Kelsey Mowrey

Kelsey MowreyPresident

  • Joined the firm in 2014
  • Industry experience: 9 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 Reeser

Beth ReeserDirector of Investor Relations

  • Joined the firm in 2020
  • Industry experience: 26 years
  • Education: B.S., Applied Economics from Ithaca College

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.

Bryan Hinmon

Bryan Hinmon, CFAChief Investment Officer

  • Joined the firm in 2014
  • Industry experience: 22 years
  • Education: B.B.A., Finance from Stetson University

Bryan’s passion for stock investing began three decades ago, all the way back in the 1990s. He was drawn to the power of compounding, the game within strategy, the variety of studying businesses, and the discipline of sound decision-making. His career took off in Naples, where he worked as a Research Analyst for an asset manager that provided portfolio management and operated a covered-call hedge fund. Later he became a Portfolio Manager at Bulwark Capital Management, a hedge fund with an approach that balanced fundamental long-term equity investing, option income, and special situations. 

Before coming to Motley Fool Asset Management, Bryan worked for the firm’s parent company, The Motley Fool, LLC, for more than four years. He helped manage internal capital for Motley Fool Pro, a service whose strategy embraces long/short equities and options, served as a Senior Analyst on Motley Fool Options, and led the company’s prestigious Analyst Development Program. 

Today, as CIO of Motley Fool Asset Management, Bryan is responsible for leading the investment team, maintaining the firms's investment philosophy, overseeing all strategies, and managing more than $1.7 million in assets as of October 1, 2022. He joined the firm in 2014 as Director of Research, and has served as Portfolio Manager on all six funds: Motley Fool 100 Index (TMFC), Motley Fool Next Index (TMFX), Motley Fool Capital Efficiency 100 Index (TMFE), Motley Fool Small-Cap Growth (TMFS), Motley Fool Mid-Cap Growth (TMFM), and Motley Fool Global Opportunities (TMFG).

Tony Arsta

Tony Arsta, CFAPortfolio Manager and Senior Analyst

  • Joined the firm in 2009
  • Industry experience: 15 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 he serves as Lead Portfolio Manager for Motley Fool Global Opportunities (TMFG), and also helps manage Motley Fool 100 Index (TMFC), Motley Fool Capital Efficiency 100 Index (TMFE), and Motley Fool Next Index (TMFX).

Bill Barker

Bill Barker, CFAPortfolio Manager

  • Joined the firm in 2008
  • Industry experience: 25 years
  • Education: B.A., Political Science from Yale University, J.D. from University of Virginia School of Law

Bill began his journey with Motley Fool Asset Management’s parent company, The Motley Fool LLC, in 1998 as the Principal Writer and Senior Producer for personal finance and investing content. Later he became a Senior Analyst for equity research, specializing in value-stock analysis for Motley Fool Stock Advisor, Motley Fool Hidden Gems, and Hidden Gems Pay Dirt.

Between his roles at The Motley Fool LLC, he served the SEC in the Office of Investor Education and Assistance, and the U.S. Department of the Treasury in the Office of Foreign Assets Control, Foreign Terrorism Division. While with the Treasury, he worked on the detection and prevention of the funding of foreign terrorist organizations and individuals.

Bill has also worked as a trial lawyer for the Commercial Litigation division of the City Solicitor’s Office in Philadelphia, where he handled complex commercial cases as lead counsel in trials involving multimillion-dollar claims. He represented many of the major departments of the city, including the Office of the Mayor.

In addition to his extensive editorial contributions to Newsweek, The Motley Fool LLC, and three Motley Fool books, Bill has appeared as a commentator on CNN, CNBC, CNBC Europe, MSNBC, BBC, CBS, and The Today Show on NBC.

Jeremy Myers

Jeremy Myers, CFAInvestment Analyst

  • Joined the firm in 2019
  • Industry experience: 14 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

Michael Olsen, CFAPortfolio Manager

  • Joined the firm in 2019
  • Industry experience: 18 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.

