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Our Team

The Principals have over 50 years of combined investment experience.

Investment Team

Jonathan Moog, CFA, MBA

Chief Investment Officer and Portfolio Manager
Before joining the investment team at Lizard, Mr. Moog served as a Senior Research Analyst / Generalist at Brightpoint Capital from 2006 to 2008. He was an Equity Research Associate at Loomis, Sayles & Co. from 2000 to 2003, where he followed the retail, media, restaurant and industrial sectors. Mr. Moog earned his MBA in Finance, Accounting and Strategy from The University of Chicago, graduating with High Honors in 2005 and his BS in Finance and Computer Science from Providence College, graduating Magna Cum Laude in 1999. Mr. Moog obtained his Chartered Financial Analyst (CFA®) designation in 2002.

David Li

Before joining Lizard in 2008, Mr. Li gained extensive investment experience. From 2003 to 2008 he was a Long/Short Analyst at Porter Orlin LLC (now known as Amici Capital). Prior to Porter Orlin, Mr. Li held various positions in investment banking, fixed income and research at Bear, Stearns & Co., Credit Suisse First Boston and Citigroup. He earned his BA in Mathematics and Physics from Cornell University, graduating Magna Cum Laude in 2000. Mr. Li is fluent in Mandarin Chinese.

Michael (Mickey) Ryan

Mr. Ryan joined Lizard Investors in 2015. Most recently, Mr. Ryan served as an analyst at Manulife Asset Management, covering U.S. Equities and Structured Products. Prior to his time at Manulife, he was a Research Analyst at the private equity firm, Sports Investment Partners in a summer intern program. Mr. Ryan earned his BSBA from Boston University, concentrating in Finance and Accounting with a minor in History, and graduated Cum Laude in 2013.

Tam Phan, CFA

Mr. Phan joined Lizard Investors in 2017, as a Research Analyst on the investment team. Formerly, he served as a Senior Investment Performance Analyst at the Northern Trust Co. between 2010 and 2015. In that capacity, he audited investment data and conducted manager due diligence on behalf of institutional clients. Mr. Phan interned at Caro-Kann Capital, an event-driven fund based in San Francisco, in the summer of 2016. He holds an M.B.A. from the University Of Chicago Booth School Of Business and a BA in Accounting, Finance and International Business, magna cum laude from Loyola University. Mr. Phan obtained his CFA® designation in 2016 and is a Registered CPA.


Jenny Sweeney

Office Manager
Before joining Lizard in 2022, Ms. Sweeney served as an Operations Manager for an Adidas satellite office. She worked closely with clients and staff on operational processes as well as sell-in strategies. Ms. Sweeney earned a Bachelor of Science degree from the University of Wisconsin-Madison in 2011.


Outsourced Chief Operating Officer/Chief Financial Officer
Experienced Advisory Consultants LLC ("EAC") is a premiere outsource solution providing Hedge Fund Pre-Launch Consulting, Finance & Accounting, Operations, and Treasury Services. Our team consists of seasoned investment advisory professionals with extensive experience developed while working at some of the premier organizations in the investment advisory industry. EAC has experience with clients from all life cycles of the business, from those in the pre-launch phase to large funds with well-established track records. The goal of EAC is to help the firm maximize operational efficiencies meeting the rigorous requirements of current or potential institutional investors. Our clients range from start up hedge funds to complex multi-billion dollar institutions.

Thomas Harter

Outsourced Chief Compliance Officer
Mr. Harter serves as Chief Compliance Officer of Lizard Investors and is responsible for administering Lizard’s compliance program. Mr. Harter also serves as a senior principal consultant at ACA Group, providing compliance consulting services to registered investment advisor clients, which may include providing guidance on Federal Securities Laws, developing compliance programs, conducting annual 206(4)-7 reviews, SEC mock exams, and risk assessments. Prior to joining Lizard and ACA, he served as chief compliance officer of the Allianz Global Investors mutual fund complex and held various senior compliance roles in his 18 years with the firm. Earlier in his career, Mr. Harter worked as an audit manager for PricewaterhouseCoopers in the investment management practice and conducted financial statement audits and regulatory compliance/operational reviews for several large investment management firms. Mr. Harter has over 25 years of experience in the investment management industry and is a Certified Public Accountant (CPA) (inactive status) and Chartered Financial Analyst® (CFA®).

Service Providers

Fund AdministratorIFS, a State Street Corporation
Prime BrokerageGoldman, Sachs & Co.
24/7 International TradingWilliams Trading LLC / Goldman, Sachs & Co.
Legal CounselNeil Gerber Eisenberg / Maples & Calder
IT/Telecom/Disaster RecoveryThrive Networks


Leah Zell, PhD, CFA

Leah Joy Zell is a pioneer in the international small-cap category. From 1992 to 2005, she was a co-founding partner and portfolio manager at Wanger Asset Management, a global small-mid cap equity specialist known today as Columbia Wanger Asset Management and owned by Ameriprise. From 1984 to 1992, Ms. Zell was a global equity analyst for Harris Associates. She began her career in investment banking at Lehman Brothers in 1979.