Quantitative Research

   Jay C. Leu, CFA

Jay is Co-Director of Large Cap Core Strategies, is a senior portfolio manager, and oversees Quantitative Research. He has been in the industry since 1987 and joined Independence in 1997. Previously, Jay worked for Pacific Capital Fixed Income Advisors and State Street Global Advisors. He has a BS from MIT and an MS from the Sloan School of Management at MIT. Jay is a Principal of Independence and the Chairman of the Independence Investment Committee, as well as a member of the CFA Institute, and the Boston Security Analysts Society.

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   Peter E. Dow, CFA

Peter develops and applies portfolio implementation methods. He has been in the industry since 1989 and joined Independence in 1994. Previously, Peter worked for State Street Bank. He has a BA and an MA from the University of Massachusetts, Amherst, and an MBA from Bentley College. Peter is a member of the CFA Institute and the Boston Security Analysts Society.

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   Christopher Fink

Chris conducts quantitative research. He has been in the industry since 2001 when he joined Independence. Previously, Chris worked for Electronic Data Systems, Sitzmann, Morris & Lavis, and John Hancock. He has a BS from MIT.

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   Eric R. Nierenberg, Ph.D.

Eric conducts quantitative research. He has been in the industry since 1996 and joined Independence in 2006. Previously, Eric worked for CRA International. He was a teaching fellow at Harvard Business School and has extensive teaching and research experience with a specialization in behavioral finance. Eric has a BA, an MA, and a Ph.D. from Harvard University.

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   Louis H. Raffetto, CFA

Lou develops and applies portfolio implementation methods. He has been in the industry since 2003 when he joined Independence. Lou has a BS from Bentley College. He is a member of the CFA Institute.

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