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An Integrated Solution for Multi-Currency, Multi-Asset Class Portfolios

Jeff Hapeman
Senior Managing Director

Jason Totedo, CFA
Managing Director
Jeff Hapeman
Senior Managing Director

Jeff Hapeman, who joined Wilshire Associates in 2007, is a senior managing director based in Santa Monica where he serves as Wilshire's Chief Technology Officer. In this role he is responsible for internal technology infrastructure operations as well strategic product technology development.

With more than 16 years experience in the technology field, Mr. Hapeman is a respected expert in the field, having been sought out to serve on advisory boards for firms such as Cisco and Microsoft.

Prior to joining Wilshire, Mr. Hapeman served as the Chief Technology Officer for a large national accounting firm, where he led both internal technology operations and national technology consulting operations. Prior to this, he founded a technology consulting firm where he served as President and CEO from 1997 through 2003, when he sold the firm to outside investors. Mr. Hapeman is a graduate of Messiah College in Pennsylvania, where he graduated summa cum laude, and the University of Wisconsin-Madison, where he earned an MS in Botany and Evolutionary Biology.

 
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Jason Totedo, CFA
Managing Director

Mr. Totedo, a managing director of Wilshire Associates, is based in the firm’s Santa Monica, CA headquarters. Mr. Totedo is responsible for business development and marketing of the Wilshire Analytics suite of technology solutions, specifically equity, fixed income, balanced account and alternative asset risk management and performance attribution functionality. He has more than fifteen years of investment management and financial services experience having worked in fixed income and derivative sales and trading for several large banks in New York. He joined Wilshire Associates in 2001.

Mr. Totedo earned a BS in Economics from the University of Delaware and received the Chartered Financial Analyst designation in 2001. He is currently pursuing the Certificate in Investment Performance Measurement (CIPM) designation.

 
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