Leadership
Peter Harrison
Founder and Chief Executive Officer of Apex Quantitative Group, Peter was formerly Chief Investment Officer of PEAQ Capital Strategies. A veteran floor trader and quantitative trading systems expert, he has more than 30 years of hedge fund and commodities trading experience. Peter was the first proprietary trader at Tudor Investment Corporation and co-managed the Tudor Select and Tudor Prime funds with Paul Tudor Jones and Louis Bacon. He has served on the Board of Trustees of Shore Country Day School as head of its endowment investment committee. Peter is a graduate of St. Mark's School and the University of Pennsylvania.
Julian Mulla
Chief Technology Officer of Apex Quantitative Group, Julian is a mathematician and developer with expertise in artificial intelligence, machine learning and trade automation. He has more than 20 years of hedge fund experience and was formerly Chief Technology Officer of PEAQ Capital Strategies. Before PEAQ, he was head of research and software development at Emil van Essen, a commodities trading advisor. Julian won a gold medal in Albania's National Math Olympiad and a bronze medal in the Balkan Math Olympiad. He has taught machine learning in the University of Chicago's MBA program.
Rex Merchant, CFA, CPA, CAIA
Chief Financial Officer of Apex Quantitative Group, Rex has 18 years of experience as a hedge fund CFO, most recently at PEAQ Capital Strategies. He previously served as CFO of JFL Capital Management, Western Investment and Benchmark Plus, overseeing investor accounting, cash flows and SEC compliance. He began his finance career as a valuation analyst and manager at Grant Thornton. Rex also brings 20 years of experience building database applications for investor reporting. He is a cum laude graduate of Phillips Exeter Academy and holds a B.S. in Industrial Engineering from Stanford University.
Steven Peake
Head of Business Development at Apex Quantitative Group, Steve was formerly head of Business Development and Marketing for PEAQ Capital Strategies. He has more than 25 years of trading experience and was a member of CME Group from 1994 through 2021, where he served as Eurodollar futures Vice-Chairman for over 10 years. Steve holds Series 3, 30, 63 and 65 licenses.
Tom O’Connor, Esq.
Strategic Planning Advisor to Apex Quantitative Group, Tom is an investor in the firm and advises on strategy and business development. He was President of Baystate Wealth Management and CEO of Catalyst Financial Partners, two Boston-based SEC-registered investment advisers managing approximately $2.0 billion for high-net-worth individuals and family businesses. Since entering financial services in 2000, Tom has founded three investment advisory firms, including Marathon Capital. He previously practiced law for nearly 20 years at Hale and Dorr (now WilmerHale). Tom is a graduate of St. Lawrence University and Albany Law School.
Nardin Baker, CFA
Chief Investment Officer of Apex Quantitative Group, Nardin is a pioneer of quantitative equity investing and the architect of Apex's portfolio optimization and risk framework. He developed the first application of minimum volatility investing, and his research led to the first published Smart Beta index, the S&P 500 Efficient Index. Nardin previously headed the Global Alpha equity group at Guggenheim Partners, held senior investment roles at South Street, and directed the Global Asset Allocation and Tax-Sensitive Equities groups at Grantham, Mayo, Van Otterloo (GMO). With Professor Robert A. Haugen, he co-authored a series of papers on factor models and low-risk investing in the Journal of Financial Economics and The Journal of Portfolio Management.
Langton (Tony) Garvin, CFA
Chief Investment Strategist of Apex Quantitative Group, Tony has more than 30 years of experience in quantitative research and portfolio management. He has managed quantitative equity portfolios at GMO, Batterymarch Financial Management, Mellon Capital Management, First Quadrant and F-Squared. At GMO, he built the optimization system used to manage more than 200 Global Asset Allocation portfolios. Before entering investment management, Tony spent ten years developing target-recognition algorithms for the U.S. Department of Defense. He served on the Investment Committee of Shore Country Day School and holds an M.S. in Physics from UMass Amherst and a B.S. from Skidmore College.