PO Box 689
Excelsior, MN 55331
While Wall Street obsesses over the Magnificent Seven, a handful of under-the-radar forces may...
Joe has garnered a significant following among financial advisors, recognized for his insightful market analysis and expertise. He’s a source for financial media, quoted by CNBC, Bloomberg, The Wall Street Journal, Barron’s, Reuters, MarketWatch, and Yahoo. His thought leadership extends to appearances on prominent industry platforms, including Animal Spirits, The Sherman Show, and TD Ameritrade.
Previous Experience:
Chief Investment Officer at Helios Quantitative Research
Chief Investment Officer at Sawtooth Solutions (Simplicity)
Senior Analyst at Columbia Threadneedle
Vice President at Mount Yale Capital Group
Education:
MSc from London Business School
BSB from University of Minnesota
Kent has spent much of his career between Wall Street and London, excelling in global macro research for some of the world’s top investment firms. His expertise in identifying economic trends has distinguished him as a leading strategist in the finance sector.
Previous Experience:
Head of Quant at Atitlan Asset Management
Global Head of GMAS at Santander Asset Management
Senior Portfolio Manager at Columbia Threadneedle
Head of Asset Allocation Research at Columbia Threadneedle
Research & Trading at Bridgewater Associates
Education:
PhD from Princeton University
BA from Cornell University
Alex has spent much of his career at the intersection of the professional investment ecosystem and the investment platforms that serve them. Over the last 15 years he has served numerous National Financial Institutions, DCIO platforms, RIAs, TAMPs and OCIOs.
Previous Experience:
Institutional ETF & ESG Models at Nuveen
Strategic Beta Consultant at Columbia Threadneedle
Institutional Business Development at Invesco/PowerShares
Distribution RM at Allianz Life/PIMCO
Education:
MBA from University of St Thomas
BS from Portland State University
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Not FDIC Insured – No Bank Guarantee – May Lose Value
5491895.4.1.AM.RTL
SPD004323
Expiration: 11/30/2026
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