Founded in 2018, Quantinno Capital Management delivers fully-customized, tax-optimized managed account solutions designed to maximize the after-tax wealth for sophisticated investors. We partner with leading wealth advisors and family offices to bring superior investment results at scale along with consistent tax alpha to each client's unique portfolio.
Learn MoreInvestors have multiple pain points, and serving taxable investors requires both a singular focus and significant customization. This is why we launched the DEALS Managed Account platform in 2021. Our systems are powered by our proprietary TaxEdge® Technology, designed to be nimble and responsive to the needs of RIAs, Multi-Family, and Single Family Offices.
As a pioneer in the tax-aware investment industry, Founder Hoon Kim holds a PhD in accounting and has managed equity portfolios at the world’s largest asset managers for 20+ years.
Hoon has spent his career innovating at the intersection of tax, portfolio management, and equity research. Prior to founding Quantinno, he served as the Head of Portfolio Construction and Implementation as a Principal in AQR’s Global Stock Selection Group managing hundreds of institutional equity accounts and hedge fund strategies. He also served as a senior member of the GSS research team. He began his career as the Head of Quantitative Equity Research at Mellon Capital.
Hoon received a Ph.D. in Accounting and MBA from Carnegie Mellon University and a BA from Yonsei University.
Todd’s career has spanned portfolio management at some of the world’s largest asset managers to leadership roles in operations at hedge funds and fintech firms. Prior to joining Quantinno at its inception, he served as the Chief Operating Officer of Fingage, Chief Operating Officer at hedge fund firms Bayswater and Kevian, and as a portfolio manager at Franklin Templeton and Mellon Capital.
Todd received an MS from UC Irvine and a BS from California Polytechnic.
Paul’s career has been centered around leading engineering teams at some of the world’s largest quantitative investment managers. He began his career at Goldman Sachs in the Quantitative Investment Strategies Group and was a Managing Director at AQR in the Global Stock Selection and Global Macro Technology Teams.
Paul received an MBA from New York University and a BS from Columbia University.
Albert has a depth of experience combining quantitative tools and data science to seek continuous improvement in investment results. Prior to joining Quantinno at its inception, he was a senior quant at the hedge fund Coatue, data scientist at the technology firm Kinnek, and a member of the Global Stock Selection research team at AQR.
Albert received a BS from University of Pennsylvania.
Sinan’s career has focused on developing innovative technology solutions for firms ranging from leading quantitative and multi-strategy asset managers to fast-growing fintech startups. Prior to joining Quantinno, he was a senior software engineer at Citadel, quant development lead for Global Stock Selection at AQR, and software developer at InvestCloud and Conifer Financial Services.
Sinan received a BS from UC Berkeley.
Charles’s career has been focused on driving excellence across all facets of portfolio implementation. His expertise spans the management of hundreds of equity accounts to the development of sophisticated, systematic, and highly automated investment processes. Prior to joining Quantinno, he was an Executive Director at AQR in the Portfolio Implementation team, and a financial engineer at Societe Generale.
Charles received a MS from Columbia University and BS/MS from Ecole centrale de Nantes.
Glenn’s experience has ranged from providing financial advice to clients firsthand, to business development roles across numerous client segments in asset management. Glenn began his career in Merrill Lynch’s Global Private Client Group, was a research analyst at KSM Capital Advisors, and served as a member of AQR’s business development team.
Glenn received an MBA from University of Notre Dame and a BS from Butler University.
Ross Bogatch joined Quantinno as the firm’s Head of Legal and Chief Compliance Officer. In his dual role, Ross oversees the firm’s Legal and Compliance functions, providing strategic legal counsel in support of Quantinno’s business objectives while ensuring the firm’s adherence to regulatory requirements. Among his responsibilities, Ross will provide all manner of legal support to the firm’s separate account and fund platforms, and continue to strengthen Quantinno’s compliance program and enterprise risk management through the development and implementation of robust policies and procedures.
Ross brings over 18 years of experience in the financial industry to this role. Prior to joining Quantinno, Ross was a Senior Vice President in Legal and Compliance at the D. E. Shaw group, and was previously Head of Private Funds and Accounts within the Legal group at AQR Capital Management. In those roles Ross supported the firms’ institutional separate account platforms, and developed policies and procedures designed to facilitate compliance with regulatory obligations under the Advisers Act, the ’40 Act, ERISA, and UCITS. Earlier in his career, Ross was a compliance attorney at Vertical Capital, L.L.C., an SEC-registered adviser of structured financial products, and a compliance attorney at Bear Stearns Asset Management. He is a member of the New York state bar.
Ross earned a B.A. in Government from Cornell University and a J.D. from Brooklyn Law School.
Matt has spent his career driving organizational success through its ability to attract, develop, and retain top talent.Prior to joining Quantinno, he held leadership roles in Human Capital and Talent Acquisition at AQR, WorldQuant, and Schonfeld Strategic Advisors. Most recently, he ran his own consulting firm, MG Talent Advisors.
Matt received a BS in Marketing & Management from Salisbury University.