The number of years we’ve been helping people retire. Not cumulatively, or in our careers but together as GuidedChoice.
The billions of dollars in assets our clients have trusted us to manage.
The number of parent companies, equity funds, or “strategic partners” who tell us what to do.
Before founding GuidedChoice, Sherrie developed some of the earliest technology systems for 401(k) plans at Apple, T. Rowe Price, and Trust Company of the West. With experience as both a former plan sponsor and plan provider, she has a strong understanding of what participants and retirement plans require to succeed, and continues to serve as a leader in the evolution of the 401(k).
A Nobel laureate for Modern Portfolio Theory, Dr. Markowitz designed the backbone software analytics for the GuidedChoice investment solutions, heads our Investment Committee, and serves as our key advisor. In 1989 he was awarded the prestigious Von Neumann Prize in Operations Research Theory, and has been named ``Man of the Century`` by Pensions & Investments magazine for his life's work in the field of investments.
Ming oversees development of investment strategies and software, analyzes and manages portfolio performance, and serves on our Investment Committee. Prior to joining GuidedChoice he served in leadership and analytical roles at Investment Research Company (IRC) and TIAA-CREF Investment Management, Inc.
Ganlin leads a team of finance, economics, and mathematics experts to develop our financial methodology, software, and systems. He came to GuidedChoice from Daiwa Securities Trust Company, a brokerage firm, where he conceived and developed quantitative investment models and tools including a quantitative equity portfolio selection system that has been used worldwide.
Louis is a key member of the executive team, involved in strategic management initiatives as well as leading day-to-day operations. He is responsible for driving the company to achieve and surpass sales, profitability, and business objectives. Before joining GuidedChoice, Louis developed and implemented many Salesforce, ERP and financial and management reporting solutions, and spearheaded SOX compliance efforts as an early adopter. He is a former PwC advisory consultant and Director of Corporate Finance with Exar.