Managing money since 1985, Mr. Adams prior experience includes serving as Chief Investment Officer and portfolio manager for the Berger Mutual Funds, and as a portfolio manager for Kemper and the Dreyfus/Founders mutual funds. Adams was recognized as having an outstanding long-term track record at multiple large mutual fund families. Under Mr. Adams’ leadership, Berger Funds was recognized by Mutual Fund magazine as the nation’s second best performing Fund Company for multiple years. The Founders Balanced fund was the top ranked performing balanced fund for three years under his management and Barron’s magazine recognized Pat as having “All the Right Moves” and “Perfect Timing”. Patrick’s education includes an MBA from Xavier University and a BS from Ohio State University.

An integral member of the PVG team since 2008, Ms. Henderson is the backbone of operation support. In 2010 she assumed management responsibilities across all corporate functions as Director of Operations. As Director of Operations Ms. Henderson executes trades, coordinates new business, oversees financial controls, and manages client reporting. Ms. Henderson received her Engineer of Finance and Economics from Thomas Bata University, Zlin, Czech Republic in 2001.

Bruce Amman is the Director of Fixed Income and has an extensive background in the fixed incomemarkets navigating a multitude of various market conditions. Mr. Amman was part of a team at CitiPrivate Bank and oversaw a $6 billion portfolio of assets and worked as a manager for Morgan Stanley.He also worked for LPL Financial and Boettcher and Company. Also, he has advised over thirty Coloradocounties, several publicly traded companies managing their cash positions. Clients have includedWyoming Retirement Systems and Denver Public Schools. He graduated from Arizona State Universityand The Wharton School of Real Estate. Mr. Amman is involved with his church and numerous charities.

Managing money since 1969 or for over 40 years, Mr. Pecoraro’s career includes experience as a security analyst with Security Pa­cific National Bank and the British brokerage firm, Joseph Sebags, in Los Angeles and London.  Mr. Pecoraro was a top performing fund manager with the Oppenheimer Funds Group from 1974 through 1981, after which he helped form an in­vestment advisory firm,  Alpine Capital Manage­ment,  which he sold in 1988 to form PVG Asset Management.  Mr. Pecoraro developed the Loss Averse Investing approach during 1998/1999 when he became concerned about the possibility of unfavorable future market conditions and the impact of such conditions on clients.  He earned MS and BA Economics de­grees from California State University, Fullerton.  He has passed rigorous requirement to earn his international professional certification as a Chartered Financial Analyst issued by the CFA Institute.

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Greg is the Managing Director and Chief Compliance Officer of Sheets Smith Investment Management.  He has co-managed SSIM’s portfolios since the company’s inception in November 2015. Prior to joining SSIM, Mr. Bowden served in various Financial Planning & Analysis roles with Bristow Group, Inc., Melior Innovations, Inc. and Waste Management, Inc. His experience includes mergers and acquisitions, corporate venture capital investing, business valuations, and forecasting and budgeting. Mr. Bowden holds a Master of Business Administration degree and a Master of Bioengineering degree from Rice University and a Bachelor of Science degree with Highest Honors in Mechanical Engineering from the Georgia Institute of Technology. He has passed the Level II exam towards the Chartered Financial Analyst (CFA) designation.

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Donald Benson, CPA, CFP® is the President and Chief Investment Officer of Benson Wealth Management, with offices in Oneonta, New York and Cocoa Beach, Florida. He also oversees Benson Family Office and Accounting Services LLC in Cocoa Beach, providing integrated wealth, tax, and family office solutions to individuals, families, and business owners. Mr. Benson began his career as a sales tax auditor for the State of New York after earning a Bachelor of Science in Accounting from Utica College of Syracuse University. He became a Certified Public Accountant in 1982 and later earned the Certified Financial Planner™ designation in 2006. Prior to founding his own firm, he served as a Principal in a large regional CPA firm in Upstate New York. With more than four decades of experience, Mr. Benson specializes in comprehensive tax, investment, retirement, estate, and business planning, with a particular focus on tax-efficient strategies for closely held businesses and nonprofit organizations. Donald has long been active in community service and nonprofit leadership and has been recognized multiple times as one of Otsego County’s “Best of the Best” accountants. He is known for combining technical expertise with practical, values-driven advice to help clients protect, grow, and transfer wealth across generations.

Annie Gallegos serves as a Senior Trader and Director of Operations for the firm. She is an Advent Axys & Moxy Trading specialist. She provides client support, daily portfolio reconciliation, performance reporting and assists in compliance. She also maintains control procedures and performs data integrity audits to ensure accuracy. Annie has her Bachelor of Arts Degree in Economics from Northwestern University. Her previous experience includes employment with Chicago based Premier Asset Management, LLC. and WaMu Investment, Inc.