Articles by Julex Capital

Henry Ma, Ph.D., CFA. President and Chief Investment Officer

Henry Ma

Dr. Ma has two decades of hands-on and leadership experience in investment management. Prior to founding Julex, he managed a global macro hedge fund with Geode Capital Management. Earlier, he served as Director of Quantitative Research and Financial Engineering with Loomis Sayles & Co., and Director of Quantitative Research and Risk Management with Fortis Investments, where he led quantitative research and risk management efforts. Dr. Ma also worked as Director of Fixed Income Strategies at Sun Life Financial, where he helped manage $30 billion in fixed income assets. His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer. Dr. Ma is a published author and an industry speaker on quantitative investing and risk management. He earned a Bachelor and a Master in Economics and Management from Peking University and a Ph.D. in Economics from Boston University.

Brian Phelan, Managing Director

Brian Phelan

Brian brings over thirty years of capital markets experience to Julex. He spent over 22 years as a First Vice President at PaineWebber Group in institutional fixed income sales covering major and middle market accounts for investment grade and high yield corporate debt, residential and commercial mortgage backed securities, asset backed securities and rates. After UBS purchased PaineWebber, Brian transferred his skill sets to Deutsche Bank Securities in Boston as a Director in the generalist fixed income securities platform within the Capital Markets Group. Most recently Brian co-founded MacBride Partners. MacBride Partners was a consulting organization whose mission was to assist its clients in the investment management industry improve investment performance by implementing best practices in investment processes, risk management and faithfulness to stated investment philosophies. Brian graduated from the Carroll School of Management at Boston College with a BS in General Management / Marketing.

Jeffrey Megar, CFA, Managing Director

Jeffrey Megar

Jeff brings over 20 years of investment management experience to Julex Capital, predominately as an institutional portfolio manager. He had portfolio management oversight of a high yield bond mutual fund and institutional strategies at State Street Global Advisors where he was a Vice President and Senior Portfolio Manager. Prior to joining State Street, Jeff was a Senior Portfolio Manager at Fortis Investments where he helped establish Fortis’ structured credit business, launching the firms inaugural Collateralized Loan Obligation (CLO). While at Fortis, he established a comprehensive investment and credit review process and managed the firms Leveraged Loan platform. Before Fortis, Jeff held various credit position at CypressTree Investment Management and Prospect Street Investments. He received is BA in Economics from Framingham State University and his MBA in Financial Management from Northeastern University. In addition he holds the Charted Financial Analyst designation.

Erik Philbrook, Managing Director

Erik Philbrook

Mr. Philbrook brings over 20 years of finance industry experience to Julex Capital. Most recently he was the Head of Finance, Alternatives and Performance at Geode Capital Management, LLC, with responsibilities ranging from firm and fund audit, firm GIPS verification, Treasury, Client relations, Compliance, Marketing and Valuation. He also worked at Fidelity Investments managing accountants responsible for High Yield fund valuation and as a Senior Analyst working directly with Portfolio Managers on corporate action research and election. He also worked for Brown Brothers Harriman as part of a centralized management team responsible for department policy and performance measurement. He received his BS in Business Administration with a dual concentration in Finance and International Business from Northeastern University. He received his MBA from Southern Methodist University.

Julex Capital

40 Grove Street, Suite 140
Wellesley, MA 02482

Phone: 781-489-5398


Platforms Available

  • AssetMark
  • Envestnet/Placemark
  • Folio Institutional
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  • MidAtlantic
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  • Schwab Institutional
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