Team · By the Numbers

120+ years at the desk.

The Team

Meet the people behind Opal.

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Austin Graff, CFA

Founder · CEO · CIO
Founder and Chief Investment Officer of Opal Capital and Portfolio Manager for the Polen Dividend Income ETF (DIVZ).
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AJ Graff

Co-founder · CFO
Co-Founder and CFO managing Opal's financial operations and internal infrastructure.
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Wayne Wicker, CFA

President
President of Opal Capital, bringing over 40 years of investment industry experience across equities, fixed income, and alternatives.
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Adam Muller

Portfolio Manager
Portfolio Manager focused on identifying investment opportunities with attractive risk/reward profiles across industries.
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Yang Liu, CFA

Portfolio Manager
Portfolio Manager focused on strengthening investment processes and supporting the development of new strategies.
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Andrew Berman, CAIA

Quantitative Analyst
Quantitative Analyst and Systems Architect leading data infrastructure and software engineering for the firm's systematic equities platform.
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Lauren Harmon, CFA

Research Analyst
Research Analyst bringing extensive experience in fundamental equity research and sustainable investing.
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Manav Shah, CFA

Lead Analyst & Portfolio Manager
Lead Analyst driving investment research across macro, company fundamentals, and bespoke high-net-worth strategies.
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Menachem Goldstein

Operations & Trading Manager
Operations and Trading Manager overseeing trade execution, workflow optimization, and investment platform coordination.
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Jim Reed, CAIA

Investor Rel. & Biz Dev
Head of Investor Relations and Business Development, leading platform expansion, client engagement, and business development.
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Keith Wagner

Head of Distribution
Head of Distribution bringing 30 years of institutional and retail distribution experience to Opal's ETF and advisor channels.
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Alyssa Keith

Investment Assoc.
Investment Associate supporting client relationships and the firm's broader investment process.
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Jeanette Drew

Executive Assistant
Executive Assistant supporting day-to-day executive operations and cross-functional priorities across the firm.
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