An Experienced OCIO ETF Investment Team


The ClearShares' OCIO ETF investment team has multi-market cycle, multi-asset class experience, including a track record in alternative investments.

Brian Lockwood, CFA

  • 20+ years experience in the securities industry
  • EXPERIENCE:
    • Portrfolio Manager, Piton Investment Management
    • Sr Portfolio Manager, HSBC
    • Fixed Income Manager, Ramius Capital Group
    • Fixed Income Manager, DLJ / Credit Suisse Asset Management
  • EDUCATION:
    • Villanova University, B.A. 
  • Chartered Financial Analyst
  • New York Society of Security Analysts (NYSSA) 

Dan Hughey, CFA

  • EXPERIENCE:
    • Portrfolio Manager, Piton Investment Management
    • Portfolio Manager, HSBC
  • EDUCATION:
    • Hofstra University, B.B.A. in Finance (magna cum laude)
  • Chartered Financial Analyst

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by clicking here. Please read the prospectus carefully before you invest.

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV) and may trade at a discount or premium to NAV. Shares are not individually redeemable from the Fund and may only be acquired or redeemed from the fund in creation units. Brokerage commissions will reduce returns. Additional risks include, but are not limited to, investments in debt securities including high yield and mortgage and asset backed securities, foreign and emerging markets securities, REITs, MLPs, small-and mid-cap securities, and investment in other ETFs. The fund invests in other investment companies and bears it proportionate share of fees and expenses of other investment companies. Please refer to the prospectus for additional risks of investing in the fund.

The ClearShares OCIO ETF is distributed by Quasar Distributors, LLC. ClearShares LLC. is a n independently owned and operated investment advisor.