Investment Leadership

TEAM-ORIENTED

Investment Leadership Team

Geode recognizes that the most sophisticated, research-driven, systematic processes benefit from applied fundamental insights. Our investment professionals are experienced in each of their disciplines, and work collaboratively to share expertise for the enrichment of our investment processes.

Diane Hsiung

CIO – Index and ETF Strategies

Diane Hsiung is the Chief Investment Officer of Index and ETF Strategies and leads Geode’s Equity Index Team. In her role, she provides oversight and management of the Equity Index team members while driving strategic initiatives to scale operational processes and manage portfolio risks. 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.

Jessica Stauth, Ph.D.

CIO - Active Strategies

Jessica Stauth is the Chief Investment Officer of Active Strategies at Geode. In her role she is responsible for the oversight of Geode’s active portfolio management and research teams, and for driving strategic initiatives that contribute to investment performance and portfolio risk management.  Ms. Stauth joined Geode in 2021.  She holds a Ph.D. in Biophysics from University of California, Berkeley and a B.A. in Physics from Colby College.

Carlos Ontaneda, CFA

Head of Research

Carlos Ontaneda is the Head of Research at Geode. Mr. Ontaneda is responsible for the development of Geode’s investment strategies in equities, credit, commodities and currencies.  He coordinates with the portfolio management and trading teams on the implementation of research-based enhancements within the investment process.  Mr. Ontaneda joined Geode in 2020.  He holds an M.B.A. from University of Chicago’s Booth School of Business and a B.A. from Universidad San Francisco de Quito.

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.

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.

Deane Gyllenhaal

Senior Portfolio Manager

Deane Gyllenhaal is a Senior Portfolio Manager within Geode's Equity Index Team.  He is responsible for the management of Geode’s passive equity strategies. Mr. Gyllenhaal joined Geode in 2014. He holds an M.B.A. from Babson College and a B.S. in Finance and Economics from Bentley College.

Maximilian Kaufmann

Senior Portfolio Manager

Maximilian Kaufmann is a Senior Portfolio Manager within Geode’s Equity strategies team. His primary focus is the management of Geode’s Quantitative Active Equity strategies. Mr. Kaufmann joined Geode in 2009. He holds an M.A. in Statistics from Columbia University and a B.S. in Economics from State University of New York at Binghamton.

Anna Lester, CFA

Senior Portfolio Manager

Anna Lester is a Senior Portfolio Manager within Geode’s Quantitative Active Equity portfolio management team. She is primarily responsible for the management of the Active Equity strategies. Ms. Lester joined Geode in 2019. She holds an M.B.A. from MIT Sloan School of Management and a B.A. in Computer Science and Mathematics from Wellesley College. She is a CFA charterholder.

Bobe Simon, CFA

Senior Portfolio Manager

Bobe Simon is a Senior Portfolio Manager on Geode’s Commodity and Option-based portfolio management teams. He is responsible for the management of commodities and equity option related strategies. Mr. Simon joined Geode in 2005. He holds an M.B.A. in Finance from New York University’s Stern School of Business and a B.S. in Mechanical Engineering from Rutgers University College of Engineering. He is a CFA charterholder.

George Liu, CFA

Portfolio Manager

George Liu is a Portfolio Manager within Geode’s Absolute Return portfolio management team. Mr. Liu is responsible for the management of Geode’s Market Neutral and Statistical Arbitrage strategies. Mr. Liu joined Geode in 2004. He holds a B.A. in Computer Science and a B.A. in Business Economics from Brown University. He is a CFA charterholder.

Nick Panitsas

Portfolio Manager

Nick Panitsas is a Portfolio Manager on Geode's Quantitative Active Equity portfolio management team. He is responsible for the management of U.S. and global tax managed equity assets. Mr. Panitsas joined Geode in 2014. He holds an M.B.A. from the MIT Sloan School of Management and a B.S. in Mechanical Engineering from Johns Hopkins University.

Michael Hagopian

Institutional Portfolio Manager

Michael Hagopian is an Institutional Portfolio Manager focusing on the firm’s active investment strategies. He is responsible for representing the investment team’s capabilities as well as delivering investment content and thought leadership in the marketplace. Mr. Hagopian joined Geode in 2018. He holds an M.B.A. from Northeastern University and a B.S. in Business Administration from Stonehill College.