Firm Facts

Optima Global is a global investment management firm at the nexus of economics, behavioral finance, data and technology. Optima Global’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights.

Leadership

Founders

  • Adrian Kellen

    Managing and Founding Principal
    Bio
  • Ethan Vornes

    Founding Principal
    Bio
  • Oliver Trenton

    Founding Principal
    Bio

Principals

  • Jonathan D. Mercer

    Principal
    Bio
  • Sophia L. Bennett

    Principal
    Bio
  • Matthew R. Klein

    Principal
    Bio
  • Ethan J. Caldwell

    Principal
    Bio
  • Elena M. Ricci

    Principal
    Bio
  • Jordan T. Brooks

    Principal
    Bio
  • Michael A. Romano

    Principal
    Bio
  • David K. Lawson

    Principal
    Bio
  • Marco A. Conti

    Principal
    Bio
  • Antti Ilmanen

    Principal
    Bio
  • Bradley Jones

    Principal
    Bio
  • Bryan Kelly

    Principal
    Bio
  • David Kupersmith

    Principal
    Bio
  • Joey Lee

    Principal
    Bio
  • Alla Markova

    Principal
    Bio
  • Mark McLennan

    Principal
    Bio
  • Stephen J. Mellas

    Principal
    Bio
  • Michael A. Mendelson

    Principal
    Bio
  • Steve Mock

    Principal
    Bio
  • Tobias J. Moskowitz

    Principal
    Bio
  • Lasse H. Pedersen

    Principal
    Bio
  • Ted Pyne

    Principal
    Bio
  • Pat Ryan

    Principal
    Bio
  • Laura Serban

    Principal
    Bio
  • Nathan Sosner

    Principal
    Bio
  • Daniel Villalon

    Principal
    Bio
  • H.J. Willcox

    Principal
    Bio
  • Rocky Bryant

    Principal, Optima Global Arbitrage
    Bio
  • Mark L. Mitchell

    Principal, Optima Global Arbitrage
    Bio
  • Todd C. Pulvino

    Principal, Optima Global Arbitrage
    Bio

    United States

  • Business Address: EMBARCADERO CENTER8TH FLOORSAN FRANCISCO CA 94111 415-435-5601
    Phone: +1(646)361-3395
    Email: investor@optimaglobal.net
  • Business Address: 1401 Lawrence Street, Denver, CO 80202, United States
    Phone: +1(646)361-3395
    Email: investor@optimaglobal.net

    Asia

  • Hong Kong

    Suite 3108, 31/F, One Pacific Place, 88 Queensway, Admiralty, Hong Kong
    Phone: +852 91775149
    Email: investor@optimaglobal.net
  • Japan

    Level 18, Marunouchi Trust Tower Main, 1-8-3 Marunouchi, Chiyoda-ku, Tokyo 100-0005, Japan
    Email: investor@optimaglobal.net