TEAM-ORIENTED

Investment Leadership Team

Our investment professionals are experienced in each of their disciplines, and work collaboratively to share expertise for the enrichment of our investment processes.

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Tim Estella

Chief Investment Officer

Tim Estella is the Chief Investment Officer at Geode and leads the firm’s investment teams, including equity index, commodity & options, and trading.  In this his role, he is responsible for monitoring and evaluating the performance of the firm’s investment strategies.  Additionally, he is responsible for the general supervisory and administration of the investment teams and leading strategic process and implementation initiatives.  Mr. Estella joined Geode in 2024. He holds a B.A. in Political Science and Policy Studies from Syracuse University.

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Diane Hsiung

Head of Index Strategies

Diane Hsiung is the Head of Index Strategies at Geode. In this role, she is responsible for long term strategic initiatives within the firm’s equity index capabilities. Ms. Hsiung joined Geode in 2019. She holds an M.B.A. from New York University and a B.S. in Mathematics and Computer Science from University of California, San Diego.

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Kenneth Zimmer, CFA

Head of Trading

Kenneth Zimmer is the Head of Trading at Geode. Mr. Zimmer is responsible for supervising and coordinating trades across multiple asset classes including domestic and foreign equities, futures, options, commodities, treasuries, and currencies. Mr. Zimmer joined Geode in 2007. He holds an M.B.A. from Yale University and a B.A. in Economics from College of the Holy Cross. He is a CFA charterholder.

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Louis Bottari

Senior Portfolio Manager

Louis Bottari is a Senior Portfolio Manager within Geode’s Equity Index Team.  He is responsible for the management of Geode’s passive equity strategies. Mr. Bottari joined Geode in 2008. He holds a B.S. in Accounting and Finance from Boston College.

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Peter Matthew

Senior Portfolio Manager

Peter Matthew is a Senior Portfolio Manager within Geode’s Equity Index Team.  He is responsible for the management of Geode’s passive equity strategies.  Mr. Matthew joined Geode in 2007. He holds a B.A. in Communications from University of Massachusetts.

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Navid Sohrabi, CFA

Senior Portfolio Manager

Navid Sohrabi is a Senior Portfolio Manager within Geode’s Equity Index Team.  He is responsible for the management of Geode’s passive equity strategies. Mr. Sohrabi joined Geode in 2019. He holds a M.S. in Financial Engineering from the University of California, Los Angeles, and a B.A. in Neurobiology from the University of California, Berkeley. He is a CFA charterholder.

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Wayne Ryan, CFA, CAIA

Team Leader/Senior Portfolio Manager

Wayne Ryan is the Team Leader/Senior Portfolio Manager on Geode’s Commodity portfolio management team.  Mr. Ryan joined Geode in 2018. Mr. Ryan holds an M.B.A. from Boston College and an A.B. from Harvard College.  He is a CFA charterholder and CAIA charterholder.

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Eric Matteson, CAIA

Senior Portfolio Manager

Eric Matteson is a Senior Portfolio Manager on Geode’s Commodity and Option-based portfolio management teams.  Mr. Matteson joined Geode in 2010. Mr. Matteson holds an M.S. in Finance from Northeastern University and a B.S. in Business Administration from University of Rhode Island.  He is a CAIA charterholder.