Prior to joining Wilshire in January 2021, Mark was Group Director of Information Services at the London Stock Exchange Group (LSEG) and Chief Executive of FTSE Russell, which he founded in 1995 and grew into one of the largest and most successful global index providers today.
Mark started his career in financial services in 1985 at the London Stock Exchange. Over the years, he has forged alliances with stock exchanges, academics and leading industry groups, establishing substantial businesses around the world. He was a founding member of the Index Industry Association and its first chairman.
A long-time supporter of children’s charity UNICEF, Mark currently serves as an honorary Vice President of UNICEF UK. He is a Distinguished Fellow at the Georgetown Center for Financial Markets and Policy at Georgetown University and also serves as a member of the Board of Directors of the Saudi Stock Exchange and the Singapore Stock Exchange. He is author of FTSE: The Inside Story.
Andy joined Wilshire in January 2021 and was appointed as Deputy Chief Executive Officer in July 2021. He is an Industry Partner at Motive Partners, a next-generation fintech investment firm, where he led Motive's investment in Wilshire.
He also serves as Chairman of the Board and Advisory Board member of Finantix (now part of InvestCloud), a firm specializing in technology for banking and insurance companies, and Executive Chairman of Global Shares, a global provider of equity compensation management solutions for companies and their employees.
Previously, Andy co-led Blackrock’s Alternative Investment Platform (BAI) and chaired the BAI Executive Committee; he also worked as Managing Director and Head of Liquid Alternatives at Credit Suisse and was President and Chief Operating Officer at Man Investments.
Andy holds a Doctor of Law (JD) from Indiana University and a BA from the University of California.
Jason is responsible for overseeing execution across Wilshire’s investment solutions, analytics and index business lines, and leading the firm’s sales, marketing and client-facing functions.
He joined Wilshire in 2005 and has held a number of increasingly senior roles within the firm, including establishing Wilshire as a leading provider of investment solutions for financial intermediaries, advisors and their clients and ultimately overseeing all of the firm’s business segments.
Jason holds a BA in Government from Hamilton College, New York and an MBA from the Marshall School of Business, University of Southern California. He appears regularly in the press and on television to speak about investment themes and issues relevant to institutional and retail investors.
Scott is responsible for Wilshire's corporate, risk, operational, legal and people functions and the ensuing controls framework necessary to deliver a consistent experience to our clients.
An active angel investor, advisor and board member to several US and UK fintech start-ups, Scott joined Wilshire in July 2021, bringing more than 30 years of experience in technology innovation in the financial services industry.
Scott retired from BlackRock in January 2020 after 18 years working in a number of senior roles, including Aladdin® Chief Architect, Chief Software Engineer and Chief Technology Officer. Most recently, he served as Managing Director of Aladdin Wealth Tech, spearheading the creation and implementation of data-driven sales solutions for the US Wealth Advisory business.
Earlier in his career, Scott worked in capital markets and derivatives product strategy at firms including Republic National Bank of New York, Mercadian Capital and Drexel Burnham Lambert.
Scott graduated from the Rochester Institute of Technology in 1987 and is currently a member of the President's Leadership Council for RIT.
Emily joined Wilshire in August 2022 as the Chief Financial Officer and a member of the Executive Committee. As CFO, she oversees all corporate finance and accounting functions.
Prior to joining Wilshire, Emily served as Senior Vice President, Financial Planning and Analysis, at LPL Financial, a leader in the retail financial advisory market and the largest independent broker-dealer in the United States. She also spent over 15 years at JPMorgan Chase in a variety of roles of increasing responsibility, including Vice President in the Consumer and Business Banking Treasury division focused on model analytics, and Vice President in the Consumer Banking Financial Planning and Analysis division where she coordinated multi-year forecasts across various business lines.
Emily holds an executive MBA and a BA in Business Administration with an emphasis in accounting, both from the University of Washington Foster School of Business.
Leah is responsible for overseeing Wilshire's client solutions and marketing functions. She is a member of the Wilshire Executive Committee, the Wilshire Investment Committee, and is a co-founder of Wilshire’s Gender Diversity Awareness Committee.
Leah joined Wilshire in 2008. She holds an MA and MBA from Claremont Graduate University and a BA from Lewis & Clark College. Leah is a board member of the Women in Institutional Investments Network (WIIIN).
Josh leads Wilshire’s investment activities, including investment strategy, manager research, portfolio management, and quantitative alpha research. He also chairs the firmwide Wilshire Investment Committee.
