Dr. Kenneth L. Sleeper, MBA is Co-Founder and Portfolio Manager at Sierra Mutual Funds. Ken jointly oversees all aspects of the organization’s activities, including asset management, research, and client relationships.

Before co-founding Sierra Investment Management in 1987 with David C. Wright, Ken applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. Ken utilizes his experience to help create productive investment solutions for clients as they pursue their retirement goals and is committed to preserving client wealth by focusing on advanced risk management.

When not working with clients, Ken enjoys spending time with his wife of 40 years and his son. Ken earned his MBA and PhD degrees from the University of Southern California.

David C. Wright, JD, is Co-Founder at Sierra Mutual Funds. He jointly oversees all aspects of the organizations’ activities, including asset management, research, and client relationships.

After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., before co-founding Sierra Investment Management in 1987 with Dr. Kenneth L. Sleeper.

Dave earned a JD from the University of Chicago and a BS, Civil Engineering, from Swarthmore College.

James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Sierra Mutual Funds and Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Sierra Co-founders David Wright and Kenneth Sleeper. An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

Ryan Harder, CFA®, is Chief Investment Strategist and Portfolio Manager for Sierra Mutual Funds and Ocean Park Asset Management. He oversees research, trading, and portfolio management for the firm, and his career of more than 20 years includes roles as portfolio manager, equity research analyst and managing director.

Ryan earned a BA in Economics, with honors, from Brock University in Ontario, Canada and a M.Sc. in International Securities, Investment and Banking from the ICMA Centre, University of Reading, in the United Kingdom. He is a CFA® Charterholder. Ryan enjoys playing ice hockey and watching auto racing with his wife and four children.

As Lead Portfolio Analyst and Portfolio Manager, Marshall Quan enjoys discovering new vehicles for clients to invest in, as well as identifying changes in trends as they occur. Ever attentive to helping clients preserve their wealth, Marshall is responsible for investment monitoring and analysis, securities screening execution and reporting, technical analysis, and portfolio construction among other investment management and operational duties.

Marshall earned his BS degree in Business Administration: Classical Management – Finance from Cal State University at Dominguez Hills. He joined Sierra in 1999.

A member of the investment team since 2019, Yanni Dalkos is responsible for technical investment research, due diligence, data analysis, and trading among other investment management and operational duties. He enjoys helping clients understand how to preserve their wealth by examining the relationship between risk and return. Combined with research, Yanni feels this awareness ultimately improves client’s results.

With a bachelor’s degree in Economics and a master’s in quantitative economics from California Polytechnic State University at San Luis Obispo, Yanni is the first in his family to both graduate from a four-year university and earn a master’s degree.

Henry Reid joined the investment team in 2020. He is responsible for research, analysis, data visualization, and performance and data reporting among other investment management and operational duties.

Henry earned his BS degree in Economics and MS degree in Finance from the University of Oregon at Eugene. He enjoys helping clients pursue their financial goals and, in his spare time, is an avid fan of sports and statistics.

Dr. Kenneth L. Sleeper, MBA is Co-Founder and Portfolio Manager at Sierra Mutual Funds. Ken jointly oversees all aspects of the organization’s activities, including asset management, research, and client relationships.

Before co-founding Sierra Investment Management in 1987 with David C. Wright, Ken applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. Ken utilizes his experience to help create productive investment solutions for clients as they pursue their retirement goals and is committed to preserving client wealth by focusing on advanced risk management.

When not working with clients, Ken enjoys spending time with his wife of 40 years and his son. Ken earned his MBA and PhD degrees from the University of Southern California.

David C. Wright, JD, is Co-Founder at Sierra Mutual Funds. He jointly oversees all aspects of the organizations’ activities, including asset management, research, and client relationships.

After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., before co-founding Sierra Investment Management in 1987 with Dr. Kenneth L. Sleeper.

Dave earned a JD from the University of Chicago and a BS, Civil Engineering, from Swarthmore College.

