Investment Team

 

Mike Sorrentino, CFA

Chief Strategist

Prior to joining the firm, Mr. Sorrentino was a Vice President at Barclays Capital working on a wide range of investment strategies. Prior to Barclays, he worked at Sanford C. Bernstein with responsibility for a number of research areas. He also has an extensive background in management consulting and is regarded as an expert in software implementation and strategy.

 

Jeffrey Walker

Portfolio Manager/Analyst

Jeffrey has over 5 years of investment industry experience and Director of Third Party Money Managers which includes trading, investment analysis/research, and portfolio management. Jeffrey is a member of Global Financial’s Investment Committee in addition to being the Director of Third Party Money Managers. Jeffrey is a portfolio manager for the DIAS Lite Strategies. Mr. Walker graduated from Florida State University with a Bachelor of Science degree in Finance, Magna Cum Laude. Jeffrey holds the Chartered Financial Analyst designation.

 

Matthew Krueger, MSF, FRM

Portfolio Manager and Head of Quantitative Research

Mr. Krueger is responsible for the development and implementation of quantitative modeling and risk management across the investment strategies. Prior to joining Aviance Capital Management, Mr. Krueger was an Advanced Specialist at Bloomberg, L.P., where he focused on Portfolio and Risk Analytics including Risk Modeling, Optimization, and Quantitative Research. Matthew holds a Master’s of Science in Finance from the University of South Florida and a Bachelor of Science degree in Finance, Summa Cum Laude, from the University of Florida. In addition, Mr. Krueger holds aFinancial Risk Manager certification and has passed Level I in the CFA Program.

 

Mark Balanian

Senior Trader

Mr. Belanian joined Aviance Capital Management as a senior trader in March 2006. Previously he was head trader and senior portfolio analyst for the Value Equity Investment team at Phoenix Investment Counsel. Mr. Belanian has a B.A. from Trinity College in Hartford, Connecticut. Mark holds the Series 7, 66, and 63 licenses.

For information on Aviance Capital Management CLICK HERE.

Note: The Aviance Management Team are not Employees of Solomon Financial Group, Inc. Aviance Management represents the Management, Research, and Trading Team responsible for the investment portfolios of Global Financial Private Capital, LLC. Global Financial Private Capital, LLC is an SEC Registered Investment Advisor (RIA) that David Solomon has chosen to associate with as an Independent, Fee-Based Investment Advisor Representative (IAR).