Sign in

You're signed outSign in or to get full access.

DJ

D David Jilek

Vice President, Chief Investment Strategist at Gateway Investment Advisers LLC

Brookline, MA , United States

About

D David Jilek is Vice President and Chief Investment Strategist at Gateway Investment Advisers, LLC, based in Brookline, MA. In this role since 2014, he is responsible for developing and communicating the firm’s investment strategy, leading market outlook, and portfolio positioning initiatives, with a particular focus on options-based strategies and equity risk management solutions.

Jilek’s expertise spans stock index options, equity derivatives, and risk-managed equity investments, addressing challenges in fixed income and volatile market environments. Prior to joining Gateway, he served as Vice President and Investment Strategist at Natixis, where he specialized in multi-asset allocation and strategy.

He holds a Bachelor of Arts in Political Science from the University of Kansas and a degree in Mandarin Chinese from Princeton University, reflecting a strong analytical background and cross-cultural proficiency. Jilek has also contributed to the industry as a board member at the Sean D Biggs Memorial Foundation since 2012, adding nonprofit leadership experience to his professional profile.

Career History

OrganizationRoleDate RangeDetails
Gateway Investment Advisers, LLCVice President, Chief Investment StrategistJan 2014 to Present
NatixisInvestment StrategistJul 2007 to Dec 2013
Sean D Biggs Memorial FoundationBoard Member at LargeJan 2012 to Present
Evergreen InvestmentsEquity Product ManagerJun 2003 to Jun 2007
American Express Financial AdvisorsSenior Research ManagerJun 2002 to Jun 2003
Putnam InvestmentsProduct ManagerJan 1998 to Jan 2002
Pennington & CompanyDirector of Annual CampaignsJun 1997 to Jun 1998

Education

University of Kansas

Bachelor of Arts, Political Science

1993 1997

Princeton University

Mandarin Chinese

1996 1996

Skills & Expertise

Alternative Investments
Equities
Investments
Asset Allocation
Hedge Funds
Mutual Funds
Investment Strategies
Series 7
Portfolio Management
Wealth Management
Fixed Income
Investment Management
Asset Managment
Series 63
Bloomberg
Retirement Management Analyst (RMA)
Chartered Alternative Investment Analyst (CAIA)
Retirement Planning
Retirement Income Planning
Portfolio Construction

Others at Gateway Investment Advisers LLC (7)

NameRoleLocation
Daniel Ashcraft
Daniel Ashcraft
Portfolio ManagerCincinnati, OH , United States
D
Daniel Beckwith
Senior Vice President, Portfolio ManagerLos Angeles, CA , United States
Ken Toft
Ken Toft
Senior Vice-President and Portfolio ManagerCincinnati, OH , United States
Matt Evans
Matt Evans
Associate Portfolio ManagerCincinnati, OH , United States
M
Mitchell Trotta
Portfolio ManagerCincinnati, OH , United States
Stephen Solaka
Stephen Solaka
Senior Vice President - Portfolio ManagerLos Angeles, CA , United States
Twinkle Singh
Twinkle Singh
Quantitative Research AnalystNew York, NY , United States

Similar Fund Managers

NameRoleFundLocation
Chris Osmond
Chris Osmond
Chief Investment OfficerFifth Third Wealth Advisors LLCUnited States
Ben Pantalone
Ben Pantalone
Investment AssociateTruepoint, Inc.Cincinnati, OH , United States
Tom Bentley
Tom Bentley
PrincipalTruepoint, Inc.Cincinnati, OH , United States