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.