Smartleaf Asset Management (SAM) is a fully owned subsidiary of Smartleaf, Inc, an overlay portfolio management provider whose Overlay Portfolio Management System is used daily to rebalance $50B in assets at leading wealth management institutions. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to automate unified managed account subadvisory services.
Jerry oversees strategy and operations. Jerry also serves as President of Smartleaf Asset Management's parent company, Smartleaf, Inc., which he co-founded in 1999. Smartleaf is the industry leader in the provision of automated, customized, tax-sensitive rebalancing systems, which is currently used to manage over $50B in assets.B.A., Math, B.A., Computer Science, University of Wisconsin. Series 65.
Diana joined Smartleaf Asset Management in 2014 and is responsible for managing all compliance functions of the firm.
Before joining the team, Diana spent 7 years with Smartleaf, Inc. the parent company of Smartleaf Asset Management. As a Director of Client Support, her responsibilities included assessing and resolving end-user and partner inquiries, while working to ensure that the core team continued to deliver world-class support to Smartleaf’s dynamic and growing customer base. She began her career at J.P. Morgan Invest, an online subsidiary of J.P. Morgan Chase. For more than 20 years she worked in back-office investment operations and project management capacities.B.S., Business Management, Simmons College. Certificate in Accountancy, Bentley University.