Our Team




Carlos Diez
Carlos Diez, CEO and Founder

In 1999, Carlos founded MarketGrader.com with a mission to aggregate and analyze the proliferation of standardized accounting data on public companies, then newly accessible via the Internet. With a team that shared his drive to innovate the stagnant and conflict-ridden field of equities research, Carlos leveraged emerging big data technology to methodically build an innovative research engine and a systematic, fundamentals-based scoring system that could be applied to any public company with standardized and audited accounting figures.

In 2003, Carlos then led the construction of a family of domestic equity indexes, with stock selection based on MarketGrader.com scores of company fundamentals, weighing all constituents equally rather than by market capitalization. After the editorial team at Barron's discovered MarketGrader.com and recognized the significant synergies in investment philosophy and the firm's innovative methodology, Carlos partnered with the leading investment publication to construct the Barron's 400 Index in 2006. The Index allowed investors to track a broad, fundamentals-based, equally weighted segment of the U.S. market. Following the Index's growing popularity, he then led efforts in launching the Barron's 400 ETF (NYSE Arca: BFOR) in partnership with ALPS Advisors, in 2013.

In 2014, Carlos oversaw the expansion of the MarketGrader.com platform to collect and grade international equities, and the construction of international and global equity indexes. Concomitant with the extension of global coverage, Carlos built a sister investment management firm, MarketGrader Capital, bringing together a team of industry veterans to create a suite of investable products based on MarketGrader.com's distinctive equity indexes.

Carlos earned a BS in Economics from Pepperdine University.




Robert Ricardo
Robert Ricardo, Director of Software Development

Rob has largely been the architect of MarketGrader.com's research offering, having designed the multiple applications that form the backbone of the company's business. Soon after Carlos envisioned the concept of collecting troves of earnings data and systematically grading stocks, Rob began architecting the engine that would become the world's most comprehensive, objective and powerful source of fundamentals-based equity research. Rob's process enabled the scaling and significant growth of the platform since his work began more than 15 years ago.

He works closely with the rest of the team, ensuring a seamless integration between MarketGrader.com's powerful databases, the grading and report creation applications and the front-end and interfaces through which thousands of investors access the company's unique research offering. With responsibility for all of MarketGrader.com's back-end systems, Rob has been instrumental in developing the company's iconic grading engine, all web applications and customized applications for key clients. Rob also oversees data and account security. As manager of the company's cloud-based environment for production, beta and staging, he oversees the continuous process of product evolution, including the expansion to international markets coverage.

Prior to his work with MarketGrader.com, Rob was a senior IT consultant, architect and software engineer for e-commerce and telecoms companies.




Sabrina Muller
Sabrina Muller, Director of Web Development

Sabrina's work with MarketGrader.com has resulted in the creation of unique and revolutionary interfaces that translate the company's powerful research applications into user-friendly web UI's, benefitting thousands of investors worldwide. Her relationship with the company started in 2000 when she took on the challenging task of developing a web interface for the MarketGrader.com engine, which leveraged the power of the internet to aggregate and analyze vast data sets, and disburse that information to clients in real time. The end result transformed the way equity research was generated and consumed by investors.

She has since led the redesign of the company's web-based front-end four times to keep the site current, with a view to optimizing usability and client satisfaction. Additionally, Sabrina has overseen design of MarketGrader.com's applications for mobile devices and the innovative Bloomberg App Portal, for which the company was a first mover.

Prior to joining the team at MarketGrader.com, Sabrina was a Senior Web Developer, building e-commerce sites for a range of retailers. Before entering the business world, Sabrina was in IT with the U.S. Air Force, where she held Top Secret security clearance as a Morse Systems Operator.




Elias Guerrero
Elias Guerrero, Director of Data & Indexes

Elias loves to make sense of large, heterogeneous data sets; he has been managing and mastering Big Data long before it was embedded into modern management consulting lexicon.