Charly Travers

Charly Travers, Portfolio Manager

  • Joined the firm in 2023
  • Industry experience: 18 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 – specifically as a Portfolio Manager for Motley Fool 100 Index (TMFC), Motley Fool Next Index (TMFX), Motley Fool Capital Efficiency 100 Index (TMFE), and Motley Fool Small-Cap Growth (TMFS).

Nate Weisshaar

Nate Weisshaar, CFAPortfolio Manager

  • Joined the firm in 2014
  • Industry experience: 21 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. Today he works as Lead Portfolio Manager for Motley Fool Asset Management Small-Cap Growth (TMFS).

Shelby McFaddin

Shelby McFaddinInvestment Analyst

  • Joined the firm in 2021
  • Industry experience: 5 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.

Ben Wong

Ben WongInvestment Analyst

  • Joined the firm in 2021
  • Industry experience: 16 years
  • Education: B.A., Economics from University of Maryland

Ben specializes in global emerging market equities, and brings over a decade of combined experience from the buy-side and sell-side. Prior to joining Motley Fool Asset Management in 2021, Ben was an Investment Analyst at Limiar Capital Management, a fundamental research-driven hedge fund focused on a concentrated portfolio of small- and mid-cap equities in emerging and frontier markets. Previously, he was a Senior Investment Analyst at Cartica Management, a long-only alternative asset manager with a strategy of active ownership engagement on environmental, social and governance (ESG) matters in emerging markets.

Earlier in his career, Ben was a Senior Equity Research Associate at Bank of America/Merrill Lynch covering the packaging and paper & forest products sectors on an esteemed Institutional Investor research team. Outside of the U.S., he has been responsible for investments made in Brazil, China, Colombia, India, Indonesia, Mexico, Philippines, Poland, and Taiwan. Ben graduated from University of Maryland College Park with a B.A. in economics and minor in statistics.

Victoria Scherer

Victoria SchererETF Marketing Manager

  • Joined the firm in 2022
  • Industry experience: 3 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.

Our Team

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.

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 ReeserDirector, Investor Relations

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

Investment Team

bryan hinmon

Bryan Hinmon, CFAChief Investment Officer

Bryan is responsible for leading the investment team, while managing the firm’s total assets.

tony arsta

Tony Arsta, CFAPortfolio Manager

Tony serves as Lead Portfolio Manager on Motley Fool Global Opportunities (TMFG) and helps manage our passive funds (TMFC, TMFX, TMFE).

Bill Barker

Bill Barker, CFAPortfolio Manager

Bill’s specialties include value-stock analysis and investor education, and works as Lead Portfolio Manager for Motley Fool Mid-Cap Growth (TMFM).

Michael Olsen

Michael Olsen, CFAPortfolio Manager

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

Charly Travers

Charly TraversPortfolio Manager

Charly manages Motley Fool Small-Cap Growth (TMFS) and our three passive funds (TMFC, TMFX, TMFE).

Nate Weisshaar

Nate Weisshaar, CFAPortfolio Manager

Nate works as Lead Portfolio Manager for the Small-Cap Growth Fund (TMFS) and specializes in international and banking stocks.

Jeremy Myers

Jeremy Myers, CFAInvestment Analyst

Jeremy generates ideas and conducts analysis for all three Motley Fool Asset Management active ETFs.

Shelby McFaddin

Shelby McFaddinInvestment Analyst

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

Ben Wong

Ben WongInvestment Analyst

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

Marketing

Victoria Scherer

Victoria SchererMarketing Manager

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

 

Legal & Compliance

Derek Newman

Derek NewmanGeneral Counsel

Kyle Wirth

Kyle WirthChief Compliance Officer

Derek Smith

Derek SmithCompliance Supervisor

Papa Gyan-Baffour

Papa Gyan-BaffourCompliance Counsel

Sheevani Blaes

Sheevani BlaesRegulatory Counsel

Operations & Trading Desk

Michael Leichtner

Michael LeichtnerSenior Trader

Anthony Price

Anthony PriceSenior Trader

Katie Webster

Katie WebsterTrading Operations Analyst

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