People - Asset Allocation
 


North America

Jeremy Grantham
Mr. Grantham co-founded GMO in 1977. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham is GMO’s chief investment strategist and is an active member of GMO’s asset allocation division. He is a member of the GMO Board and has also served on investment boards of several non-profit organizations. Mr. Grantham has been featured in Forbes, Barron’s and Business Week and is routinely quoted by the financial press. He earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School.



Ben Inker
Mr. Inker joined GMO in 1992 following the completion of his B.A. in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for quantitative equities and asset allocation, as a portfolio manager of several equity and asset allocation portfolios, as co-head of international quantitative equities, and as CIO of quantitative developed equities. He is currently head of the Asset Allocation group, a position he has held for the past decade, and a member of the GMO Board. Mr. Inker is a CFA charterholder.



Tariq Ali
Mr. Ali is a research analyst within GMO’s asset allocation team. Prior to joining GMO full-time in 2011, he interned with the asset allocation group. Mr. Ali earned his B.A. in Government from the University of Texas, Austin.



Edmund Bellord
Mr. Bellord is a member of GMO’s asset allocation team. Prior to joining GMO, he was a senior portfolio manager at State Street Global Advisors Capital Management. Previously, he worked at Mellon Capital Management as a strategist. Mr. Bellord earned his M.A. in Economics from the University of Edinburgh in Scotland and his M.B.A. at the University of California in Berkeley.



Edward Chancellor
Mr. Chancellor is a member of GMO’s asset allocation team and focuses on capital market research. He has worked as a financial commentator and consultant and has written for the Wall Street Journal, New York Times, Financial Times, and Institutional Investor, among others. He is the recipient of the 2007 George Polk Award for financial journalism. Mr. Chancellor is the author of several books including Crunch Time for Credit (2005) and Devil Take the Hindmost: A History of Financial Speculation (1999), a New York Times Notable Book of the Year. Prior to joining GMO, he worked as deputy U.S. editor for Breakingviews.com in New York and for Lazard Brothers. Mr. Chancellor earned his B.A. in History from Trinity College and his Masters of Philosophy in Modern History from Oxford University.



Anna Chetoukhina
Ms. Chetoukhina is a member of GMO’s asset allocation team. Prior to joining GMO in 2011, Ms. Chetoukhina was a fixed income quantitative analyst for Wellington Management. Previously, she was a research associate for State Street Associates, LLC. Ms. Chetoukhina earned her B.S. in Economics from Voronezh State University in Russia, her B.A. in Mathematics and Economics from Huntingdon College and her M.S. in Applied Mathematics from Northeastern University. She is a CFA charterholder.



Peter Chiappinelli
Mr. Chiappinelli is a member of GMO’s asset allocation team. Prior to joining GMO in 2010, he was an institutional portfolio manager in the asset allocation group at Pyramis Global Advisors. Previously, he was the director of institutional investment strategy and research at Putnam Investments. Mr. Chiappinelli earned his M.B.A from The Wharton School and his B.A. from Carleton College. He is a CAIA designee, and is president and founder of the CAIA Boston chapter. He is a CFA charterholder.



Sachin Gupta
Mr. Gupta is a member of GMO’s asset allocation team and assists with the firm’s distressed debt effort. He joined GMO in 2011 after completing his M.S. in Applied Math from Harvard University where he also earned his B.A. in Applied Mathematics and Economics.



Matt Kadnar
Mr. Kadnar is a member of GMO’s asset allocation team focusing on research and portfolio management. Prior to joining GMO, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar has a B.S. from Boston College majoring in Finance and Philosophy and a J.D. from St. Louis University School of Law. He is a CFA charterholder.



Jamie Lee
Mr. Lee is a research analyst within GMO’s asset allocation team. Previously, Mr. Lee worked at pi Economics as an economist. He earned his B.A. in Mathematics and English from Dartmouth College.



Diane Lopez
Ms. Lopez is the head of operations for GMO’s asset allocation group. Previously at GMO, Ms. Lopez led GMO’s quantitative equity trading group. Prior to joining GMO in 1995, she worked as a fund accountant at Investors Bank & Trust. Ms. Lopez earned her undergraduate degree in Economics from the University of Massachusetts at Amherst.



Ara Lovitt
Mr. Lovitt is a member of GMO’s asset allocation group and is the portfolio manager of the GMO Credit Opportunities Fund. Prior to joining GMO in 2010, Mr. Lovitt was a senior investment professional at Silver Point Capital. Previously, he was a vice president at Morgan Stanley. Mr. Lovitt earned his A.B. in Economics and Philosophy from Dartmouth College and his J.D. from Stanford Law School.



Nick Nanda
Mr. Nanda is a member of GMO's asset allocation team focusing on research and portfolio management. He joined GMO following the completion of his B.A. in Economics from Oberlin College. He is a CFA charterholder.