Joining MarketGrader.com in 2010, Elias is responsible for developing and maintaining all databases for the company, including its grading applications for over 35,000 companies globally and all MarketGrader Indexes. He interfaces with all divisions to support the translation of all business logic and all MarketGrader.com data into user-oriented applications. Elias is also responsible for overseeing all index calculations and for maintaining strict performance measurement standards across all databases. His passion for developing data systems, networks and applications has enabled MarketGrader.com to consistently offer investors the most comprehensive understanding of company fundamentals available.

Prior to fueling growth and expansion at MarketGrader.com, Elias designed and managed networks for a range of companies in South Florida since 1995.




Carlos Botero
Carlos Botero, Director of Design

Carlos has a passion for design and believes that a clean interface results in better engagement, investment decision-making and happy clients. Since joining MarketGrader.com in 2006, Carlos has led all aspects of design for the company, including web and branding.

Undertaking design of all partner applications, including Bloomberg LP and Seeking Alpha, and assisting development of custom client interfaces, Carlos ensures a consistently intuitive and powerful user experience translates across MarketGrader.com's properties. Most recently, Carlos has managed the design of MarketGrader.com's new website and the enhanced interface, reflecting the company's expansion to international research coverage and indexing.

Prior to joining MarketGrader.com, Carlos was with Foreclosure.com as a Senior Media Designer where he successfully led a team of designers through a major overhaul of its sites and brands. He's also the co-founder of MMAmania.com, where he oversaw product development and monetization, growing the site to become one of the largest MMA news providers, resulting in its 2008 sale. Carlos earned a B.S in Interactive Media from the Art Institute of Fort Lauderdale.




David Lucterhand
David Lucterhand, Senior Advisor and Director for International Development

With over 40 years of experience in financial and capital markets including memberships on the Chicago Board of Trade and Chicago Board Options Exchange, David brings his international development expertise to the firm, having advised foreign governments in Eastern Europe in the development of their capital markets.

In 1995, David began working extensively in the Russian Federation and former Soviet Republics through The Pragma Corporation, leading a series of USAID-funded projects in Russia, Kazakhstan, Ukraine and Moldova to develop the capital markets of those countries, including credit bureaus and mortgage markets. With the successful completion of his assignments, David was appointed a Senior Counselor to The Pragma Corporation in 2009 for Policy and Financial Sector Development prior to joining MarketGrader.com in January 2010

David received his BA from Purdue University in 1968. In 1971-72, his post-graduate studies specialized in Soviet Military Education at the Russian - East European Institute at Indiana University and the University of Illinois at Chicago. In 1978, he attended the National Security Forum, Air War College, The Air University, USAF. He was a member of the Chicago Council on Foreign Relations for over twenty years before relocating to Russia. At present, he serves as a trustee of the Foreign Policy Research Institute situated in Philadelphia.




Ogden White
Ogden White, Senior Advisor & Director

Ogden provides strategic business counsel to MarketGrader.com. Encountering MarketGrader.com in 2000 while heading sales and marketing for BASELINE Financial Services, an equity analytics platform now owned by Thomson Reuters, Ogden realized the great potential of the company's technology, methodology and value proposition to investors and became a company shareholder, director and trusted advisor.

Prior to his executive role with BASELINE and Thomson Financial - from which he retired in 2005 after serving for eighteen years - Ogden was with the Institute of International Finance in Washington. In his capacity as Managing Director, he sought solutions to the international debt crisis, building consensus between debtors (emerging market governments) and their creditors (global financial institutions) on sovereign debt issues. Ogden was tapped by the IIF after twenty-six years with First National Bank of Boston, where he was Senior Vice President and Chairman of all the bank's Edge Act offices domestically. He was also responsible for the International Private Banking division and was a member of the Senior Credit Committee.

Ogden graduated from Harvard with a BS in Business Administration. He is a Director of The Boys & Girls Clubs of Martin County and Chairman of its Resource and Development Committee. He currently lives in Jupiter Island, Florida and Prouts Neck, Maine.


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