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Our Firm / Research Team

Rafael Resendes  – Applied Finance Partner 
Co-founder of Applied Finance, 1995.  B.S. from University of California, MBA from the University of Chicago.

Daniel J. Obrycki – Applied Finance Partner
Co-founder of Applied Finance ,1995. B.S. University of Missouri-Rolla, MBA from the University of Chicago.

Paul Blinn – Applied Finance Partner
Joined Applied Finance, 2006. Portfolio Manager.  B.B.A from The University of Texas at Austin 

Jun Wang, CFA – Applied Finance Partner 

Joined Applied Finance, 2003. Portfolio Manager and Fundamental Research Analyst. B.A. Southwest University China, MBA from California State University, Fresno.

Dhaval Sanghavi, CFA, CPA – Applied Finance Partner
Joined Applied Finance, 2004. Portfolio Manager and Fundamental Research Analyst. Dual B.S. from the University of Illinois at Urbana-Champaign.

Derek Bergen, CFA – Applied Finance Partner 
Joined Applied Finance, 2005. Portfolio Manager and Quantitative Research Analyst. B.S. University of Wisconsin-Madison.

John Holt, CFA – Applied Finance Partner 
Joined Applied Finance, 2014. Portfolio Manager and Quantitative Research Analyst. B.S. George Mason University, MBA George Mason.

Alex Plascencia – Applied Finance Associate
Joined Applied Finance, 2005. Fundamental Research Analyst. B.S. University of California, Riverside, MBA  University of California, Irvine.

Mark Everette, CPA – Consultant to Applied Finance
Joined Applied Finance, 2004. Utility Sector Consultant and Fundamental Research Analyst. BA and MBA from University of Illinois at Urbana-Champaign.