About Us

Enhanced, diversified returns from distinct sources

Our Team

Established in 2009 to develop quantitative investment strategies for the life insurance industry, Applied Investment Strategies (AIS) specializes in commodities-based strategies, with a focus on rigorous, disciplined research and the development of proprietary insights and models.

Our team has an average of 25+ years of experience and the team members have each enjoyed successful careers at recognized financial services firms.

James P. Steele

Co-Founder, Chief Executive Officer, CCO

Bio

John Manley

Head, Investor Relations

Bio

Yury Zusman, CFA

Head, Portfolio Management

Bio

Jeff Bowers

Co-Founder, Chief Financial Officer, COO

Bio

Pending

Head, Trading

Bio

Thomas Hertog

Compliance Consultant, Managing Director, WHI, Inc.

Bio