361 Capital’s investment team is comprised of tenured investment professionals with an average of 27 years of experience. The team is responsible for portfolio management, risk management, product development and investment research.

John R. Riddle, CFA, Co-Chief Investment Officer

John R. Riddle, CFA is Co-Chief Investment Officer of 361 Capital and is responsible for leading day-to-day research and portfolio management efforts. Mr. Riddle is also the author of the foundational academic research that supports our behavioral-driven investment philosophy and process. He has over 37 years of experience in the financial services industry.

Mr. Riddle joined 361 Capital through the acquisition of BRC Investment Management in 2016, where he was Managing Principal and Chief Investment Officer. Previously, he was President/Chief Investment Officer of Duff & Phelps Investment Management. Prior to that, he was CEO/Chief Investment Officer of Capital West Asset Management, LLC.

Mr. Riddle holds a Bachelor of Arts degree in Finance from the University of Hawaii and a Master of Business Administration degree from the University of Connecticut. He has also earned the designation of Chartered Financial Analyst (CFA). Mr. Riddle is a member of the Denver Society of Security Analysts.

Cliff Stanton, CFA, Co-Chief Investment Officer

Cliff Stanton, CFA is Co-Chief Investment Officer of 361 Capital and is responsible for managing the investment department, including oversight of strategy development, investment research and portfolio management. Mr. Stanton also leads the Portfolio Solutions Group, which provides asset allocation analysis and portfolio optimization guidance to the Firm’s clients.

Mr. Stanton has over two decades of experience in investment consulting, portfolio management and product development. Prior to joining 361 Capital, Mr. Stanton served as the Chief Research Officer and Portfolio Strategist for Envestnet. Before that he was the Chief Investment Officer with Prima Capital until its acquisition by Envestnet in 2012. While at Envestnet and Prima, he co-chaired the Investment Committee, managed the research department and was Portfolio Manager on numerous multi-asset class, multi-manager portfolios.

Mr. Stanton holds a Bachelor of Science degree in Finance from Miami University and a Master of Business Administration degree from the University of Colorado – Denver. He has also earned the designation of Chartered Financial Analyst (CFA). Mr. Stanton has served on the Board of Directors for the Colorado Fire & Police Pension Association since 2009.

Blaine Rollins, CFA, Managing Director, Portfolio Manager

Blaine Rollins, CFA is Managing Director and lead Portfolio Manager of the 361 Macro Opportunity Fund. His responsibilities include investment research, portfolio construction and management, hedging and trading strategies. Mr. Rollins is also the author of the hugely popular 361 Weekly Research Briefing, which has a weekly circulation of over 50,000.

Prior to joining 361 Capital in 2011, Mr. Rollins served as Executive Vice President at Janus Capital Corporation and Portfolio Manager of the Janus Fund, Janus Balanced Fund, Janus Equity Income Fund, Janus Aspen Growth Portfolio, Janus Advisor Large Cap Growth Fund and the Janus Triton Fund. He began his career as a financial analyst at AMG Guaranty Trust (formerly Asset Management Group) in 1989 and has over two decades of financial services industry experience.

Mr. Rollins is Director of the LIVESTRONG Foundation. He earned a Bachelor’s degree in Finance from the University of Colorado. Mr. Rollins has also earned the designation of Chartered Financial Analyst (CFA).

Mark F. Jaeger, CFA, CPA, Managing Director

Mark Jaeger, CFA, CPA is Managing Director of 361 Capital and is responsible for quantitative risk analysis and lead portfolio manager of the Mid Cap and Small Cap strategies. He has 31 years of experience in the financial services industry.

Mr. Jaeger joined 361 Capital through the acquisition of BRC Investment Management in 2016, where he was Principal, Portfolio Manager and Head of Quantitative Analysis. Previously, Mr. Jaeger was Managing Director of Equity at Duff & Phelps Investment Management. Prior to that he was controller of the mountain division of Comcast.

Mr. Jaeger holds a Bachelor of Science degree in Accounting from the University of Denver. He has earned the designation of Chartered Financial Analyst (CFA). He is also a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.

