Leadership Team

The GuidedChoice team includes leaders and innovators from the financial services, human resources, and information technology fields:

• Sherrie E. Grabot, Chief Executive Officer
  Before founding GuidedChoice, Sherrie developed some of the earliest technology systems for 401(k) plans at Apple, T. Rowe Price, and Trust Company of the West.
  



• Harry Markowitz, PhD., Chief Architect
  A Nobel laureate for Modern Portfolio Theory, Dr. Markowitz provides the foundation for our investment models, heads our Investment Committee, and serves as our key advisor.
  


• Ming Yee Wang, Chief Investment Officer/ Vice President of Technology
  Oversees development of investment strategies and software, analyzes and manages portfolio performance, and serves on our Investment Committee.



• Ganlin Xu, Ph.D., Vice President of Research & Development
  Leads a team of finance, economics, and mathematics experts to develop our financial methodology, software, and systems.



• Tom Condron, Vice President of Business Development
  Develops strategic relationships with plan recordkeepers, financial institutions, brokers, and individual plan sponsors.

Advisory Board
The board of experts overseeing the GuidedChoice advisory software and investment solutions is led by Harry M. Markowitz, Ph.D., Nobel laureate for Modern Portfolio Theory. Dr. Markowitz is actively involved in the day-to-day development and refinement of our solutions. Our CEO Sherrie Grabot is an active member of the federal ERISA Council. Other members of the advisory team include:

• C. Todd Conover, Managing Director, Starmot Asset Management, former U.S. Comptroller of the Currency, author of "The Art of Astute Investing"
  


• Jim McIlveny,Executive Vice President, Marsh-McLennan
  


• Thomas McKissick, Managing Director, Trust Company of the West
  


• Mark Miller, President, Watermark Asset Management