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| Carol O'Leary - Co-founder, President & CEO |
| Carol A. O'Leary is the co-founder, President & CEO of AER, where she researched, created, and developed the concept for the actively-managed Alpha ETF Trust. For the past eight years while Carol has been President of AER Advisors, Inc., she has been representing Alpha Research with online brokers and potential users of the trademarked Moneyflow Stockpicker™ and Alpha Stockchecker™ products, which she developed and trademarked, as well as filing for the first actively managed ETFs in the U.S. Prior to AER Advisors, Carol owned and managed her own media company for sixteen years. Media Planning Services, Inc. planned and placed media in the continental US, Canada, and Europe for over 25 clients, including Mobil Oil, LensCrafters, and the American Skiing Company, using television, radio, print and internet advertising. |
| Carol holds a BA from the University of New Hampshire. |
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| David J. O'Leary - CIO |
| David J. O'Leary, CFA, is the Chief Investment Officer of AER Advisors. AER Advisors, founded in 2000, has been an affiliate of Alpha Equity Research, the company David founded in 1994 after leaving Fidelity Investments Institutional Services Company. Alpha Equity Research recently merged into AER Advisors. |
| David has had a long and distinguished career in the investment business spanning 35 years where he has worked as a portfolio manager, director of research, and a securities analyst. David is the mastermind behind AER Advisor's proprietary stock selection methodology. This discipline is largely based on the philosophy that stock prices follow earnings over time. The firm has consistently been able to identify sectors/stocks with improving or deteriorating fundamentals, providing timely buy and sell signals to money managers. David is a graduate of Harvard with a degree in Economics and is a Chartered Financial Analyst. |
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| Thomas Steffanci - Chairman |
| Tom has 35 years of experience in the investment business, including senior investment management positions at Fidelity Investments and TCW Asset Management Company. Prior to joining AER, Tom was President and Chief Investment Officer of Glencrest Investment Advisors, in Claremont, CA where he managed equity and balanced portfolios, and utilized AER’s research discipline for several years. Tom holds a PhD in Economics and Finance from the University of Connecticut. He also holds a Masters degree in Economics and Finance from the Whittemore School of Business and Economics at the University of New Hampshire. He received a Bachelor of Arts degree from Providence College. Tom brings tremendous experience to AER Advisors in all aspects of the markets and product development. Over the years, Tom and David have worked together at CG Investment Management Company (CIGNA) as well as Fidelity Investments. |
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| Janine L. Cohen - CFO & Chief Compliance Officer |
| Janine L. Cohen is Chief Financial Officer and Chief Compliance Officer at AER Advisors. She has been with the firm since its inception and is responsible for the financial functions of the firm. Janine has more than 23 years experience in the investment management business, most recently at State Street Bank & Trust Company where she worked for 11 years and managed a department of 100 professionals providing third party fund administration services. She is a finance executive skilled in developing strategic business plans and implementing financial, operational and compliance systems and controls in rapidly growing financial services companies. |
| Janine is a Certified Public Accountant and holds a BS in Accounting and Mathematics from the University of Minnesota. |
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"AER's research methodology is 100% proprietary." |
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