Founded George Weiss Associates, Inc. in 1978. Prior to establishing the company, George specialized in utility stocks and investing on behalf of institutional clients at Bache Halsey Stuart, Inc., in Hartford and briefly at Faulkner, Dawkins and Sullivan, Inc. He is a graduate of The Wharton School of Finance at the University of Pennsylvania where he is a Trustee Emeritus. Mr. Weiss is the founder of Say Yes to Education, Inc., (a charity dedicated to the educational advancement of inner-city students), a trustee of the Orphan Disease Pathway Project Foundation, and a Director of Somerset Re Ltd.
Jordi has over 30 years of experience in the investment and finance industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. He joined Weiss in 2005 and ran a macro portfolio before becoming the President and Chief Investment Officer. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX), a strategy that reflects the firm's market neutral approach and the desire to make its expertise in alternatives universally accessible. Jordi is the host of the video series "Real-Time with Jordi Visser" and a lead contributor to the firm's podcast, "In Search of Green Marbles." Jordi began his career at Morgan Stanley, where he held various senior management roles, including opening the office for the firm in Brazil. Jordi has been featured as a guest speaker on various popular podcasts and media outlets. Jordi is a magna cum laude graduate of Manhattan College and a Board Member of the School of Business at Manhattan College.
Joined the firm in 2019. Previously, Mike was the Head of US Business for Arrowgrass Capital Partners, as well as a member of the Executive Committee and Global Head of Event-driven Strategies. Prior to that, Mike was in the special situations group at D. E. Shaw & Co. and an M&A banker in Credit Suisse's technology group. He is a graduate of Princeton University's Woodrow Wilson School, summa cum laude.
Joined the firm in 2006. Previously, Pierce was the Director of Trading Operations at Ziff Brother Investments ("ZBI"), responsible for trade allocation and settlement, asset services, middle office administration and P&L reporting for the investment portfolios. Prior to ZBI, he was the Chief Financial Officer of Anchor Point Asset Management, LLC, a global macro hedge fund. He also held a variety of senior management positions at Morgan Stanley in the equity operations group and has over 25 years of industry experience. Pierce is a graduate of Hartwick College in NY. He is a Board Member of the Heads Advisory Board for the Tilton School in Tilton, New Hampshire.
Joined the firm in 2009. Steve oversees the development and implementation of Information Technology ("IT") across the organization. Previously, he was the Chief Information Officer at Pequot Capital Management, managing technology and operations. Prior to Pequot, he was the Deputy Chief Information Officer at Deutsche Asset Management, responsible for the company's investment management systems. He has more than 20 years of IT experience in the financial services sector. Steve is a graduate of Bryant University in Rhode Island.
Joined the firm in 2007 as Manager, Portfolio Accounting and was promoted to Vice President of Portfolio Accounting in 2016. Prior to joining Weiss, Scott was a Group Manager at BISYS Fund Services in Boston, Massachusetts and an Account Manager at SS&C Technologies in Windsor, Connecticut, both of which are Fund Administrators for hedge fund clients. From 1996 to 2004, he was a Manager of Financial Reporting at MFS Investment Management in Boston, Massachusetts, holding various positions within the tax and financial reporting groups at MFS. Scott graduated magna cum laude from Northeastern University with a Bachelor of Science in Business Administration majoring in Finance.
Joined the firm in 2009. Previously, Jeff was the Principal and Deputy General Counsel of Pequot Capital Management, Inc., a registered investment adviser. Prior to Pequot, he was a Senior Associate in the Hedge Fund Group at the law firm Sidley Austin LLP. Jeff earned a Master of Laws from Georgetown University Law Center (with distinction) and received a Juris Doctor (Law) and Bachelor of Arts (Psychology) from the University of Western Ontario in Canada. He is admitted to the practice of law in New York, Massachusetts, Canada, London & Wales.
Joined the firm in 1998. Prior to joining Weiss, Robert was a Tax Manager at BlumShapiro, New England's largest regional tax, accounting and business advisory firm. Robert received a Master of Science in Taxation from the University of Hartford and a Bachelor of Science in Accounting from Central Connecticut State University. He became a licensed Certified Public Accountant in 1991.
Joined the firm in 2016. David began his career at Weiss on the Data Science team where he was fundamental in building out the Weiss proprietary data analytics dashboard, the “Baseball Cards”. Prior to joining Weiss, David held various quantitative data analytics roles. His experience in industry and university research included collaborations across fields in technology, oncology, and epidemiology. David received his MS in Computational Finance from Carnegie Mellon University, a leading quantitative finance program. In addition, he earned his MS in Mathematics from Colorado State University and served as a research assistant in the Pattern Analysis Lab and as a teaching assistant of advanced math courses to computer scientists.
Joined the firm in 1987. Prior to joining Weiss, Michele worked for the investment accounting division at CIGNA. Michele also served as the Chief Financial Officer for Say Yes to Education, Inc. from 2009 to 2011. She received her Bachelor of Science degree in Accounting from Post College.
