OUR MANAGEMENT
TEAM
Our Management Team
- David Armstrong is a Sr. Vice President & Portfolio Manager At Toroso Investments.
- Prior to Toroso David was a Portfolio Manager at Cedar Capital, LLC. He provided portfolio optimization services to Advisors using a multi-asset portfolio framework to enhance the risk and return characteristics of their existing models.
- David is a graduate of the University of Chicago (MBA), and Knox College (B.A.).
- Margaret began working with Toroso in late 2017 as a systems consultant. She now works with several teams across Toroso focused on creating, implementing and managing data and processes that make the most useful and efficient use of systems and data.
- She has 26 years of experience working with systems in many areas of the financial services industry.
- Margaret earned her degree in Systems Analysis from Miami University and her Financial Paraplanner Certification from the College for Financial Planning.
- 30+ years of experience in developing and launching mutual funds, collective trusts, 529 plans, and multi-manager 401(k) platforms.
- Prior executive positions with Buck Consultants, Lincoln Financial, and Avatar Associates.
- Responsible for Toroso’s business infrastructure, covering key financial, operational and compliance requirements.
- Tiago is the Business Technology Analyst at Toroso. His primary goal is to implement the firm’s strategic technology plan, including website and software development.
- He also interned at a large Morgan Stanley advisory practice in Chicago where he worked on a data migration project and technology workshops for over 800 clients of the practice.
- Tiago completed his Master’s Degree in Information Sciences from Ball State University in Indiana and his B.S. in Finance from Alma College.
- Qiao Duan is a portfolio manager at Toroso Investments focused on strategy implementation and trade execution.
- Previously, Qiao was an execution Portfolio Manager at Exponential ETFs, where she manages research and analysis relating to all Exponential ETF strategies.
- Ms. Duan graduated in 2016 from the Quantitative Finance and Risk Management Program at the University of Michigan, where she won the Quantitative Program Merit Scholarship.
- 8 years experience in the asset management industry
- Masters degree in Finance from Washington University in St. Louis
- Supports Toroso’s research efforts for the investment team
- Ryan began working with Toroso back in late 2017 as a portfolio analyst. After a short pause in 2020, he is now back with us as a Research Analyst, working with several teams across Toroso involving marketing, data management, and content production.
- He has 2+ experience in the ETF industry under Toroso Asset Management.
- Ryan earned his Business degree, concentration in Entrepreneurship, from Messiah University with minors in Economic Development and Environmental Sustainability.
- Marcus is Head of Strategy and Corporate Development at Toroso Investments. He is responsible for refining the general strategy and structure of the five verticals of the firm. He is responsible for designing and implementing the marketing, sales, and distribution efforts across the units and for sourcing, evaluating, and integrating acquisitions.
- Previously, he was Head of Distribution and Marketing at Good Harbor RIA in Chicago.
- Marcus earned an MBA from the University of Chicago with concentrations in Analytic Finance and Entrepreneurship and a BA from Lake Forest College in Economics and Biology.
- With over 35 years on Wall Street, Nadia’s experience includes regulatory and GIPS compliance, financial and operations management, and internal control.
- Previously served as CEO, CCO and CFO of AmeriCap Advisers, LLC; Vice President and Head of Accounting and Control at Citibank North American Global Finance; and auditor at Ernst & Young.
- Nadia earned her MBA from New York University’s Stern School of Business and is a CPA.
- 15 years + experience in the asset management industry.
- Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts.
- Responsible for developing new investment strategies and research.
- Eric Kelly is a portfolio manager at Toroso Investments focused on strategy implementation and trade execution.
- Previously, he was a Portfolio Manager at Exponential ETFs, where he managed trading and reporting responsibilities relating to all ETF strategies.
- Mr. Kelly attended the University of Michigan Dearborn where he received degrees in Finance and Accounting, with a minor in International Economics. He is a candidate in the Chartered Financial Analyst Program.
- Nadine is Vice President of Operations at Toroso Investments since March 2021. She was previously Vice President and Manager of Private Client Group at Horizon Kinetics LLC.
- She was responsible for analyzing and an improving workflows and proposing solutions for operational consistency and quality control.
- She has more than 20 years of experience in the Financial industry.
- 17 years + experience in the asset management industry.
- Thomas comes to Toroso from a variety of Compliance roles with increasing responsibility over his career. Most recently, Thomas was with Independent Financial Partners in Tampa, SS&C Alps Funds Services, Janus Henderson, Empower Retirement in Denver, and started his career at Harris Associates in Chicago.
- Thomas earned his BS in Economics from the University of Louisville, where he also played on the Men’s Soccer Team.
- Charles Ragauss is both the Head of Trading and a Portfolio Manager at Toroso Investments leading our strategy implementation and trade execution team.
- Previously Charles served as COO at Exponential ETFs, having joined the firm in April 2016. Prior to joining the firm, Mr. Ragauss was Assistant Vice President at Huntington National Bank, where he was Product Manager for the Huntington Funds and Huntington Strategy Shares ETFs, a combined fund complex of almost $4 billion in assets under management.
- Ragauss served as a member of the Investment Company Institute’s ETF Advisory Committee from 2013 to 2016.
- 20 years of experience in financial services and executive leadership roles.
- Prior experience includes Head of Business Development at Global X Management, Investment Banking at Deutsche Bank, launching and growing multiple start ups, and leading corporate build outs.
- Responsible for Toroso’s key initiatives and strategic relationships.
- 20 years of experience in the asset management business.
- Prior experience includes serving as Head of Investments at Global X Management, Director and Portfolio Manager at Horizon Kinetics.
- Responsible for all of Toroso’s investment management, research, and trading.
- Dan Weiskopf joined Toroso in May as a portfolio manager and member of its investment committee.
- He has over 30 years of portfolio mangement experience with the past 15 years as an ETF Strategist, often quoted as saying "Structure Matters" in selecting an ETF more than simply fee.
- Prior to focusing on ETFs he founded MH CApital, a small cap hedge fund and worked at American Diversified Enterprises, a family office.
- Prior to joining as the Director of Advisory Services, Kedar held positions as Marketing and Project Manager at UBS within the Advisor Marketing and Client Experience division.
- He was responsible for advising over 2000 financial advisory teams on strategic marketing and client experience practices.
- Kedar earned his BA in Business Psychology from Stony Brook University.