Chief Executive Officer
Cole Wilcox is the Chief Executive Officer for Longboard Asset Management. He is responsible for setting the strategic direction of the firm. Mr. Wilcox brings broad investment expertise and deep insights to the firm. His extensive experience with trend following strategies began in the late 1990s.
Prior to Longboard, he spent eight years as the Chief Investment Officer for Blackstar Funds where he was responsible for Blackstar’s global investment portfolio, which included internal trading strategies as well as allocations to external managed futures trend following and global macro hedge fund managers.
Mr. Wilcox is the co-author of several leading research papers concerning the non-normal distribution of investment portfolio returns and the development and implementation of trend following investment strategies. His work has been featured in the Wall Street Journal and he has made regular television appearances on CNBC, Bloomberg and FOX Business. He was profiled in The Little Book of Trading, published by Wiley in 2012.
He is currently participating in the Owner/President Management Program at Harvard Business School and holds a Series 3 Commodity Futures License.
Chief Investment Officer
Eric Crittenden is the Chief Investment Officer for Longboard Asset Management, responsible for overseeing and implementing the firm’s investment strategies. He also guides the research team and is responsible for Longboard’s risk quantification and ongoing research efforts.
Prior to Longboard Mr. Crittenden served as Director of Research at Blackstar Funds. While at Blackstar, he developed the firm’s proprietary research software platform and global financial data management systems. This infrastructure encompassed the historical investable universe of global listed equities, as well as global stock index, commodity, currency and interest rate futures.
Mr. Crittenden has broad and extensive experience evaluating trading and risk allocation strategies. His work has been published in several research papers and investment industry articles, and he was profiled together with Mr. Wilcox, in The Little Book of Trading, published by Wiley.
He graduated summa cum laude from Wichita State University with a B.B.A. in Finance and holds a Series 3 Commodity Futures License.
Jason Klatt, Sr. Managing Director of Strategic Operations
Jason Klatt is responsible for establishing and implementing, together with Longboard’s Chief Executive Officer, the firm’s operational strategies. He oversees and directs Longboard’s business, financial, product, sales and marketing operations. He has also collaborated with Mr. Crittenden to seamlessly integrate Longboard’s research platform with efficient trade execution technologies. Mr. Klatt designed Longboard’s liquidity-maximization algorithms that significantly lower Longboard’s cost of participation in global futures markets. He has over a decade of data modeling experience and is directly involved in the ongoing testing, development, and implementation of Longboard’s managed futures trend following strategies.
Prior to joining Longboard, Mr. Klatt designed electrical power optimization and risk management systems for industrial and commercial energy users. He developed models to balance electrical power systems and optimized processes to improve energy efficiency and protect mission critical electrical and electronic equipment. Earlier in his career, Mr. Klatt was a product engineer at Medtronic, an electronic medical devices design and manufacturing company.
He received his B.S. degree in Electrical Engineering from Northern Arizona University and holds a Series 3 Commodity Futures License.
Janice Yang, Executive Director, Finance and Accounting
Janice Yang directs the financial and accounting operations at Longboard. She is responsible for internal business accounting and financial reporting. In addition, she monitors financial metrics to support decision making across the firm.
Ms. Yang has over 16 years of experience in the financial services industry. Most recently she served 5 years as a Senior Manager at SS&C Technologies, where she focused on hedge fund and derivatives accounting in the firm’s fund administration group. Earlier in her career she was a Senior Supervisor of alternative investments accounting at BNY Mellon.
She received her B.S. degree in Chemistry from Providence University in Taiwan, a M.S. degree in Environmental Engineering from the University of Delaware, and holds an Executive MBA from Villanova University.