Joined the firm in 2005, where he worked for almost a decade as a member of the firm's Macro strategy. In 2015, he assumed the role of structuring new products for the Weiss platform and is currently the Director of Investment Solutions and Portfolio Manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX). Previously, Edward worked as a quantitative analyst at Anchor Point Asset Management, a global macro fund. He began his investment career as a research and quantitative analyst with Citibank Global Asset Management where he designed global equity valuation toolsets for the fundamental research team and econometrics models for the firm's asset allocation committee. Edward holds a BA degree in Economics from Emory University.
Joined the firm in September 2022. Prior to joining Weiss, Alex worked in Human Resources at Bob's Discount Furniture and Connex Credit Union. Prior to transitioning into Human Resources, Alex held various positions in the Retail Banking industry in Operations and Human Resources. Alex holds a Bachelor's degree from Central Connecticut State University in English, and holds a Master's degree from the University of New Haven in Human Resource Management as well as advanced Human Resource certifications.
Joined the firm in 2015. Previously, Jena was a Vice President at Fore Research & Management where she focused on marketing and investor relations for new and existing investors. Prior to Fore, Jena worked in marketing and investor relations at S.A.C. Capital from 2009-2012. Prior to S.A.C., Jena was an investment banking analyst at Morgan Stanley in the Healthcare Group from 2007-2009. Jena received her BA with a major in Biochemistry from Wellesley College where she was a member of the varsity golf team. In 2022, Jena earned the CFA Institute Certificate in ESG Investing.
Joined the firm in 2014 as a Compliance Analyst. Prior to joining Weiss, Victoria worked in the Compliance and Legal department at New Mountain Capital, LLC, a private equity firm based in New York City. Prior to 2011, she held various positions in Real Estate and worked as a Client Relationship Associate at Merrill Lynch. Victoria holds a bachelor's degree from Trinity University, and holds a master's degree from the Pratt Institute and a graduate certificate from Columbia University.
Chief Administrative Officer
Chief Operating Officer
Chief Technology Officer
Interim, Chief Financial Officer
General Counsel
Director of Tax
Chief Risk Officer
Controller
Director of Investment Solutions
Human Resource Manager
Director of Investor Relations & Marketing
Chief Compliance Officer
Founded George Weiss Associates, Inc. in 1978. Prior to establishing the company, George specialized in utility stocks and investing on behalf of institutional clients at Bache Halsey Stuart, Inc., in Hartford and briefly at Faulkner, Dawkins and Sullivan, Inc. He is a graduate of the Wharton School of Finance at the University of Pennsylvania where he is a Trustee Emeritus. Mr. Weiss is the founder of Say Yes to Education, Inc., (a charity dedicated to the educational advancement of inner-city students), a trustee of the Orphan Disease Pathway Project Foundation, and a Director of Somerset Re Ltd.
Jordi has over 30 years of experience in the investment and finance industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. He joined Weiss in 2005 and ran a macro portfolio before becoming the President and Chief Investment Officer. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX), a strategy that reflects the firm's market neutral approach and the desire to make its expertise in alternatives universally accessible. Jordi is the host of the video series "Real-Time with Jordi Visser" and a lead contributor to the firm's podcast, "In Search of Green Marbles." Jordi began his career at Morgan Stanley, where he held various senior management roles, including opening the office for the firm in Brazil. Jordi has been featured as a guest speaker on various popular podcasts and media outlets. Jordi is a magna cum laude graduate of Manhattan College and a Board Member of the School of Business at Manhattan College.
Joined the firm in 2019. Previously, Mike was the Head of US Business for Arrowgrass Capital Partners, as well as a member of the Executive Committee and Global Head of Event-driven Strategies. Prior to that, Mike was in the special situations group at D. E. Shaw & Co. and an M&A banker in Credit Suisse's technology group. He is a graduate of Princeton University's Woodrow Wilson School, summa cum laude.
Joined the firm in 1998. He began his tenure as a Trader for the Quantitative strategy and then became Co-Manager of proprietary trading and the Global Event strategy. Previously, he worked as a Broker in the private client group at Quick and Reilly. David graduated with a BA in economics from the University of Pennsylvania.
Joined the firm in 1993. He began his tenure with the firm in capital structure arbitrage and factor based quantitative investing in the US, Europe, Asia, and Latin America. He co-developed the Financial strategy and built models for Japanese warrants and convertibles. He has been the Portfolio Manager for the REIT strategy since founding it in 2001. Ron holds a dual degree in Finance and Mechanical Engineering from the M&T Program at the University of Pennsylvania.
Joined the firm in 2007. Previously, Lundy was a Managing Director at Morgan Stanley where he managed and traded the global US Treasury and Mortgage Pass Through businesses during his 17 years at the Firm. He was also a Managing Director at Nomura Securities where he managed and traded global US Treasury and Agency businesses. Lundy holds a MSIA from the Tepper School of Business at Carnegie Mellon University and a BS from the University of Florida.
Chief Executive Officer
President, Chief Investment Officer
Deputy Chief Investment Officer
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
The Weiss Alternative Multi-Strategy Fund ("WAMS") is purpose-built for investors seeking the traditional stability of fixed income in addition to higher potential upside.
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