| Financial Services Advisory Board |
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Julian Koski
Managing Director, Guggenheim Investment Management, LLC |
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| Mr. Koski is Co-Chief Executive Officer of Guggenheim Transparent Value, LLC and its subsidiaries, and a Managing Director of Guggenheim Investment Management, LLC. He directs Transparent Value’s business development, marketing, and distribution activities and contributes to Transparent Value product development initiatives. He is also a member of the board of Guggenheim Transparent Value, LLC. Mr. Koski has 20 years of experience in corporate finance, asset management, and investment banking. |
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Rebecca Gruman
Director, Business Services, Generational Equity |
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| Ms. Gruman is the director of Business Services for Generational Equity and is based at Generational Equity’s corporate office in Dallas, TX, Rebecca has over 5 years experience in Mergers and Acquisitions and 10 years of Marketing/Management experience. Rebecca generates and manages Generational Equity’s Deal Overview publication, a valuable resource for PEG’s and strategic buyers looking to acquire privately-held businesses. Rebecca has also spearheaded Generational Equity’s Deal Making CRM which has been a valuable resource for the firm. |
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| As a member of ACG (Association for Corporate Growth); Rebecca attends and represents Generational Equity for national and international sponsored conferences to build relationships and enhance Generational Equity’s network of buyers. |
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Sunny Vanderbeck
Managing Partner, Satori Capital |
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| Sunny Vanderbeck is a Managing Partner at Satori Capital, the preferred capital partner for companies that are building significant long-term value through a sustainable approach. Sunny has a track record of high achievement in all of his endeavors, including as an entrepreneur, CEO, investor, board member, and military leader. Prior to co-founding Satori Capital, Mr. Vanderbeck co-founded and served as Chief Executive Officer of Data Return, a leading provider of managed services and utility computing. As CEO for eleven years, Mr. Vanderbeck led the company through all phases of growth and transformation. The company sustained 40% quarter-over-quarter growth and reached $50 million in revenue after only three years. |
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Jeff Brainard, CFP, CFS
Vice President, ALPS Distributors & Select Sector SPDRs |
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| Jeff Brainard is a Vice President & Regional Sales Manager at ALPS Distributors and represents the Select Sector SPDR family of ETFs, the new ALPS Equal Sector Weight ETF (Ticker Symbol: EQL), as well as many other ALPS Products – mutual funds, closed-end funds, and ETFs. ALPS Distributors is a Denver-based firm that has been a significant player in the ETF industry since 1995, offering back-office, distribution and advisory services. With more than $150 billion in distributed assets, ALPS is currently the 4th largest independent ETF distributor in the country. Some of their larger clients include the S&P 500 SPDR, Select Sector SPDRs, United States Commodity Funds, Alerian MLP ETF, and Cohen & Steers. Through its new products and services ALPS continues to be an innovator in the ETF marketplace. |
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| Jeff is primarily responsible for helping RIA’s, financial planners, broker-dealers and institutional investors implement ETF strategies on behalf of their clients. Jeff has been working with ETFs for more than 10 years and has seen the industry grow from just two products in 1996 to hundreds of products and more than $900B in assets today. He serves as a trusted advocate to financial advisors by leveraging his expertise in the Exchange-Traded Fund Universe. He is a Certified Financial Planner (CFP®), a Certified Fund Specialist (CFS), and earned his degree in Accounting at the University of Colorado in Boulder, Colorado. He is a Denver native and resides in Littleton, Colorado with his wife Christa and three beautiful children. |
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| Please contact us at 212 461 2140 or sales@navatargroup.com. We would love to hear from you. |
