Craig E. Columbus, JD, MBA
Craig E. Columbus serves as Chief Market Strategist of FAAM. Mr. Columbus was formerly the Chief Market Strategist for Thomson Financial, a leading provider of information and technology solutions to the worldwide financial community. During this time, he became one of Wall Street's most recognizable figures, appearing each Monday on CNBC's Power Lunch program for seven years. He is currently a regular guest on a variety of CNBC shows, including Kudlow & Company and Power Lunch, among others. Mr. Columbus also serves as the Chair of the Entrepreneurship program at Grove City College, in Grove City, PA, where he works on programs designed to educate students to transform society through commercial and social enterprise. Mr. Columbus is a graduate of Loyola University, holds an MBA degree from Penn State University and a law degree from Indiana University. He is also the 2007 recipient of the Penn State University Distinguished Alumni Award for Achievement in the Field of Finance. He was previously a candidate for the United States House of Representatives.
Jeffrey J. Mindlin, CFA®
Jeffrey J. Mindlin serves as FAAM's Chief Operating Officer, managing day-to-day operations. In this capacity, Mr. Mindlin is responsible for the portfolio management team and its efforts, including portfolio selection, trading, execution, proprietary money management and product development. Prior to joining FAAM, Mr. Mindlin was the Director of Research and Co-Portfolio Manager of Greenbook Investment Management, Inc., where he was instrumental in the design of sophisticated, proprietary investment strategies. Before that, he worked as the Assistant Portfolio Manager and Senior Financial Engineer for Pinnacle Investment Advisors, LLC, which operated a hedge fund and a series of managed accounts for institutional and high-net-worth clients, and sub-advised a publicly traded mutual fund. Previously, Mr. Mindlin was the Manager of Financial Engineering at Camelback Research, leading the development of several successful institutional grade quantitative products, including the popular MSN Money Stockscouter system. Mr. Mindlin earned his Chartered Financial Analyst (CFA) designation, as well as a BS in Economics and a BS in Finance from the College of Business Honor's Program at Arizona State University, where he received the prestigious Moore Award.
Thomas R. Samuelson, CFA® , CMT
Thomas R. Samuelson, CFA, CMT serves as the Chief Investment Officer for First Allied Asset Management. Previously, Mr. Samuelson served as the Portfolio Manager at Geronimo Partners where he oversaw a family of three hedge funds. He was also the Portfolio Manager at Invesco Funds Group for a diversified long/short fund and a sector energy fund, where he improved the energy fund's Lipper peer group ranking from bottom-quartile to upper-quartile while its assets grew to over $330 million. Previously, he also served as the President and Portfolio Manager for Denver Energy Advisors, where he managed separate accounts for large institutional clients such as the Notre Dame endowment. Mr. Samuelson received his derivatives experience from Swiss Bank Corp. (previously O'Connor & Associates), where he managed proprietary funds for the Bank. He began his career as a high-yield bond analyst for Duff & Phelps in Chicago and later became a partner of the firm. Mr. Samuelson received a BS in Engineering and an MBA from the University of Tulsa. He is one of less than a thousand people worldwide who have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Lon J. Gerber
Lon J. Gerber serves as Co-Portfolio Manager for First Allied Asset Management. Prior to joining FAAM, Mr. Gerber spent over 10 years at Thomson Financial, a leading provider of information and technology solutions to the worldwide financial community. For more than five years, he was responsible for directing analytic product development for the Wealth Management division. During his time at Thomson, Mr. Gerber was highly regarded for his expertise in the area of insider-trading analysis and regularly appeared in the financial media, including The Wall Street Journal, Barrons and Forbes, amongst many others. Mr. Gerber began his career in the banking industry as a financial analyst for Citibank, responsible for revenue forecasting for its U.S. consumer and commercial lending products. Mr. Gerber earned a BS in Finance from Binghamton University and an MBA degree from Penn State University.
Brian D. Wright, CFA®
Brian D. Wright serves as Head Trader and Co-Portfolio Manager for First Allied Asset Management. Mr. Wright has over a decade of industry experience. Previously, he served as Trader with Pinnacle Investment Advisors, where he helped oversee a family of hedge funds, institutional separate accounts, and a publicly traded mutual fund. Mr. Wright was also an Analyst with a boutique research firm, where he focused on forensic accounting and earnings quality-related research. He was one of the first analysts to raise questions about the accounting practices and viability of Krispy Kreme as early as 2003. Mr. Wright graduated Magna cum Laude from Boston University.
Eitan Boral serves as Assistant Portfolio Manager for First Allied Asset Management. Previously, Mr. Boral was an Account Manager with Logical Information Machines (LIM), where he worked with traders and analysts at large financial institutions and hedge funds to implement trading strategies using LIMís market research tools. Mr. Boral graduated from the University or Wisconsin.