Robert J. Anslow

Partner and Co-Founder, Chief Investment Officer

GlobeFlex co-founder Bob Anslow guides the firm’s investment management process with nearly 40 years of experience and a recognized position as one of the first to apply systematic portfolio management to international investing. Prior to founding GlobeFlex, Bob built the first systematic process for international investing at Nicholas-Applegate Capital Management. Bob was also previously responsible for systematic portfolio management and research processes at the California Public Employee’s Retirement System (CalPERS) and BayBanks Investment Management of Boston.

Bob received his B.S. degree in Economics from the University of the Pacific.

Andrew Mark

Partner, Portfolio Management, Research & Trading

Andrew Mark joined GlobeFlex shortly after its inception in 1994 and works closely with the investment team on the fully integrated functions of portfolio management, risk analysis, research, and trade execution. After having met co-founder Bob Anslow and receiving his advanced degree, Andrew sought out newly launched GlobeFlex and has been heading the trading desk since firm inception. He also established the student-run Aztec Equity Fund at his university.

Andrew earned his M.B.A. in Finance with a specialty in investment theory from San Diego State University Graduate School of Business, and also holds a B.S. degree in Business Administration from San Diego State University.

James D. Peterson, CFA

Partner, Director of Portfolio Management & Research

James Peterson joined GlobeFlex in 2008 and is Director of Portfolio Management & Research, a leadership position under the guidance of CIO Bob Anslow. Prior to GlobeFlex, James was Mid Cap equity portfolio manager at NCM Capital Management and also spent several years at Duncan-Hurst as Portfolio Manager and Director of Quantitative Research. He began his career straight out of college with FactSet Research Systems.

James graduated from the University of Oregon, Lundquist College of Business, with a B.S. degree in Economics and Finance.

Marina L. Marrelli

Partner and Co-Founder, Chief Executive Officer

Marina Marrelli, GlobeFlex co-Founder, oversees the business operations of the firm, in addition to ensuring that the firm’s founding commitment to client service remains as important as its investment effort. Marina’s work with institutional investors began at Nicholas-Applegate in 1986 as Vice President and Head of International Marketing, building and directing client service activities, as well as launching and supporting all offshore funds. Her business career began in the publishing industry, where she was Managing Editor at Harcourt Brace Jovanovich for several years.

Marina earned her M.S. degree from the University of Edinburgh, and B.A. degrees in both English and Philosophy from the University of California. She also attended Dartmouth College and the Loyola University of Rome.

Jeanell T. VanDusen

Assistant Vice President, Client Service & Marketing

Jeanell has been an integral member of the client service and marketing team at GlobeFlex since joining our firm in 2011. She is responsible for covering a variety of prospective clients and consultants, with an emphasis on supporting and promoting emerging/minority opportunities within our industry.

Prior to joining GlobeFlex, Jeanell spent five years at Verdis Investment Management, handling a variety of client service responsibilities, and also spent three years at the law firm of Campbell, Campbell, Edwards & Conroy, handling numerous administrative functions.

Jeanell earned a B.S. degree in Mechanical Engineering from Rensselaer Polytechnic Institute in 2001. She was awarded the CFA Institute Investment Foundations™ Certificate in 2014.

Edna Wallace

Marketing Manager, Client Service & Marketing

Edna Wallace joined GlobeFlex in 2007, after working with us since 2006 as an independent consultant, and responds to RFPs and questionnaires, oversees institutional database updates, and produces marketing materials for the firm, ensuring consistency and accuracy across the board. Prior to GlobeFlex, Edna spent seven years at Nicholas-Applegate in various capacities and began her career in investments while in college, working with American Express Financial Advisors in client service support for two financial planners.

Edna graduated from the University of California at San Diego with a B.A. in Political Science, and subsequently earned a certificate from UCSD Extensions Studies in Financial Management.

Harrison G. Kent

Senior Client Service Associate, Client Service & Marketing

Harrison Kent joined GlobeFlex in August 2019, assuming lead responsibility for our monthly, quarterly, and annual client reporting, as well as producing a variety of custom data to meet our clients’ needs. Harrison also fields client inquiries on a daily basis, and serves as the investor point person for our commingled vehicles.

