Sunrise Management Team
Sunrise Team Members
Jason Gerlach
Chief Executive Officer and Managing PartnerJason 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 the firm’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. In 2018, Gerlach spearheaded the spinout from Sunrise and launch of RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ) and is one of the Managing Partners of that innovative new investment firm. Prior to his leadership roles with Sunrise and now Sunrise Sub-Advisee RYZZ, Gerlach was an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later, with Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach holds a J.D. cum laude and an M.A. in Public Affairs and Policy Analysis from the University of Wisconsin and a B.A. in Government from Cornell University. Gerlach has completed additional graduate studies in business and finance at The Wharton School, Harvard Business School and Northwestern University. Gerlach co-founded the California Alternative Investments Association (CalALTs) in 2010 and is currently that organization’s President and a member of its Board of Directors. Gerlach holds both Series 3 and Series 65 Registrations. Gerlach lives in the San Diego Area with his wife and children and a house full of pets and he enjoys a range of activities with his family including sports, theatre, music, travel, and philanthropy.
Rick Slaughter
Chief Research Officer and PartnerRick Slaughter is a pioneer of the alternative investment industry who, acting on a life-long passion for trading global markets, launched a groundbreaking firm known as Commodity Monitors, Inc. (CMI), a predecessor entity to Sunrise in the mid-1970s after completing his B.S. in Finance at San Diego State University and completing some graduate work in Finance and Systems Management at both San Diego State and the University of Southern California. In the 1990s, Slaughter merged CMI into Sunrise and became a Founding Partner of the firm for which he currently serves as Chief Research Officer and as a member of the firm’s Management Committee. In 2018, Slaughter additionally became a Partner in RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ), a new investment firm spun out of and sub-advised by Sunrise. In his roles with Sunrise and Sunrise Sub-Advisee RYZZ, Slaughter continues his 40+ year legacy of investment innovation and helps to drive the enhancement of existing trading strategies and the development of new ones. Slaughter is a life-long resident of the San Diego Area and spends his free time with his family and in activities such as golf, skiing, and various philanthropic endeavors.
Chris Stanton
Chief Investment Officer and PartnerChris Stanton joined Sunrise in 2011 and currently serves the firm as its Chief Investment Officer. Stanton is also a Sunrise Partner and a member of the firm’s Management Committee. In 2018, Stanton additionally became a Partner in RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ), a new investment firm spun out of and sub-advised by Sunrise. In his roles with Sunrise and Sunrise Sub-Advisee RYZZ, Stanton oversees the development, implementation, and enhancement of all investment programs in coordination with the firm’s investment 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 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 travel.
Jarod Winters
Chief Operations and Compliance OfficerJarod Winters joined Sunrise in 2015 as the firm’s Chief Operations and Compliance Officer. In 2018, he additionally became the Chief Compliance officer for RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ), a new investment firm spun out of and sub-advised by Sunrise. In his roles with Sunrise and RYZZ, Winters oversees all compliance functions and many aspects of the two firms’ day-to-day business operations. Prior to joining Sunrise, Winters worked with a variety of financial technology companies focused on portfolio risk, performance reporting, and trading systems. In addition, 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. as well as a B.A. in Humanities. Winters resides in the San Diego Area with his family and enjoys with them a variety of community and outdoor activities.
Annette Waite
Director of ExecutionAnnette Waite joined Sunrise in 1997 and serves both Sunrise and its spin-out and sub-advisee RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ) as a Director of Execution. In her role, Waite oversees the execution of all Sunrise and RYZZ trades, monitors the performance of Sunrise and RYZZ investment programs, and supports Sunrise and RYZZ’s ongoing strategy enhancement and research and development activities. Prior to joining Sunrise, Waite served as an Assistant Vice President of Institutional Futures with Dean Witter in Chicago where she worked for nearly 12 years. Waite currently resides in the San Diego Area in her spare time, enjoys spending time with her children in various activities including a wide range of athletics.
Chad Slaughter
Director of Strategy EnhancementChad Slaughter joined Sunrise in 2001 and serves both Sunrise and its spin-out and sub-advisee RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ) as a Director of Strategy Enhancement. In his role, Slaughter conceptualizes, assesses and implements enhancements to the two firms’ investment programs. Prior to joining Sunrise, Slaughter earned a B.S. in Management Science with a minor in Computer Science from the University of California – San Diego. Slaughter is a lifelong San Diego Area resident and spends his spare with his wife and children pursuing interests including music and sports.
Michael Schauben
Director of Research and Trading TechnologyMichael Schauben joined Sunrise in 2016 and currently serves both Sunrise and its spin-out and sub-advisee RYZZ (pronounced “Rise”) Capital Management LLC (RYZZ) as a Director of Research and Trading Technology. In his role, Schauben supports the development, enhancement, and implementation of all investment programs and all technological issues relating to investment operations. Prior to joining Sunrise, Schauben founded and ran a small investment firm while earning a B.S. in Chemical Engineering from the University of Florida and completing Fitch Rating’s Certificate in Quantitative Finance. Schauben currently resides in the San Diego Area and in his spare time, enjoys keeping up with computer technology, tinkering with engines, tutoring advanced mathematics and sciences, and participating in water sports.
Experienced
We have navigated U.S. and global markets for over three decades
Effective
We have managed assets for investors worldwide since 1980
Innovative
We pursue investment paths that can succeed in a variety of market conditions
Efficient
We make investing accessible and affordable for our investors
Aligned
We manage our money right alongside that of our investors
Accountable
We provide responsive client services and answer all investor questions
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Global and Community Outreach
We help provide meaningful job training for America’s bravest heroes.
We support the cleanup of our oceans.
We help create pathways to capital for entrepreneurs around the world.
We help to make life’s most basic necessity more broadly available.
We help provide protection for abused mothers and children.
