Twin Oak's Team
Zach Wainwright
Founder & CEO
Greg Stoner
Co-Founder & Managing Director
Harvey Felman
Head of Business Development
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.
Greg Stoner
Co-Founder & 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.
Harvey Felman
Head of Business Development
Harvey Felman is a senior investment and distribution executive with more than 30 years of experience building and scaling institutional investment platforms across hedge funds, fixed income, emerging markets, and alternative assets. He has a proven track record of raising institutional capital, developing distribution strategies, and partnering closely with investment teams to drive long-term asset growth. Harvey focuses his efforts on leading institutional fundraising, driving distribution strategy, and supporting AUM growth for the firm’s actively managed ETF platform.
Prior to Twin Oak, Mr. Felman served as Partner and Head of Business Development at The Rohatyn Group, where he led global fundraising and investor relations across hedge funds, emerging markets credit, and real assets. Earlier in his career, Mr. Felman was President and Managing Partner of Argentem Creek Partners, where he oversaw investor relations, business development, and firm strategy for an emerging markets credit specialist. He also co-founded Frontlight Capital, A global macro hedge fund, playing a central role in fund raising, product development, portfolio communication, and investor engagement. Mr. Felman spent over two decades at J.P. Morgan, most recently as Head of U.S. Emerging Markets Fixed Income Sales. In that role, he led a national sales team, served on the Global Emerging Markets Management Team, and built deep relationships with pensions, sovereign wealth funds, endowments, foundations, insurers, and consultants across North America.
He holds a Bachelor of Arts in Economics from Boston College.
Twin Oak's Advisors
John Downing
Senior Advisor
Peter Van Amson
Chief Risk 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.
Peter Van Amson
Chief Risk Advisor
Pete provides Guidance on Financial Risk Management and Valuation. Prior to this, he was a Partner and Director of Risk Management for Convexity Capital Management (2006-2019). He has also served as the Head of Risk Management for Simplify ETF’s (2021-2025), and the Head of Product Management for Sungard BancWare (1996-2006). He started his career as a Staff Accountant for Arthur Andersen & Co, Holds a BS and MS in Accounting from SUNY at Binghamton, is a PhD Candidate from the University of Michigan and is a Chartered Financial Analyst (CFA).
Pete is active as an instructor, most recently having taught courses in Financial Risk Management and Accounting at Boston College and Cape Cod Community College, respectively.
Pete is active in a number of local charities focused on providing food assistance.
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.
