2024 Investment Portfolio Case Competition Judges

Doug Moon co-founded O.F.O. Partners to create a world-class outsourced family office for entrepreneurs and successful families.

Prior to founding O.F.O., Doug ran an advisory team at J.P. Morgan Private Bank where he oversaw investing, lending, fiduciary, banking, and philanthropic needs for ultra-high net worth families and their related trusts and foundations.

Previously Doug co-founded an investment group at Goldman Sachs that managed capital for entrepreneurs and public company executives.  His early career included roles at Cambridge Associates and Harvard University.

Since 2001, Doug has been a member of the Boston Securities Analysts Society.  He enjoys supporting others through the South Shore Hospital’s Foundation Board, the UNH Dean’s Committee for Liberal Arts, and the Norwell Company Theatre.  Doug has degrees from U.N.H. and Cornell.

Christopher Piros was an active investment practitioner and educator for more than 30 years. As managing director of investment strategy for Hawthorn, PNC Family Wealth and PNC Institutional Asset Management he led overall strategic and tactical guidance of client portfolios and oversaw the evolution of investment processes. At CFA Institute he was jointly responsible for developing the curriculum underlying the Chartered Financial Analyst® designation. Previously, he established and led the discretionary portfolio management activities of Prudential Investments LLC, the wealth management services arm of Prudential Financial. Earlier he was a global fixed income portfolio manager and head of fixed income quantitative analysis at MFS Investment Management. Dr. Piros began his career on the finance faculty of Duke University’s Fuqua School of Business. In subsequent years he was an adjunct faculty member at Boston University and Reykjavik University. He is a co-author of Portfolio Management: Theory and Practice and co-editor of Economics for Investment Decision-Makers. Dr. Piros, a CFA® charterholder, earned his PhD in Economics at Harvard University.

Jonathan Shelon is the Chief Operating Officer at KraneShares and joined the firm in 2015. He oversees several business functions that drive efficient growth, and serves on the leadership team.

Jonathan has extensive experience in managing investment portfolios and diverse teams at leading asset management organizations. Prior to Krane, Jonathan was the Chief Investment Officer of the Specialized Strategies Team at J.P. Morgan, overseeing $40 billion in AUM. Prior to joining J.P. Morgan, Jonathan was a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s target date strategies, the Freedom Funds. Before Fidelity, Jonathan was a quantitative consultant in the Capital Markets Research Group of Callan Associates where he developed strategic investment plans for institutional clients.

Jonathan received a Bachelor of Business Administration degree in actuarial science from the Fox School of Business and Management at Temple University, and is a Fellow of the Society of Actuaries and Chartered Financial Analyst charter holder.

Lindsey Staley is the Global Strategy Leader and Chief of Staff to the President of Global Investments & Retirement at Mercer. In this role, she oversees strategic initiatives and complex projects for Mercer’s Investments & Retirement line of business, which has $500B+ in assets under management and $17T+ in assets under advisement. Since 2023, she has also served as the Integration Leader for Mercer’s acquisition of Vanguard’s OCIO business.

Lindsey is based in Atlanta, GA and has been with Mercer since 2013. She began her career as an institutional investment consultant advising corporate retirement plans and endowments & foundations, eventually specializing in defined contribution and financial wellness research and serving as lead researcher for target date funds.

Lindsey earned a Bachelor of Arts in Economics from Columbia University – Barnard College and a Master of Business Administration degree from Cornell University, where she was a Roy H. Park Leadership Fellow, a portfolio manager for the Cayuga Fund, and received the Class of 2019 Finance Award.

She serves on the Board of Directors for the Ithaca Ballet and before graduating from college, danced professionally with the Nashville Ballet and trained at the Joffrey Ballet School in New York City.