Twin Oak's Team
Zach Wainwright
Founder & CEO
Adam Meyer
Chief Operating Officer
Greg Stoner
Managing Director
Angela Cerna
Executive Assistant
Zach Wainwright
Founder & CEO
Throughout his prestigious investment career, he consistently observed that taxable clients were not receiving the level of attention necessary to maximize the potential of their public equity portfolios and saw unnecessary tax drag on their investments as a result.
Zach’s passion for tax-efficient investing began as an Equity Analyst at Wellington Management and was honed as a Manager at a large single-family office based in Houston. His passion for creative financial solutions began in 2011 while working at the Royal Bank of Scotland, where he was charged with unwinding complex non-core assets and multi-asset derivative structuring for the bank.
Prior to Twin Oak, Zach advised large single-family offices on investment opportunities including how to narrow the gap between pre-tax and post-tax investment returns. He has invested billions of dollars on behalf of clients of all sizes in both the taxable and non-taxable world across public and private markets.
Zach holds a Master’s Degree from the Massachusetts Institute of Technology and a Bachelor’s of Business Administration with High Distinction from the Ross School of Business at the University of Michigan. He is an active member of the Boston community and currently serves on the Board of Directors for both the Combined Jewish Philanthropies of Greater Boston (CJP) and The Vilna, Boston’s Center for Downtown Jewish Culture.
Adam Meyer
Chief Operating Officer
Adam is the Chief Operating Officer at Twin Oak ETF Company, leading the firm’s non-investment activities and internal operations. Adam’s portfolio includes vendor management, financial planning and resource management, and operational matters to help the firm focus its time and effort on delivering the best customer service to our clients.
Prior to Twin Oak, Adam was the Operations & Finance Leader for the Education & Research Team at Huron Consulting Group, serving as the COO and CFO of the $530M+ business of over 2,000 consultants. Adam spent several years as Chief of Staff to the CEO & Vice President of Corporate Strategy at Envision Healthcare, a national healthcare company with a footprint in 40+ states and over 30,000 healthcare providers and 8+ years consulting on financial, operational, and strategic management matters for over 30 of the country’s premier colleges, universities, and academic medical centers.
Adam received a Master of Business Administration Degree from Booth School of Business at the University of Chicago and is a graduate of Vanderbilt University in Nashville, TN. Adam lives with his family in Atlanta and enjoys golfing and travel.
Greg Stoner
Managing Director
Greg is a Managing Director at Twin Oak ETF Company focused on portfolio management and building institutional caliber investment solutions. Greg joined Twin Oak as employee number one after an accomplished career in both finance and the military.
Prior to Twin Oak, Greg was a Manager at PwC, where he advised Fortune 50 firms on capital allocation and M&A strategy. Greg got his start in the investment industry as a Biotech Analyst at Adage Capital Management and then served as the Director of Research of Scion Asset Management, an investment firm founded by Dr. Michael Burry.
Greg spent nine years in the U.S. Army, serving as an Aviation Officer and Pilot leading complex precision aviation operations.
Greg received a Master of Business Administration Degree from the Massachusetts Institute of Technology and is a graduate of the United States Military Academy at West Point.
Angela Cerna
Executive Assistant
Angela is an Executive Assistant at Twin Oak. She is an experienced professional with a diverse background in customer service, administrative support, and working with executives. Angela began her career as a flight attendant with Qatar Airways, working in high-pressure environments and delivering exceptional service. After working at Qatar Airways, Angela worked as a consultant, building her expertise in administration, HR, real estate, and business management.
Outside of work, Angela is passionate about playing golf, a hobby that helps me de-stress and have fun. Angela is based in the Philippines.
Twin Oak's Advisors
John Downing
Senior Advisor
Daniel Farb
Senior Advisor
Scott Pomfret
Compliance Advisor
John Downing
Senior Advisor
Prior to Twin Oak, Mr. Downing was Managing director and Portfolio Manager at Simplify where he launched the first QIS ETF (QIS). Mr. Downing was co-founder and CIO of RDC Capital Partners® from 2015-2020.
Prior to RDC, Mr. Downing was a Portfolio Manager at Convexity Capital Management (CCM) for 10 years and an analyst in the Emerging Markets Fixed Income group for Harvard Management Company (HMC) for 7 years.
Mr. Downing earned a BA in Economic Theory and a BA in Political Science, both from Assumption College.
Daniel Farb
Senior Advisor
Mr. Farb is the President of Mill Pond Capital. He was formerly a Partner at Highfields Capital Management, a Boston-based investment firm, where he led investments in the Energy, Technology, Consumer and Business Services sectors. Prior to Highfields, Mr. Farb was an analyst at Goldman, Sachs & Co. in the Mergers and Acquisitions and Principal Investment Groups.
Mr. Farb is a graduate of Harvard Business School where he was a Baker Scholar and of McGill University, in Montreal Canada.
Mr. Farb formerly served as a Trustee of Boston Children’s Hospital Trust, and as a Board Member of MEG Energy (TSX MEG) and Pharmacyte Biothech (PMCB).
He currently serves as a Trustee of the Belmont Hill School.
Scott Pomfret
Compliance Advisor
Scott Pomfret is the founder of Regulatory Counsel LLC, a law firm advising private funds and the vendors that serve them concerning regulatory, legal, and business issues. Before that, Scott was Regulatory Counsel and Chief Compliance Officer at Highfields Capital Management, where he was responsible for monitoring and ensuring the firm’s compliance with the rules and regulations of the SEC, CFTC, NFA, Department of Labor, and other domestic and foreign regulators. Scott joined Highfields from PwC’s Financial Services Regulatory Practice, and previously served as a branch chief in the Division of Enforcement at the Securities and Exchange Commission. Prior to joining the SEC, Scott was a litigation associate at Ropes & Gray LLP, where his practice focused on government enforcement matters. Scott is a graduate of the University of Michigan Law School and clerked for the Honorable Norman Stahl, U.S. Court of Appeals for the First Circuit.
