▪ 25 + years Financial Industry Experience He was raised in Sarasota, FL having graduated from Riverview High School in 1984. He and his wife Carina love to travel and enjoy bike rides. Navy as an officer aboard nuclear submarines.īill has four wonderful children Shelby, Grant, Hannah and Bridget. Prior to founding Capstan Financial Consulting Group he worked for Banc of America Investments/Merrill Lynch and UBS/PaineWebber.īill graduated from Georgia Tech in 1989 with a Bachelor's degree in Mechanical Engineering, and served five years in the U.S. He holds the Chartered Retirement Plans Specialist (CRPS®) and Accredited Asset Management Specialist (AAMS®) designations from the College of Financial Planning.īill started his financial services career in 1995 while in Raleigh Durham, NC. Bill has been designated a Chartered Life Underwriter (CLU®) and Charter Financial Consultant (ChFC®) by The American College. Bill is a Series 9/10 General Securities Sales Supervisor he obtained his CERTIFIED FINANCIAL PLANNER certification (CFP®) in 2005 and holds the Certified Investment Management Analyst® certification (CIMA®) from the Investment Management Consultants Association. He’s responsible for developing the practice’s policies and procedures including asset allocation, investment manager selection and application of our investment policies. ▪ Certified Investment Manager Analyst (CIMA®)īill Marsh is the Managing Principal of Capstan Financial Consulting Group. ▪ Certified Financial Planner (CFP®) Certification ▪ Directs Asset Allocation Investment Manager selection & Investment Policy ▪ 25+ years Financial Industry Experience in economics from the University of Nevada, Reno.CA Insurance License # 0D04463. in economics from San Francisco State University and earned an M.A. Hope has previously worked for Wells Fargo Investments and Kidder, Peabody & Company. Hope was an Investment Management Analyst for Smith Barney. Hope is a guest lecturer on various financial topics at the University of Nevada, Reno. Hope is a member of the American Finance Association and the Western Finance Association, which allows him to stay current with the latest academic financial research. Hope is responsible for the compilation, interpretation, and presentation of statistical data related to the marketing of Navellier products for both retail and institutional clients. Hope uses the Navellier quantitative and fundamental ranking systems for individual stock evaluation while also applying additional statistical analysis for final stock selection or sale. Tim Hope joined Navellier in 2003 and has over two decades of experience in the securities industry, which has included many challenging market cycles. in finance in 1979 from California State University – Hayward. in business administration in 1978 and an M.B.A. Ackerman’s Investing Under Fire: Winner Strategies from the Masters for Bulls, Bears, and the Bewildered. Stern’s book Secrets of the Investment All-Stars in the interview “Louis Navellier, A Man Who Has Beat Them All.” He is also featured in Alan R. Most recently he was profiled in Kenneth A. In addition to appearing on CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week, he has been featured in Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios.Ī charismatic figure with a reputation for solid leadership, Louis Navellier has been covered by a wide range of international media. Navellier began publishing his research in his stock advisory newsletter, the MPT Review. Navellier employs a three-step, highly disciplined, bottom-up stock selection process focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. With decades of experience translating what had been purely academic techniques into real market applications, he believes that disciplined, quantitative analysis can select stocks that will significantly outperform the overall market. Louis Navellier is Founder, Chairman of the Board, Chief Investment Officer and Chief Compliance Officer of Navellier & Associates, Inc., located in Reno, Nevada.
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