Syntax

Syntax™, a division of Locus Analytics, has created a new class of equity indices — Syntax Stratified Indices ™. These indices use the Locus Functional Information System (FIS)™ to identify and diversify what we call Related Business Risks. Syntax’s approach uses a well-known statistical method called stratification to diversify investment risk by controlling exposure to groups of functionally similar companies that should react similarly to market events. Learn more at: syntaxindices.com

Kathy Cuocolo - President Kathy is overseeing the business and infrastructure development at Syntax as we begin to build our family of Stratified Indices™ and Stratified Funds™ that track these indices. Beginning her career at PricewaterhouseCoopers, she joined State Street Corporation where she was Executive Vice President, responsible for designing and launching new products for SSgA, including the first ETF, the S&P 500 SPDR. She received her B.A. in Accounting Summa Cum Laude from Boston College and her CPA in Massachusetts. She holds a Masters Professional Director Certification from the American College of Corporate Directors

Kathy Cuocolo - President

Kathy is overseeing the business and infrastructure development at Syntax as we begin to build our family of Stratified Indices™ and Stratified Funds™ that track these indices. Beginning her career at PricewaterhouseCoopers, she joined State Street Corporation where she was Executive Vice President, responsible for designing and launching new products for SSgA, including the first ETF, the S&P 500 SPDR. She received her B.A. in Accounting Summa Cum Laude from Boston College and her CPA in Massachusetts. She holds a Masters Professional Director Certification from the American College of Corporate Directors

Carly Arison - Vice President (Funds) Carly is the Senior Director of the Syntax Funds team, where she is responsible for managing fund operations, developing the company’s operational and compliance structures, and developing and maintaining Syntax Index methodologies. She is also responsible for investor communications and oversight over Syntax’s service providers. Prior to working for Syntax, Carly worked for Locus Analytics, where she focused on Syntax Index development, human capital management, and talent acquisition. She graduated with honors from Brown University and holds her Series 7 and Series 63 licenses.

Carly Arison - Vice President (Funds)

Carly is the Senior Director of the Syntax Funds team, where she is responsible for managing fund operations, developing the company’s operational and compliance structures, and developing and maintaining Syntax Index methodologies. She is also responsible for investor communications and oversight over Syntax’s service providers. Prior to working for Syntax, Carly worked for Locus Analytics, where she focused on Syntax Index development, human capital management, and talent acquisition. She graduated with honors from Brown University and holds her Series 7 and Series 63 licenses.

Jonathan Chandler, CFA - Vice President (Indices) Jonathan is the Senior Director of Syntax Indices. Since 2012, he has worked to develop Syntax Indices by applying functional information system attributes to effectively stratify populations of securities. He is also a core contributor to the Locus economic model that underpins the Syntax strategy. Jonathan received his BA in Mathematics and Economics from the University of Chicago. He has prior experience working in both biochemistry and private equity. Jonathan is a CFA® charterholder.

Jonathan Chandler, CFA - Vice President (Indices)

Jonathan is the Senior Director of Syntax Indices. Since 2012, he has worked to develop Syntax Indices by applying functional information system attributes to effectively stratify populations of securities. He is also a core contributor to the Locus economic model that underpins the Syntax strategy. Jonathan received his BA in Mathematics and Economics from the University of Chicago. He has prior experience working in both biochemistry and private equity. Jonathan is a CFA® charterholder.

Jiggs Davis – Senior Vice President Jiggs is developing the institutional network for Syntax. He is a veteran entrepreneur, business builder and founder of over 20 companies. Currently General Partner of OVO Fund and WI Harper; senior management of the Foster Family Office and member of the advisory board to Foster Farms. Mr. Davis was formerly president of YPO, director of WPO, and director of the Stanford Alumni Organization. Mr. Davis holds a BS from Stanford University and holds a Series 7 and Series 66 Securities licenses.

Jiggs Davis – Senior Vice President

Jiggs is developing the institutional network for Syntax. He is a veteran entrepreneur, business builder and founder of over 20 companies. Currently General Partner of OVO Fund and WI Harper; senior management of the Foster Family Office and member of the advisory board to Foster Farms. Mr. Davis was formerly president of YPO, director of WPO, and director of the Stanford Alumni Organization. Mr. Davis holds a BS from Stanford University and holds a Series 7 and Series 66 Securities licenses.

Glenn Francis – Senior Vice President Glenn oversees the operational development at Syntax as we begin to build our family of Stratified Indices™ and Stratified Funds™ that track these indices. Glenn has worked in the Financial Services Industry for over 30 years primarily in Operations, Administration and Product/IT Development roles. Prior to Syntax, he worked for State Street Corporation, where he served as product manager for several products, including the first commercially successful ETFs, the SPDRs. He also held positions at Citi Group and BNY Mellon where he was Senior Vice President and Managing Director. Most recently, he worked with Eaton Vance.

Glenn Francis – Senior Vice President

Glenn oversees the operational development at Syntax as we begin to build our family of Stratified Indices™ and Stratified Funds™ that track these indices. Glenn has worked in the Financial Services Industry for over 30 years primarily in Operations, Administration and Product/IT Development roles. Prior to Syntax, he worked for State Street Corporation, where he served as product manager for several products, including the first commercially successful ETFs, the SPDRs. He also held positions at Citi Group and BNY Mellon where he was Senior Vice President and Managing Director. Most recently, he worked with Eaton Vance.

