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2018
2018
I founded Altruist to make investing fair and financial advice better. We're building a fully integrated RIA custodian for modern financial advisors who put their clients first.
2019
A venture capital fund targeting industries that matter and companies that scale.
2011 - 2018
2011 - 2018
[acquired] Founded FormulaFolios as a quantitative investment research firm. Over the years the platform developed into a tech enabled Investment Adviser with over $3.2 billion in AUM (as of 10/2018). As founder and CEO I was awarded the GRBJ Newsmaker of the Year award in 2016 and 2017 (finance category) as well as the Michigan/NW Ohio EY Entrepreneur of the Year in 2018 (industry disrupter category). FormulaFolios ranked on the Inc. 500 for 3 consecutive years from 2016 to 2018, reaching as high as #10 in the US in 2017.
2005 - 2011
2005 - 2011
I founded Retirement Wealth to build a national network of fiduciary advisors specializing in comprehensive financial planning for those near, or in retirement. The company grew to more than 100 independent financial advisors managing over $1.8B in AUM, ultimately leading to a successful acquisition by Brookstone Capital Management.