Erik Ogard, CFA

President and CEO

Former Director of Alternatives Research and Portfolio Management at Frank Russell Company

BA, Pacific Lutheran University

MBA, Willamette University


Henry Sowizral, PhD

Technology and Research

The Monea Group, LLC

Former roles at Microsoft, Terabeam, Schlumberger, Rand Corporation, NASA, and Boeing

PhD, Yale University, Computer Science


Karel Zikan, PhD

Technology and Research

The Monea Group, LLC

Former roles at Boeing, Terabeam, Hughes, and Sun Fulbright Visiting Professor, Masaryk University, Brno, Czech Republic (Informatics)

PhD, Stanford University, Operations Research


Patrick Adrian, CFA

Portfolio Manager

Former roles at Threshold Group and Frank Russell Company

BS, University of Puget Sound, Economics


Tracy Houston

Operations and Compliance

Former roles at Russell Investments; Global Compliance Operations, Institutional Client Service, Russell Trust Company, Institutional Consulting

Important Disclosures

The information on this Web site does not constitute the provision of investment advice. In addition, the information on this page does not convey an offer of any type and is not intended to be, and should not be construed as, an offer to sell, or the solicitation of an offer to buy, any securities or other financial products.

No assurances can be made that any aims, assumptions, expectations, strategies, and/or goals expressed or implied herein were or will be realized or that the activities or any performance described did or will continue at all or in the same manner as is described on this Web site.

Monea Investments, LLC is a Washington state registered investment adviser and CFTC commodity trading adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Monea Investments, LLC has an exclusive contractual right to the specific intellectual property of the Monea Group, LLC upon which Monea Investments LLC’s trading strategies are wholly based. Additionally, messrs Sowizral and Zikan are registered as principals in Monea Investments, LLC as mandated by the National Futures Association.