Gregory Lai, CFA
Co-CIO and Lead Portfolio Manager for Sowell Affinity
Greg is co-CIO and Lead Portfolio Manager for Sowell Affinity. He works to maximize the investment team’s decades of experience to the benefit of all accounts, having developed the key quantitative stock selection, risk management, and portfolio construction models. Greg’s leadership is an important aspect of the Sowell Affinity commitment to flexibility, service, and performance.
Greg brings 30 years of experience working for a variety of firms handling a wide range of clients building a well-earned reputation for his pragmatic quantitative approach to investment. Greg credits his experience as well as that of Affinity team members, who have worked through recent economic cycles of dynamic systemic change, as a primary benefit to clients today.
Greg’s industry experience includes Lead Portfolio Manager and Managing Director at Morgan Stanley Investment Management, Van Kampen and Invesco, Ltd. heading the U.S. Active Equity team, and Quantitative Specialist and a portfolio manager of co-managed portfolios at Pacific Investment Management Company (PIMCO).
Greg received a bachelor’s degree in Chemistry from UCLA and holds an MBA from the Paul Merage School of Business at the University of California, Irvine. He holds the Chartered Financial Analyst designation.
Co-CIO Sowell Affinity
Alex brings more than 20 years of institutional investment management experience. His expertise in early stage investing, dynamic asset allocation, building diversified investment portfolios, providing outsourced customized solutions and product development supports and advances Sowell Affinity in providing clients with tailored solutions. He also serves as a strategic advisor to many of the firm’s clients.
Prior to joining Affinity, Alex was Chief Investment Officer of Progress Investment Management Company. He oversaw and managed the firm’s entire multi‐asset platform of fund‐of‐funds strategies and institutional investor relationships across multiple asset classes such as global equity, fixed income, venture capital, and hedge funds. He also served as a member of the Management Committee and was Chair of the Investment Committee at Progress. Previously, he served as Chief Investment Officer for The California Endowment, and was Vice President of Bankers Trust Company in Hong Kong.
Alex holds an MBA from the Paul Merage School of Business at the University of California, Irvine and a BS from the University of California, Davis.
Craig von Peters
Senior Director, Advisor Services
Having begun his career over 25 years ago with Lehman Brothers, Craig has been involved in all facets of wealth management and institutional private capital markets. Before establishing his career in private equity, he spent 10 years advising institutional investors in the Middle East and Europe in alternative investments. Craig is integrally involved with strategy, platform development, acquisitions, and most importantly, building and managing relationships. Prior to joining Sowell, he spent 10 years with an institutional money management firm and with Keystone National Group, a private markets credit investment firm managing investments for family offices and wealth managers. Craig and his wife Pilar live in Laguna Beach, California with their two fur babies, Lucy & Peanut. They are both active in ministry in their community. He is an avid cyclist and spends any spare time in the eastern sierras backpacking. He loves traveling, and proudly admits to being a pizza and coffee snob.