About Our Firm

Alpha Quant Models (AQM) was founded by seasoned investment professionals with expertise in the areas of fundamental and quantitative research encompassing various asset classes. Employing an independent, quantitative research process, we design and productize investment strategies that deliver value to financial advisors and institutional investors and their clients. AQM is dedicated to the ongoing research and development of factor based investment strategies for actionable use in the investment processes of investment professionals.

Our business model is based on licensing our proprietary strategies and indexes. A license with AQM grants an organization direct access to our strategies and supporting research. The AQM strategies and indexes may be licensed and implemented in various product structures including ETFs, Managed Accounts, Mutual Funds and Structured Products.

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Research Team

Massimo Santicchia

Co-Founder

Massimo co-founded Alpha Quant Models (AQM) in June 2020 and is responsible for its strategic direction and business management. Massimo leads AQM’s research efforts as an analyst and publisher focusing on financial markets and investment strategies. He also manages accounts for individual investors and foundations at Cypress Capital Group. These assets are based on licensed Alpha Quant Models strategies, several with 9+ year track composite track records.

He has 25 years of industry experience spanning fundamental equity analysis, quantitative strategy, asset allocation and portfolio management. Massimo is accomplished in designing and managing innovative investment strategies for mutual funds, unit investment trusts (UITs) and separate managed accounts (SMAs). He combines his fundamental insights with extensive experience in alpha factor discovery and evaluation and applied quantitative portfolio structuring. Past roles include: Co-Founder and Chief Investment Officer of Alpha Quant Advisors, Chief Investment Officer at Cypress Trust Company, Vice President Investment Strategy at Standard & Poor’s Investment Advisory Services, and Consultant at Goldman Sachs and Credit Suisse. Massimo earned a MS in Investment Management from Pace University, MBA from Alliant University, and BS Economics and Political Science from University of Perugia (Italy).

Katherine Gallagher

Co-Founder

Katherine co-founded Alpha Quant Models (AQM) in June 2020 and contributes its strategic direction and business management. Katherine designs client solutions and licensing materials. She also manages accounts for individual investors and foundations at Cypress Capital Group. These assets are based on licensed Alpha Quant Models strategies, several with 9+ year track composite track records.

She has over 20 years of industry experience spanning multi-asset and equity portfolio management, manager selection and asset allocation. She has managed asset-allocated ETF, mutual fund, and multi-asset portfolios combining proprietary equity strategies with these vehicles since 2003. Katherine is adept at applying these skills across various client channels ranging from global financial services firms to independent channels. Past roles include: Co-Founder and Senior Portfolio Manager of Alpha Quant Advisors, Senior Portfolio Manager at Cypress Trust Company, Senior Portfolio Officer, Chair Investment Selection Committee at Standard & Poor’s Investment Advisory Services. Katherine earned a BS with Global Designation from Fordham University, Gabelli School of Business.