Harrison’s industry experience began straight out of college with Eaton Vance Management in Boston serving as Client Service Coordinator for the group. In 2016, Harrison was promoted to Client Service Associate, where he and a senior relationship manager served as the primary contacts for approximately 80 institutional clients in the East and Southeast territories.

Harrison earned his Bachelor of Arts in English and Economics at Boston College in 2013. He was the recipient of the English department’s Doherty Prize, awarded for outstanding undergraduate senior theses.

Noah D. Bretz

Partner, Director of Client Service & Marketing

Noah Bretz is Director of Client Service & Marketing, reporting directly to CEO Marina Marrelli, heading up the institutional client service and marketing effort of the firm, while servicing clients and calling on consultants. His work with GlobeFlex dates back to GlobeFlex’s inception in 1994, where Noah was a marketing communications consultant with Dakin Partners, a firm specializing in the institutional investment industry.

Noah earned his B.S. in Business Administration with a concentration in Marketing from Sacramento State University in 1991.

Jerre S. Bridges

Partner, Client Service & Marketing

Jerre Bridges joined the marketing and client service team at GlobeFlex in 2002 and is responsible for client service and marketing to consultants. Prior to GlobeFlex, Jerre was with Kalmar Investments and he began his investment career with Institutional Shareholder Services. His career began in public relations with the Georgia Chamber of Commerce.

Jerre earned his B.A. in American Studies at the University of North Carolina with one year abroad at the University of Sussex.

Ken M. Mota

Partner, Client Service & Marketing

Ken Mota joined GlobeFlex in 2002 and is primarily responsible for client service efforts at the firm. Prior to GlobeFlex, Ken's worked for Trust Fund Advisors and its affiliated company Union Labor Life, and also worked for several years at Nicholas-Applegate Capital Management as part of their marketing team. Ken also worked in corporate finance for a small San Diego brokerage company.

Ken earned his B.S. in Business with an emphasis in Finance from the University of Colorado, Boulder after two years at Fort Lewis College in Durango where he was awarded a Colorado Academic Scholarship.

Pamela F. Pendrell, IACCP®

Partner, Chief Compliance Officer

Pam Pendrell joined GlobeFlex in 2004 and became our Chief Compliance Officer in 2013, leading the firm’s compliance effort. Prior to her role as CCO, Pam performed a variety of client service roles at GlobeFlex, including the oversight of performance and compliance reporting. Prior to GlobeFlex, Pam worked at Pacific Corporate Group in a marketing capacity. Her industry experience began with AllianceBernstein in New York supporting their client service and marketing efforts.

Pam earned her B.A. at Colgate University, where she graduated magna cum laude with high honors in History. In 2015, Pam obtained the Investment Advisor Certified Compliance Professional® designation.

Gale Mitchell Castro

Senior Accounting Specialist

Everything we do at GlobeFlex to run the firm operationally, I pretty much have a hand in. I deal directly with the operations team on portfolio reconciliation for billing and also on the main portfolio accounting for our pooled funds.

Prior to coming to GlobeFlex, I was exposed to very distinctly different money management firms which gives me the perspective to contrast what we have here to more traditional firms. The distinction shows up in how the company is managed and also the philosophy of the role of employees. Here, team members are responsible for their bottom line, meaning they are going to have to come up with better ways of doing things. Whatever your job is, you need to be efficient and responsible for the "product" you are putting out. As a result, it's a much more friendly and open environment. Rather than everything being shot down to the employees, it goes straight up to management so you feel like you are heard, that you have an effect on what happens and how you are able to do your job. The net gain is lots of productivity and no stagnation.

When you are in a firm with layers, it takes six miles to move the huge ship as opposed to a little boat that you can turn around in no time. GlobeFlex works hard to preserve the feeling of flat management for that very purpose, to make sure that everybody really steps up and says, "I'm going to do the job that needs to be done here and I'm going to provide GlobeFlex with everything I can think of that will make life more efficient on a daily basis". So that flexibility is very evident, with technology being a big part of the efficiency. Everything is automated. We have very technically savvy people here, from the investment team to the tech team all the way over to us accountants.

Keith Morris

Senior Accounting Associate

My main focus at GlobeFlex is doing accounts payable and more of the accounting-based side of things. I like the position because I get to learn all the different aspects of the company. My goal is to focus on the task at hand while getting a handle on the whole spectrum of how the company works and know it as well as I can.