Skip Schweiss, CFP® is Chief Executive Officer at Sierra Mutual Funds. He oversees all operational activities of the organization, focusing on the growth of the firm and demonstrating the value of Sierra’s investment strategies to investors. Skip previously served as president of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy for TD Ameritrade Institutional. Before joining TD Ameritrade, Skip spent 20 years in various management positions, including Executive Vice President at Fiserv Investment Support Services. Skip earned a BS in Business Administration from the University of South Dakota and an MS in Finance from the University of Colorado. He is past board president of the Financial Planning Association, and, in 2017, he was named one of the “24 Most Influential People” on Investment Advisor Magazine’s Readers’ Choice list.

James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Sierra Mutual Funds and Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Sierra Co-founders David Wright and Kenneth Sleeper. An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

Kristine Stromeyer is Chief Operating Officer at Sierra Investment Management. She joined Sierra in 2014 and is responsible for overseeing the enterprise’s operations which include administration, finance & accounting, human resources, and technology. Prior to joining Sierra, she was a principal of Rothstein, Kass & Co., a national accounting firm where she specialized in providing audit, tax, and consulting services to financial service entities.

Kristine holds a Certified Public Accountant designation. She earned her BS degree in Economics with emphasis in Accounting from the University of California at Santa Barbara

Jason Buck is the Managing Director and Head of Sales for Sierra Mutual Funds. He oversees all the sales-related activities, including strategy and coaching of 12 external Regional Directors. With more than 30 years in wholesale distribution, Jason has built and led many sales teams to success, and he has been instrumental in building out Sierra’s team since joining the firm in 2015. A native of Southern California, Jason attended Cal State Fullerton and now resides in Franklin, Tennessee with his wife Kari. He has three grown children and enjoys following both college football and Major League Baseball. He is an avid fan of both the Auburn Tigers and Los Angeles Angels.

Colin Barber is Director, Strategic Partnerships at Sierra Investment Management, the parent company of Sierra Mutual Funds. He is responsible for all aspects of the firm’s national and regional institutional relationships. This includes seeking new opportunities for distribution, as well as increasing the firm’s profile with current distribution partners of the Sierra Mutual Funds. He has more than 20 years of industry experience and has served in similar roles at ING and Prudential Financial. Colin earned a BA in History from James Madison University in Harrisonburg, Virginia.

Vanda Freesman is the Chief Marketing Officer for Sierra Mutual Funds, responsible for all marketing and communication efforts serving our clients and financial advisors across the United States. Vanda brings over 20 years of experience from similar roles at Capital Group, Saatchi & Saatchi, Glaxosmithkline, and Pfizer. Her experience in developing differentiated strategies, digital and social communications, and multichannel planning in the face of increased competition has driven her to to consistently create paradigm-shifting marketing programs.

Originally from Toronto, Vanda and her family enjoy living in Los Angeles and all the wonderful climates California has to offer.

Erik Morris serves as Chief Compliance Officer for Sierra Mutual Funds, responsible for the oversight, implementation, maintenance, monitoring, and testing of the compliance program.

Erik’s 20 years of experience in the financial services and wealth management industry include leadership positions at KORE Private Wealth, LLC; Corient Private Wealth, LLC; Cipperman Compliance Services, LLC; Asset Planning Services, Ltd., and Lockwood Advisors.

Erik earned a B.A. in both Economics and International Relations from Lehigh University and a M.S. in Financial Services from St. Joseph’s University. He is an Investment Adviser Certified Compliance Professional (IACCP®), as well as a Six Sigma Green Belt, and has a Professional Certificate in Project Management from Villanova University.

Annalisa Donati is Chief Financial Officer of Sierra Investment Management and Ocean Park Asset Management, overseeing all financial functions for the firms. She started her career in public accounting at CCR LLP and Price Waterhouse Coopers and has held a range of accounting and finance roles at start-ups and high growth companies, including Captivate, Ai Media Group, New York Insurance Company, and Con Edison. Throughout her career, she has overseen the reorganization of accounting departments, spearheaded both short- and long-term financial and business planning, managed comprehensive budgeting and cash flow modeling, and handled operational and financial reporting. She is a Certified Public Accountant and earned both her BA and MBA from the University of Massachusetts.