Kelsey MowreyPresident

Joined the firm in 2014
Industry experience: 11 years
Education: B.A., Business Administration, International Economics, International Organizational Behavior from Arcadia University

Kelsey’s strategic planning experience and top-notch business acumen are foundational to Motley Fool Asset Management’s operational excellence. She joined the firm in 2014 and served as Director of Strategic Partnerships and Director of Shareholder Experience before stepping into her role as President.

Shareholder advocacy is Kelsey’s top priority, followed by her responsibility to the firm’s overall strategic growth. Most notably, she demonstrated her commitment to innovative thinking and a shareholder-first ethos when Motley Fool Asset Management converted its mutual funds to ETFs under her leadership. This decision resulted in greater tax efficiency, even more transparency, opportunities for intra-day trading, and lower fees for investors.

Kelsey appears frequently in the media to discuss a wide range of investment and business topics, from ETF structure and active management, to entrepreneurship and leadership. You can find her sharing her knowledge and perspectives on CNBC, Cheddar News, ETF Prime, Women in ETFs: We Talk Careers, Blackwater Research, Vettafi, ETF Express, RIA Intel, Pennies from Heaven, and ETF.com. She has recently been featured as a panelist at Future Proof, the Women in ETFs Breakfast, and the US Bank Client Conference.

Beth ReeserHead of National Accounts

Joined the firm in 2020
Industry experience: 27 years
Education: B.S., Applied Economics from Ithaca College
FINRA Series 7 and 63 registered

After earning her B.A. in Applied Economics from Ithaca College, Beth jumped into an exciting career in the investment industry — a journey that has since spanned 25+ years. Specialties of hers include business development, client management, marketing, and compliance, which are all integral to her role as Director of Investor Relations with Motley Fool Asset Management.

Beth’s fiduciary excellence comes from her professional endeavors. She previously served as Director of Trading for the Pennsylvania Treasury Department and subsequently gained RIA experience during her tenure at Conrad Siegel Investment Advisors. Before joining Motley Fool Asset Management in 2020, she held fixed income portfolio manager positions with institutional money managers.

Currently, Beth implements her industry experience by bridging the gap between financial intermediaries and nurturing relationships with investors on behalf of the firm.

Tony Arsta, CFA ®
Chief Investment Officer

Joined the firm in 2009
Industry experience: 17 years
Education: M.B.A. with Distinction from DePaul University, B.S., Computer Science from University of Wisconsin-Madison

With a focus on statistical analysis and investor psychology, Tony studies companies day-in and day-out in a tireless pursuit of the select few he believes can demonstrate quality growth above their competitors – and, at a reasonable price. He’s been putting these principles into practice throughout his entire career with The Motley Fool, LLC, which took off in 2008. After working as an analyst for The Motley Fool LLC, Tony moved into his role as Portfolio Manager and Senior Analyst at Motley Fool Asset Management, where he has been managing funds for the past 15 years.

Today, as CIO of Motley Fool Asset Management, Tony is responsible for leading the investment team, maintaining the firm's investment philosophy, overseeing all strategies, and managing our firm's total assets.

Bill MannChief Investment Strategist

Joined the firm in 2025
Industry experience: 27 years
Education:B.A., International Relations from American University

If you’ve been following The Motley Fool, LLC for a while, you’ve probably encountered Bill and his Foolish takes on the market—he’s the former co-host of the Motley Fool Morning Show, a popular contributor to fool.com articles, and a regular guest on the Motley Fool Money podcast.

Bill has also applied his institutional knowledge, stock investing experience, and economic insights to leadership roles all across the “Fooldom” of The Motley Fool, LLC and Motley Fool Asset Management. He has held various positions since 1999, having previously served as Senior Editor at The Motley Fool, LLC, Portfolio Manager and Chief Investment Officer at Motley Fool Asset Management, and most recently, Director of Small Cap Research at The Motley Fool, LLC. Today, Bill continues to educate both seasoned and new investors with uniquely Foolish strategies as our Chief Investment Strategist here at Motley Fool Asset Management.

Shelby McFaddin

Shelby McFaddin, CFA®
Portfolio Manager and Investment Analyst

Joined the firm in 2021
Industry experience: 7 years
Education: Bachelor’s degree, International Affairs and Economics from The George Washington University

Shelby began her career at Strategic Investment Group, an OCIO pioneer in Rosslyn, VA serving institutional clientele. There, she worked on the Private Equity and Public Equity teams, sequentially, where she ran attribution, monitoring, and due diligence on existing and prospective portfolio managers. Shelby's time at Strategic sharpened her skills and interest in direct security research, which she now exercises as an Investment Analyst at Motley Fool Asset Management. Beyond diving deep into research on specific companies under consideration for the funds, she works closely with Portfolio Managers on a variety of asset management initiatives and projects.

