Co-Founder, Managing Partner
Erik has spent 30 years working in the financial services industry, including portfolio management, economic consulting, macroeconomic forecasting, economic cycle analysis, model building, and real estate investments and lending.
Dr. Henrik Neuhaus
Co-Founder, Partner, CIO
Henrik has spent over 25 years in capital-markets trading, investment management, and risk management. He has extensive experience in the areas of portfolio construction, development of investment strategies, and in creating risk-management frameworks. His particular expertise is in volatility modeling, developing and using factor models, and in creating trend-following strategies.
Meridee Kelbey, CPA
Meridee has over 20 years of experience in the financial investments and financial services industries, as a management consultant, independent investment adviser, and manager of operations and finance. She has co-founded and operated an Office of Supervisory Jurisdiction for an independent broker-dealer and as an investment adviser she has worked directly with retail investors.