Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.
He holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. Charles is a CFA Charterholder in good standing.
Charles lives with his wife Maria Jose and two sons, Charles and Ian, and enjoys regularly traveling to his wife’s native Peru.
Dr. Guerra has programming experience in multiple languages, including R and Python. He has completed various masters-level courses in finance, accounting, economics and statistics from University of Texas at Arlington and the University of Texas School of Public Health.
His specialties include dynamic asset allocation, factor-based investing, and risk parity strategies. His interests in data science include automation, GBM and LSTM NN machine learning for return predictability, genetic programming for optimization, momentum and volatility factors.
Dr. Guerra is a board-certified anesthesiologist practicing in the Dallas-Fort Worth Metroplex. He received his medical degree from the University of North Texas in Fort Worth and completed his anesthesia residency at University of Texas at Houston. He holds a Series 65 license, a utility patent in anesthesiology, a private pilot’s license and a purple belt in Brazilian Jiu-Jitsu.
Mr. Randholm has over ten years of experience working as a proprietary trader and portfolio manager in the United States, Europe and South America. He has extensive experience in modelling financial derivatives and in building quantitative trading strategies with low correlations to traditional equity benchmarks.
Prior to founding Randholm & Co., Mr. Randholm worked with Nexus Capital in New York as an analyst and trader. While based in Madrid, he held the positions of Proprietary Trader and Strategic Corporate Analyst at Spanish multinational bank BBVA. Mr. Randholm interned at Merrill Lynch while completing his undergraduate studies.
Mr. Randholm additionally serves as a Professor of Finance at the Universidad de Lima in Lima, Peru. He holds an MBA from the IE Business School, Madrid, Spain and a BBA in Management with Specialization in Finance from Adelphi University in New York.
Sonia Joao is Managing Partner and Wealth Advisor and specializes in income strategies and retirement planning. Ms. Joao manages Sizemore Capital Management’s Houston operations.
Previously, she was President of Houston-based RIA Robertson Wealth Management, Vice President of Marketing for Barrington Financial Advisors, Inc., the Vice President of Marketing for FJSK Advisors, Inc. and a Field Compliance Coordinator and Advisor Practice Executive for American Express Financial Advisors, Inc. and Ameriprise Financial, Inc. She is an active volunteer for the American Red Cross and the Houston Food Bank.
Ms. Joao attended Stephen F Austin State University in Nacogdoches, TX and holds a Series 65 securities license.
Gregory Lindberg is the Branch Manager for Sizemore Capital Management’s San Francisco, California office.
Previously, Mr. Lindberg founded and invested in several startups in Silicon Valley and sold his own software company in 2009 to pursue a career in the hedge fund industry. He owned and operated a Commodity Trading Advisor (CTA) firm prior to registering as an AP and Branch Manager with Sizemore Capital Management.
He has a BA in Philosophy from UC Berkeley and holds Series 3 and 30 licenses.