GlobeFlex has managed to build efficiency through good communication rather than falling into the micro-management trap. We have a very flat structure with lots of professional room to grow. I don't have someone looking over my shoulder; rather, I'm given a project and I figure out how I want to best do it and get it done right. My accounting background gives me the problem-solving skills but my strongest skill is that I'm a good communicator. I fit right in here. Issues are easily addressed in large part because there's good rapport between all the employees. I'm very patient and can sit down and talk to people and work out whatever has to be resolved.

Tammy L. Johnson, CIPM

Partner, Head of Investment Operations

Tammy Johnson joined GlobeFlex in 2006 and was promoted to Head of Investment Operations shortly thereafter, having ultimate responsibility for exceeding our clients’ operational and reporting expectations. Prior to GlobeFlex, Tammy was senior corporate actions manager with Brandes Investment Partners, and previously she spent four years at Nicholas Applegate Capital Management, as a reconciliation specialist and data integrity analyst. During college, she worked at MONY Securities in La Jolla and was a sales intern for Smith-Barney.

Tammy graduated from San Diego State University in 2000 with a B.S. in Financial Services, and in 2015, earned the Certificate in Investment Performance Measurement designation.

Jennifer A. Eve, CPA

Controller, Finance & Accounting

Jennifer Eve joined GlobeFlex in 2018, overseeing our firm’s financial operations. Prior to joining GlobeFlex, Jennifer worked at Deloitte & Touche as Audit Senior Manager. She is highly knowledgeable in U.S. GAAP and SEC requirements, as well as possessing a seasoned perspective on industry trends and evolving standards. Jen began her career with Deloitte in their Chicago office, rising rapidly through the ranks from audit staff to senior to manager to senior manager.

Jen earned her Bachelor of Science degree in Business Administration and Accounting from St. Mary’s College in Indiana, her Illinois CPA License in 2010, and her California CPA License in 2014.

Mila Bakardi

Senior Account Administrator

Operating systems don't ever replace people. There are always human controls in place. If programming were always correct and perfect, we wouldn't need a person to look into it. But we all know we're human and even the best programmer makes mistakes. We need to be able to troubleshoot the output and get ahead of any problems.

Automated systems provide crucial speed and efficiency. Trade order management, for example, is a great system that gives us inter-day updates from brokers. It also monitors our cash to be sure we're not over-buying or over-selling, for example. As long as the systems and technology are always advancing, we can accommodate a growing number of accounts and new product areas.

Our trade order management system takes away all the post-trade repetitiveness and the human error that goes with it. It's close to being mistake-proof. Now the investment team has the time to focus on the things a computer can't do -- the conceptual areas, the analytics, and the what-ifs. Because your mind isn't bogged down with a hundred different details in all directions, you don't have to put thinking on hold.

Craig D. Rice

Trader

Craig Rice was promoted to the Investment/Trading desk at GlobeFlex in 2014, having first joined our Operations team in 2007. Teaming with Andrew Mark on a day-to-day basis, Craig trades both equities and foreign exchange currencies. He also contributes to the team’s analysis of liquidity trends, market conditions, broker relations, estimated and realized transaction costs, and also plays a vital role in the daily cash management process.

Craig earned his B.S. in Business Administration from California State University, Monterey Bay

Christopher Ying

Performance Analyst

I have been in the business since 1999, and definitely have seen the contrast between a corporate culture and what we have here at GlobeFlex. Coming from a hierarchy where you couldn't question the powers that be versus our collegial team, where people really work together as a team instead of searching for approval all the time. The contrast is huge. So how does a firm like GlobeFlex with this few people manage to make it possible? It comes from the top, not using their egos, showing the example of wanting to achieve the goals and not playing the blame game. We pretty much interact with everyone here, that's the thing about a small firm.

At GlobeFlex, it's definitely an ongoing learning experience, which is wonderful. You're not pigeonholed where you can't learn. My operations background has helped me to assist the rest of the operations team when needed. Having a strong pricing background has helped me understand how a security would actually price in the market and use this information for performance purposes. I now handle performance, corporate actions, and have jumped in to help the rest of the team with NAV reconciliations and FX trades. After a couple of years to master certain aspects in operations, you'd go stagnant without variety and new opportunities.