Josh re-joined Wilshire in 2015 and has 20 years of industry experience. From 2010 to 2015, Josh served as Chief Investment Officer of The Elements Financial Group, LLC (TEG), where he developed and managed a variety of outcome-oriented investment strategies and exchange trade funds. Prior to his tenure at TEG, Josh served in several roles at Wilshire from 2004–2010, including head of manager research, head of strategy for Wilshire Funds Management, and co-chairman of the Wilshire Funds Management Investment Committee. Before 2004, he was responsible for international manager research for Jeffrey Slocum & Associates, Inc.
Josh has a BA in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst designation.
Reza is responsible for the development and delivery of Wilshire’s index product strategy. Before joining Wilshire in 2021, he had spent a decade at FTSE Russell, where he held a number of senior roles including board member, Chief Operating Officer overseeing production activities and infrastructure, and most recently, Chief Research Officer focusing on research and product development.
Prior to that, Reza was Managing Director and Head of Quantitative Research for Europe at Nomura International, steering the growth of the team behind the firm’s modeling and quantitative products as well as bespoke research. He also worked as senior quantitative analyst at James Capel & Co, now part of HSBC Investment Bank, where he was involved with passive management and derivative products.
Reza’s 34 years of experience running complex data and research projects has given him a deep understanding of the structures and processes surrounding high-quality data design, modeling, calculation and management.
Lawrence is an experienced technology executive and has served in leadership roles in technology, financial services, and health sciences companies for over 20 years. With a deep technology, architectural and cyber security background, Lawrence has a long track record scaling up fast growing engineering organizations.
Erin heads Wilshire’s operations and risk management team. She is a member of the Wilshire Investment Committee and the Investment Oversight Committee, and chairs Wilshire’s Alternative Oversight and Alternative Risk Committees. She has over 16 years of industry experience in risk management and portfolio construction within the alternative asset industry.
Before joining Wilshire in 2013, Erin performed risk analysis and designed and developed risk and reporting systems for Merrill Lynch’s Hedge Fund Development and Management Group (“HFDMG”). She then became the executive vice president of Risk Fundamentals, a risk transparency software company spun-out of Merrill’s HFDMG. Previously, Erin was a risk analyst at Kenmar Global Investments.
Prior to entering the financial services industry, Erin spent three years with NASA specializing in space science and astronomical research at the Space Telescope Science Institute. Erin received a BS in astrophysics from Yale University and an MS in information and telecommunication systems from Johns Hopkins University.
Managing Director, Chief Information Security Officer
"I am responsible for information security across the company, strengthening our information and cyber security capabilities and mitigating external risks to build a more resilient business for our employees and clients."
Senior Analyst, Operations
"I work alongside portfolio managers to ensure that clients are on track to reach their financial goals."
Senior Vice President, Relationship Management
“I help clients with the optimal management of their portfolios by developing and extracting actionable insight from the data and analytics produced by our risk and performance attribution engines.”
Senior Associate, Compliance
"I work to identify and manage regulatory risk by helping create, implement and monitor internal policies and procedures that allow Wilshire to function in a legal and ethical manner while also meeting our business goals and client needs.”
Assistant Vice President
“My job is about balancing risk and rewards by harnessing extensive industry to read between the lines and help clients meet future obligations and return expectations.”
Senior Vice President, Benchmarks
“I work closely with Research, Data Management and Application Development teams to deliver robust and scalable index platforms and products to add value to our business objectives.”
Senior Vice President
“I help clients create complete, outcome-oriented alternatives portfolios in structures that are customized to their specific needs.”
Assistant Vice President, Finance
"I work with our Accounting team to ensure that Wilshire’s external and internal financial reporting, tax filings and business license requirements are met."
Senior Associate, Benchmarks
“I uncover the insights behind the financial data using tools such as Excel, SQL, and Python.”
Senior Vice President, Risk
“I generate creative investment and trading strategies while designing and implementing risk and analytics systems."
Assistant Vice President, Investment Solutions
"I research fixed income asset managers and their products to understand how they might add value to our clients’ portfolios and help them meet their investment objectives."
Senior Vice President, Investment Solutions
“I help our team make better investment decisions with quantitative research that includes market signal analysis, systematic strategy design and alpha opportunity idea generation.”
Vice President, Technology
"I create cutting-edge innovative solutions while bringing a creative, open-minded and technology-focused perspective to look at investment challenges outside the box."
Managing Director, Client Solutions
“I like to take a deeper dive into our clients’ investments and help them formulate actionable, risk-based insights using a combination of 20 years of experience and Wilshire’s analytical systems.”
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