John Drahzal is President and Chief Executive Officer of Horizon and serves on the firm’s Board of Directors. In this role, Mr. Drahzal oversees the company’s operations, growth and acquisition initiatives, including investment management, consulting, distribution, technology, finance and legal.
Mr. Drahzal joined Horizon in 2017 after serving in senior leadership roles at Prudential Investments, where he ultimately led distribution for the firm’s mutual fund and separately managed account businesses. Before that, he was part of the leadership team that launched Victory Asset Management’s mutual fund business.
Mr. Drahzal holds a B.S. in Business Administration from Skidmore College, a Master of Business Administration in Finance from Case Western Reserve University, and FINRA Series 7, 63 and 24 licenses.
Stephen Terry is Chief Financial Officer of Horizon. In this role, Mr. Terry oversees financial planning and analysis, reporting, budgeting, banking and capital raising, and serves as Principal Financial Officer of Horizon Funds.
Mr. Terry joined Horizon in 2017 following more than a decade in private equity, where he built businesses across multiple industries. Earlier in his career, he worked at Capital One, managing several areas of the consumer lending business.
Mr. Terry holds a B.S. and M.S. in Operations Research from Cornell University, where he competed on the varsity track and field team, and a Master of Business Administration from Cornell’s Johnson Graduate School of Management.
Scott Ladner is Chief Investment Officer of Horizon and Chair of the firm’s Investment Committee. In this role, Mr. Ladner oversees the firm’s Investment Management division and provides macro analysis across global derivatives, credit, foreign exchange, equity and funding markets. He previously served as Head of Risk and Director of Quantitative & Alternative Strategies.
Mr. Ladner joined Horizon in 2010 after co-founding Charlotte Global Advisors and Principal Guard. Earlier in his career, he helped launch an equity index volatility and dispersion trading unit at PEAK6 Investments and held senior derivatives and portfolio management roles at First Union/Wachovia.
Mr. Ladner holds a B.A. in Economics and Russian Language & Literature from the University of North Carolina at Chapel Hill.
Calvin DeBoer is Chief Technology and Operations Officer of Horizon. In this role, Mr. DeBoer leads the firm’s technology strategy and digital product development while overseeing trading, operations, performance reporting and data functions.
Mr. DeBoer joined Horizon in 2007 as a research analyst and later served as Head of ETF Trading, expanding his responsibilities to include cybersecurity, software development and technology strategy.
Mr. DeBoer holds a B.S. in Business Administration from the University of North Carolina at Charlotte and contributes code to Horizon’s proprietary software and several open-source projects.
Matt Chambers is General Counsel and Chief Compliance Officer of Horizon and has served as Chief Compliance Officer of Horizon Funds since 2015. In this role, Mr. Chambers oversees the firm’s legal and compliance functions.
Mr. Chambers joined Horizon in 2014. Prior to joining the firm, he was an attorney with Kilpatrick Townsend & Stockton, where he focused on representing investment advisers and mutual funds.
Mr. Chambers received his J.D. from the University of Georgia School of Law and a B.A. from the University of North Carolina at Chapel Hill.
Mr. Chambers received his JD from University of Georgia School of Law and a B.A. from The University of North Carolina at Chapel Hill.
Danielle Learned is Chief Marketing Officer of Horizon. In this role, Ms. Learned leads the firm’s marketing strategy, brand development and communications, while supporting strategic initiatives, client relationships and business growth.
Prior to joining Horizon in 2018, Ms. Learned was an Assistant Vice President of Advisory Product Management at LPL Financial, overseeing the firm’s mutual fund and ETF strategist platform. She previously held roles at Oppenheimer & Co., Prudential Annuities and MetLife Securities.
Ms. Learned received a bachelor’s degree in management from Western Connecticut State University and a Master of Business Administration from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School. She holds FINRA Series 6, 7, 63 and 65 licenses.
Austin Fitch, CFA®, is Head of Consulting Solutions at Horizon. In this role, Mr. Fitch advises clients on investment solutions, portfolio management and practice management to help them scale their businesses and grow enterprise value.
Previously, Mr. Fitch led the Portfolio Strategy Group, managing analysts who developed customized portfolio solutions. He also served as a research analyst, conducting fundamental research and supporting trading operations and performance measurement.
Mr. Fitch holds a Master of Business Administration in Finance from the University of Tennessee and a B.S. in Mathematics and B.A. in Finance from Wofford College. He is a CFA® charterholder and holds FINRA Series 7, 63 and 65 licenses.
Carlos Barbosa, CIMA®, is Head of Distribution at Horizon. In this role, Mr. Barbosa leads the firm’s sales organization and relationships with key clients, stakeholders and distribution firms. During his tenure, he has held various leadership roles focused on equipping advisors with strategies to help clients achieve their financial goals.
Mr. Barbosa joined Horizon in 2014. Prior to joining the firm, he was a Vice President with First Trust Portfolios and previously held roles at Prudential Financial and Allstate Financial.
Mr. Barbosa received a bachelor’s degree in economics from the University of Massachusetts. He holds FINRA Series 6, 7, 63, 66 and 26 licenses.
Scott Ferrette is National Sales Director at Horizon. In this role, Mr. Ferrette oversees the firm’s external sales force and is responsible for developing national sales strategies and setting business targets to support Horizon’s business objectives.
Mr. Ferrette joined Horizon in 2016 and previously managed the firm’s Western sales division, including coverage of California, Nevada and Hawaii. He previously served as the firm’s Regional Director for the region. Prior to joining Horizon, Mr. Ferrette held a divisional sales role at Smart Trust covering the Pacific Northwest.
Mr. Ferrette received a B.S. in Management from the Eller College of Management at the University of Arizona, with a focus in management information systems.
Liz Cogswell is Head of Human Resources at Horizon Investments. In this role, Ms. Cogswell leads the firm’s strategic human resources initiatives to support organizational success, ensure compliance with legal requirements and foster a positive work environment for employees.
Ms. Cogswell joined Horizon in 2012. Prior to joining the firm, she worked as an accountant at Potter & Company, conducting financial analysis and data reporting to support business decisions.
Ms. Cogswell holds a B.S. from Georgia State University and earned her Society for Human Resource Management Certified Professional (SHRM-CP) certification in March 2017.