The Alethea team is built upon collective experience and a shared vision. A contemporary, dynamic group with strong backgrounds in investment management, wealth management, operational risk management, and research, we’ve created a systematized structure to leverage our individual expertise, ensure fluid communication, and increase operational efficiency. We’ve built our team this way to allow us to offer the most attentive, responsive level of service in the industry.


    Tony founded Alethea Capital Management, LLC in 2011 after spending nearly fifteen years in the financial services industry. Alethea Capital is an asset management firm catering to major institutions, foundations, and wealthy families. As Founder and CIO, Tony is responsible for developing the strategic vision of the company as well as managing and monitoring portfolio assets on behalf of the firm’s clients. Prior to founding Alethea, he served as a Portfolio Manager at Oppenheimer & Co. Inc. Tony also spent four years with UBS Financial Services, Inc. as Senior Vice President leading the top producing team in the San Diego region. Previously, from 1999 to 2005, he was employed with Deutsche Bank, managing the portfolios of corporate executives and working closely with Deutsche Bank’s Global Momentum Group in London to build strategies for the firm’s clientele. Tony’s finance career began at Lehman Brothers in 1997 where he was recruited to re-establish Lehman’s presence in Los Angeles following the company’s spinoff from American Express.  He holds the Uniform Investment Advisor Law Examination (Series 65). Tony holds a Bachelor of Arts Political Science degree with an emphasis in International Relations from the University of California, Los Angeles. He also holds the Certified Financial Planner designation by the Certified Financial Planner Board of Standards, Inc. Tony has mentored many under-served children and has championed financial literacy through his “Five-Dollar Challenge™” which has been delivered to hundreds of young adults. He is the Co-Founder of Just In Time For Foster Youth, a leading non-profit organization that’s been recognized for its significant contributions to San Diego’s emancipated foster youth. He is the Founder and President of the Alethea Foundation which supports nonprofit programs and organizations that are driving positive change for at-risk youth. Tony is currently serving his third year as the Co-Chair of the Institute of Nonprofit Education and Research at the University of San Diego. He resides in San Diego with his wife, three sons, and daughter.


    Drew currently serves as the Chief Operations Officer / Chief Compliance Officer for Alethea Capital Management, LLC. As the COO, Drew is responsible for operating the trading infrastructure of the firm, maintaining firm books and records, and supervising all client administrative needs. As the CCO, he is responsible for maintaining the firm’s SEC compliance, conducting internal audits, implementing GIPS standards, and ensuring all firm activities are executed in a highly ethical manner. Prior to joining Alethea, Drew held several leadership positions for Deutsche Bank in New York, London, and São Paulo over the past decade. He served as the Chief Operating Officer for Emerging Markets Operations, where he was responsible for corporate securities transaction processing and financial reporting in Latin America, Eastern Europe, the Middle East, and Africa. He established Deutsche Bank's Brazilian Listed Derivatives franchise, was a member of the Structured Finance Product Governance Committee, and served as a European Prime Brokerage Sales Manager. Drew is also an expert in Operational Risk Management, having served for Deutsche Bank as the Head of Operational Risk Management, Latin America, and as the COO of the Global Regulatory Group. During this time he obtained a General Management Certificate of Achievement from the University of Cambridge and was the Chapter Secretary of Veterans On Wall Street (VOWS), an organization dedicated to increasing veteran employment and awareness in the Financial Services industry. Before joining Deutsche Bank, Drew lived in Bucharest, Romania, where he was an International Marketing Manager for TPA Horwath, one of the largest Tax, Audit, and Consultancy firms in Eastern Europe. Drew is a graduate of Indiana University-Bloomington, where he obtained his Bachelor of Science degree in Business and a minor in Greek and Roman Civilization. He resides in San Diego with his wife Joanne.


    Qambar has served as the Head of Quantitative Research since 2014 for Alethea Capital Management, LLC. Prior to his current role, he served three years as a quant analyst and programmer for the firm. He is currently responsible for spearheading Alethea’s quantitative research efforts, including designing and constructing models utilized in Alethea’s investment process. Prior to joining Alethea, he ran a successful research consulting firm, serving major European and Indian asset management and investment banking institutions. Qambar is currently pursuing a PhD in Finance at the Indian Institute of Management at Ahmedabad which is the highest ranking management institute in India. He has an M.B.A. from I.I.T. Delhi and a B. Tech. in Chemical Engineering from Aligarh University.


