Sharon leads the Investment Operations team. She joined Bridgeway in 2010 with more than 30 years of investment management industry experience, primarily focused in operations. Sharon previously worked at First City National Bank, Texas American Bank, Westcap Securities, and Invesco. At Invesco, she was responsible for portfolio operations which included trade processing and support, reconciliations, cash reporting and securities lending. She supported multiple product lines including mutual funds, sub-advised funds, separate accounts and ETFs.
Sharon graduated Magna Cum Laude with a B.A. in Business Management from the University of Houston. At Prince of Peace Catholic Church, Sharon leads a lunch program for the homeless, is an Extraordinary Minister of the Eucharist and is a member of the Military Ministry.
Director of Client Service
Monika focuses on Bridgeway's investment operations and client service for Bridgeway separately managed account clients. She joined Bridgeway in 1998, and her past roles have involved fund and corporate accounting, compliance, and performance reporting. Prior to joining Bridgeway, she worked in fund accounting at AIM Management (currently Invesco).
Monika earned her B.S. in Finance from the University of Houston and participates in the alumni association. She participated in Bridgeway's service trip to Peru, she is active in PTO and her children's schools and with InterNations, an organization for expatriates.
Carey Peek, CFA
Director of Portfolio Review and Risk
Carey is primarily responsible for performance analysis and risk management and is the chair of the Portfolio Review and Risk Committee. She joined Bridgeway in 2005 as part of the Investment Management Team, where she was responsible for performing research and analysis, ensuring data quality, and maintaining data models.
Carey received her M.B.A. at Harvard Business School, and she graduated Summa Cum Laude from Vanderbilt University with a B.A. in Economics and Communications Studies. She is a CFA charterholder. Before joining Bridgeway, she worked as a fifth-grade teacher in Houston through Teach for America. Still passionate about education, she volunteers in the education reform community.
Head of Technology
Ian joined Bridgeway in 2017 and is responsible for technology leadership and strategy. Ian has over 20 years of investment management industry experience and, prior to joining Bridgeway, served as the Chief Technology Officer for Rainier Investment Management and Vice President of Information Technology for Gartmore Global Investments.
Ian graduated with a B.S. in Computer Science from Arkansas Tech University. Among other interests, Ian spends his free time involved in his children’s schools, youth sports, and promoting performing arts for all ages.
Director of Investment Operations
Ann joined Bridgeway in 2018 and is responsible for portfolio operations and project management. She has over 25 years of investment management industry experience, primarily in investment operations. Prior to joining Bridgeway, Ann served as Director of Investment Operations at Stephens Investment Management Group; as Chief Operating Officer for Brasada Capital Management; and Chief Operating Officer - Investments for AIM Management (currently Invesco).
Ann graduated with a B.B.A. in Accounting from Texas A&M University. She is a volunteer with the Beacon, a nonprofit that supports Houston’s homeless and has done several mission trips to Guatemala with Hearts in Motion. She also supports charities focused on education.
Pei Weng, CFA
Director of Performance and Risk Analysis
Pei joined Bridgeway in 2016 and is responsible for performance measurement and analysis and risk management. Prior to joining Bridgeway, Pei spent 16 years at Invesco as a senior portfolio risk analyst as a member of the Global Performance and Risk Team and as a senior quantitative analyst conducting research, model construction and portfolio management of the AIM Select Equity Fund and AIM Global Equity Fund. Pei also worked at Bank of America Capital Management as a quantitative analyst developing new models and executing performance and risk management.
Pei earned a B.S. in Industrial Automation from Tsinghua University and an M.S. in Computer Science and MBA from Washington University in St. Louis and is a CFA charterholder. She is passionate about education, specifically areas in effective parenting/teaching, and providing quality education to all children.
Drew Nelson, CPA
Investment Operations Analyst
Drew joined Bridgeway in 2019 as an Investment Operations Analyst. Prior to joining Bridgeway, Drew spent three years in the operations group at BlackGold Capital Management. He began his career at PwC as an Assurance Associate focused on investment management clients.
Drew is a cum laude honors graduate from the Mays Business School at Texas A&M. He received his B.B.A. in Accounting and M.S. in Finance through the Professional Program of Accounting and is a registered Certified Public Accountant in the state of Texas. He is a parishioner at St. Anne’s Catholic Church in Houston and is a member of the Texas A&M Association of Former Students and 12th Man Foundation.
What We Believe
Bridgeway believes that a disciplined, statistical process — grounded in academic theory and fundamental data over long periods of time — drives success in long‐term investing.
Data drives everything
Factors shape returns
Strong factor exposure and diversification improves portfolios
Discipline, research, and continuous investment produces results