Our Team

Our Team

OEW is a small firm by design. The people below have worked together before, in most cases for many years, inside the institutions whose methods the firm now applies. We share one set of values: tell the truth, keep things simple, and treat every investor the way we would want to be treated.

We are based in Austin, Texas.

Investment team

Leadership and portfolio management

Britt Harris, Chief Executive Officer, Chief Investment Officer and Founder

Britt Harris

Chief Executive Officer, Chief Investment Officer and Founder

40 years of investment experience

Read biography

Britt Harris has led some of the largest institutional investors in the United States. He served as President, CEO and CIO of UTIMCO, the University of Texas and Texas A&M investment company; as CIO of the Teacher Retirement System of Texas; as CEO of Bridgewater Associates; as President and CIO of Verizon Investment Management; and most recently as acting CEO and CIO of the Texas Permanent School Fund. He is the only investor to have served as chief investment officer of top-five funds in four categories: endowments, public funds, corporate plans and hedge funds.

Britt has served on the President's Working Group for Financial Markets and as an advisor to the Federal Reserve Bank of New York and the New York Stock Exchange. He received the aiCIO Lifetime Achievement Award and was inducted into the Hedge Fund Hall of Fame. He teaches Titans of Investing, a course he founded, at Texas A&M University and The University of Texas at Austin.

Over four decades Britt has directly managed more than $500 billion and actively advised more than $3 trillion. He has advised the Federal Reserve Banks of New York and Dallas and the New York Stock Exchange, chaired a presidential task force on Social Security, served as an investment ambassador for the United States to China, Japan, France, Germany and the United Kingdom, and oversaw pension operations in 19 countries. He was named a top-five global asset owner every year for more than a decade, received three lifetime achievement awards, and pioneered strategic partnerships and the target-date fund structure now used across the industry.

Portrait of Matt Harris

Matt Harris

Deputy Chief Executive Officer

17 years of investment experience

Read biography

Matt Harris is Deputy Chief Executive Officer of OEW. Before OEW he was on the investment team at Draper Associates, where he led seed-stage deep technology investments, and a Vice President at The Blackstone Group, where he focused on growth financing for industrial companies. Matt holds a bachelor's degree in finance from Texas A&M University and is a term member of the Council on Foreign Relations. He is based in Connecticut.

Anson Chuah

Deputy Chief Investment Officer

10 years of investment experience

Read biography

Anson Chuah is Deputy Chief Investment Officer and runs the firm's models and trading. [Bio needed. Prior roles include UTIMCO.]

Operations

Operations, technology and investor relations

Daniel Gamboa, Chief Operating Officer

Daniel Gamboa

Chief Operating Officer

Read biography

Daniel Gamboa oversees operations, client onboarding and the firm's service providers. [Bio needed.]

Stuart Bernstein, Business Development

Stuart Bernstein

Head of Capital Formation

Read biography

Stuart Bernstein leads the firm's relationships with prospective investors. He previously served as Chief of Staff to the Lieutenant Governor of Texas and later as Chief of Staff to the Chief Investment Officer of the Teacher Retirement System of Texas. [Confirm wording.]

Samuel Smith, Lead Engineer

Samuel Smith

Lead Engineer

Read biography

Samuel Smith is Lead Engineer at OEW, responsible for technology, AI systems and marketing. He first worked with Britt Harris building the brand and technical foundation for the San Jacinto Project, an energy conference for leaders in government, finance and industry. Before OEW he founded and scaled ventures in digital marketing and artificial intelligence, including LearningWith.ai, an education platform used in more than 100 countries. Samuel earned a degree in Computer Science from Texas A&M University, graduating magna cum laude, and is an alumnus of the Titans of Investing program.

Sharon Toalson

Chief of Staff

Read biography

Sharon Toalson is Chief of Staff to the CEO. She has supported senior investment leaders at the Teacher Retirement System of Texas and UTIMCO, and has held roles at United Way and Motorola. Sharon manages the CEO's priorities, communications and key projects, and is known for anticipating needs and solving problems with discretion.