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 and Managing Partner
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 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 SlaughterChief Research Officer and Partner
Rick 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 StantonChief Investment Officer and Partner
Chris 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 WintersChief Operations and Compliance Officer
Jarod 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 WaiteDirector of Execution
Annette 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 SlaughterDirector of Strategy Enhancement
Chad 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 SchaubenDirector of Research and Trading Technology
Michael 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.
We have navigated U.S. and global markets for over three decades
We have managed assets for investors worldwide since 1980
We pursue investment paths that can succeed in a variety of market conditions
We make investing accessible and affordable for our investors
We manage our money right alongside that of our investors
We provide responsive client services and answer all investor questions