Meet Our Team

Executive Team

     Founder & Chief Investment Officer                               Lead Portfolio Trader                                          Assistant Vice President                                      Chief Compliance Officer                                                                                

Advisor Relationship Management Team

   Director Advisor Relationship Mgmt.                Consultant Advisor Relationship Mgmt.                              Managing Director                                               Product Specialist

National Sales Team

           Managing Director | Midwest                               Managing Director | South                                   Managing Director | North                                   Managing Director | West

Client Services | Operations | Marketing

Asst. Director of Compliance & Analytics                        Portfolio Associate Trader                                       Marketing Manager                             Operations & Client Services Manager

               Administrative Assistant