I like to be very methodical. Early on I took on the task of converting the performance procedures to the internal wiki site. I also built macros to streamline the existing customized reporting needs. My simple goal is to make everything perfect and make everyone happy. I also like the ease of conversation here. While it's easier to send email answers to questions, it is nicer to walk over to a team member's desk and talk to them.

Furio Penteriani

Director, Information Technology

At GlobeFlex, our goal is to apply technology to any function - investments, trading, operations, client service, everything -- verging on the routine. To automate correctly, at the point of change, so you don't have to reinvent later on is the creative challenge of my job. The other part is day-to-day systems evolution: maintenance, no down time ever, and keeping our technological advantage.

I saw complexity close up as a technical account manager working with the IT departments of various Fortune 500 financial institutions. What is different about GlobeFlex is that we put IT at the core of our firm, not on the periphery. From the beginning, our process was geared to sophisticated customization, as opposed to the bandage-and-rehaul firedrill embedded in more traditional firms.

Our streamlined platform is as good as any out there but advantaged with tremendous ease of use at the front end. I am familiar with all the systems that make us run, making it possible to key in and design a structured plan of attack to increase efficiency. My job is to smooth out the whole system - to keep it well oiled and responsive to the demands from a creative culture, as well as the steady stream of requests from our clients.

Essentially, what the portfolio management and operations teams take for granted, I take care of. In contrast to Rick whose total concentration is on research side of the technology equation, my mandate is broad. I sit at the hub, between investing and trading, close to compliance and accounting - which gives me an ear to what's coming up in the queue, an insight on where we might customize, an ability to think ahead to the consequences for change. Because of our team structure, it is easy to reach a decision and once that's done, we execute. Then it's on to the next innovation.

Rick Allen

Manager, Research & Performance Database

Our expertise is in using technology to solve problems. I think all of the people here are very solution-oriented, and that's what gives us our advantage. Rather than just confining ourselves to a set solution, we look at the way the technology can assist us in making a decision.

Refinements and solutions to meet new problems often arise out of steps taken in our previous work. You have to keep upgrading, have to stay current with what's available. Not just faster and faster hardware; that's only an incremental solution. To address the base of a problem -- to solve the problem better or more efficiently -- that's where the people come in.

Working a new piece into the system - a nifty performance attribution engine, for example -- means having to come up with the way to feed it the right data, then getting the two computer systems to talk to each other. It's like building a road between two cities; you have to work around mountains and rivers and unstable ground to create a smooth, safe link. That's hard. You can't delegate that outside the firm. In this technology-driven business, it's almost impossible for one person to have all the expertise needed to do every job.

Where teamwork comes in is leveraging the talents of specialists, like the virtual investment team, the database vendors, and the software vendors we collaborate with. The external consultants on the virtual investment team work with the customized data I put in place. The virtual team runs simulations and backtesting for the historical analysis we need to confirm our disciplines. Bob Olson's understanding of portfolio management issues helps us define what we have to deal with. Once they have put together the elements we need to solve a research problem, the investment team here approves it and I then create the handshake that works the new piece into our system.

Venkat S. Chalasani, CFA

Director of GlobeFlex India

Venkat Chalasani joined the GlobeFlex team in 2015, after GlobeFlex acquired part of Virtua Research and established our wholly-owned subsidiary, GlobeFlex Research India Private Limited (GRI). Venkat has primary responsibility for the leadership of GRI offices and the GlobeFlex Boston office, reporting directly to Bob and Marina. As the Co-Founder and President of Virtua Research since 2004, Venkat and GlobeFlex began doing business in 2005, expanding our universe of investment opportunities for all clients. Prior to that, Venkat worked at Concordia Capital Associates as a Partner and Portfolio Manager, as well as spending several years at State Street Global Advisors (SSgA) culminating as Principal, Portfolio Management and Head of Global Equity Products.

Venkat earned his MBA from the Boston College Graduate School of Management in 1998, and received his Bachelor of Technology with Honors from the Indian Institute of Technology (IIT) in Kharagpur, India.

Sarim Alpin, CFA

Research Analyst, GlobeFlex Boston

Sarim Alpin became a member of the GlobeFlex investment team in 2015 upon the establishment of our wholly-owned subsidiary, GlobeFlex Research India Private Limited (GRI), having originally worked with Virtua Research since 2007. He participates across several aspects of fundamental and quantitative research, and also leads a team of analysts in our India offices as sector head. Sarim began his career in an International Trade Department.

