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Calvert Group, Ltd.
Distance: 0.2 Mi4550 Montgomery Ave
20814 Bethesda -
Hemscott, Inc.
Distance: 0.5 Mi4833 Rugby Ave
20814 Bethesda -
E-Management Consultants, Inc.
Distance: 3.7 Mi1010 Wayne Ave Ste 1150
20910 Silver Spring -
Investment Counselors of Maryland, LLC
Distance: 33.6 Mi803 Cathedral St
21201-5201 Baltimore -
Brown Capital Management Inc
Distance: 33.9 Mi1201 N Calvert St
21202 Baltimore
Website Links
Description
The AdvisorShares Sunrise Global Multi-Strategy ETF (NASDAQ: MULT) seeks to provide long-term total returns by investing long and short in a variety of asset classes and investment strategies. MULT is managed by Sunrise Capital Partners (“Portfolio Manager”), an asset management firm with over three decades of experience in the alternative investment arena. The Portfolio Manager seeks to achieve MULT’s objective by tactically investing, both long and short, in global equity, bond, currency and commodity markets as opportunities arise within those markets.
Charles Robertson is the Managing Director of Marketing for AdvisorShares. Charles has over 15 years of experience in the financial services industry. From starting out as a brokerage trader at Fidelity Investments in a call center environment, Charles moved into a training role where he instructed new traders on everything from how to place trades to understanding client needs so that exceptional service was provided to each customer. He then moved into a fledgling e-business group at Fidelity Investments and helped to develop one of the first online web-based trading platforms.
Dan Ahrens is a Managing Director and the Chief Operating Officer of AdvisorShares. He has extensive experience in the investment management industry covering portfolio management, sales and administration. His background includes responsibility for operations, finance and compliance. Prior to joining AdvisorShares, Dan founded Ahrens Advisors, L.P., as an SEC-registered Investment Advisor, where he was portfolio manager of the Ladenburg Thalmann Gaming and Casino Fund from 2006 to 2008. Prior to forming Ahrens Advisors, he was President of the MUTUALS.com Funds.
The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for securities firms doing business in the United States and is dedicated to investor protection through regulation and complementary compliance and technology-based services.
Noah’s 15+ years of experience includes a focus on innovative financial technology, and innovative financial products. His experience spans a solid financial services foundation at Fidelity Investments. From that foundation, Noah has had the opportunity to develop one of the first web-based brokerage trading and systems, to the startup of the first web-based personalize portfolio management systems, to directing a national mutual fund firm as one of the early providers of index-based ETFs, to a founder of one of the first firms to offer actively managed ETFs.