Investment Solutions That Are:
Innovative. Accountable. Effective. Efficient.
"Our investors have worked very hard for their money. Our job is to ensure that their money is productively working for them."− Jason Gerlach, Sunrise CEO
"An investment idea is only as good as the execution of that idea and at Sunrise, we pride ourselves on investment execution that is thoughtful, effective, efficient, precise and consistent."− Chris Stanton, Sunrise CIO
"True portfolio diversification is essential to investment success. That is, one must not only diversify by market and geography but also, one must diversify the time frames in which they invest, the techniques which they use to invest, and the assumptions upon which those investments are based."− Rick Slaughter, Sunrise Chief Research Officer
"Our business begins and ends with our loyal investors. Achieving great outcomes for them drives every one of our investment decisions and has pushed us to continually improve our investment process since our 1980 inception."− Jason Gerlach, Sunrise CEO
"When it comes to investing, technology has become more than a tool for Sunrise. By properly aligning and integrating technological solutions we are able to bring opportunities to bear that were previously unattainable."− Chris Stanton, Sunrise CIO
"The key to our investment success has been continual open-mindedness to self-improvement and a never-ending process of asking questions and researching potential answers to those questions."− Rick Slaughter, Sunrise Chief Research Officer
"Compounding is the most powerful wealth generating force on earth and it is our goal at Sunrise to help every investor harness that power."− Jason Gerlach, Sunrise CEO
Sunrise Management Team
Sunrise Team Members
Jason GerlachChief Executive Officer
JASON GERLACH joined Sunrise in 2008 and is the firm’s Chief Executive Officer and Managing Partner. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees Sunrise’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a private businessperson and an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach holds a J.D. cum laude and a M.A. in Public Policy Analysis and Public Administration from the University of Wisconsin (1996) and a B.A. in Government from Cornell University (1993). Gerlach has completed additional finance and business studies at The Wharton School and Harvard Business School. Gerlach co-founded the California Hedge Fund Association in 2010 and is currently the organization’s President and a member of its Board of Directors. Gerlach lives in the San Diego Area with his wife and children and a house full of family pets and he enjoys a range of activities with his family including sports, music, theatre, travel and philanthropy.
Rick SlaughterChief Research Officer
RICK SLAUGHTER is a pioneer of the alternative investment industry and a Founding Partner of Sunrise who currently serves as the firm’s Chief Research Officer and as a member of the firm’s Management Committee. Acting on a life-long passion for trading global markets, Slaughter launched his first systematic trading fund while completing his B.S. in Finance at San Diego State University in 1974. After graduate work in finance at San Diego State and Systems Management at the University of Southern California, Slaughter launched Commodity Monitors, Inc. (“CMI”) in 1977, one of the earliest systematic macro trading funds in the investment industry. After more than 15 years of successful trading, Slaughter merged CMI into Sunrise in 1995. Since joining Sunrise, Slaughter has spearheaded a multitude of trading and risk management innovations and continues to help drive all aspects of the firm’s trading, technology, and research and development activities. Slaughter is a life-long resident of the San Diego Area and spends his free time with his family and in activities including golf, skiing and various philanthropic endeavors in the community.
Chris StantonChief Investment Officer
CHRIS STANTON joined Sunrise in 2012 and currently serves as a Partner, Chief Investment Officer, and Portfolio Manager, as well as a member of Sunrise’s Management Committee. In his role, Stanton oversees the implementation of all Sunrise investment programs and has co-developed many aspects of those programs with Sunrise’s research and development team. Prior to joining Sunrise, Stanton traded extensively in a wide range of global commodity and currency markets as Vice President and Portfolio Manager for Deerhurst Capital Management and as Capital Markets Officer for JP Morgan. In those roles, Stanton managed multi-million dollar portfolios and conducted all market and fundamental risk analysis for those portfolios. Stanton holds a J.D. cum laude from the Northwestern University School of Law, has engaged in graduate studies at Northwestern’s Kellogg School of Management, and earned a Bachelor of Science in Engineering and Applied Mathematics from Lehigh University. Stanton lives in the San Diego Area with his wife and children and participates in a range of non-work activities including athletics and motor sports.