Sarim earned his Masters of Business Administration from Brandeis International Business School in 2006, and his Bachelor of Arts in Economics in 2004 from Istanbul University.

Svetla Mincheva, CFA

Research Analyst, GlobeFlex Boston

Svetla Mincheva became a member of the GlobeFlex investment team in 2016 after the establishment of our wholly-owned subsidiary, GlobeFlex Research India Private Limited (GRI), having originally worked with Virtua Research since 2006. She is a sector head who oversees a team of research analysts in our India offices, conducting audit and quality control on data and modeling.

Svetla earned her Bachelor of Science degree in Business Administration, Magna Cum Laude, from Suffolk University, Sawyer Business School, with a focus in finance.

Hikmat Rasulov

Research Analyst, GlobeFlex Boston

Hikmat Rasulov became a member of the GlobeFlex investment team in 2016 after the establishment of our wholly-owned subsidiary, GlobeFlex Research India Private Limited (GRI), having originally worked with Virtua Research since 2008. He acts as sector head and manages a team of research analysts in our India offices, ensuring accuracy and completeness of all data. Hikmat began his career as a Financial Analyst at Avesta Investment Group in Uzbekistan.

Hikmat earned his Masters of Science in Finance from Clark University, Graduate School of Management, where he was awarded a Graduate Merit Scholarship and Assistantship, and earned his Bachelors of Science degree in International Economic Relations from the University of World Economy and Diplomacy in Tashkent, Uzbekistan.

Rick L. MacDonald, CFA, CAIA

Research

Rick MacDonald joined GlobeFlex in 2016 after working with the investment team since 2011 as an external research consultant. Rick works closely with our San Diego/Boston/India teams on all aspects of research. Prior to his work with GlobeFlex, Rick was a Founding Member and Director of Investment Research and Analysis for Action Economics. He also worked at Standard & Poor’s as a Senior Economist and Strategist, and began his career at Bridgewater Associates as an Investment Research Associate.

Rick earned his Bachelor of Arts degree in Economics from Dartmouth College in 1994.

Melissa A. McGrane, CFA

Portfolio Manager/Research Analyst

Melissa McGrane joined GlobeFlex in January 2020, focused on contributing her 20-plus years of investment experience to our portfolio management/research team. Melissa began her career at Berthel Fisher & Company, spending three years as a trader and relationship specialist. She then joined William Blair & Company, where her fifteen-year career spanned fixed income, fundamental equity, and systematic equity research and portfolio management, along with multiple leadership roles. Most recently, Melissa co-founded Datum 9 Analytics with her former boss, serving as both Portfolio Manager and Director of Research.

Melissa earned B.A degrees in Economics and Business Administration from Coe College in 1999. She earned her M.B.A. with concentrations in Finance, Economics, and Econometrics & Statistics from The University of Chicago’s Booth School of Business in 2009.

Trishul Goswami, CFA

Portfolio Manager/Research Analyst

Trishul Goswami joined the GlobeFlex investment team in 2016, focusing on portfolio management and research. Trishul worked for several years at Soros Fund Management as a Senior Analyst on the Quantum India Fund, Pequot Capital Management as an Analyst on the global equity market neutral fund, and Franklin Templeton Investments as a member of the Equity Research team. He began his career at Salomon Smith Barney in New York as a Quantitative Research Analyst.

Trishul earned his Masters of Science degree in Predictive Analytics from Northwestern University, and Bachelor of Arts degrees in Applied Mathematics and Economics from the University of California, Berkeley.

Lisette Mascarenhas

Investment Analyst

Lisette Mascarenhas joined GlobeFlex in April 2019 as an investment analyst, working on a variety of research assignments alongside the investment team. Lisette began her investment career at BNP Paribas in Dubai, and subsequently at the Credit Risk group at Abu-Dhabi Commercial Bank for three years. As she transitioned from Abu-Dhabi to San Diego, she held multiple internship positions at Cymer LLC, Beacon Pointe Wealth Advisors, and McKinley Partners, while completing her Master’s in Business Administration.

Lisette earned her M.B.A. degree with a concentration in Corporate Finance from the University of San Diego, and Bachelor of Commerce in Finance from St. Joseph’s College of Commerce in Bangalore, India.