Shelby is a graduate of George Washington University, where she majored in economics and international affairs. In addition, she spent a year studying at the London School of Economics. She serves as a Portfolio Manager on TMFG.

Jeremy Myers, CFA ®Portfolio Manager

Joined the firm in 2019
Industry experience: 16 years
Education: B.A., Economics from University of Virginia, M.Ed., Secondary Education from George Mason University

Upon joining The Motley Fool LLC in 2009 as an Equity Research Analyst, Jeremy contributed writing and research to Motley Fool Hidden Gems, focusing on small-cap companies. Later he served as a Senior Analyst on Motley Fool Pro, Motley Fool Income Investor, and Motley Fool Market Pass. As a former secondary school teacher, Jeremy continued his love for teaching and leadership development as Co-Leader of The Motley Fool LLC’s Analyst Development Program for two years.

Jeremy was hired to the Portfolio Management team at Motley Fool Asset Management in 2019 as a result of his outstanding decade of leadership and professional investment skills as Senior Analyst with The Motley Fool, LLC. He generates ideas and conducts analysis for all three of Motley Fool Asset Management's active ETFs, seeking high-quality companies that he believes are underappreciated by the market. He also specializes in the analysis of the technology and real estate industries.

Michael Olsen, CFA ®Portfolio Manager

Joined the firm in 2019
Industry experience: 20 years
Education: B.A., Business Administration from University of Richmond

Michael’s focus areas range across dividend-oriented stocks, UK-focused investments, value picks, small-cap companies, and international equities. But for the diversity of his experience, his investment approach is singularly focused – buying what we believe to be high-quality enterprises at reasonable prices. He first joined The Motley Fool, LLC in 2005 where he was Lead Analyst of the company’s dividend-oriented newsletter, and Co-Advisor for PRO UK, a UK-focused investment service. Since 2019, he has served as a Portfolio Manager for the Global Opportunities ETF with Motley Fool Asset Management. In addition to his specialty in global and international companies, Michael also focuses on technology, media, and business services.

Earlier in his career, Michael worked at the Corporate Executive Board (now Gartner), a DC-based consulting firm. He is a CFA® charterholder and a graduate of the University of Richmond, where he earned a degree in business administration with a finance concentration.

T.J. Piggott, CFA®
Portfolio Manager and Investment Analyst

Joined the firm in 2023
Industry experience: 19 years
Education: B.B.A., Business Administration from Roanoke College

T.J. has spent his entire career in financial services, and in various roles at some of the largest firms on Wall Street. He began his Foolish journey in 2014 as the Director of Trading for Motley Fool Wealth Management, and later entered The Motley Fool, LLC’s Investor Development Program. After completing this program, T.J. partnered with a Lead Advisor to launch Motley Fool Cloud Disruptors, Motley Fool SaaS Superstars, and Motley Fool Cloud Contenders, where he spent most of his time covering tech and tech-enabled companies. He was also promoted to
Senior Analyst during this time with The Motley Fool, LLC. Recently, T.J. joined Motley Fool Asset Management to support our Portfolio Managers with company research.

As a longtime Fool, T.J. invests with Foolishness, which means: marrying qualitative and quantitative data, seeking companies that meet our definition of Quality, and using a long-term investment mindset.

Charly Travers Portfolio Manager

Joined the firm in 2023
Industry experience: 19 years
Education: B.A., Psychology from Illinois Wesleyan University, M.S. Pharmacological and Physiological Sciences from St. Louis University

Charly has spent nearly two decades analyzing stocks from a wide range of industries at The Motley Fool, LLC, 1623 Capital, and Motley Fool Asset Management. His prior experience in healthcare and passion for innovation led to his specific interest in biotech and healthcare companies. Upon joining The Motley Fool, LLC in 2005, he contributed research on biotechnology companies to the Motley Fool Rule Breakers publication, and subsequently he became an Associate Advisor for Motley Fool Million Dollar Portfolio. Charly was also one of the founding advisors of Motley Fool Share Advisor, a newsletter product for the U.K. market, and then became a Portfolio Manager for Motley Fool Asset Management in 2014.

Before he returned to his current role with the firm in 2023, Charly also served as a Portfolio Manager at 1623 Capital from 2020-2022, where he ran a high-conviction fundamental long/short equity strategy. Today, on behalf of Motley Fool Asset Management, he focuses on identifying companies with opportunities to reinvest their profits and earn high returns on capital.

Nate Weisshaar, CFA ®Portfolio Manager

Joined the firm in 2014
Industry experience: 25 years
Education: B.S., Finance from University of Arizona

As an investor specializing in international and banking stocks, Nate’s career with The Motley Fool, LLC and Motley Fool Asset Management has spanned more than 15 years. His years of experience solidified his Foolish investment philosophy: that investing like a business owner (understanding what makes a company tick and having a long-term strategy) is the best way to lay a foundation for growth.

