You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: James Bai, VP of Product Management. Watch this short video, where James talks about his role at Aptus.



Places I’ve Lived

Seoul, South Korea. Palo Alto, California.

What I Listen To

I don’t listen to music, although I like singing. I know, it’s weird…

Food & Drink

Anything seafood! Sushi, oysters, sushi, sushi, and more sushi.

Best Part of My Job

I get to be in on many facets of the Aptus team: gathering info here and there to create a product that fits the team’s and our clients’ needs.

Nights & Weekends

Playing basketball, cooking up stir-fry’s, worshiping at church, and just lots of sleeping.

Favorite Trips

I’ve gone to many Asian countries, but gotta say Japan has the best convenience stores that cannot be undone by America or Korea. I would fly to Tokyo again just for the convenience store variety!

Favorite Quote
Papa Bai used to say: “All things good are beautiful, while not all beautiful things are good.”


Favorite Shows/Movies

I enjoyed watching Physical: 100 on Netflix recently. I enjoy all reality TV shows.



See More Team Highlights

Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Mark Callahan: Institutional Trading & Analytics 

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews