I am currently president/founder of BFRC Services, LLC, a consulting firm based in Irmo, SC. Recently (and concurrently with BFRC) I was Chief Investment Officer at Innealta Capital and XTF GAM LLC. Previous roles have included Director of Research and Product Development at Atlantic Asset ...more

I am currently president/founder of BFRC Services, LLC, a consulting firm based in Irmo, SC. Recently (and concurrently with BFRC) I was Chief Investment Officer at Innealta Capital and XTF GAM LLC. Previous roles have included Director of Research and Product Development at Atlantic Asset Management, LLC, VP of Curriculum Development at the CFA Institute, Wheat First Professor of Finance and Director of the Quantitative Finance (Financial Engineering) Program at James Madison University, and Director of Quantitative Research for Prudential Investment’s Quantitative Investment Management Group.less