Modelist

Modelist
Modelist Inc.
PO Box 689
Excelsior, MN 55331
Phone: 612-887-9897

Articles by Modelist

Joe Mallen, MSc
CEO

Joe Mallen

Joe has garnered a significant following among financial advisors, recognized for his insightful market analysis and expertise. He's a source for financial media, quoted by CNBC, Bloomberg, The Wall Street Journal, Barron's, Reuters, MarketWatch, and Yahoo. His thought leadership extends to appearances on prominent industry platforms, including Animal Spirits, The Sherman Show, and TD Ameritrade.


Previous Experience:

Chief Investment Officer at Helios Quantitative Research

Chief Investment Officer at Sawtooth Solutions (Simplicity)

Senior Analyst at Columbia Threadneedle

Vice President at Mount Yale Capital Group


Education:

MSc from London Business School

BSB from University of Minnesota

Kent Peterson, PhD
CIO

Kent Peterson

Kent has spent much of his career between Wall Street and London, excelling in global macro research for some of the world's top investment firms. His expertise in identifying economic trends has distinguished him as a leading strategist in the finance sector.


Previous Experience:

Head of Quant at Atitlan Asset Management

Global Head of GMAS at Santander Asset Management

Senior Portfolio Manager at Columbia Threadneedle

Head of Asset Allocation Research at Columbia Threadneedle

Research & Trading at Bridgewater Associates


Education:

PhD from Princeton University

BA from Cornell University

Alex Graf, MBA CIMA® CRPC®
Head of Model Integration

Alex Graf

Alex has spent much of his career at the intersection of the professional investment ecosystem and the investment platforms that serve them. Over the last 15 years he has served numerous National Financial Institutions, DCIO platforms, RIAs, TAMPs and OCIOs.


Previous Experience:

Institutional ETF & ESG Models at Nuveen

Strategic Beta Consultant at Columbia Threadneedle

Institutional Business Development at Invesco/PowerShares

Distribution RM at Allianz Life/PIMCO


Education:

MBA from University of St Thomas

BS from Portland State University

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