About Advisor Partners
Advisor Partners is a boutique investment manager working with a select group of independent advisors, wealth managers, and family offices. We use a disciplined, institutional-quality approach to tailoring portfolio solutions to meet the needs of our clients.
Advisor Partners applies a research-driven, systematic approach to creating equity portfolios. The Advisor Partners team has deep and diverse investment experience and uses advanced technology and robust processes to create smart portfolios for our clients.
Rahul Agrawal
President, Chief Investment Officer
Rahul joined Advisor Partners in 2014 and is responsible for leading the direction of the firm. He oversees all investment strategies, including tax efficient products, along with quantitative research efforts for Advisor Partners.
Prior to joining Advisor Partners, Rahul was a vice president with Deutsche Bank Securities where he served as Regional Head of Listed Derivatives Risk. Before Deutsche Bank, he was a portfolio manager for Goldman Sachs Asset Management for the Quantitative Investment Strategies team. Rahul managed customized beta portfolios, tax-advantaged strategies, and factor-based alpha strategies.
Rahul earned both his Bachelors and Masters in Engineering from the Massachusetts Institute of Technology. In his free time, he enjoys running, rock climbing, cycling, skiing, and being outdoors.
Stephanie Sidebotham
Chief Operations Officer
Stephanie is responsible for providing superior client service, and for overseeing and streamlining investment operations. Prior to joining Advisor Partners, she spent more than ten years as a financial software consultant, specializing in portfolio management systems, order management systems and lifecycle of an investment from trading to settlement. She began her career as a portfolio analyst at a wealth management firm.
Stephanie holds a BA in Interdisciplinary Studies with a concentration in Science and Technology from the University of California at Berkeley. In her free time, she enjoys swimming, reading and spending time with her family.
Jennifer Xu
Director
Jennifer leads the investment management team and overseas portfolio implementation and risk management. Additionally, she interfaces directly with firm clients and provides quantitative portfolio analysis. Jennifer obtained a BA in Economics and Actuarial Sciences from the University of Illinois at Urbana-Champaign and a Masters degree in Statistics from Columbia University. While obtaining her Masters, Jennifer interned as a Financial Analyst at China Construction Bank and a Credit Analyst at Standard Chartered Bank, both in Shanghai, China. Jennifer joined Advisor Partners as a Financial Analyst in 2014.
In her free time, Jennifer enjoys swimming, being social, talking about fashion with friends, and exploring restaurants in the Bay Area.
Elena Gorskaya
Director
Elena is responsible for quantitative research and development. She earned her Master’s degree in Financial Engineering from the University of California, Berkeley, Haas School of Business in 2016, and a Bachelor’s in Mathematics from Moscow State University, Russia, in 2006. Elena previously served as Research Associate at Echelon Asset Management where she built credit risk models for loan portfolios. Before that, she was a Quantitative Associate at Morgan Stanley and a Fixed Income Analyst at Sberbank Asset Management.
Elena is a CFA® charterholder.
Bryan Lee
Vice President
In his free time, Bryan enjoys playing volleyball, trying new restaurants and playing video games with friends.
Karyn Harris
Associate Director
Karyn is responsible for trading and assisting in streamlining investment operations. She earned her Master’s degree in Financial Analytics and Investment Management from St. Mary’s College of California. She also earned her Bachelor’s degree in Social Welfare from the University of California, Berkeley where she practiced rugby for a short stint. Prior to joining Advisor Partners, she worked in the financial services sector concentrating on operational efficiency and excellence.
In her free time, Karyn enjoys traveling with her husband, spending time with family, eating, and lifting weights.
Greg Faulk
Associate Director
Greg is responsible for Advisor Partners information technology. Greg is a graduate of the University of Oregon where he earned B.S. degrees in Computer Science and Sociology. With over 35 years experience, Greg has been a project manager for Pacific Gas and Electric Company and TRW. Subsequently choosing to focus on technology, Greg worked as a developer, database administrator, database architect, and IT administrator for multiple startup companies. Since 2002 Greg has worked exclusively in the financial services industry at Charles Schwab, Advisor Software and Advisor Partners.
Alona Schwarz
Director
Alona is responsible for helping Advisor Partners navigate and manage risk and monitor compliance to external regulation and internal rules and controls. She also coordinates responses to investors’ diligence inquiries.
Prior to joining Advisor Partners, Alona was a vice president with Goldman Sachs in their Credit Risk Management & Advisory group. She received her Bachelor of Science in Economics, with concentrations in Management and Healthcare Management, from the Wharton School at the University of Pennsylvania.
In her free time, Alona enjoys watching her children’s sporting activities, playing tennis, skiing and photography, and has run in two half marathons.
Luke Hass
Analyst
Luke is responsible for rebalancing and running portfolio analysis. Prior to joining Advisor Partners, he interned at Canterbury Consulting, where he contributed to the Investment Research team.
Luke earned his B.S. in Business Administration with a focus on Finance from California State University, Long Beach.
In his free time, Luke enjoys exercising, reading, playing sports, and spending time with family and friends.
Tarik Rashada
Analyst
Tarik is responsible for rebalancing portfolios, assisting with strategy implementation, and working on the automation of processes. He previously earned his Bachelor’s degrees in Mathematics from Harvard University and his Master’s degree in Mathematical Finance and Financial Technology from Boston University. Prior to joining Advisor Partners, Tarik interned as a Quantitative Risk Analyst.
In his free time, Tarik enjoys powerlifting, playing violin, and learning chess.
Richard Ayad
Associate
Richard is an Operations Associate at Advisor Partners, responsible for trading, process automation, and building scalable solutions to achieve operational goals. Prior to joining Advisor Partners, he worked as an Operations Lead at Clearwater Analytics.
Richard earned his Bachelor’s Degree from the University of Idaho. In his free time, he enjoys painting, travel, and performing stand-up comedy.
Courtney Godwin
Analyst
Courtney is responsible for trading, onboarding new client accounts and assisting in investment operations. Courtney earned her Bachelor of Arts Degree in Fashion Design and Merchandising from Clark Atlanta University where she furthered her studies abroad in London and Paris.
Before joining Advisor Partners, Courtney worked in HR and operations. She’s a devoted wife and mother of three, and in her free time, she enjoys catching up on the latest fashion trends, reading and spending time with family.