Jeremy Frank, FRM, Director of Quantitative Research

Jeremy Frank, FRM, is Director of Quantitative Research and a member of the portfolio management team at 361 Capital. His responsibilities include portfolio construction and management, trading strategy development, risk management, proprietary software development, trade execution and analysis. Additionally, Mr. Frank is responsible for sub-advisor due diligence, selection and ongoing relationship management. Prior to re-joining 361 Capital in 2008, Mr. Frank was with HCE Solutions LLC, a quantitative consulting firm he founded in 2007. Prior to founding HCE, he was a Senior Analyst with Innovest Portfolio Solutions where he was responsible for analyzing investment strategies with a focus on quantitative, fixed-income and alternative strategies, as well as derivative structures.

Mr. Frank began his career as a Quantitative Analyst at 361 Capital in 2003 where he was responsible for hedge fund manager due diligence and risk analysis. During his initial tenure at 361 Capital, he developed the Firm’s risk management software, as well as its proprietary research database. Mr. Frank holds a Bachelor of Arts degree in Business Administration from Northwest University and a Master of Science degree in Finance from Boston College. He has also earned the designation of Financial Risk Manager (FRM).

Aditya Bhave, Senior Quantitative Analyst

Aditya Bhave is a Senior Quantitative Analyst and member of the portfolio management team for the 361 Managed Futures Strategy Fund, 361 Global Managed Futures Strategy Fund and 361 Macro Opportunity Fund. Mr. Bhave joined the firm in 2011 and is primarily focused on research, development and testing of quantitative investment strategies, portfolio construction, risk management, trading and trade impact analysis. He is also responsible for proprietary software development and database design.

Mr. Bhave co-developed the Firm’s proprietary trading, analysis, and backtesting software platforms, as well as the quantitative investment strategies used in the 361 Global Managed Futures Strategy Fund and the 361 Macro Opportunity Fund. Mr. Bhave’s research interests include machine learning, advanced statistical analysis, behavioral biases and general finance and economics.

Mr. Bhave graduated from Franklin & Marshall College with a Bachelor of Arts degree with a double major in Finance and Economics. He received his Master of Science in Finance from the University of Denver’s Daniels College of Business.

Brian Harvey, CFA, Senior Equity Analyst

Brian Harvey, CFA, is a Senior Equity Analyst and assists in the portfolio management and research efforts related to the equity strategies at 361 Capital.

Mr. Harvey joined the firm through the acquisition of BRC Investment Management in 2016.  At BRC, he was an Analyst covering the Consumer Staples, Consumer Discretionary, Telecommunications Services, and Financials sectors for the company’s Large Cap portfolios.  Prior to BRC, Mr. Harvey spent ten years in investment banking and sell-side research.

Mr. Harvey holds a Bachelor of Arts in History/Secondary Education from Salisbury University and a Master’s of Business Administration from the University of Colorado Denver.  He has earned the right to use the Charted Financial Analyst (CFA) Designation.

Jason Leupold, CAIA, Vice President, Trading and Research

Jason Leupold, CAIA, is Vice President of Trading and Research at 361 Capital. He is responsible for identifying and examining trading opportunities that can be systematized as well as assisting in new product development and implementation. His role also includes trade execution, trade impact analysis and risk management.

Prior to joining 361 Capital in 2016, Mr. Leupold served as a research analyst and market strategist with Arches Asset Management. Prior to this, he spent nine years with Crabel Capital Management in various roles, including overseeing the Asian trade desk and foreign exchange desk, as well as creating models for inclusion in Crabel’s portfolios. While at Crabel, Mr. Leupold developed a deep understanding of designing, testing and executing short-term systematic trading rules.

Mr. Leupold has over 16 years of industry experience as a trader, developing algorithms to improve trading efficiencies, creating systematic trading strategies, and product development. Mr. Leupold holds a Bachelor of Arts in English from Arizona State University. He currently holds a Chartered Alternative Investment Analyst (CAIA) designation, as well as FINRA Series 7, 66, 55 and 3 registrations.