Our Team

As QRG’s Managing Principal and Chief Investment Officer, Mr. Thomas is responsible for the firm’s strategy and oversees portfolio management capabilities. Mr. Thomas is also a co-founder of Envestnet and the Chief Investment Officer of Envestnet | PMC.

Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University.

As QRG’s Principal and Director of Quantitative Research, Mr. Zvingelis is responsible for leading QRG's research efforts and oversees the firm’s trading functions. Mr. Zvingelis is a member of both QRG affiliates Envestnet | PMC and Envestnet Retirement Solutions Investment Committees.

Prior to joining Envestnet, Mr. Zvingelis was a research consultant with Mesirow Financial and Ibbotson Associates. He earned his PhD in Finance from The University of Iowa. He also holds a MA degree in Economics/Econometrics and an MSc degree in statistics, both from the University of Iowa as well as an MSc in Financial Mathematics from The University of Chicago. Mr. Zvingelis obtained his BA degree summa cum laude in Economics from Central College in Pella, Iowa. He has written and published several research papers in finance and theoretical statistics. Mr. Zvingelis is a CFA® Charterholder.

Ms. Vitale is a Portfolio Manager and is responsible for managing the firm’s Quantitative Portfolios, which include three distinct series: Market Series, Factor-Enhanced Series and Impact Series. Her responsibilities include portfolio management and administration, attribution and quantitative assessment, and product development and business analysis.

Ms. Vitale joined Envestnet in June 2012 and was previously a portfolio manager for QRG affiliate Envestnet | PMC’s Impact and Enterprise Solutions portfolios. Her responsibilities included asset allocation, manager selection, and portfolio administration. Additionally, Ms. Vitale created and launched several strategic initiatives for Envestnet including an Endowment & Foundations program, a series of Impact portfolios focused on incorporating ESG factors, and a Donor-Advised Fund capability.

Ms. Vitale received a BSBA in Finance and Business Management from the University of Denver and has earned the Global Financial Steward designation. She is currently pursuing an MBA in Finance from the University of Chicago’s Booth School of Business.

Mr. Du works on a wide variety of quantitative finance projects, such as manager performance persistence, performance attribution, ETF evaluation, Socially Responsible manager performance, and yield simulation. He uses his experience in quantitative finance, statistics, mathematics, and programming to propose and implement project solutions.

Mr. Du holds a Master’s in Mathematical Finance (MMF) degree from Illinois Institute of Technology. He holds a BS degree in Mathematics and Applied Mathematics from the University of Science and Technology of China. He is a CFA® charterholder.

As a Quantitative Research Associate with QRG, Mr. Qi is responsible for producing empirical research involving tracking error as well as tax management of index funds. He implements quantitatively advanced algorithms using optimization methods and statistical research. Before working for Envestnet Asset Management, Mr. Qi served as a Research Assistant in New China Life Insurance Co., Ltd, China.

Mr. Qi earned an MA degree in Mathematical Finance at Illinois Institute of Technology. He holds a Bachelor of Science in mathematics and applied math from Peking University, China. He is a CFA® charterholder.

Mr. Li is a Quantitative Research Analyst with QRG. Prior to joining Envestnet, he served as a Research Analyst with DBRS, Inc. in Chicago. He holds a Master’s degree in Mathematical Finance (MMF) from Illinois Institute of Technology, and a Bachelor of Engineering degree in Computer Science and Technology from Tsinghua University, Beijing, China. He is a Level III candidate in the Chartered Financial Analyst program.

Ms. Lu is a Quantitative Research Associate at QRG. Before she joined Envestnet, she served as an equity research assistant for Guotai Junan Securities, Shanghai, China. She holds a Master’s degree in Mathematical Finance (MMF) from Illinois Institute of Technology, and a Bachelor in Economics from Zhejiang University, China. She is a Level III candidate in the Chartered Financial Analyst program, and has earned the FRM certification.

Mr. Shi is a Quantitative Research Analyst with QRG. Clover holds a Master’s degree in Mathematical Finance (MMF) at Illinois Institute of Technology, and a Bachelor of Science in Mathematics (minor in Economics) from University of Minnesota Twin Cities. He is a candidate in the Chartered Financial Analyst, Financial Risk Manager and Society of Actuaries programs.

Mr. Tao is a Quantitative Research Analyst with QRG. Tao earned a Master’s degree in Mathematical Finance (MMF) at Illinois Institute of Technology in May 2020, and a Bachelor’s degree in Applied Math, Engineering and Physics (AMEP) from University of Wisconsin – Madison. He passed all three levels for CFA exams and two levels for FRM exams.

Mr. Liu is a Quantitative Research Analyst with QRG. He graduated from Illinois Institute of Technology with a Master’s degree in Mathematical Finance (MMF) program, and a Bachelor of Science in Finance from Wuhan University. He has passed the CFA Level III exam in the Chartered Financial Analyst program, and is an FRM candidate.

Mr. Willis is a Portfolio Manager with QRG Capital Management, Inc., a unit of Envestnet, Inc. Prior to joining the firm, he served as a Portfolio Manager at ARGI Investment Services. Mr. Willis earned his Bachelor of Science degree summa cum laude in Finance from Western Kentucky University and has attained the CFA®️, Certified Financial Planner™️, and CAIA®️ certifications. Mr. Willis is also pursuing an M.S. in Applied Statistics from Michigan Technological University.

Jeevan is a Senior Product Development Engineer (Software Development) with QRG, specializing in building and managing tools that empower QRG to trade more effectively and derive valuable insights from market data. Jeevan has expertise in distributed computing, algorithms, and concurrent programming. Prior to joining QRG, he worked as a Data Engineer at Accenture. Jeevan holds an undergraduate degree in Materials Engineering from National Institute of Technology Karnataka in India.

Arjun is a Senior Lead Engineer (Software Development) with QRG, specializing in building and managing tools that empower QRG to trade more effectively and derive valuable insights from market data. Arjun has experience in API development, distributed systems, and concurrent programming. Prior to joining QRG, he worked as a Technology lead at Infosys. Arjun holds an undergraduate degree in Mechanical Engineering from University of Kerala, India.

Mr. Utley is an Associate Portfolio Manager with QRG Capital Management. Before joining the team, he was a Senior Associate with Cerity Partners. Mr. Utley earned his Master of Science in Strategic Finance and Bachelor of Science in Mathematics, both from Indiana University Southeast. He is also a Chartered Financial Analyst (CFA®️).

Vishnu Vijay is a Lead Engineer (Product Development) with QRG, specializing in building and managing tools that empower QRG to trade more effectively and derive valuable insights from market data. Vishnu has experience in .Net Core/.Net Framework API development, integrations with message broker systems, asynchronous/parallel programming and developing web applications using Angular, HTML and CSS . Prior to joining QRG, he worked as a Technology lead at Infosys in the Transportation and Logistics domain. Vishnu holds an undergraduate degree in Electronics and Communication Engineering from University of Kerala, India.