Experience

SHOOK Research/Forbes Top Wealth Advisors

• Managing Partner

  • Sep 2015 - Present

  Fully endorsed by the financial industry, SHOOK Research™ is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms. Our board includes Wall Street's most prominent leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies. SHOOK advisors will appear in feature stories in Forbes magazine (readership: 6.8 million), Forbes.com (70 million monthly visitors), and will reach up to 42 local publications: San Francisco Business Times, Atlanta Business Chronicle, Boston Business Journal, and many more. www.SHOOKresearch.com Show less



ComNet Inc.

• United States

• Investment Specialist

  • 2007 - 2010

  Active in both brokerage and development of numerous multi-million dollar commercial real estate investment properties. Worked with REIT's, developers, investment banks handling their acquisitions, and disposition of assets Active in both brokerage and development of numerous multi-million dollar commercial real estate investment properties. Worked with REIT's, developers, investment banks handling their acquisitions, and disposition of assets



Powerline Capital Group LLC

• Co Founder-Energy Derivatives

  • 1999 - 2007

  Trade and hedge natural gas liquids including propane, ethane, butane, and natural gasoline. Aggregated volumes from coops and smaller end users and offset them using options and swaps. Brokered OTC derivatives in natural gas, liquids, and distillate markets Trade and hedge natural gas liquids including propane, ethane, butane, and natural gasoline. Aggregated volumes from coops and smaller end users and offset them using options and swaps. Brokered OTC derivatives in natural gas, liquids, and distillate markets



ICAP Garban

• Co-Founder Energy Derivatives Desk

  • 1994 - 1999

  Established OTC natural gas derivative brokerage desks covering all areas of the grid including Northeast, Gulf Coast, West Coast, Mid-Atlantic, and Canada. Facilitated OTC natural gas transactions in derivative products and physical including EFP's, NYMEX swaps, options, basis swaps, fixed float, swing swaps, and index gas. Marketed and maintained coverage of major players at the time including Enron, El Paso, Koch Energy Trading, Vitol Gas and Electric, Morgan Stanley, Amoco, Cargill, Duke Show less



New York Futures Exchange

• NYSE Composite Index (NYFE)-Seat Membership

  • 1990 - 1993

  Traded proprietary futures, options, and spreads on NYSE Composite Index, comprised of 1,800 plus common stocks on the New York Stock Exchange. Strategies ranged from near-term market making to formulation of long-term positional opportunities. Traded U.S. Dollar Index futures, options, and arbitrage against Deutschmark (IMM) futures Traded proprietary futures, options, and spreads on NYSE Composite Index, comprised of 1,800 plus common stocks on the New York Stock Exchange. Strategies ranged from near-term market making to formulation of long-term positional opportunities. Traded U.S. Dollar Index futures, options, and arbitrage against Deutschmark (IMM) futures



Garvin Guy Butler

• United States
• Pharmaceutical Manufacturing

• Assistant Vice President-Currency Options

  • 1988 - 1990

  Brokered interbank current options to investment banks and dealers to manage foreign exchange risk for hedging and trading positions. Brokered interbank current options to investment banks and dealers to manage foreign exchange risk for hedging and trading positions.