Christopher Sullivan
13+ years experience in portfolio construction, hedging, strategy creation and is a Securities, Futures, and Options Principal.
Mr. Sullivan holds Series 3, 4, 7, 24, 30, 31, 66, 215, Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) securities licenses, and is an active Chartered Market Technician level 3 (CMT) Candidate. Previous positions include; Wealth Manager at Morgan Stanley and Merrill Lynch. Mr. Sullivan has a B.A. from Emory University in History and English with a minor in Music and Micro-Economics.
Matthew Rosen
9+ years experience in equity and equity derivatives trading, portfolio management, research and risk management.
Mr. Rosen holds Series 7 and Series 66 securities licenses. Previously, Matt served as Business Manager at an independent law firm. Mr. Rosen has a B.A. from Rollins College in Economics with a minor in Business Administration and an A.A. from Santa Fe College in Business Administration.