Loring Ward Investment Committee

For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most knowledgeable and successful Independent Financial Advisors and their clients. Loring Ward helps Independent Wealth Management Groups like Taylor Stephens Inc. manage more than $16.6 billion in assets as of December 2017. Loring Ward is headquartered in San Jose, California.


Harry M. Markowitz, PhD

Harry M. Markowitz is best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. In his distinguished career, Dr. Markowitz has served in various academic posts at many universities, including Rutgers University and UCLA. Recognized as the father of Modern Portfolio Theory, Dr. Markowitz is a professor of finance in the Rady School of Management at UC San Diego. He received his PhD in Economics from the University of Chicago.

Meir Statman, PhD

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on how investors and managers make financial decisions and how these decisions are reflected in financial markets. His research has been published in many publications, including The Journal of Finance and The Journal of Financial Economics. Dr. Statman received his PhD from Columbia University.

Alex Potts

President & Chief Executive Officer, Loring Ward

Alex Potts is the President and CEO of Loring Ward Group Inc. and of the SA Funds – Investment Trust. Previously, he was the Chief Operating Officer of LWI Financial Inc. Potts earned a Bachelor of Science Degree in Economics from Santa Clara University.

John T. Scruggs, PhD

Vice President of Research, Loring Ward

John Scruggs is the Vice President of Research at Loring Ward. He is responsible for conducting original research and employing insights from financial research to serve Loring Ward advisors and clients. Dr. Scruggs received his PhD and MBA from the University of Washington, and his Bachelor of Science degree from the United States Naval Academy.

Sheldon P. McFarland

Vice President, Portfolio Strategy & Research, Loring Ward

Sheldon McFarland serves as Vice President of Portfolio Strategy & Research at Loring Ward. His responsibilities include management of the Portfolio Strategy Group, oversight of the Investment Planning Center and development of tools to support Advisors. McFarland earned his MBA from Santa Clara University and a Bachelor of Science in Business Management from Brigham Young University.

Matthew J. Carvalho

CFA, CFP® Director, Investment Research, Loring Ward

As Director of Investment Research at Loring Ward, Matthew Carvalho communicates the firm’s investment philosophy directly to Advisors and clients. Carvalho received his Bachelor of Science degree in Finance from the University of the Pacific, and also earned his Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.