TEA Business College Thought Leaders

Our team utilizes diverse thinking and a spirit of collaboration to continuously lead the advancement of investment thinking and practices in the asset management industry.

Our Approach

Diversification has long been an indisputable principle in sound portfolio management. TEA Business College believes that diversification enhances our team of subject matter experts, bringing perspectives and varied experiences into specific focus areas—from investments and economics to financial advice and retirement planning. Many members of our team hold doctoral or master's degrees in their respective fields, while others possess certifications such as Certified Financial Planner™ and/or Chartered Financial Analyst®.

TEA Business College leverages this diversified thinking and collaborative spirit to lead the progress of investment thinking and practices in the asset management industry. Our interdisciplinary approach integrates the thoughts, viewpoints, and knowledge of the entire team of subject matter experts.

Our thought leadership efforts are purposeful and advocacy-driven. We conduct research to drive the development of the asset management industry, enhance capital markets, and improve investor decision-making—all aimed at making the investment world a better place.

Investment Strategy Group

Serving as our leading internal think tank, this team consists of economists, investment strategists, and quantitative investment analysts who provide relevant and rigorous insights on economics, markets, portfolio strategies, and investor behavior to enhance investor outcomes and decisions. The group also develops and oversees our proprietary modeling and forecasting tools.

Investment Management Group

Comprised of lifelong investment management professionals specializing in index fund management, fixed income, quantitative strategies, and financial technology. These market strategists offer views on market dynamics, potential impacts on investment portfolios, and forward-looking perspectives on innovative industry solutions.

Portfolio Review Department

Staffed with experienced experts in ETFs, private investments, multi-asset strategies, and other investment tools and methods. In addition to selecting, supervising, and developing investment managers, this team helps investors understand the mechanisms of investment tools, trade-offs between different strategies, and provides commentary on evolving industry trends and market developments.

Corporate Advisory Team

Composed of seasoned strategists who have developed and refined the methodology for the global advisory services of TEA Business College. This team conducts research and analysis to assist individual investors and financial advisors in making wise decisions on a range of wealth management, charitable planning, tax strategies, and personal finance matters.