Roger G. Ibbotson, Ph.D.

Partner and Co-Founder

Professor Ibbotson co-founded GHI Global Advisory Partners. He brings his wealth of experience to the firm, mainly in the Asset Allocation and Behavioral Finance fields. 

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Roger is a Member and the Chairman as well as the Director of Research of Zebra Capital Management, LLC. He is part of the Zebra Capital portfolio management team having served in this role since the firm was founded in 2001. He is also a Professor in the Practice Emeritus of Finance at Yale School of Management. 

Roger was formerly Chairman of Ibbotson Associates and Ibbotson Associates Advisors, LLC until both were acquired by Morningstar Inc. in March 2006. Since then and until 2016, Roger served in an advisory role to Morningstar, Inc. Ibbotson Associates Advisors, LLC was a registered investment adviser and a wholly-owned subsidiary of Ibbotson Associates, a company he founded in 1977 and a leading provider of asset allocation research and services. 

During his professional career, Roger has combined his extensive research with the implementation of his findings creating investment long-only, absolute return, and Premia strategies. He is the forerunner of the Popularity metric that is embedded in all the strategies managed by Zebra Capital.  

Roger has also been awarded prestigious prizes such as several Graham & Dodd Awards, the Harry M. Markowitz Award, or the Best Paper in the Journal of Investment Management.

Roger’s Academic Profile at Yale

John J. Holmgren, Jr.

Chairman and Co-Founder

John J. Holmgren, Jr. co-founded GHI Global Advisory Partners. He is the Chairman of the Board and is also responsible for the long-term strategy of the firm. 

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John is a Member and the President, CIO and COO at Zebra Capital Management, LLC. He joined the firm in 2011 and is currently responsible for the development, management and implementation of Zebra Capital’s business and strategies. 

Prior to Zebra, he established Holmgren Capital Management LLC, a global investment management and research firm specializing in bottom-up quantitative investment models in the global equity universe.  Previously, John founded DSI International Management and DSC Data Services Inc, quantitative management strategy research companies that were integrated into UBS AG in the late 1990s. He managed DSI’s various investment programs and was responsible for integrating DSI within the UBS business organization. He also chaired the risk and investment committees of the corresponding areas at UBS AM and O’Connor.  

John has a B.A. in Economics from Providence College and is a member of the NYSSA, CQA and CFAI and sits on the boards of several charities.  

Lorenzo Goldberg

Managing Partner and Co-Founder

Lorenzo Goldberg co-founded GHI Global Advisory Partners. He is responsible for the day-to-day management of the firm. 

 

Ana Blecua

Investor Relationship Manager

Ana Blecua joined GHI Global Advisory Partners in 2021 and is responsible for Investor Relations.