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Sierra Investment Management Logo

The Sierra Investment Team

Over 160+ years of combined experience.

The Sierra Investment Team

Over 100+ years of combined experience.

Investment Management Team

Kenneth L. Sleeper, MBA, PhD

Kenneth L. Sleeper, MBA, PhD

Co-Founder, Managing Director, Portfolio Manager

David C. Wright, JD

Co-Founder, Managing Director

James St. Aubin, CFA®, CAIA®

James St. Aubin CFA®, CAIA®

Chief Investment Officer

Ryan Harder, CFA®

Ryan Harder, CFA®

Chief Investment Strategist, Portfolio Manager

Doug Loeffler

Doug Loeffler

Executive Vice President of Investment Management

Marshall Quan

Marshall Quan

Lead Portfolio Analyst, Portfolio Manager

Yanni Dalkos, MSQE

Yanni Dalkos, MSQE

Research & Data Analyst

Henry Reid

Henry Reid

Portfolio Analyst

Client Services

Nate Brummel

Nathan Brummel

Senior Advisor

Gira Patel

Gira Patel

Senior Relationship Manager

Narine Ter-Minasyan

Narine Ter-Minasyan

Client Operations Manager

Sebastian Schug

Sebastian Schug

Relationship Manager, Client Services

Schedule a Meeting Today

See if Sierra Investment Management is the right fit for you.

Schedule a Meeting Today

See if Sierra Investment Management is the right fit for you.

You are now leaving Sierra Investment Management and entering the Charles Schwab client portal.

You are now leaving the Sierra Investment Management, Inc. website and entering the Sierra Mutual Funds website.

The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.