for the IMCA National Conference Committee. Tony is a frequent speaker at industry conferences, including IMCA, Money Management Institute, Investment Management Institute, Inside ETFs & the Super Bowl of Indexing. He has earned FINRA series 7, 24 and 63 licenses.
Jerome Abernathy, Ph.D.
Director of Research
As director of research, Jerome leads the research efforts for new and existing products, especially alternative investments. Jerome has more than 20 years of experience in the financial services industry, including research, product development and portfolio management. As part of Rydex|SGI’s quantitative investment and product development/management teams, he is committed to delivering high-quality, innovative alternative investment strategies to financial intermediaries and institutional investors. Prior to joining Rydex|SGI, Jerome was founding partner and chief investment officer at Stonebrook Capital Management, a New York-based alternative investment firm. There, he developed and managed a number of groundbreaking alternative investment products for institutional investors. Previously, Jerome was director of research at Moore Capital Management, Inc. Before that, he managed the analytical trading group at Merrill Lynch, where he was responsible for trading the firm’s proprietary capital pursuant to quantitative techniques. Jerome started his career as a trader and member of the research group in the derivative trading group at Morgan Stanley & Co., where he developed and traded quantitative strategies in the derivative and currency markets. Jerome holds a bachelor’s degree in electrical engineering from Howard University as well as a master’s degree and a doctorate in electrical engineering and computer science from The Massachusetts Institute of Technology.
|