Volt aims to provide investment solutions that allow investors to take part in whom we believe are some of the most innovative publicly traded companies.
Our senior advisory board supports this mission by being involved in the strategic decisions involved in bringing the best disruptive investment products to market.
Tad has started his finance experience working at SS&C Advent and later joined startup software engineering teams for the past 10 years. He has experience at Webpass Google Fiber, the Public Library of Science, as well as Sonder.
After finding financial success by applying the principles of successful tech investing to his own portfolio, Tad sought to help others by founding Volt Equity, which seeks to bring disruptive investing opportunities to the open markets. Tad continues to work with tech startups in the Bay Area through his software consultancy, BoxedFlows, while also developing investment management software to support his portfolio management responsibilities.
Tad has a B.S. in Environmental Economics and Policy Management from the University of California, Berkeley. Tad and his wife, Jennifer, love raising their five kids in the San Francisco Bay Area.
“New technologies will disrupt the current investment landscape so that the leaders of the next decade may not be the leaders from the last decade. This creates a great opportunity for investors to capture the market opportunity during this changing of the guard.”
Paul has spent the bulk of his career as a key innovator and architect in the ETF industry. Previously, as head of ETF strategy and portfolio manager at Principal Global Investors, Paul launched and built Principal's $3+ billion ETF business from the ground up, leading ETF product development, capital markets, and distribution and marketing strategy. As Senior Vice President and ETF Product Manager at PIMCO, Paul helped launch and establish PIMCO's $20+ billion ETF platform of fixed income ETFs, including MINT, BOND, ZROZ and HYS. Paul has prior experiences in the digital marketing, investment banking, and private equity industries. Paul is a frequent contributor to ETF industry panels as well as financial media including Bloomberg, Wall Street Journal, and Financial Times.
Paul has an MBA from the Wharton School of the University of Pennsylvania, a bachelor's degree in Economics from Dartmouth College, and is a CFA Charterholder. Paul and his wife, Cathy, are the proud parents of three young daughters and are active volunteers in their children's school communities.
“Tad and the Volt team look at disruption in such a different way. They understand that the pace of innovation of a company is rooted in its leadership and technological edge. In an increasingly “winner take all” world, it’s important to identify what drives success in tech.”
David has committed his entire career to developing quantitative solutions for the advisory community, with a heavy focus on asset allocation and risk management across liquid and illiquid asset classes. He began his finance career at a $5 billion multi-family office where he developed cutting-edge asset allocation, portfolio management, and risk management systems for managing private and institutional wealth. David then pivoted to developing short- and intermediate-term investment strategies that help improve both return and risk characteristics of a strategic asset allocation. David is most recently the founder and inventor of Portfolio Designer, a cloud-based asset allocation platform helping advisors build customized portfolios with cutting-edge behavioral and statistical techniques.
David has a PhD in Physics from the Massachusetts Institute of Technology in the field of Quantum Computation and is the author of "Modern Asset Allocation for Wealth Management” published by Wiley. He currently lives in NYC with his wife Carolee and son Henry.
“Volt's nuanced perspectives on the dynamic nature of disruption is a powerful lens that is long overdue in the thematic landscape.”