Erik Lehr, CFA, CAIA, is Chief Investment Officer at Empirical Wealth Management. Previously he was Director of Research, where he managed the firm’s research and trading strategies and worked with clients to develop and manage their investment portfolios. He graduated from the University of Oregon with a Bachelor in Economics and Mathematics, and also earned a Masters Degree in Economics from the University of Oregon and a Master of Science in Computational Finance and Risk Management from the University of Washington.

Lisa A. Cavallari, CAIA, FRM is a director of fixed income derivatives and commodities for Russell Investments. Prior to Russell, Lisa spent over six years as a portfolio manager and trader on the structured products desk at Barclays Global Investors (now BlackRock). Prior roles involved managing derivative overlays for large pension plans, creating a hedge fund at ZGI Group and a year as a researcher at Ibbotson Associates. She holds Series 24, 7 and 63 licenses and is both a CAIA and FRM charter holder. Lisa earned a B.A. in Economics from Northwestern University and an M.B.A.

Chris Carsley brings over 25 years of investment industry expertise specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, securities research, arbitrage trading, and hedging.