Warren Naphtal
Mr. Naphtal has extensive experience in portfolio management and securities trading. He is the co-founder of P/E Investments, and serves as President and Chief Investment Officer.
Mary Stephens Naphtal
Ms. Naphtal contributes expertise in the areas of strategic analysis, operations, and macroeconomic research. Ms. Naphtal co-founded P/E Investments in 1995, and currently serves as Chief Operating Officer.
Edward T. Bullister, Ph.D.
Dr. Bullister leads research efforts for P/E Investments, bringing extensive quantitative expertise in the areas of optimization, dynamics and applied mathematics. He has developed applications for the financial, aerospace, and medical industries.
David J. Souza Jr., CFA
Mr. Souza joined P/E Investments in September 2000.
He focuses on the development of quantitative models, serving as portfolio manager, and Co-Head of Research.
Henry P. Biner
Mr. Biner leads global investment solutions efforts for P/E Investments, working with partners in Asia, Europe, and Australia. He joined the firm in 2004, bringing understanding of both institutional and retail client needs.
Yoseni Cabrera
Ms. Cabrera joined P/E Investments in 2004. She oversees Human Resources, serves as global office manager, and leads the same day operations team.
Christin Luttrell
Ms. Luttrell leads P/E's U.S. investment solutions and global client relations efforts. In this role, she coordinates investor outreach, support, and communications.