Longboard seeks to protect and grow your wealth with alternative investments that traditionally were unavailable to retail investors
Our rigorous approach builds on nearly two decades of original research and development.
All of our funds are grounded in systematic, long-term trend following. This is an established strategy that helps capture persistent trends
as they develop across global markets.
Our team got its start managing the assets of several wealthy, Phoenix-based investors. We sought access to the quality, alternative investments
favored by institutional investors because we believed these investments could spur long-term capital growth.
Nothing in the marketplace met our needs. So, we created it ourselves.
Our founders began original trend following research in 1997 based on insights from Jack Schwager’s influential Market Wizards
Six years later, our team started building better investors as Blackstar Funds—backed by one of the Market Wizards, Tom Basso.
A series of venture capital funding revamped Blackstar Funds as Longboard Asset Management. Within five years, the firm grew to
a nearly half a billion-dollar asset manager (as of 12/31/2017).
Our alternative investment strategies seek to deliver a diversification edge for our clients.
Our team has stayed true to our vision of disrupting the financial services industry by seeking to blend traditional products with an entrepreneurial
spirit. We’re a team of investment professionals that seeks to innovate products and services that transform our clients' businesses
We have attracted talent from established investment firms, as well as entrepreneurs funded by Silicon Valley incubator YCombinator.
The best ideas win in our team-based environment, and we are driven to provide quality, alternative investments that help you reach your
client’s financial goals.
Why are we named Longboard?
Novice and experienced surfers alike favor the longboard for its ability to handle all kinds of wave conditions.The length and buoyancy create a balanced ride and keep the surfer in the curve of the wave longer.Opportunities to ride all kinds of waves abound in modern capital markets, but not every strategy is capable of catching them or providing a smooth, balanced ride.Our alternative funds seek to enable clients to catch these waves and to ride them successfully, even as market conditions shift beneath them.
As pioneers in the alternatives space, we often are called upon to comment on market trends and movement. We strive to provide valuable
insight into the current environment.
A Watched Portfolio Rarely Performs
Perception can distort reality when it comes to portfolio performance, Longboard notes for Kiplinger.
Just by getting elected, Trump has done what the Federal Reserve has been trying to do for years with quantitative
easing: steepen the yield curve. Longboard’s Stephen Scott argues that means a long period of interesting times
for bonds on CNBC.
Cole Wilcox leads the executive management team at Longboard. He has been involved in all development phases of the firm since he co-founded it in 2010.
Mr. Wilcox is a recognized expert in alternatives, with over 20 years of experience in both systematic and macro investment strategies. He leads Longboard's macro investment committee and serves as a portfolio manager for all funds, including our managed futures, alternative growth and alternative allocation products.
He wrote the foreword to the second edition of The Little Book of Trading and has co-authored several leading research papers on alternative investment strategies.
Mr. Wilcox is a graduate of the Owner/President Management Program at Harvard Business School.
Director of Trading
Michael Striano brings nearly 25 years of managed futures experience to Longboard. Focused on trading operations, he pays close attention to the orders generated and executed in line with our mainly rules-based strategies.
Mr. Striano’s oversight and reconciliation expertise helps to ensure prompt and accurate trade execution. In addition to monitoring margin requirements for our ‘40 Act funds, Mr. Striano provides the marketing and sales teams with market insights, including those found in our monthly commentaries.
Before joining Longboard, Mr. Striano was senior vice president of operations for Chesapeake Capital Corporation, a hedge fund with peak assets over $2 billion. He holds a bachelor’s degree in finance from Siena College.
Co-Chief Investment Officer, Portfolio Manager
Eric Crittenden brings nearly two decades of experience in disciplined, rules-based investment strategies to Longboard. As firm co-founder, he keeps us focused on offering quality alternative mutual funds that seek to deliver long-term results.
A former teacher, Mr. Crittenden enjoys learning about the needs of our clientele and helping them incorporate alternative investments into their practices. He also contributes frequently to our blog, with a talent for making complex investment strategies more accessible.
Numerous publications have cited his research on trend following investment strategies, including The Journal of Finance. Mr. Crittenden graduated Magna Cum Laude from Wichita State University with a degree in finance.
Managing Director of Investments
Sarah Baldwin brings a decade of trading and macro market experience to Longboard. As a product expert, she fields client questions about performance and market conditions, while ensuring our business strategy continues to meet their long-term investment needs.
Prior to Longboard, Ms. Baldwin served on the investor relations and trading teams at Graham Capital Management. She worked on both the systematic side to support quantitative and trend following strategies, as well as the discretionary side with individual portfolio managers.
