OUR STORY

Fund Architects is an SEC Registered Investment Advisor. We provide discretionary, fee-based money management services to other Investment Advisors and individual investors around the country. All of our proprietary investment portfolios are constructed from a broad universe of exchange traded funds, utilizing a variety of qualitative and quantitative factors.

LEADERSHIP

BURT SNOVER, ChFC, CLU

President / Chief Investment Officer

Burt Snover is President of Fund Architects and serves as the firm’s Chief Investment Officer.  In addition to his responsibilities on the Investment Committee, Mr. Snover is responsible for executing the company’s strategic vision.

A Chartered Financial Consultant and Chartered Life Underwriter, Mr. Snover brings more than 30 years of experience in financial management to his role.  Prior to co-founding Fund Architects in 2007, he held various senior-level positions in underwriting, marketing, and administration at a large insurance company and mutual fund complex.  During his career, Mr. Snover has trained hundreds of advisers on the use of financial products in retirement and estate planning.

He earned a Bachelor’s degree in Business Administration from the University of Michigan in Ann Arbor.

DANIEL SNOVER

Deputy Investment Officer / Portfolio Manager

Daniel Snover is Deputy Investment Officer and Portfolio Manager of the Fund Architects investment accounts. He serves as Chairman of the firm’s Investment Committee.

With a background in financial reporting and analysis, Mr. Snover has been actively involved in the development and implementation of Fund Architects’ proprietary trading strategy. He is one of the firm’s principal external communicators of its portfolio design and performance reporting.

A graduate of the University of Texas at Austin, Mr. Snover earned a BBA in Accounting from the McCombs School of Business and a BA in Economics with a concentration on Macroeconomics.

WILLIAM DAVIS

Chief Marketing Officer

William Davis is Chief Marketing Officer for Fund Architects and a member of the firm’s Investment Committee. In addition to authoring a variety of market commentaries, he is responsible for maximizing the impact of Fund Architects’ insights and products on the investment community.

With more than 30 years’ experience in the financial services industry, Mr. Davis brings expertise in multiple aspects of the investment business to his role. Before joining Fund Architects, he worked with DST Systems and Communications Strategy Group, where served as primary content provider for financial services communications. Previously, Mr. Davis was SVP for Investments at Old Mutual Capital, where he oversaw all retail Investment Management and Manager activity. Earlier in his career, he held senior management positions with AEGON/Transamerica, including VP, Investment Manager Oversight and chairman of the Investment Committee. He also hosted a weekly call-in radio show in the Tampa Bay area called “The Money Show with Bill Davis.”

Mr. Davis earned a BA degree from Eckerd College in Florida with concentrations in marketing and management.

JUN ZHU, Ph.D., CFA

Portfolio Manager

Jun Zhu is a Portfolio Manager for Fund Architects and a member of the firm’s Investment Committee. His responsibilities include research, forecasting, and developing and calibrating quantitative investment strategies for the firm.

Prior to joining Fund Architects, Dr. Zhu spent 12 years with AXA Rosenberg, one of the largest quantitative equity management firms in the world, where he served as a Senior Research Associate analyzing financial data and developing equity investment models. His previous work includes various roles with Central Finance University in Beijing, the Citadel Investment Group, LLC., in Chicago, and Jackson National Life Insurance Company in Michigan.

Dr. Zhu received a B.S. degree in Mechanical Engineering from Xian Jiaotong University, Peoples Republic of China. He earned an MPA in Economics and Public Policy and was awarded his Ph.D. from Princeton University.

A winner of the 2008 Finance Industry Forecasting Award sponsored by the CFA Society of San Francisco, Dr. Zhu is the author of “A Model of the Age Patterns of Births by Parity in Natural Fertility Populations,” published by Mathematical Population Studies in 1993.

LET'S WORK TOGETHER