Ms. Morton has been in the financial industry for over twenty-five years and throughout her career, she has expanded her expertise to the point that she has a deep understanding of virtually all aspects of the industry. Ms. Morton is a firm believer that you will always do "well" if you strive to do "good".  In this belief, "well" represents success and "good" represents acting honorably. This guiding principal applies to all stakeholders of the endeavor, but especially to clients.

 

Ms. Morton began her career at a boutique firm as an institutional equity and fixed income trader servicing bank trust divisions throughout the U.S. She has held trading positions at two major international banks, one located in New York City and the other in Los Angeles and consulted. In 1994, she joined the private asset management division of a major money center bank raising $110 million in assets in her first year. Because she believed that major financial services firms were shifting their focus from caring about the needs of both prospective and current clients, to the bottom line exclusively, she launched an institutional broker dealer.  As CEO of the firm, she oversaw all aspects of risk management, finance, operations, corporate branding, compliance, contract negotiation and office management. Ms. Morton held that position for fourteen years.  In the new venture, she brings skill sets covering organizational management, compliance and business development.

 

In recognition of her leadership abilities, Ms. Morton was a finalist in the Working Woman/AT&T General Excellence category of the Working Woman Entrepreneurial Excellence Awards for 2001.  Ms. Morton holds a BA in Economics from Hood College (formerly Hood College for Woman). As a member of the Board of Trustees of her Alma mater from 2001 until 2006, she served as Chairwoman of the Finance Committee and Chairwoman of the Board. Ms. Morton, an avid anglophile, has an unsubstantiated claim of being the world's foremost expert on the History of the British Monarchy and The Great War (WWI).

Mr. Deary has been in the financial industry for over twenty years and throughout his career, his deep understanding of the needs of both clients and prospects has been the hallmark of his success. His understanding is rooted in the belief that one should focus on what the customer is not saying -- for that is where the truth of the customer's needs resides.  

 

Most recently, Mr. Deary led business development for a top tier minority owned institutional fixed income firm, a position he held for fourteen years. During his tenure, he raised over $6 billion in assets from thirty-seven institutional clients.  In addition to developing clients, Mr. Deary designed all marketing material, supervised the completion of Requests for Proposals and led the client service team.

 

Prior to this position, Mr. Deary led the institutional marketing efforts of a hedge fund-of-funds firm. His deep understanding of the needs of institutional clients and straightforward approach has earned him respect from all corners of the marketplace.

 

Mr. Deary graduated cum laud from Oakland University in Michigan. He holds a B.A. in Communications.  He also serves as a Regional Board Member of the Juvenile Diabetes Research Fund and the Oakland University Honors College Advisory Board.  In addition to his expertise in business development and marketing, Mr. Deary has an unsubstantiated claim of being the world's foremost expert on the Detroit Lions.