Our team
Seasoned investors and the technologists behind your reporting
David Scott, CFA
Advisor & Portfolio Manager
David works with individuals and families to build and manage their wealth, with particular experience serving families whose lives and assets span the US and Asia. David has more than 25 years of experience in the investment management industry, including leadership roles in private equity investing, investment and product strategy, corporate strategy and operations and technology.
Master of Business Administration, Harvard Business School
Bachelor of Science, Bates College
Greg Lai, CFA
Advisor & Portfolio Manager
Greg founded Affinity Investment Advisors in 1992 and has more than 30 years of investment experience. He was previously a Managing Director and Senior Portfolio Manager at Morgan Stanley Investment Management and Invesco, and began his career at PIMCO.
Master of Business Administration, UC Irvine
Bachelor of Science, UCLA
Alex Hsiao
Portfolio Manager
Alex has more than 20 years of institutional investment experience in asset allocation and multi-asset portfolios. He was previously Chief Investment Officer of Progress Investment Management Company and of The California Endowment.
Master of Business Administration, UC Irvine
Bachelor of Science, UC Davis
Matt Vandergrift
Chief Technology Officer
Matt has 30 years of experience in technology, including more than 20 years in the investment management industry. He has held Director and Vice President of Engineering roles throughout his career, serving 16 years as Director of Application Development at Strategic Insight. He oversees the firm's technology infrastructure, portfolio and client management systems, and data security.
Bachelor of Science, Computer Science, University of Wisconsin-Madison