What We Do - Help you model success!

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 Kathryn Wilkens, Ph.D., CAIA, is the president and founder of Pearl Quest LLC, providing a host of research, operational and educational consulting services in the areas of investments and data science since 2011. 

Her other professional activities include copy editing for the Journal of Alternative Investments, regularly contributing to Practical Applications which are reports written for Pageant Media Research (formerly Institutional Investor Journals) of With Intelligence, and teaching for Rutgers' Master of Financial Analysis program. 

In the past she was a subject matter expertise for Wiley's Efficient Learning Platform (Chartered Alternative Investment Analyst exams) and a curriculum advisor to the Financial Data Professional Institute a program that provides financial practitioners with machine learning knowledge and basic programming skills. She is also a widely published research associate with the Center for International Securities and Derivatives Markets at the University of Massachusetts at Amherst.

  Tammi Edwards, MBA, brings a wealth of experience and expertise to our consulting firm.  Her distinguished career in the financial sector includes working in operations and business development at a prominent hedge fund, being a director at a private family office, and most recently as COO of an investment advisor.

Tammi’s understanding of the alternative investment landscape, including mutual funds and private funds, makes her an invaluable advisor to our team.  As an advisor, she lends her experience and knowledge to help drive our mission to provide top-tier consulting and academic services to clients.  Her leadership and expertise ensure that we remain at the forefront of industry advancements and consistently deliver value to our clients.

 Urbi Garay has a PhD in finance from the University of Massachusetts, Amherst, and holds an MA in International and development economics from Yale University and a BA in economics from Universidad Católica Andrés Bello. He is a full professor of finance at IESA Business School and a chaired member of the Venezuelan Academy of Economic Sciences. He has been a visiting professor at several business schools in the United States, Latin America, and Europe; and has been involved with CAIA since 2008. His research focuses on alternative investments (mainly real estate, hedge funds, and art) and emerging markets. 

Mr. Garay is the author of the real estate and structured products chapters of CAIA's Alternative Investments Level II book, as well as the Workbook, Level II. He has published seven books and more than 30 articles in peer reviewed finance and business journals, including the Journal of Alternative Investments, Emerging Markets Review, Corporate Governance: An International Review, and the Journal of Business Research.

  Stuart McCrary, CAIA, is a trader and portfolio manager who specializes in traditional and alternative investments, quantitative valuation, risk management, and financial software. Before joining BRG, he spent thirteen years consulting on a wide range of capital markets issues including litigation consulting, valuation, modeling, and risk management. Previously, he was president of Frontier Asset Management, a market-neutral hedge fund. He held positions with Fenchurch Capital Management as senior options trader and CS First Boston as vice president and market maker, where he traded OTC options and mortgage-backed securities. Prior to that, he was a vice president with the Securities Groups and a portfolio manager with Comerica Bank.

Mr. McCrary is the author of several books, including How to Create and Manage a Hedge Fund: A Professional’s Guide (John Wiley & Sons, 2002).