Mr. Read is the Chief Executive Officer, responsible for overseeing the development, management, and distribution of the firm’s investment strategies. He is also a lead member of the firm’s investment committee on equities and derivatives.
Mr. Read was a wealth manager for the private client group of Merrill Lynch, managing both institutional and individual assets. He transitioned to become the CEO and lead portfolio manager of his own firm focusing on derivative overlay strategies for high net worth clients with concentrated stock positions. Mr. Read is a graduate of the Phillips Exeter Academy, holds a BA in Economics from Lake Forest College, and also completed the Executive Management Program at Rollins College.
He currently has his Series 65 securities registration.