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Gamma Investing LLC
GAMMA Investing is an independent, woman-owned investment firm focused on Custom Index SMAs (direct indexing). It operates as a centralized marketplace...
Overview
GAMMA Investing is an independent, woman-owned investment firm focused on Custom Index SMAs (direct indexing). It operates as a centralized marketplace connecting wealth advisors and institutional investors to personalized index investments. The firm offers tax-managed, customizable separately managed accounts across equities, fixed income and options.
General information
Firm type
RIA
Year founded
2020
Location
Country
United States
City
Foster City
Principals
Lorraine Wang
CFA® — CEO & President
Zlatko Martinic
CFA® — Chief Investment Officer
Jennifer W. Chen — Chief Financial Officer
Ruxandra Risko — Managing Director
Chief Distribution & Marketing Officer
Bill O’Brien
MBA, CIMA — Sr. Client Relationship Director
Bill Wilson — Client Relationship Director
Parry Wang
CFA — Senior Portfolio Manager
Laura Thurow
CFA® — Board Member
Karrie Southall
CIPM — Board Member
Yu-Ming Wang — Board Member
Jennifer W. Chen — Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Gamma Investing LLC?
No named investment principals or decision-makers are publicly associated with the firm. The firm has not disclosed leadership in any regulatory filing, media report, or official communication.
Does Gamma Investing LLC have any publicly known investments or portfolio companies?
No portfolio companies, direct investments, or fund commitments have been publicly attributed to Gamma Investing LLC. The firm has not appeared in any deal announcements or regulatory filings as an investor.
What is the size of Gamma Investing LLC's assets under management?
Gamma Investing LLC does not publicly disclose its AUM. No credible estimate can be derived from public sources.
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