Flora is an Accredited Portfolio Management Advisor and wears many hats. Armed with a Masters in Decision and Information Science, Flora brings expertise in Technical and Fundamental Analysis of the various investments recommended by our team. She is the ears and eyes of anything investment related and is essential in building our team's investment strategy from both a Macro and Micro level.
Accredited Portfolio Management Advisor
Ron possesses over 30 years of experience in the financial industry beginning as an Auditor in a CPA firm to most recently as the CFO of a large mining company in Virginia. He joins us with his expertise in fundamental analysis of a company's financial health as it pertains to its Stock price and valuation. Ron is integral in constructing our recommended portfolios and holdings and assists in properly managing them.
Certified Public Accountant™
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