Jon Roiter
Mr. Roiter is a member of GMO’s asset allocation group. Prior to joining GMO in 2011, Mr. Roiter was a senior analyst for TPG Credit Management. Previously, he was an analyst for the leveraged finance group at Citigroup Global Markets. Mr. Roiter earned his B.A. in Economics from Columbia University.



Derek Staples
Mr. Staples is a member of GMO’s asset allocation team and assists with the firm’s distressed debt effort. Prior to joining GMO in 2011, Mr. Staples was an associate at Leucadia National Corporation. Previously, he was an analyst at Partners Group AG in Switzerland. Mr. Staples earned his B.S. in Accounting at Brigham Young University.



Wei Wang
Mr. Wang is a member of GMO’s asset allocation group. Prior to joining GMO in 2010, Mr. Wang was an investment analyst at Aurelius Capital Management. Previously, he was an investment analyst in the Financial Institutions Group at Merrill Lynch. Mr. Wang received his B.A. in Applied Mathematics and his M.A. in Statistics from Harvard University. He is a CFA Charterholder.



Chris Wu
Mr. Wu is a research analyst within GMO’s asset allocation team. Prior to joining GMO full-time in 2010, he interned with the asset allocation group. He earned his A.B. in Economics from Harvard College.



Europe

Mike Monnelly
Mr. Monnelly is a member of GMO’s asset allocation team focusing on research and portfolio management, working in our London office. Prior to joining GMO in 2009, he was a research analyst for Kynikos Associates. Previously, he was a financial journalist for Breakingviews LTD. Mr. Monnelly earned his B.A. in Classics and Modern Languages from The University of Oxford.



James Montier
Mr. Montier is a member of GMO’s asset allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Mr. Montier is the author of several books including Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment; and The Little Book of Behavioural Investing. Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a B.A. in Economics from Portsmouth University and an M.Sc. in Economics from Warwick University.



Asia-Pacific

Sean Gleason
Mr. Gleason is responsible for portfolio management of systematic global macro strategies for GMO Australia. Prior to joining GMO in 1999, he worked for Westpac Investment Management where he helped develop and manage quantitative tactical asset allocation strategies. Previously, he was an analyst forecasting passenger demand and revenue at Qantas Airways Limited. Mr. Gleason earned his Master of Commerce and Bachelor of Science from the University of New South Wales. He is a CFA charterholder.



Jonathan Goll
Mr. Goll is a director of GMO’s Singapore office, and engages in institutional business development activities, client relationship matters and quantitative product management in Asia. He also conducts systematic global macro research on behalf of GMO. Prior to joining GMO in 2004, he worked at Schroder Investment Management and Standard & Poor’s in Singapore, as well as Towers Perrin in Hong Kong and Sydney. Mr. Goll graduated Honours Co-op (with Distinction) from the University of Waterloo with a Bachelor of Mathematics degree, majoring in Actuarial Science with a minor in Statistics. He is a CFA charterholder.



Jason Halliwell
Mr. Halliwell is the head of systematic global macro strategies. He joined GMO Australia in September 1999 from Westpac Investment Management where he spent three years in research and development of quantitative tactical asset allocation methods. Mr. Halliwell has an honours degree in Commerce/Law from Queensland University and has completed postgraduate studies in Financial Mathematics at the University of Technology in Sydney. He has achieved the Chartered Financial Analyst designation.



Craig Louis
Mr. Louis is responsible for researching, implementing and maintaining systematic global macro strategies at GMO. Prior to joining GMO, he managed the global tactical asset allocation business at Suncorp Investment Management for almost ten years. Before becoming involved in TAA, Mr. Louis was employed by the Commonwealth Treasury where he designed and built economic models. Mr. Louis holds a bachelors degree in economics and honours in econometrics from the Australian National University.



Peter Martin
Mr. Martin is a portfolio trader with the systematic global macro team. Previously he was operations manager at GMO Australia. Prior to joining GMO, Mr. Martin worked at the Commonwealth Bank of Australia where he spent over three years as an account manager for a fund accounting team looking after large domestic superannuation clients. Prior to this he worked in a similar capacity for other financial institutions, including State Street Australia. Mr. Martin holds a Bachelor of Mathematics Finance degree from the University of Wollongong and a Masters in Applied Finance and Investments from the Financial Services Institute of Australia.



Andrew Thompson
Mr. Thompson is a quantitative strategist at GMO Australia and is responsible for systematic global macro research and systems development. Prior to joining GMO, he worked as a quantitative strategist for Suncorp Investment Management. Previously, he worked as an investment analyst for Tactical Global Management Limited. Mr. Thompson earned his Bachelor of Commerce and Bachelor Economics with Honors from the University of Queensland and his Bachelor of Science from the University of Southern Queensland.