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Sierra Investment Management Logo

The Sierra 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, Senior Advisor, Portfolio Manager

David C. Wright, JD

Co-Founder, Senior Advisor

James St. Aubin, CFA®, CAIA®

James St. Aubin CFA®, CAIA®

Chief Investment Officer

Ryan Harder, CFA®

Ryan Harder, CFA®

Chief Investment Strategist, Portfolio Manager

Marshall Quan

Marshall Quan

Lead Portfolio Analyst, Portfolio Manager

Yanni Dalkos, MSQE

Yanni Dalkos

Research & Data Analyst

Henry Reid

Henry Reid

Portfolio Analyst

Client Services Team

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

Management Team

Skip Schweiss

Skip Schweiss

Chief Executive Officer

Kenneth L. Sleeper, MBA, PhD

Kenneth L. Sleeper, MBA, PhD

Co-Founder, Senior Advisor, Portfolio Manager

David C. Wright, JD

Co-Founder, Senior Advisor

Erik Morris, Chief Compliance Officer

Erik Morris, IACCP®

Chief Compliance Officer

James St. Aubin, CFA®, CAIA®

James St. Aubin CFA®, CAIA®

Chief Investment Officer

Avatar profile. Female face silhouette or icon isolated on white background.

Kristine Stromeyer, CPA

Chief Financial Officer, Chief Operating Officer

Vanda Freesman

Vanda Freesman

Chief Marketing Officer

Dedicated towards helping you achieve your investment objectives.

Dedicated to helping you achieve your investment objectives.​

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.