Our Team


Passage Global Capital Management is an independent fee-only Registered Investment Advisor founded in 2007 by Oguz Ersan, CFA, a seasoned veteran in the investment and risk management industry. We pride ourselves on being a research-driven investment firm with a client-centric culture.


Oguz Ersan, CFA

Oguz Ersan

Oguz is responsible for developing investment opportunities and managing portfolios and risks. He is a seasoned financial industry veteran in global investments, derivatives, and trading, as well as foreign exchange and risk management disciplines. He started his professional career working for financial institutions, including a Chicago-based investment bank where he gained experience in financial analysis and equity options. Oguz has worked with several multinational and Fortune 500 companies managing multi-million dollar global investment portfolios. Throughout his career, he has designed and developed a variety of quantitative-based financial and trading models, as well as portfolio and risk management strategies.

Oguz has a B.S. in Economics with Econometrics. He received an MBA degree in Finance with Management Information Systems from Kellstadt Graduate School of Business at DePaul University in Chicago in 1990. Oguz has also completed the Investment Decisions and Behavioral Finance program at Harvard University. Oguz is a Chartered Financial Analyst®.


Kristel Ersan

Kristel Ersan

Kristel works with the clients of Passage Global Capital Management to build positive and long-lasting relationships that are centered on the ultimate goals of our clients. Kristel’s main role is to ensure all clients are receiving the most comprehensive service and communications possible. As a co-owner of Passage Global Capital Management, Kristel is also responsible for the marketing and general business strategy of the firm.

She received a B.A. degree from DePaul University in Chicago and has an MBA in Business and Marketing.


Christopher Funaro

Christopher Funaro

Christopher performs data analysis and helps develop quantitative models for Passage Global Capital Management’s investment solutions. He also maintains and updates existing systematic models and risk management tools.

Christopher obtained a B.S. in Computer Science from the University of Iowa and also holds his FINRA Series 65 securities license.
 


Hongfei Li

Hongfei applies machine learning techniques to a vast array of datasets to explore insights, find predictive features, and uncover persistent patterns. She also performs advanced statistical analysis to help develop new systematic investment initiatives as well as improve existing models.

Hongfei obtained her M.S. in Statistics with Analytics Concentration from the University of Illinois at Urbana-Champaign.


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