Our Story
Our team harnesses the dynamism of different perspectives, pairing years of portfolio management experience with years of software development. This depth helps us make factor investing painless for our clients.
Our Mission
Distilling the immense benefits of factor investing into an easily implementable strategy for you.
We're Hiring!
Vijay Vaidyanathan
OAM’s founder and lead Portfolio Manager Vijay Vaidyanathan has a PhD in Finance and an MS (Risk & Asset Management) from the EDHEC Business School, France. He also has an MS in Computer Science from SUNY Albany and a MSc (Tech) from BITS Pilani, India and is an alumnus of IMD Lausanne, Switzerland. Previously, Vijay was the President, EDHEC-Risk Indices and Benchmarks North America where his research interests included smart beta and the role of factors and risk premia in equity markets. He holds several patents in financial micro-transactions in Digital Markets.
Monty Joshi
Monty Joshi, CFA is the co-Portfolio manager for OAM. Monty has an MBA from the Haas School, UC Berkeley and a BA (Econ) from the University of Chicago. He has served in various of investment-related roles such as risk manager with the Chicago Board of Trade, equity options trader with Hull Trading (now part of Goldman Sachs), long-short hedge fund manager, and pension consultant with AD Biller and Associates. Previously, he managed finance/operations for several start-up companies in Silicon Valley.
Tabitha Oostra
Tabitha handles the company’s accounting, compliance, human resources and internal operations. Her experience includes working for a large broker/dealer, a marine jet propulsion manufacturer, a business intelligence technology company and religious a non-profit organization. She has held positions of a registered sales assistant, business development associate to office and operations manager.
Charles Stallings
Charles joins Optimal from the trade association The Committee for Investment of Employee Benefits (CIEBA), where he led member outreach. Charles obtained his MA in Middle East Studies with a specialization in Economics from George Washington University.
Armand Aquino
MS in Financial Analysis, University of San Francisco; BS, UCLA; passed all three levels of the CFA Program and will be awarded the charter upon completion of required work experience. He was a Technical Project Manager 2 at the Federal Reserve Bank of San Francisco responsible for developing analysis and reporting solutions for the Bank Supervision and Regulation groups of the Federal Reserve System.
Priscilla Macalincag
Priscilla is passionate about creating products that not only look good, but give users a positive experience. Priscilla doesn’t mind being called a nerd; she loves learning new programming languages and gets excited when she solves problems. Priscilla has a bachelor’s in communication studies and a graduate diploma in creative technologies, New Zealand.
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