Tim Clift is FundQuest's Chief Investment Officer and is the lead portfolio manager of all of the ActivePassive Funds. He joined FundQuest in 1994. Tim has overall responsibility for the Firm's investment management programs for separately managed accounts, mutual funds, alternative investments, ETFs and annuities. As Chairman of the Investment Committee, Tim leads a team of analysts and portfolio managers that produce the research and portfolio recommendations for all investment programs. He has over 18 years of industry and investment management experience. Tim earned his BA in Economics from Allegheny College and his MBA from Boston University.
Jane Li, CFA, CAIA, is Manager, Investment Management & Research, and a member of the Investment Committee. She co-manages the ActivePassive Large Cap Growth Fund, ActivePassive Large Cap Value Fund, ActivePassive Small/Mid Cap Growth Fund and ActivePassive Small/Mid Cap Value Fund. Jane joined FundQuest in 2000 and is the Portfolio Manager for the FundQuest Large Core Equity separate account strategy. She also performs research on mutual funds, ETFs, and alternative investments. Jane has 14 years of industry and investment management experience. She received her BA in Economics from Fudan University, an MA in Economics from the University of New Hampshire, and an MS in Finance from the Boston College Carroll School of Management. Jane is a Chartered Financial Analyst (CFA) charterholder. She also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Greg Classen, CFA, is a Senior Analyst and a member of the Investment Committee. He co-manages the ActivePassive Large Cap Growth Fund, ActivePassive Large Cap Value Fund, ActivePassive Small/Mid Cap Growth Fund and ActivePassive Small/Mid Cap Value Fund. Greg joined FundQuest in 1998 and covers mutual funds, ETFs, variable annuities and offshore funds. Greg has 10 years of industry and investment management experience. He earned his BA in Economics from Williams College and is a Chartered Financial Analyst (CFA) charterholder.
Frank Wei, CFA, is a Senior Analyst and a member of the Investment Committee. He co-manages the ActivePassive International Equity Fund, ActivePassive Emerging Markets Equity Fund, ActivePassive Global Bond Fund, ActivePassive Intermediate Taxable Bond Fund and ActivePassive Intermediate Municipal Bond Fund. Frank joined FundQuest in 2001. He covers separately managed accounts, including the due diligence and monitoring of investment managers. Frank has 12 years of industry and investment management experience. He received his BS in Economics from East China Normal University and an MBA from the Leonard N. Stern School of Business at New York University. Frank is a Chartered Financial Analyst (CFA) charterholder.
Matt Whitbread, CFA, CAIA, is a Senior Analyst and a member of the Investment Committee. He co-manages the ActivePassive International Equity Fund, the ActivePassive Emerging Markets Equity Fund and the ActivePassive Intermediate Taxable Bond Fund. Matt joined FundQuest in 2008 and covers mutual funds, exchange traded funds, offshore funds and alternative investments. He has 8 years of industry and investment management experience. He received his BS in Economics and Finance from the Boston College Carroll School of Management. Matt is a Chartered Financial Analyst (CFA) charterholder. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Daphne Gu, CFA, is a Senior Analyst and a member of the Investment Committee. She co-manages the ActivePassive Global Bond Fund and ActivePassive Intermediate Municipal Bond Fund. Prior to joining the Advisor in 2007, she worked for Textron, Inc. in the United States, Europe and Asia from 1998 through 2007 in the areas of business, financial and international market analysis. Daphne has 12 years of financial experience. Daphne is a member of the Boston Security Analysts Society. She received her BS in English for Science and Technology from Shanghai JiaoTong University in Shanghai, China and her MBA from Nanyang Technological University in Singapore. She also received an MS in Finance from Boston College. She is a Chartered Financial Analyst (CFA) charterholder.
Tim Clift is FundQuest's Chief Investment Officer and is the lead portfolio manager of all of the ActivePassive Funds. He joined FundQuest in 1994. Tim has overall responsibility for the Firm's investment management programs for separately managed accounts, mutual funds, alternative investments, ETFs and annuities. As Chairman of the Investment Committee, Tim leads a team of analysts and portfolio managers that produce the research and portfolio recommendations for all investment programs. He has over 18 years of industry and investment management experience. Tim earned his BA in Economics from Allegheny College and his MBA from Boston University. 
Jane Li, CFA, CAIA, is Manager, Investment Management & Research, and a member of the Investment Committee. She co-manages the ActivePassive Large Cap Growth Fund, ActivePassive Large Cap Value Fund, ActivePassive Small/Mid Cap Growth Fund and ActivePassive Small/Mid Cap Value Fund. Jane joined FundQuest in 2000 and is the Portfolio Manager for the FundQuest Large Core Equity separate account strategy. She also performs research on mutual funds, ETFs, and alternative investments. Jane has 14 years of industry and investment management experience. She received her BA in Economics from Fudan University, an MA in Economics from the University of New Hampshire, and an MS in Finance from the Boston College Carroll School of Management. Jane is a Chartered Financial Analyst (CFA) charterholder. She also holds the Chartered Alternative Investment Analyst (CAIA) designation. 
Greg Classen, CFA, is a Senior Analyst and a member of the Investment Committee. He co-manages the ActivePassive Large Cap Growth Fund, ActivePassive Large Cap Value Fund, ActivePassive Small/Mid Cap Growth Fund and ActivePassive Small/Mid Cap Value Fund. Greg joined FundQuest in 1998 and covers mutual funds, ETFs, variable annuities and offshore funds. Greg has 10 years of industry and investment management experience. He earned his BA in Economics from Williams College and is a Chartered Financial Analyst (CFA) charterholder. 
Frank Wei, CFA, is a Senior Analyst and a member of the Investment Committee. He co-manages the ActivePassive International Equity Fund, ActivePassive Emerging Markets Equity Fund, ActivePassive Global Bond Fund, ActivePassive Intermediate Taxable Bond Fund and ActivePassive Intermediate Municipal Bond Fund. Frank joined FundQuest in 2001. He covers separately managed accounts, including the due diligence and monitoring of investment managers. Frank has 12 years of industry and investment management experience. He received his BS in Economics from East China Normal University and an MBA from the Leonard N. Stern School of Business at New York University. Frank is a Chartered Financial Analyst (CFA) charterholder. 
Matt Whitbread, CFA, CAIA, is a Senior Analyst and a member of the Investment Committee. He co-manages the ActivePassive International Equity Fund, the ActivePassive Emerging Markets Equity Fund and the ActivePassive Intermediate Taxable Bond Fund. Matt joined FundQuest in 2008 and covers mutual funds, exchange traded funds, offshore funds and alternative investments. He has 8 years of industry and investment management experience. He received his BS in Economics and Finance from the Boston College Carroll School of Management. Matt is a Chartered Financial Analyst (CFA) charterholder. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Daphne Gu, CFA, is a Senior Analyst and a member of the Investment Committee. She co-manages the ActivePassive Global Bond Fund and ActivePassive Intermediate Municipal Bond Fund. Prior to joining the Advisor in 2007, she worked for Textron, Inc. in the United States, Europe and Asia from 1998 through 2007 in the areas of business, financial and international market analysis. Daphne has 12 years of financial experience. Daphne is a member of the Boston Security Analysts Society. She received her BS in English for Science and Technology from Shanghai JiaoTong University in Shanghai, China and her MBA from Nanyang Technological University in Singapore. She also received an MS in Finance from Boston College. She is a Chartered Financial Analyst (CFA) charterholder.