Ms. Baldwin earned dual bachelor’s degrees in economics and political science from the University of Connecticut.
Chief People Officer
Jennifer Walker is responsible for driving Longboard’s leadership development, human resources and strategic sourcing strategies. As our longest-serving employee, she has held leadership roles in several departments including sales and experience operations.
Before Longboard, Ms. Walker served as the Lean Six Sigma project manager for HSBC in London. A born entrepreneur, she also led her own company for over a decade.
Ms. Walker is a graduate of the Achieving Breakthrough Service Program at Harvard Business School and holds a certificate in customer experience from Arizona State University’s W.P. Carey School of Business.
Howard Fraser builds relationships with top financial advisors to help them understand the key role that alternatives play in today’s portfolios. His close link to Longboard’s portfolio managers gives clients an inside look at our strategy and vision.
Prior to Longboard, Mr. Fraser worked with Samuel Rothstein Investments, a family office focused on alternative investments. He also has experience with the sale and acquisition of luxury residential property in Central London.
Mr. Fraser completed the Harvard Business School’s Executive Education Leadership Program on negotiation and competitive decision-making.
Chief Marketing Officer
Carlton Hawkins leads Longboard’s product development and marketing initiatives. With over 25 years of experience, Mr. Hawkins ensures that our customers’ needs are at the forefront of all product decision-making.
He brings a wide range of expertise to the role, spanning marketing, sales and retail. Mr. Hawkins has created, launched, managed and revitalized brands for Fortune 500 companies like The Dial Corporation (Henkel) and Bath & Body Works, as well as startups like Shelvspace and Picmonic. He has succeeded in delivering multi-million dollar revenue and profit throughout his career.
Mr. Hawkins earned his MBA in finance and his bachelor’s degree in advertising and marketing from Arizona State University’s W.P Carey School of Business.
Chief Compliance Officer
Curtis Christensen brings 20 years of experience to his role in ensuring Longboard is compliant with all rules and regulations. While Longboard’s investment strategy is frequently non-correlated with the markets, Mr. Christensen provides careful oversight to keep our compliance efforts strictly by the book.
Before Longboard, he held senior positions in the compliance departments of Bank of America Investment Services, Countrywide Investment Services, Zions Direct and Ameriprise Financial.
Mr. Christensen holds an MBA in finance from the University of Minnesota and a bachelor’s degree in business management from Brigham Young University. His certification as a regulatory compliance professional is from the FINRA Institute at Wharton.
Corporate Finance Director and Controller
Michael Moxcey is responsible for Longboard’s financial processes and policies. He ensures proper financial controls are in place, and that financial transactions advance the overall business strategy while conforming to applicable laws and regulations.
In prior roles, Mr. Moxcey focused on fund operations at Longboard, assisting the portfolio management team with day-to-day operations.
Mr. Moxcey holds a bachelor’s degree in financial management from the University of Colorado Denver. He currently is pursuing an MBA with an emphasis in finance from Grand Canyon University.
Computer Systems Analyst
Shawn Serikov focuses on automating Longboard’s investment operations, to ensure faster and even more reliable trading. The role combines his considerable programming skills with nearly two decades of experience finance and commodities.
Prior to Longboard, Mr. Serikov served as a commodities product manager and senior developer at INTL FCStone. He also worked in senior analyst positions at SAS Institute, the National Bank of Canada and Westar Energy.
Mr. Serikov earned his master’s degree from the University of Toronto and a bachelor’s degree from Wichita State University, both in finance.
National Accounts Managing Director
Clint Kruse brings nearly 20 years of financial industry experience to his role at Longboard. He is responsible for managing our home office relationships in the broker dealer, RIA, DCIO, TAMP and institutional consultant channels.
Before joining Longboard, Mr. Kruse held senior positions in national accounts with RS Investments and IVY Funds. He contributed to teams that added billions of dollars in assets. He also worked as a product manager at Invesco and ING.
Mr. Kruse holds a bachelor’s degree in business administration from the University of Iowa.
Client Engagement Managing Director
Courtney DeLuca leads a team that ensures our clients’ needs are fulfilled and that all product communications are accurate, transparent and compliant. The role is perfect for her diverse expertise, which spans business development, project management, sales and marketing.
Before Longboard, she worked for Sun Life Financial in various positions including senior internal wholesaler for variable annuities and long-term care.
Ms. DeLuca earned her master’s degree in management and dual bachelor’s degrees in philosophy and classical studies from the University of Florida.