Kenny Feng is Co-Founder of Alerian, which equips investors to make informed decisions about energy infrastructure and Master Limited Partnerships (MLPs). Prior to Alerian, Kenny was Managing Director and Portfolio Manager of SteelPath, a Dallas-based MLP investment manager. He previously covered MLPs, Electric and Gas Utilities, and Diversified Gas Companies at Goldman Sachs in the firm’s Global Investment Research Division. Kenny graduated summa cum laude with a Bachelor of Science in Economics and a Bachelor of Arts in International Studies from the University of Pennsylvania and is a CFA charterholder.
Mr. John L. Jacobs has served as a director of tZERO since September 2020. Mr. Jacobs currently serves as Chairman of Alerian, Founder and CEO of Q3 Advisors, LLC, Board Member of ProCure Funds and US Bank LiFT Board, and Executive Director of the Center for Financial Markets and Policy. And an Adjunct Professor of Finance at the McDonough School of Business at Georgetown University.
Mr. Jacobs previously served The Nasdaq Stock Market (“Nasdaq”) in a variety of positions, starting his career with the firm in 1983. He most recently served as Senior Advisor and Principal Consultant to Nasdaq’s CEO and President, where he was responsible for reviewing potential opportunities in the index and data business, and supporting product and business development efforts. Prior to that, Mr. Jacobs served as Nasdaq’s Chief Marketing Officer and EVP for the Global Marketing Group and the EVP of the Global Information Services Group. As CMO, he led all aspects of the company’s brand, from strategy to execution, and carried out a transformation of the company’s image from a national brand in U.S. stocks, to a global leader for diversified financial services. Jacobs established and built the Global Index Group from the ground up, and created one of the largest ETF fund families in the world with the launch of Nasdaq’s Fund business, built on his creation of QQQ – the ETF tracking the Nasdaq-100 Index. Mr. Jacobs earned a Bachelor’s of Science Degree in Accounting from the University of Maryland and a Master’s in Business Administration from Loyola University Maryland. Mr. Jacobs is also a certified public accountant.
David LaValle is the Chief Executive Officer of Alerian and S-Network Global Indexes. LaValle has over 20 years of experience in financial services and a proven executive management track record. LaValle’s expertise covers the broad finance industry, the Indexing landscape, and the exchange-traded product (ETP) ecosystem, including extensive knowledge in trading, distribution, capital markets, stock exchanges and regulatory engagements.
In his current role, LaValle is responsible for all facets of the business including leading the firm’s growth and business transformation strategy, formulating and overseeing the Executive Management Team and representing the firm as a frequent spokesperson for press engagements and events. Previously, LaValle was the US Head of SPDR ETF Capital Markets and a member of the senior leadership team at State Street Global Advisors, a $3.5 trillion-dollar global asset manager. Prior to State Street, LaValle led Nasdaq’s Exchange Traded Product Marketplace where he was responsible for all aspects of strategy and business development for Nasdaq’s ETP listing and trading businesses. Before joining Nasdaq, LaValle was a member of the New York Stock Exchange and American Stock Exchange where he managed trading businesses.
LaValle earned his Bachelor of Arts degree from Georgetown University, served on the Security Traders Association of New York (STANY) Board and is a current member of the Wall Street Rides FAR charity advisory board.
Director of Research
Stacey Morris is the Director of Research at Alerian, which equips investors to make informed decisions about energy infrastructure and Master Limited Partnerships (MLPs). Ms. Morris engages with the investment community to increase awareness of the Alerian Index Series and support broader understanding of the role that midstream assets play in North American energy markets. Ms. Morris was previously the Investor Relations Manager for Alon USA Energy, overseeing investor communications for the corporation and its variable distribution MLP, Alon USA Partners. Prior to Alon, she covered the integrated majors and refiners at Raymond James as a Senior Associate in the firm’s Equity Research Division. Ms. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University and is a CFA charterholder.
Head of Index Operations
Patrick Shaddow is the Head of Index Operations for Alerian and S-Network Global Indexes. Shaddow has over 15 years of experience in financial services. In his current role, Shaddow is responsible for every facet of the index business and the management of all personnel involved with the creation, production, and maintenance of the firm’s indexes. Comprised of hundreds of indexes, the Alerian and S-Network suite spans multiple asset classes including thematic, ESG, energy, income and smart beta and serve as the underlying indexes for UITs, ETFs, conventional 40-act mutual funds, SMA’s and structured products. Currently, over $23 billion in total assets track the firm’s indexes.
Shaddow currently serves on the index committee for S-Network Global Indexes, Alerian and for the Inter-American Development Bank (IADB). Prior to joining S-Network, Shaddow worked as a Research Analyst for Dow Jones Indexes, where he was a member of the custom index quarterly review. Shaddow earned a Bachelor of Science Degree in Finance with a concentration in Management Information Systems from Rutgers University School of Business.
Kelly Spector is the COO of Alerian, a leading independent index provider focused on building innovative, index-based investment strategies with over $23 billion in total assets tracking its indexes. Kelly is responsible for the global operations of Alerian and its subsidiaries, including S-Network. In this role, Kelly’s areas of responsibility include strategy development and implementation, staffing, risk assessment, quality control and index production process and efficiency. Kelly brings over 25 years of experience in indexing and the broader financial markets. Prior to joining Alerian, Kelly spent over 20 years at Nasdaq where she held leadership roles in Corporate Development, Corporate Services, Indexing and Information Services businesses. Kelly earned her Bachelor of Arts degree from Connecticut College and a Master’s in Business Administration from The George Washington University.