Addie Fuller – Director Addie has been a key member of the team that has developed the Syntax model of stratified indices, the current Syntax Index Platform and the Syntax tracking funds. In addition, she has also been a core contributor to the Locus economic model that underpins the Syntax strategy. Addie received her BS in Biology from MIT. Before joining Locus, Addie taught middle school science in the East Bronx through Teach for America. 

Addie Fuller – Director

Addie has been a key member of the team that has developed the Syntax model of stratified indices, the current Syntax Index Platform and the Syntax tracking funds. In addition, she has also been a core contributor to the Locus economic model that underpins the Syntax strategy. Addie received her BS in Biology from MIT. Before joining Locus, Addie taught middle school science in the East Bronx through Teach for America. 

James Fifield - Director James joined Syntax Indices in 2011. Having lead the development of the Locus Model and Locus classification tools, James is now based in London, England where he is Syntax’s point person in developing Europe. He also continues to build new tools to model and characterize the performance of Syntax Stratified Indices. James received his BA in Philosophy, Politics and Economics from Christ Church, Oxford University. James is a CFA Level III candidate.

James Fifield - Director

James joined Syntax Indices in 2011. Having lead the development of the Locus Model and Locus classification tools, James is now based in London, England where he is Syntax’s point person in developing Europe. He also continues to build new tools to model and characterize the performance of Syntax Stratified Indices.

James received his BA in Philosophy, Politics and Economics from Christ Church, Oxford University. James is a CFA Level III candidate.

Adam Beaser Adam is member of the Syntax Indices R&D team. He is working on developing index creation processes; including an analysis on company fundamentals co-movement in Syntax risk groups, as well as, developing quantitative and qualitative comparisons between a functional information system and existing company classification systems. Adam graduated magna cum laude from Middlebury College with honors from the English and American Literatures department. His senior thesis was a work of fiction set in Las Vegas.

Adam Beaser

Adam is member of the Syntax Indices R&D team. He is working on developing index creation processes; including an analysis on company fundamentals co-movement in Syntax risk groups, as well as, developing quantitative and qualitative comparisons between a functional information system and existing company classification systems.

Adam graduated magna cum laude from Middlebury College with honors from the English and American Literatures department. His senior thesis was a work of fiction set in Las Vegas.

Brianna Blumenthal Brianna joined Syntax Funds after participating in the Locus summer internship program. Currently, Brianna works on the operational development of Syntax, investor communications, and she manages the development and quality control of data for publicly available materials. Brianna graduated with honors from the Pennsylvania State University where she received a BS in Finance and a BA in Spanish. She has prior work experience at BlackRock in their Alternative Investments division. Recently, Brianna participated in a 46-hour no-sleeping, no-sitting dance marathon that raised $13.026 million for the fight against pediatric cancer.

Brianna Blumenthal

Brianna joined Syntax Funds after participating in the Locus summer internship program. Currently, Brianna works on the operational development of Syntax, investor communications, and she manages the development and quality control of data for publicly available materials.

Brianna graduated with honors from the Pennsylvania State University where she received a BS in Finance and a BA in Spanish. She has prior work experience at BlackRock in their Alternative Investments division. Recently, Brianna participated in a 46-hour no-sleeping, no-sitting dance marathon that raised $13.026 million for the fight against pediatric cancer.

James Breitmeyer James joined Syntax after interning for Locus for two summers. At Syntax, James works on creating new indices and refining Syntax's stratification strategy by researching the effectiveness of functionally defined risk groups. James graduated from the University of Oxford with a MEng in Engineering Science. His academic focus was on pure engineering, with a focus in biomedical engineering and mathematics. He has prior experience working in astronomy, engineering, and investment banking. James has been accepted into Harvard’s 2+2 MBA program and will be attending within the next four years.

James Breitmeyer

James joined Syntax after interning for Locus for two summers. At Syntax, James works on creating new indices and refining Syntax's stratification strategy by researching the effectiveness of functionally defined risk groups.

James graduated from the University of Oxford with a MEng in Engineering Science. His academic focus was on pure engineering, with a focus in biomedical engineering and mathematics. He has prior experience working in astronomy, engineering, and investment banking. James has been accepted into Harvard’s 2+2 MBA program and will be attending within the next four years.

Ellison Kandler, CFA Ellison joined Syntax Indices after working at Locus. At Syntax, Ellison focuses on index creation and maintenance, with a specialization in real assets, energy, raw materials, and infrastructure. He also works on developing the Locus Functional Information System and its relevant applications. Ellison graduated from Brown University with a concentration in Chemical Engineering and Economics. Ellisonis a CFA® charterholder.

Ellison Kandler, CFA

Ellison joined Syntax Indices after working at Locus. At Syntax, Ellison focuses on index creation and maintenance, with a specialization in real assets, energy, raw materials, and infrastructure. He also works on developing the Locus Functional Information System and its relevant applications.

Ellison graduated from Brown University with a concentration in Chemical Engineering and Economics. Ellisonis a CFA® charterholder.

Joseph Megill, CFA Joe is a member of Syntax Indices, a division of Locus. At Syntax, Joe oversees the operations of the indices and the refinement of Syntax's stratification strategy. He also works on creating new indices and combining Syntax's FIS based stratification and with other risk factors. Joe graduated from the University of Maryland cum laude with degrees in Finance and Accounting and is a CFA® charterholder.

Joseph Megill, CFA

Joe is a member of Syntax Indices, a division of Locus. At Syntax, Joe oversees the operations of the indices and the refinement of Syntax's stratification strategy. He also works on creating new indices and combining Syntax's FIS based stratification and with other risk factors.

Joe graduated from the University of Maryland cum laude with degrees in Finance and Accounting and is a CFA® charterholder.