Roberto Ivan Sharpe – CFA: Advisory Board Member
Roberto Ivan Sharpe was previously a Managing Director of a fund management company based in Singapore. He worked for KeyCorp and Kemper Securities in New York from 1988 until the onset of the financial crisis.
He worked through the following turbulent years, pursuing his interests in the financial markets.  He has gained significant experience in American and Asian emerging markets working in financial advisory roles on many projects throughout the region. Roberto is a graduate of Cornell University and has been active in the financial industry for more than two decades, with experience in commercial banking, investment banking, strategic asset allocation and portfolio advisory.

 

James Volcker – Board Member
James Volcker is a  Latin America (born June 9, 1972), He has a Bachelors of Arts degree in Economics from New York University and a Masters of Public Administration degree in Health Finance from NYU’s Wagner School of Public Service.

 

Dan Bruwer – Board Member
Dan Bruwer (born August 18, 1961) is a former American banker and a businessman who served as the managing director of a private equity firm headquartered in New York City. Dan Bruwer was born in South Africa and later relocated with his family to Ohio, Delaware where he attended middle and high school. He has a Bachelors of Arts degree in Accounting.

 

James Huges –  Head of Legal Team
With 20 years of federal procurement experience, James has represented private sector clients in numerous government contract and transactions. He previously worked at Kenney where he concentrated in the insurance defense litigation field. He has many years of active trial experience in Superior Court, Probate court, and in the Workers’ Compensation Commission District courts.
Attorney Hughes has been in solo practice in Fairfield and he is most proud of his ability to give prompt, courteous, professional and dedicated legal services on a one-to-one basis to all his clients.
In his practice of law, Attorney Hughes concentrates on: Elder Law & TITLE XIX planning; (i.e. preparation of wills and other important life documents and helping clients preserve assets & qualify for MEDICAID), Power of Attorney, Estates and Probate; ( i.e. handling estates through Probate Court), Real Estate (buy, sell and refinance transactions)
Attorney Hughes is an active member of both the State Bar of Michigan and the Ingham County Bar Association where he is a member of the Elder Law, Probate & Estates, Real Property & Workers’ Compensation committees of the bar associations and If There is a great need for the efficient resolution of contract disputes. He knows how to get results.

 

Alexandre Moreira – CR: Customer Representative
Alexandre Moreira serves as Customer Representative in charge of handling request from clients, Resolve customer inquiries via phone, email or mail, assist with customer interaction and correspondence which also includes the reason for calling, orders, request, or exchanges. He is one of our customer representatives in charge of any related questions, he works hard to constantly improve our client experience, and maintain our high-quality standards.
Alexandre joined our team with an extensive background in conference and membership sales. He gained his Bachelor’s degree from Bridgeport University in Business Management.

 

Maureen Seamond – Deputy Finance Officer
Maureen Seamond is a graduate of Fox School of Business and Management, Boston University School of Law. She was the senior manager in PWC, primarily responsible for each assigned multinational client. Her major focus was in the areas of International and Merger & Acquisition advisory and as an attorney solving the problems and providing solutions to a complex diverse client base around the world. Considered an expert in this field.
Maureen also served as a senior Consultant – an international expert in project management, management consulting, merger & acquisitions and international strategies and multi-international transfer tax between countries.

 

Martial Martic – Due Diligence and Risk Consultant
Martial Martic is a Senior Manager in New York working on reinsurance technical issues and derivative credit valuations.  As a consultant, he helps by further informing our coverage of due diligence, risk management and other important areas wealth and finance managers.
Martial gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets from other big four public accounting firms.  Martial has also spent two years as an independent risk consultant with a focus on internal controls and due diligence for fund of funds as well as reviewing transparency standards for fund of hedge funds.