Kenneth L. Sleeper, MBA, PhD Kenneth L. Sleeper is a Managing Director of Sierra Investment Management, Inc., a fee-based registered investment advisory firm in Santa Monica, California, founded in 1987 with managed assets in excess of $520 million. |
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With extensive background in statistical and computer applications, Dr. Sleeper has focused on risk management, developing and refining computerized techniques for reducing downside risk in bond and equity mutual funds. Dr. Sleeper has extensive managerial experience and was responsible for managing educational programs with budgets in excess of several hundred million dollars.
Dr. Sleeper writes and speaks on various investment topics and has been a guest speaker and panel participant at the Charles Schwab and First Trust/DataLynx conferences for investment advisors. He has an earned MBA and Ph.D. degrees from the University of Southern California.
DAVID C. WRIGHT, J.D. David
Wright is a Managing Director of Sierra Investment Management, Inc., a
fee-based registered investment advisory firm in Santa Monica,
California, founded in 1987 with managed assets in excess of $520
million. |
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Mr.
Wright holds a bachelor’s degree in Civil Engineering and a law
degree. He served for several years
as the head of quantitative research for a large brokerage firm, and
organized an investment management group there.
Mr.
Wright and Dr. Sleeper set up an independent investment management company
in 1987, that has grown to over $560 million under management.
Mr. Wright has served on the Board of the Los Angeles Chapter of AAII since 1984. He is a sought after speaker for AAII and other investor groups as well as several professional organizations. Mr. Wright has also been quoted in the national press, such as in Mutual Funds magazine, and on television and radio.
