Chief Portfolio Manager
Elite Relative Value Strategy
Daniel has a B.S. Business Management from UTD, an MBA from SMU Cox School of Business, and better than 20 years of investment and portfolio management experience. Daniel created and manages the Elite Relative Value Strategy.
Daniel shares his wealth of investment knowledge through his book – Understanding Investments a Few Minutes at a time.
Head of Concierge Services and
Samuel entered the financial industry ten years ago as a book-keeper, eventually graduating to become the head of a family office. He leads the concierge services team here at TEA, in addition to managing the Aviary investment strategies. He has published an article in American Banker entitled "A Free-Market Alternative to Modern Banking".
Sheryl maintains our files and double checks our documents for completeness. One word best describes Sheryl — meticulous.
Director of Mkt SV
Naomi is an entrepreneur and social media expert. Currently, she is laser focused on identifying IAR’s that meet our profile.