Jarod WintersChief Compliance and Operations Officer
JAROD WINTERS joined Sunrise in 2015 as the firm’s Chief Compliance and Operations Officer. In this role, Winters oversees all of Sunrise’s compliance functions and many aspects of the firm’s day-to-day business operations. Winters is a veteran of several financial-technology companies focusing on portfolio risk, reporting and trading systems. Prior to joining Sunrise, Winters consulted investment advisors on operational technology and workflow as a Director at Wells Fargo Prime Services in New York. Winters attended the University of Texas at Austin where he earned an M.B.A. (2000) as well as a B.A. in Humanities (1994). Having returned to San Diego in 2015 after 12 years in New York City, Winters and his family enjoy a variety of community, school and outdoor activities.
Josh HarlanDirector of New Strategies Development
JOSH HARLAN joined Sunrise in 2009 and currently serves the firm as the Director of New Strategies Development. Harlan is the architect of Sunrise’s new electronic trading infrastructure and key contributor to many other of the firm’s research, trading and technology initiatives. Prior to joining Sunrise, Harlan earned his Master of Science in Finance in 2008 from the University of Arizona, and his Bachelor of Science, magna cum laude, in 2006 from the University of Arizona. Harlan has lived in the San Diego Area since 2009 and outside of work, he’s involved in a variety of activities including consulting to the University of Arizona Finance Department and various philanthropic projects.
Annette WaiteDirector of Execution
ANNETTE WAITE joined Sunrise 1997 and currently serves the firm as Director of Execution. Waite is responsible for overseeing the execution of trades, generating and monitoring daily system analysis, preparing orders and account analysis, and supporting Sunrise’s ongoing research and development activities. Prior to joining Sunrise, Waite served as an Assistant Vice President − Institutional Futures with Dean Witter in Chicago where she worked for 12 years. Waite is a longtime San Diego Area resident and in her spare time, she enjoys spending time with her husband and children as well as coaching in various youth athletic programs.
Rick LagatellaResearch Technology Specialist
RICK LAGATELLA joined Sunrise in 1995 and currently serves the firm as a Research Technology Specialist, providing programming and other technical support for Sunrise’s ongoing research and development activities. Prior to joining Sunrise, Lagatella operated a consulting firm specializing in computer systems design and earned a B.S.M.E. from Carnegie Institute of Technology and a Master of Engineering and Master of Computer Science, from the University of Louisville. Lagatella is a longtime resident of the San Diego Area and spends his spare time involved with family, pets, cars and other endeavors.
Chad SlaughterDirector of Strategy Enhancement
CHAD SLAUGHTER joined Sunrise in 2001 and serves the firm as Director of Strategy Enhancement. His duties include conceptualizing and testing enhancements to our investment programs, developing new investment ideas/strategies, assessing the validity of investment ideas within the Sunrise strategy framework, and if deemed beneficial, integrating those concepts into Sunrise’s ongoing investment platform. Prior to joining Sunrise, Slaughter received a B.S. in Management Science with a minor in Computer Science from University of California, San Diego. Slaughter is a lifelong San Diego Area resident and spends his spare time with his wife and children and pursuing interests including music and sports.
Kim SelznickDirector of Administration
KIM SELZNICK joined Sunrise in 1996 and currently serves the firm as the Director of Administration. Prior to joining Sunrise, Selznick received a B.S. in Business from National University in San Diego. Selznick is a longtime San Diego Area resident and outside of her work at Sunrise, she enjoys athletics and spending time with family.
Michael SchaubenInvestment and Research Associate
MICHAEL SCHAUBEN joined Sunrise in 2016 and currently serves the firm as an Investment and Research Associate. Mr. Schauben is responsible for performing analysis around Sunrise’s trading systems, as well as developing new ideas and strategies. Prior to joining Sunrise, Schauben founded and ran an Automated Investment Fund while earning a B.S. in Chemical Engineering from the University of Florida as well as completing Fitch Rating’s Certificate in Quantitative Finance. Schauben relocated to San Diego in 2016, and enjoys keeping up with computer technology, tinkering with engines, tutoring advanced mathematics and sciences, and participating in water sports.
We have navigated U.S. and global markets for over three decades
We have managed assets for investors worldwide since 1980
We pursue alternative investment paths that can perform in all market conditions
We make it easy and affordable for our investors to achieve great outcomes
We manage large amounts of our money right alongside our investors
We provide responsive investor services and answer all of your questions