Experience

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  Aslan capital, llc

  May 2000 - Feb 2001

  Venture & technology research
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  Aslan asset strategies, llc

  Feb 2001 - Dec 2002

  Financial consultant
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  Strategic capital group, llc

  Jul 2005 - Dec 2014

  Vice president

  Assistant Vice President

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  Genesis capital llc

  Jan 2013 - Jun 2016

  Portfolio manager

  Assistant Portfolio Manager

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  Summit advisor solutions

  Jan 2015 - Nov 2016

  Research analyst

  Strategic Capital Alternatives

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  Foliodynamix

  Nov 2016 - Jul 2018

  Research analyst

  Acquired Summit Advisor Solutions in November 2016

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  Insightful advisory

  Oct 2018 - now

  Cio

  Investment advisory services offered through Mutual Advisors, LLC DBA Insightful Advisory, a SEC registered investment adviser.Securities offered through Mutual Securities, Inc., member FINRA/SIPC.Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.

• 

  Mutual advisors, llc

  Apr 2019 - now

  Director of investment solutions