ALI ARIK, PH.D.

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

          

Ali joined the team in 2011. He serves on the Investment Team and shares responsibility for investment strategy, risk management and portfolio construction. Ali also serves as an economist, earnings analyst and investment strategist, delivering insights on global and US investment issues for the investment team and advisors. He oversees Pence’s fundamental investment portfolio, individual stock selection, creation of UITs and building Pence Indices.

Ali holds FINRA Series 7 and 66 registrations through LPL Financial.

CHAD KRIEG

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

IAN VENZON

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

JORGE AGUILAR

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

DINA FARGALLA

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

RAMILO REYES

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

AAYUSH AGGARWAL

INVESTMENT RESEARCH ASSOCIATE