JD Gardner, CFA, CMT

JD Gardner, CFA, CMT

Portfolio Manager

With a passion for developing systematic strategies and leveraging the efficiency of ETF structures, JD has revolutionized the advisory space, driven by a commitment to minimizing behavioral inefficiencies and maximizing investor outcomes. A seasoned professional holding both the CFA Charter and Chartered Market Technician (CMT) designations, JD honed his skills as a research analyst at UBS and Morgan Stanley.