Experience

Premise Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager TCTL etf

  • Oct 2016 - Present

  Naperville, Illinois

• Portfolio Manager / Partner

  • Jun 2012 - Present

  Naperville, Illinois Today's investment landscape is continuously evolving. Just when you think you know where you're going, it throws you a curve. Premise Capital® has a unique way of managing those curves with a more nimble investment approach that goes above and beyond today's most common strategies. We blend the strengths of traditional strategic allocation with tactical management and real-time decision making. Our dynamic portfolio strategy, Frontier Based Tactical™, is designed to evolve and adapt to… Show more Today's investment landscape is continuously evolving. Just when you think you know where you're going, it throws you a curve. Premise Capital® has a unique way of managing those curves with a more nimble investment approach that goes above and beyond today's most common strategies. We blend the strengths of traditional strategic allocation with tactical management and real-time decision making. Our dynamic portfolio strategy, Frontier Based Tactical™, is designed to evolve and adapt to the ever-changing landscape, giving you a fully diversified portfolio that can take advantage of upward trends while limiting exposure to declining markets. Premise Capital® is a registered investment advisor dedicated to institutions, advisors and today's investors who believe the current market environment requires more than yesterday's investment strategies. www.premisecapital.com



Sentinus, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Internal Director of Financial Planning

  • Aug 2008 - Aug 2012

  • Worked with Advisors and their clients to develop robust, comprehensive financial plans. • Wrote plans that covered all aspects of a client’s financial life including: Comprehensive Risk and Opportunity Assessment, Cash Flow and Retirement Planning, Estate Transfer and Asset Protection, Investment Analysis and Management, Business Succession, Philanthropic Planning, and Customized Insurance Solutions.