Team
Leadership with Integrity and Global Reach
EXPERIENCED LEADERSHIP, GLOBAL INSIGHT
At Global Asset Matrix (GAM), leadership is defined not by individuals but by a shared philosophy: disciplined investment management, transparent client service, and uncompromising regulatory compliance.
Our management framework reflects:
Cross-regional expertise
with operations anchored in New York and coverage across 65 countries and regions.
Specialization in multi-asset and multi-strategy management
integrating fundamental, quantitative, and macroeconomic perspectives.
Commitment to institutional standards
ensuring professionalism, transparency, and sustainable client outcomes.
Together, GAM’s leadership team drives a culture of clarity, adaptability, and resilience, guiding clients through complex market environments with a focus on long-term value creation.
Jonathan Reeves
Chief Executive Officer (CEO)
Jonathan Reeves is a 25-year veteran in global wealth management and institutional investment advisory. Formerly Managing Director at Morgan Stanley Private Wealth and later Head of Strategy at a U.S. multi-family office, he has led cross-border portfolio strategies and multi-asset advisory across 40 markets. At GAM, Jonathan directs the firm’s global strategy, ensuring disciplined investment governance and seamless client experience under SEC compliance standards.
Specialties
Strategic leadership, multi-asset
portfolio design, client governance
Experience
North America, Europe, Middle East
Dr. Emily Hartman
Chief Investment Officer (CIO)
Dr. Hartman brings over two decades of experience in asset allocation, quantitative research, and ESG portfolio construction. She previously served as Senior Portfolio Manager at BlackRock and Head of Quantitative Strategies at a New York hedge fund. At GAM, she leads the investment research division, designing frameworks that blend macroeconomic insights, fundamental analysis, and AI-driven signals for resilient performance.
Specialties
ESG integration, quant research, macro strategy
Experience
PhD in Financial Economics, University of Chicago
Michael Donovan
Chief Operating Officer (COO)
Michael Donovan has managed operational excellence for Fortune 500 financial firms for over 20 years. As a former Global Operations Director at Fidelity Investments, he developed scalable workflows and integrated compliance automation across multiple jurisdictions. At GAM, Michael ensures robust operational architecture, data-driven efficiency, and regulatory consistency worldwide.
Specialties
Operational strategy, compliance automation, scalability
Experience
U.S., U.K., Singapore
Raymond Fei
Chief Investment Advisor (CIA)
Raymond Fei is a Chinese-American financial advisor and Chief Investment Advisor at GAM. Having lived and worked in the U.S. for many years, he combines Eastern and Western investment ideas to create balanced and transparent wealth-management strategies. He develops long-term investment plans, manages risk, and helps clients build diversified portfolios. His clients include high-net-worth individuals and mid-sized institutions who appreciate his practical, disciplined, and client-focused approach.
Specialties
Asset allocation, wealth management, risk control, investment planning
Focus
Stability, long-term growth, transparency, client-first mindset
Sarah Whitfield
Chief Risk Officer (CRO)
Sarah Whitfield has spent her career designing enterprise risk frameworks for regulated investment firms. Formerly at KPMG’s Financial Risk Advisory and later as CRO for a registered investment adviser, she has extensive expertise in AML, cybersecurity, and stress testing. At GAM, she leads enterprise risk governance, ensuring proactive alignment with SEC and FINRA standards.
Specialties
Enterprise risk, AML/CFT compliance, cybersecurity
Focus
Resilience, transparency, regulatory assurance
Gabriel Moreira Caldwell
Chief Investment Strategist (CIS)
Gabriel Moreira Caldwell is a cross-border strategist with over 20 years of experience linking North and Latin American markets. A former investment banker in New York and São Paulo, he built dual-market hedge models through multiple cycles. At GAM, he designs global allocation frameworks grounded in macro-cycle insight and disciplined risk control, integrating his “Moreira-Caldwell Matrix” across portfolios.
Specialties
Cross-border capital flows, macro trends, hedging models
Vision
Uniting U.S. discipline with Latin dynamism for resilient wealth
Katherine Brooks, Esq.
General Counsel / Director of Trust & Legal Affairs
Katherine Brooks is a dual-licensed attorney in New York and Washington D.C., specializing in investment law, fiduciary structures, and cross-border trust compliance. She previously served as Senior Legal Counsel at JP Morgan Private Bank. At GAM, she supervises legal governance, trust documentation, and regulatory filings across all client jurisdictions.
Specialties
Legal strategy, trust structuring, SEC regulatory affairs
Focus
Compliance, client protection, transparency
A Truly Multinational Team
At Global Asset Matrix (GAM), our strength lies in our distributed research and advisory network, which integrates local expertise into a unified global allocation framework. This network allows GAM to serve clients across 65 countries and regions, combining international scale with regional precision.
Every member of our extended team contributes specialized knowledge of local markets, regulations, and investment dynamics, ensuring that strategies are both globally consistent and locally relevant.
Anchored by our New York headquarters and supported by cross-regional collaboration, GAM delivers a balance of strategic foresight and practical execution, helping clients navigate complex global markets with clarity and confidence.