Investment Solutions That Are:
Innovative. Adaptable. Distinctive. Diversifying.
THE LATEST
In January 2020, our Chief Investment Officer, Christopher Stanton, predicted a significant stock market correction by the end of March on the Contrarian Investor Podcast. Listen to the podcast here.
In January 2020, our Chief Investment Officer, Christopher Stanton, predicted a significant stock market correction by the end of March in Forbes. Read more here.
2020 marks Sunrise’s 40th anniversary! Thank you to all our past, present and future clients and to all of our industry friends for your decades of support.
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 roles, Gerlach determines and drives the overall business strategy and oversees the firm’s day-to-day business operations and activities. Gerlach also chairs Sunrise’s Management Committee. Previously, Gerlach was an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later, with Howard Rice (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, served as that organization’s President from 2013–2019, and remains a member of its Board of Directors. In 2020, Gerlach is co-founding the United States Alternative Investment Association (USALTs) with other alternative investment industry leaders. Gerlach holds both Series 3 and Series 65 registrations and is a member of the California, Massachusetts and Wisconsin State Bars. 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, as a Partner, and as a member of the firm’s Management Committee. In his roles with Sunrise, Slaughter continues his 40+ year legacy of investment innovation and helps to drive the enhancement of existing trading strategies and the development of new investment concepts. Rick and his fellow Sunrise Co-Founders were featured in Chapter 1 of The Little Book of Trading. Slaughter holds a Series 3 registration. Slaughter is a life-long resident of the San Diego Area and spends his free time with his family in activities such as golf, skiing, and various philanthropic endeavors.
Chris Stanton
Chief Investment Officer and PartnerChris Stanton joined Sunrise in 2011 and is the firm’s Chief Investment Officer, a Partner in the firm, and a member of the firm’s Management Committee. In his role, Stanton oversees the development, implementation, and enhancement of all investment programs used by Sunrise. Previously, 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 holds a Series 3 registration. Stanton has been regularly quoted in a range of key industry publications including The Wall Street Journal, The New York Times, Forbes, and more. Chris presents a monthly online discussion of global markets on The Expert Webcast Network. Stanton holds a Series 3 registration and is a member of the New York Bar. 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 Operating Officer and Chief Compliance OfficerJarod Winters joined Sunrise in 2015 and is the firm’s Chief Operating Officer and Chief Compliance Officer. In his role with Sunrise, Winters oversees all compliance activity, the firm’s middle and back office operations, the firm’s IT infrastructure, and various other aspects of the firm’s 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 his 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 is the firm’s Director of Execution. In her role with Sunrise, Waite oversees the execution of all Sunrise trades, monitors the performance of all Sunrise investment programs, and supports Sunrise’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 Investment TechnologyChad Slaughter joined Sunrise Capital Partners in 2001 and serves the firm as a Director of Investment Technology. In his role, Slaughter supports and enhances the firm’s investment technology infrastructure and its research and development process. 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 Investment TechnologyMichael Schauben joined Sunrise in 2016 and serves the firm as a Director of Investment Technology. In his role, Schauben supports and enhances the firm’s investment technology infrastructure and its research and development process. Prior to joining Sunrise, Schauben founded an 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.
-
-
”"Our investors have worked very hard for their money. Our job is to ensure that their money is productively working for them."
Jason GerlachSunrise CEO
”An investment idea is only as good as the execution of that idea and at Sunrise, we pride ourselves on an investment execution that is thoughtful, effective, efficient, precise and consistent.
Chris StantonSunrise 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 SlaughterSunrise Chief Research Officer
”Our business begins and ends with our loyal investors. Achieving great outcomes for them drives everyone of our investment decisions and has pushed us to continuously improve our investment process since our 1980 inception.
Jason GerlachSunrise 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 StantonSunrise CIO
”They key to our investment success has been continual open-mindedness to self-improvement and never-ending process of asking questions and researching potential answers to those questions.
Rick SlaughterSunrise 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 GerlachSunrise CEO
Contact Sunrise
1000 Aviara Pkwy #205
Carlsbad, CA 92011
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.
We help the disabled participate in youth sports.
