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Our philosophy is simple: We strive to enhance client outcomes through the systematic implementation of well-crafted solutions based on rigorous research. QRG harnesses the outstanding insights across the disciplines of economics and finance, and overlays premier quantitative and technological capabilities to make achieving objectives a reality for clients.
QRG brings together cutting-edge technology, a rigorous and disciplined research process and a deep understanding of capital markets to enhance an advisor’s practice in a number of ways:
Capital Management
QRG Quantitative Portfolios combine the benefits of passive investing with the portfolio customization of managed accounts
Solutions
Whether it be macro Capital Markets Assumptions or product-specific Q-Scores, the team’s analysis helps advisors make better-informed investment decisions
Thematic Research
By applying its research process to diverse data sets, QRG uncovers insights broadly across the wealth management industry

Our Team

Brandon Thomas
Chief Investment Officer
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.
Janis Zvingelis, PhD, CFA
Senior Vice President, Director of Quantitative Research
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.
Ali Vitale
AVP, Portfolio Manager
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.
Jianan Du, CFA
AVP, Quantitative Research Associate
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.
Yinsi Qi, CFA
AVP, Quantitative Research Associate
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.
Wei Li
AVP, Quantitative Research Associate
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.
Youhan (Joyce) Lu
Quantitative Research Associate
Ms. Lu is a Quantitative Research Analyst 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.
Clover (Beichen) Shi
Quantitative Research Analyst
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.
Tao Ye, CFA®, FRM®
Quantitative Research Analyst
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.

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