Cesar Gonzales
Cesar J. Gonzales, Jr. CMFC® Director, Manager Development and Client Portfolio Manager Cesar J. Gonzales, Jr., CMFC® is Director, Manager Development and Client Portfolio Manager at Xponance®. He is a voting member of Xponance’s Investment Committee and a...Marion White
Marion White, CPA Vice President, Finance Marion White serves as Vice President, Finance at Xponance and works with the Chief Financial Officer on the accounting and financial operations of the firm. She joined Piedmont Investment Advisors, an investment firm acquired...David Andrade
David Andrade Chief Technology OfficerGeneral Manager of Aapryl David Andrade serves as Chief Technology Officer and is responsible for Xponance’s Information Technology platforms, applications, infrastructure and solutions. Additionally, David is General...Michelle Goss
Michelle Goss Director, Human Resources Michelle Goss has been with the firm since 2002 and has over 30 years of professional experience including 13 years of accounting and financial experience. In her capacity as Director of Human Resources, Michelle oversees...Genie Logue
Genie Logue Chief Financial Officer Genie Logue joined the firm in September 2018 as Chief Financial Officer and oversees the financial and risk management operations of the company. Prior to Xponance®, Genie was a Managing Director with Rosemont Investment...Sean Golliher
Sean Golliher Vice President, Operations Sean Golliher serves as Vice President of Operations at Xponance. He is responsible for trade operations, portfolio accounting and reconciliations, performance and client reporting for the Systematic Global Equities and U.S....Shalonda Epps
Shalonda Epps, CIPM® Director, Portfolio Operations and Reporting Shalonda Epps is Director of Portfolio Operations and Reporting at Xponance. She and her team are responsible for client on-boarding, portfolio measurement, compliance monitoring, portfolio transitions,...Cameron McLennan
Cameron F. McLennan, CFA* Senior Director, Senior Portfolio Manager, Systematic Global Equities Cameron McLennan is Senior Director and Senior Portfolio Manager on the Systematic Global Equity platform. He is responsible for the management of the firm’s active and...Noel McElreath
Noel McElreath, CFA* Senior Director, Senior Portfolio Manager, U.S. Fixed Income Noel McElreath serves as co-Portfolio Manager for Xponance®’s Yield Advantage U.S. Fixed Income strategies and leads the macroeconomic research effort. He also conducts research on...Thomas Quinn
Thomas Quinn, CFA* Managing DirectorSenior Portfolio Manager, Tactical and Multi-Manager Strategies Thomas Quinn is Senior Portfolio Manager of all Active Global Equities on our multi-manager platform. Additionally, Tom is Senior Portfolio Manager for the Tactical...McCullough Williams
McCullough Williams, III PresidentChief Operating Officer McCullough Williams, III, President and Chief Operating Officer of Xponance, has 25 years of investment experience and 17 years of state government experience. He oversees the firm’s compliance, business...Charles Curry
Charles L. Curry, Jr. Managing Director, Senior Portfolio Manager, U.S. Fixed Income Charles Curry is Managing Director and Senior Portfolio Manager of U.S. Fixed Income. He serves as Lead Portfolio Manager for Xponance’s Yield Advantage U.S. Fixed Income...Sumali Sanyal
Sumali Sanyal, CFA* Managing Director, Senior Portfolio Manager, Systematic Global Equities Sumali Sanyal is Managing Director and Senior Portfolio Manager of the Systematic Global Equities Platform. She is the Lead Portfolio Manager for Xponance’s systematic active...Donna James
Donna A. James Independent Board Member Donna James is a trusted resource and advisor to leaders in the public and private sector. Prior to starting her own business, Lardon & Associates, she retired as President of Nationwide Strategic Investments, a division of...Fred Choate
Fred G. Choate Independent Board Member Fred Choate is the President and controlling shareholder of Greater Philadelphia Venture Capital Corporation, a position he has held since 1997. From 1972 until 1979 he worked at Bank of America in the US and Canada. Moving to...Kila Weaver
Kila D. Weaver Vice President, Sales and Client Service Kila Weaver joined the firm in October 2007 and has over 25 years of financial services and marketing experience. She is responsible for sales and client service efforts, including plan sponsors in the public,...Clarissa Parker
Clarissa Parker Vice President, Sales and Client Service Clarissa Parker serves as Vice President, Sales and Client Service at Xponance. She regularly meets with clients and assists in the overall client service strategy of the firm. Clarissa is also involved in the...Market Plus
Market Plus – Large Cap Core Equity Q3 2024 | September 30, 2024 Read PDF Version Read Commentary Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 5.59 22.84 36.75 11.74 15.16 13.64 13.12 9.75 Net of fees 5.51...SMID Cap Core
SMID Cap Core Q3 2024 | September 30, 2024 Read PDF Version Read Commentary Annualized Returns (%) QTD YTD 1 Year 3 Years 5 Years 7 Years 10 Years Since Inception1 Gross of fees 10.92 15.36 30.32 12.41 15.74 14.07 13.42 11.58 Net of fees 10.79 14.96 29.72 11.83...
The Sweet Spot in the US Equity Markets: Part 1
The US equity markets exhibit observable biases over time, alternately favoring one group of stocks over others:Â large cap vs. small cap; value vs. growth; defensive vs. dynamic; sector rotation, etc. We questioned whether there was a longer term benefit to favoring one group of stocks over the others.
About Xponance®
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Global Market Outlook Reports
Research and Commentary FIS Group Archive | A Clear Perspective About Global Market Outlook Reports Our CIO, Tina Byles Williams, publishes our market outlook on a quarterly basis, based on research that examines market conditions over a three- to six-month period....Foresight
Foresights FIS Group Archive | A Clear Perspective and Point of View FIS Group Global FORESIGHTS Newsletters No Results Found The page you requested could not be found. Try refining your search, or use the navigation above to locate the post. About FORESIGHTS As a...
Stories from Shanghai and the Mobile Payments in China
China has a long history of pioneering revolutionary change in payments. Coins dating from at least 700 BC have now been found in China, making it the first place in the world (that we know of) to issue coins.Â
