Team

Complementary disciplines connected through recurring investment review.

Live-market interpretation, quantitative research, portfolio implementation, advisory operations and compliance inside the client relationship.

MGAM leadership

The people responsible for the advisory process.

MGAM’s team page is intentionally limited to the people serving its advisory, quantitative-research support, portfolio implementation, client-service and compliance process.

CEO · Portfolio Philosophy · Series 65

Keith Schneider

Market regimes and portfolio risk hierarchy

Keith brings decades of live-market judgment to MGAM’s review of regimes, leadership, concentration and portfolio risk.

B.A., New York University Market regimes Portfolio philosophy Series 65

Managing Member & Chief Compliance Officer

James Kimball

Implementation, operations and compliance

James connects research and models to portfolio implementation, operations and compliance inside the advisory relationship.

M.S. Finance Implementation Advisory operations Compliance

Quantitative Research Support

Alan Friedman, PhD

Testing, evidence review and model refinement

Alan supports quantitative testing, monitoring and evidence review. His role is research support and is not presented as an investment-adviser representative role.

Harvard College Yale PhD Quantitative testing Evidence standards Model research support

Investment Adviser Representative

Ben Scheibe

Client and professional relationships

Ben works with advisory clients and professional relationships, helping clarify objectives and the appropriate service relationship.

Client relationships Wealth management Joined 2023

Regulatory review: Final biographies and titles should remain aligned with current firm records and the applicable Form ADV.

Broader MarketGauge story: The complete founder, research, education and professional team belongs on MarketGauge.com. This page focuses on MGAM responsibility.