Founded in 2019 by Rodney Sullivan, CFA, CAIA bringing over 25 years of experience.

• Current Executive Director of Mayo Center for Asset Management at UVA Darden Graduate School of Business 

• Held leadership role at AQR Capital Management

• Editor of The Journal of Alternative Investments and former editor of the Financial Analysts Journal

• Chaired Investment Committee at CFA Institute

• Former Board of Directors, Institute for Quantitative Research in Finance

• Has held senior level roles in asset management industry including institutional investment management and private wealth management

• Holds Chartered Financial Analyst and Chartered Alternative Investment Analyst designations

Frank is an investment advisor representative with Vesteer™ Wealth Management serving clients in Omaha, Nebraska. He has a passion for making complex financial concepts accessible by simplifying them into their basic core elements.

Frank’s investment experience includes training financial analysts and portfolio managers for over 15 years as an author, editor, and instructor. Working with several professional training companies, he led public and in-house corporate seminars in major financial center cities throughout the U.S. and Europe. His work has helped prepare thousands of candidates for the rigors of the Chartered Financial Analyst exams, the most widely respected and difficult to attain professional credential in finance.

Frank’s other professional experience includes senior management positions in the insurance and banking industries. He holds an MBA from Case Western Reserve University and a bachelor’s degree in Finance from Miami University. Frank is a chartered financial analyst (CFA) and a certified anti-money laundering specialist (CAMS).

Alex is an investment advisor representative with Vesteer™ Wealth Management serving clients in the northern Virginia region. He got his first taste of investing with his interest in blockchain technology which offers digital assets in exchange for raw computation resources. His love for technology is expressed through his work to deliver advanced IT solutions for businesses and the Federal Government. Alex also enjoys fine wine and has completed the Introductory Sommelier certification. Alex’s other professional accomplishments include the FINRA Series 65 and the VCP-DCV6.5 VMware. Alex resides in Springfield, Virginia with his family.