Timothy Clift
Chief Investment Officer
Tim is the Chief Investment Officer of FundQuest, Inc. He joined the firm in 1994, and is one of the original members of FundQuest. Tim has overall responsibility for FundQuest’s investment management programs for separately managed accounts, mutual funds, alternative investments, exchange traded funds and annuities. As Chairman of the Investment Committee, Tim leads a team of analysts and portfolio managers that produce the Firm's research and portfolio recommendations for all client programs. Prior to joining FundQuest, Tim worked for Donaldson, Lufkin & Jenrette (1990-1994). He has 18 years of industry and investment management experience.
Tim earned his BA in Economics from Allegheny College and his MBA from Boston University.
Jane Li, CFA
Manager, Investment Management & Research
Jane is Manager of FundQuest’s Investment Management & Research Team and a member of the Investment Committee. She joined the firm in 2000, and is the Portfolio Manager for the FundQuest Large Core Equity separate account strategy. She also performs research on mutual funds, exchange traded funds and alternative investments. Jane produces quantitative research studies for FundQuest and has published several white papers featuring her analysis. Previously, Jane was a Financial Services Representative for MetLife Financial Services (1999). Prior to this, she was a Credit Analyst and Portfolio Manager for the Agricultural Bank of China (1992-1997). Jane has 14 years of industry and investment management experience.
She received her BA in Economics from Fudan University, a MA in Economics from the University of New Hampshire, and a MS in Finance from the Boston College Carroll School of Management. Jane is a Chartered Financial Analyst (CFA) charterholder.
Gregory Classen, CFA
Senior Analyst
Greg is a Senior Analyst and a member of the Investment Committee. He joined FundQuest in 1998 and covers mutual funds, exchange traded funds, variable annuities and offshore funds. In addition, Greg performs stock research on the FundQuest Large Core Equity separate account strategy. Previously, he was an analyst for a Registered Investment Advisor in New York. Greg has 10 years of industry and investment management experience.
Greg is a member of the Boston Securities Analysts Society. He holds a BA in Economics from Williams College and is a Chartered Financial Analyst (CFA) charterholder.
Frank Wei, CFA
Senior Analyst
Frank is a Senior Analyst and a member of the Investment Committee. He joined FundQuest in 2001. He covers separately managed accounts, handling due diligence and monitoring of investment managers. Prior to joining FundQuest, Frank was a Research Analyst at Salomon Smith Barney (1997-2000), and an Equities Analyst at ABN AMRO Securities (1994-1997). He has 12 years of industry and investment management experience.
He received his BS in Economics from East China Normal University and an MBA from the Leonard N. Stern School of Business at New York University. Frank is a Chartered Financial Analyst (CFA) charterholder.
Matthew Whitbread, CFA
Senior Analyst
Matt is a Senior Analyst and a member of the Investment Committee. He joined FundQuest in 2008 and covers mutual funds, exchange traded funds, offshore funds and alternative investments. Prior to joining FundQuest, Matt was a Senior Portfolio Analyst at Pyramis Global Advisors (2006-2008) and an Equity Research Associate at MFS Investment Management (2002-2006). Matt also held positions in corporate actions and custody at MFS (2000-2002) and Investors Bank and Trust (1999-2000), respectively. He has 8 years of industry and investment management experience.
He received his BS in Economics and Finance from the Boston College Carroll School of Management. Matt is a Chartered Financial Analyst (CFA) charterholder.
Daphne Gu, CFA
Analyst
Daphne is an Analyst and a member of the Investment Committee. She joined FundQuest in 2007 and performs mutual fund research.
Prior to joining FundQuest Daphne worked for Textron, Inc., in the United States, Europe and Asia (1997-2007). At Textron Daphne held positions in business, financial and international market analysis. As part of Textron's Investor Relations Department, she provided financial analysis and support communications to the investment community, working closely with buy-and sell-side analysts. She also worked in sales analysis for Asionics Singapore Pte Ltd. (1996-1998). Daphne has 12 years of financial experience.
Daphne is a member of the Boston Security Analysts Society. She received her BS in English for Science and Technology from Shanghai JiaoTong University in Shanghai, China and her MBA from Nanyang Technological University in Singapore. Daphne also received her MS in finance from Boston College. She is a Chartered Financial Analyst (CFA) charterholder.
Adam St. Germain
Analyst
Adam is an Analyst and a member of the Investment Committee. He joined the firm in 2008 and is a key investment research resource, supporting all managed advisory products including mutual funds and other securities with an emphasis on fixed income. Prior to joining FundQuest, he worked for Morgan Stanley as a Portfolio Management Associate (2007-2008),performing several functions including the coordination of trading activity and the development of client-specific fixed income investment strategies.Adam also worked for Citigroup/Smith Barney as a Portfolio Associate(2002-2007) providing fixed income research and trading support forportfolio managers.
Adam has 6 years of industry and investment management experience. He received his BS in Finance from Bentley College
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