John Towle, MBA ​

Senior marketing executive with proven experience developing and managing all promotional and product communications for a complete range of traditional and alternative investments. Expert in building marketing departments for small to mid-sized asset managers, developing brands, launching and distributing products and managing investor relations and public relations.

​

Previous employers include Fidelity Investments, ING Investment Management, Cantor Fitzgerald and Cole Real Estate Investments. FINRA licenses Series 6, 7, 24 and 63.

 

Sloan Walker, JD, CFA ​

Financial services attorney with U.S. Securities and Exchange Commission background. Skilled in alternative investments, investigations, compliance, ethics, and regulatory issues. 

Experienced in ISDA, ERISA, the Investment Advisers Act of 1940 and investment structuring. Adviser to investment committees, boards and senior management. Chartered Financial Analyst.

​

Previous employers include Morgan Stanley Alternative Investment Partners, OppenheimerFunds and Moody’s Investors Services.

​

​

​

​