    Matt currently serves as Portfolio Analyst for Alethea Capital Management, LLC. His responsibilities include analyzing portfolio construction processes, conducting investment model stress testing, optimizing asset allocations, and reviewing portfolio attribution data. Matt has also contributed to internal research reports on the Efficient Market Hypothesis and Modern Monetary Systems, both of which were utilized in the firm’s portfolio construction processes. Prior to joining Alethea, Matt served as a leader in the Student International Business Council at Notre Dame, where he completed initial public offering and leverage buyout projects for Credit Suisse and Goldman Sachs. Matt was one of seven students selected to study economics for a full year at the University of Oxford, England. Matt graduated from the University of Notre Dame (cum laude) with a Bachelor of Arts degree in Economics and a minor in Theology. Before completing his degree, Matt worked as a fundamental research analyst for IronBridge Capital Management. On the global front, Matt completed a political analysis for Tantur Ecumenical Institute in Israel, conducted financial consulting for a Nicaraguan NGO, and volunteered with Mother Teresa’s Missions for Charity in Calcutta, India. Matt currently serves on the Board of Directors for the International Business Counsel, whose purpose is to promote peace through commerce.

  • Harry Lijia Qin - ECONOMIC ANALYST

    Harry will serve as Economic Analyst for Alethea Capital Management, LLC following his graduation from Duke University in 2016, where he is receiving a Master of Arts in Economics. Harry completed a successful internship with Alethea in 2015, where he provided analytical support to the CIO and performed quantitative analyses of investment strategies. When Harry joins Alethea in 2016, he will be responsible for modeling risk, generating risk and performance analytics, researching and composing detailed white papers on pertinent market related topics, and interpreting macroeconomic trends. As he finishes his Master of Arts degree, Harry is currently serving as a Research Assistant for Professor Rahul Vashishtha, where he conducts contextual analysis of historical business reports and researches the impact of accounting and financial disclosures on companies. Before beginning his studies at Duke, Harry worked as an intern with senior economists at the China State Development and Investment Corporation to update market commodity forecasts, communicate market information to clients and suppliers, and coordinate international trade negotiations. He also completed an internship with KPMG where he participated in three audit engagements. Harry obtained his Bachelor of Arts in English and Bachelor of Economics from the University of International Business and Economics (UIBE) in Beijing, China. At UIBE, he was the top graduate in his class and received the National Scholarship, the Sumitomo Scholarship, and the First Class Scholarship. Harry speaks Mandarin (Chinese), English, and Spanish, served as a volunteer English teacher in his native China, and is a member of the International Association of Students in Economics and Commercial Sciences (AIESEC).


    Jennifer currently serves as Alethea Capital Management, LLC’s Philanthropic Relations Manager. She is responsible for identifying programs and organizations in the community that help at-risk children and advising how Alethea can provide additional financial or volunteer support. Jennifer coordinates Alethea personnel’s volunteer efforts and develops and nurtures relationships with philanthropic organizations in the community that share the firm’s core values. Jennifer is also responsible for providing feedback to Alethea’s management team, which includes a summary of financial and volunteer support as well as the effectiveness of its philanthropic efforts. Prior to joining Alethea, Jennifer was an experienced Human Resources Analyst at Accenture, where she was responsible for supporting Accenture’s Healthcare Division by providing technical analysis used in determining deployment and hiring strategies. Jennifer led many cross-divisional staffing related projects for Accenture, including database optimization initiatives and contractor review process enhancements. Jennifer also served as a Human Resources Associate in a similar capacity at Sempra Energy earlier in her career. Jennifer received her Bachelor of Arts in Sociology from the University of California, Los Angeles. She resides in San Diego and is a proud mother of three sons and a daughter.


    Rina currently serves as the Executive Assistant for Alethea Capital Management, LLC. Her responsibilities include managing the myriad of tasks associated with day-to-day operations for the company CIO and COO as well as client relations and administration. Prior to joining Alethea, Rina was a valued team member of Wells Fargo in Rancho Santa Fe, California serving and catering to the needs of wealthy individuals and families. During her tenure, Rina was primarily responsible for managing other personnel, identifying best practices, recommending solutions to clients, overseeing wire transfers, and other related tasks. Rina will be graduating in the spring of 2016 with a Bachelor of Science in Finance at San Diego State University. In her leisure time, Rina enjoys kick-boxing, travel, volunteering for her old high school's cheer team and participating in events such as the MS Walk and the Relay for Life.