Nate began working for The Motley Fool, LLC in 2007 as an Equity Research Analyst for Motley Fool Global Gains, and subsequently moved to London to become a Co-Advisor on Motley Fool Champion Shares PRO and Motley Fool Share Advisor, The Motley Fool LLC's newsletter products for the UK market.

Ayal Cusner, CFA ®Head of Investing Product

Joined the firm in 2024
Industry experience: 16 years
Education: M.S., Finance and B.S. in Biomedical Engineering from Washington University in St. Louis

Ayal has spent his career conducting quantitative research and developing advanced analytic solutions in the financial services industry. He began as an Analytics Senior Consultant at Booz Allen Hamilton, where he specialized in the financial services and healthcare sectors, then worked for seven years with Strategic Investment Group as a Senior Associate. There, he supported quantitative research and trading operations of an equity market-neutral hedge fund, while also contributing to the firm’s core multi-asset outsourced CIO business efforts.

Before joining Motley Fool Asset Management in 2024, Ayal spent more than five years at our sister company, The Motley Fool, LLC, overseeing the Investing Intelligence team and working as their Member Success Lead in Automation and Investing AI. During this time he managed The Motley Fool, LLC’s Showdown ‘22 Quant portfolio as Lead Advisor and developed several proprietary models and algorithms, including the Quant:5Y crowdsourced scoring system.

Continued education is paramount to Ayal’s work: He holds the Chartered Financial Analyst designation, is a current member of the CFA Society of Washington, and is currently pursuing his Ph.D. in Economics at George Mason University.

In addition to serving as Head of Investing Product at Motley Fool Asset Management, where he creates new investment solutions, crafts product strategy, and monitors portfolio investment risk, Ayal serves a functional role in quantitative analysis. As an analyst, he researches broad-based equity signals and works closely with our software development team.

Nate Ronci, CFA ®Head of Quantitative Investing

Joined the firm in 2024
Industry experience: 13 years
Education: B.S., Finance from University of Nebraska-Lincoln

Nate serves as the Head of Quantitative Investing. He oversees the research, model design, and risk management of Motley Fool Asset Management ETFs, turning complex data into insightful strategies.

From 2021 to 2024, Nate led The Motley Fool, LLC’s equity index unit and contributed research and portfolio management to several of their recommendation services as a Quantitative Analyst. Previously he spent seven years in quantitative research and trading roles, primarily in international small- and micro-cap equities, and created all- and small- cap systematic international equity strategies. Nate graduated from the University of Nebraska-Lincoln with a Bachelor of Science in Finance, holds the Chartered Financial Analyst designation, and is a current member of the CFA Society San Francisco.

Nate develops the methodology for indices tracked by the Motley Fool Asset Management passive ETFs, including each index’s membership criteria, weighting, and ongoing maintenance. By turning complex data into insightful strategies, he is a key player in the firm’s capacity to offer new products.

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Sheevani BlaesChief Compliance Officer

Joined the firm in 2021
Industry experience: 9 years
Education: J.D. from New England Law | Boston; B.S., Business Administration from Drexel University

Sheevani built her legal and regulatory experience across several roles in the financial services industry. She began her career at Santander Securities, where she held her FINRA Series 7 and 24 licenses. She then worked at Reynders, McVeigh Capital Management, a boutique registered investment adviser, where she served as Deputy Chief Compliance Officer, overseeing and monitoring the firm's compliance program and supporting the launch of a registered investment product. She later served as Compliance Counsel for a financial services consulting firm, registering new RIAs and building bespoke compliance programs for wealth and asset advisers and private fund managers. Sheevani joined The Motley Fool Holdings, Inc. enterprise in 2021 as Regulatory Counsel, directing the development of policies and procedures and navigating the enterprise’s multi-entity structure. She currently serves as Chief Compliance Officer for Motley Fool Asset Management.

Sheevani also has her AI Governance Professional (AIGP) certification from the International Association of Privacy Professional (IAPP) and has directed the development and implementation of AI governance frameworks.

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Madison EarlyDirector of Operations

Joined the firm in 2023
Industry experience: 11 years
Education: BA, Biology, University of North Carolina at Chapel Hill

Madison began her investment career with The London Company of Virginia after earning her BA from the University of North Carolina at Chapel Hill. During her five-year tenure at the firm, she developed her acumen in operations and fell in love with the fast-paced nature of money management as an Equity Trader. While there, she traded and reconciled over 7,000 accounts, handled two million shares daily, and traded over $2 billion in assets. Drawn to New York City's financial industry culture, she then became the Director of Trading and Operations at 55ip, a fintech startup. At both of these companies, she was also responsible for creating comprehensive standard operating procedures.

