President / General Partner / Founder
Ternion Trading Group, Llc
Ternion Trading Group, LLC, also dba/ Ternion Advisors was a state Registered Investment Advisor providing alternative absolute return investment strategies and private fund limited partnership investments.FINRA Series 66 & 65 CRD# 5711616; FINRA Series 3 NFA ID: 0438459 Career shift to financial service industry through asset investment management and operating a registered investment adviser firm (RIA).Expanded RIA offerings by creating, registering, and attracting limited partners for new fund• Created all limited partner solicitation materials, PPM, and Subscription agreements• Expanded capabilities for managing AUM on independent investment manager platform• Created unique equity index trading strategy which generated annual alpha with beta <1Samex Capital Advisors, LLC, service as Vice PresidentPromoted to establish, grow and operate new RIA focused on ETF based defined contribution retirement funds and individual alternative investment strategies. • Designed organization; recruited, hired and managed advisor reps and administrative staff• Grew assets under management from $0 to $62M and 5 retirement plan clients in 18 months• Pioneered creation and delivery of ETF based defined contribution plansInvestment Advisor Representative & Securities Analyst • Managed clients for limited partnership fund (hedge fund) using alternative strategies• Performed technical, quantitative, and financial analysis for multiple investment theses • Created and tested trading tactics, review outcomes, determined risk and expected returns