Founder & Principal

Joe LaTurner

Work Experience

• Joe has 20+ years of experience in finance and investments.  He is a professional money manager who worked alongside the equity credit derivatives desk at Deutsche Bank, has managed a $100m Family Office Balance Sheet, built portfolio(s) for $275m in private wealth, and oversaw $475M in Assets Under Management (AUM).

• Joe has 5+ years' experience as a full-time University Instructor at Northeastern State University (NSU) who taught Finance Principles, Investments, Portfolio Management, and Derivatives along with assisting with the Student Managed Investment Fund and the Battenfield-Carletti Investment Lab.

Education

• Master of Science (MSF) in Finance, University of Tampa

• Master in Business Administration (MBA), Stetson University

• Bachelor of Science (BS) in Finance and Real Estate,  University of Central Florida

Honor and Membership

• Beta Gamma Sigma

• Pi Kappa Alpha Fraternity

• Marquis Who's Who

Chief Macro-Investment Specialist

Ge Yan

Work Experience

• Ge’s career spanned local government finance, he has leadership roles in Middle East telecommunications and electricity equipment corporations, and he headed the Treasury Department in an $1.8 billion display panel company.

Current Job

• As an investment manager in a provincial state-owned private equity firm, Ge bridges financial expertise with technological proficiency in financial research, computational modeling and contemporary business landscapes.

Education

• Master, Finance, University of Tampa

• Certificate, Computational Social Science, George Mason University

• Bachelor, Software Engineering and English, PRC