After spending time growing her own personal training business as a National Academy of Sports Medicine (NASM) Certified Trainer, Madison's love for financial services brought her to Motley Fool Wealth Management in 2023. Today, she holds onto her grandmother's influence on how she views money and investing—researching the value companies provide and investing in businesses whose products she believes in. Outside of the office, Madison enjoys working out, traveling, reading, trying new restaurants, and hanging out with her French bulldogs, Louis and Coco.

Victoria Castillo

Victoria CastilloETF Marketing Manager

Joined the firm in 2022
Industry experience: 6 years
Education: B.A., Communication and Media Studies from California State University, Fullerton

Victoria’s marketing career began in the agency world as a social media and paid media professional. While supporting a multitude of brands, she gained a keen sense of which industries were moving toward greater digital media advancement. Many ETF issuers at the time were growing more innovative and adopting sophisticated strategies to engage their audiences, so Victoria jumped at the opportunity to be a part of the excitement. She submerged herself in the ETF space as a Social Media Manager with VettaFi (formerly ETF Trends and ETF Database).

After seeing an opportunity to expand marketing activities at VettaFi, Victoria took the initiative to oversee video production and marketing efforts companywide, and also for Exchange: An ETF Experience. Her digital campaigns, video series, and podcast productions on behalf of ARK and iShares were incredibly successful, and piqued her interest in bringing experiential marketing to life in a new, diverse way for a more niche brand – Motley Fool Asset Management. Today she leads marketing initiatives at the firm in an effort to educate new audiences about our ETFs, and to create engaging experiences for all of our current and prospective buyers.

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Why Us?

Our Team

The Motley crew behind our funds

As a female-led investment advisory, we’ve proudly assembled a team of Fools with a diverse range of experiences, interests, perspectives, and analytical methods to build a whole that is greater than the sum of our parts.

Nearly all of our Portfolio Managers came up through the investing ranks at The Motley Fool, LLC to form a whip-smart, Motley crew of investors with over 50 years combined experience. If you’re going to trust them to oversee your ETFs, we want you to get to know them too.

We also depend on our top-notch analysts, managers, operations team, marketers, and legal professionals to deliver high-quality investment solutions day-in and day-out. Click on any of the bios below to see more.

Management

Kelsey Mowrey

Kelsey MowreyPresident

Kelsey is responsible for the firm’s strategic growth, operational excellence, and shareholder advocacy.

Beth Reeser

Beth ReeserHead of National Accounts

Beth serves as the bridge between financial intermediaries and nurtures important relationships with investors.

Investment Team

Tony Arsta

Tony Arsta, CFA®Chief Investment Officer

Tony is responsible for leading the investment team, while managing the firm's total assets.

Bill Mann

Bill MannChief Investment Strategist

Bill champions Motley Fool Asset Management as our trusted voice for investors, sharing his insights on investing and the markets.

Charly Travers

Charly TraversPortfolio Manager

Charly is a portfolio manager on our active and passive ETFs.

Nate Weisshaar

Nate Weisshaar, CFA®Portfolio Manager

Nate works as Portfolio Manager and specializes in international and banking stocks.

Michael Olsen

Michael Olsen, CFA®Portfolio Manager

Michael focuses on dividend-oriented stocks, small-cap companies, and international equities.

Shelby McFaddin

Shelby McFaddin, CFA® Portfolio Manager and Investment Analyst

Shelby conducts deep-dive research into specific companies under consideration for Motley Fool Asset Management funds.

T.J. Piggott

T.J. Piggott, CFA® Portfolio Manager and
Investment Analyst

T.J. conducts deep-dive research into specific companies under consideration for Motley Fool Asset Management funds.

Ayal Cusner

Ayal Cusner, CFA®Head of Investing Product

Ayal is responsible for creating new investment solutions, crafting product strategy, and monitoring portfolio investment risk.

Nate Ronci

Nate Ronci, CFA®Head of Quantitative Investing

Nate oversees research, model design, and portfolio and risk management for the firm’s product lineup.

Legal & Compliance

Sheevani Blaes

Sheevani BlaesChief Compliance Officer

Sheevani is responsible for overseeing the firm's legal, regulatory, and compliance functions.

Operations & Marketing

Madison Early

Madison EarlyDirector of Operations

Madison is responsible for overseeing and streamlining operational infrastructure, mitigating risk, and driving efficiencies.

Victoria Scherer

Victoria CastilloMarketing Manager

Victoria leads all of our marketing initiatives, striving to educate new audiences about forward-thinking investment solutions.

Jon BuschSenior Copywriter

Greg RobletoArt Director

Michael LeichtnerSenior Trader

Jill RothwellSales and Operations