Shawn co-Founded Liquid Strategies in 2013 and serves as Lead Portfolio Manager and is a member of the firm’s Executive Management Committee. Shawn brings more than 25 years of investment experience primarily in the area of options trading and options portfolio management. Shawn started trading options in 1997 with the Timber Hill Group, one of the world’s largest options market making firms. While at Timber Hill, Shawn was an options market maker on the floor of the Pacific Exchange and was later promoted to join a small team in Greenwich, CT that was responsible for overseeing the firm’s multi-billion dollar options trading portfolio. He subsequently served as Head of Options Strategy and Director of Alternative Investments at BB&T, where he worked with advisors and their clients to develop options-based hedging and yield enhancing strategies.
Shawn is an active member of his community and was voted as one of the Top 40 leaders under 40 while living in Richmond after being nominated by his peers due to his professional accomplishments and community involvement. Shawn earned his B.S. in Commerce from the University of Virginia.
Adam has more than 24 years of investment industry experience and co-founded Liquid Strategies in 2013. Adam is a portfolio manager of the strategy and serves on the Liquid Strategies investment team, which is responsible for setting portfolio allocations based on the risk profile of the markets.
Adam began his career at Franklin Templeton in 1997 and later served as Head of Equity Trading at Trusco Capital Management along with managing equity trading operations. Most recently, Adam was a founding partner and Director of Trading for Perimeter Capital Management. Adam received his Chartered Financial Analyst® (CFA) designation in 2001 and earned his B.S. from Auburn University.
Mark is a graduate from Vanderbilt University and the Owen Graduate School of Management, where he earned his BA and MBA. Mark has 25 years of experience in the investment and wealth management industry, receiving his Chartered Financial Analyst designation in 1992 and working in various roles ranging from Personal Trust Portfolio Manager to Chief Investment Officer and Lead Portfolio Manager for a highly successful Small Cap Growth investment fund.
Mark worked with SunTrust and Trusco Capital Management for 16 years managing personal trust and institutional equity and balanced portfolios, before developing and launching a Small Cap Growth investment discipline for the firm. Following his tenure with SunTrust, Mark was a founding partner and Chief Investment Officer for Perimeter Capital Management, a predecessor firm to Liquid Strategies, where he continued as the Lead Portfolio Manager for the firm's Small Cap Growth Strategy, helping to raise $2 billion in AUM's for the firm.
Mark brings to Liquid Strategies a wealth of experience and expertise in the financial markets, portfolio management, investment research and evaluation, and client relationships.
Elio serves as Portfolio Manager for Liquid Strategies and has over 12 years of experience in investment management, investment fiduciary guidance, and portfolio construction. He holds a BS in Agricultural Education from Penn State and a MS in Agricultural Education and Food & Resource Economics and a Ph.D. in Entrepreneurship from the University of Florida (AIF®) designation from the Center for Fiduciary Studies and the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors (NAPA).
Connor is a Portfolio Strategist at Liquid Strategies. He has previously worked on the investment team at The Motley Fool and has spent time as an intern at True North Investments LLC and Prehmus Financial. He recently graduated with a BBA from LaGrange College where we was a pitcher on the baseball team. When he's not working, you'll find him out on the golf course or on the lake.
Megan has over 10 years of marketing experience across the entertainment, healthcare and investment industries. Megan joined Liquid Strategies in 2018 and serves as Marketing Director, focusing on the overall marketing and growth of the firm.
Megan began her career as a Junior Executive for All Moxie, Inc., a talent management/production company in New York City. Prior to joining Liquid Strategies, Megan was an Associate Marketing Manager for a medical device manufacturer in Atlanta, GA.
Her responsibilities at Liquid Strategies include developing and implementing marketing strategies, building brand awareness and supporting the sales team. Megan is a graduate of Auburn University, where she earned a Bachelor’s of Arts in Radio, Television and Film (Mass Communications). She completed her MBA with a focus in Marketing at Mercer University in 2016.
Darby is a graduate from the University of North Georgia with a B.A. in Communications with a focus in Public Relations. While at the University of North Georgia she spent time studying human relations, conflict management and organizational skills.
Darby joined Bison in 2022 as an Office Manager with a primary focus on day to day activities of operations, including planning and coordinating with all of our teams.
She enjoys spending her free time trying new places in the city, exploring nature and visiting the US National parks.
A quote to live by: “What you do makes a difference, and you have to decide what kind of difference you want to make” – Jane Goodall
Seth joined Liquid Strategies in 2023 and is a member of the wholesaling team based in Atlanta. Seth started his career working for a consulting firm in accounting consulting before deciding to move to a more client-facing industry. Prior to joining Liquid Strategies, he worked at Etrade from Morgan Stanley where he was a financial advisor. Seth holds the Series 66 and Series 7 licenses. Seth graduated from the University of Georgia in 2019 with a Bachelor’s Degree in Finance. In his free time Seth can be found on the golf course or cheering on the Dawgs every Saturday in the fall.
Peter has over 30 years of extensive experience in financial services, utilities, energy marketing and consumer finance. Peter joined the Liquid Strategies team in 2014 as the firm’s Controller.
He previously served as Vice President/Corporate Controller for GMT Capital since 2006. At GMT Capital, he managed the accounting, treasury, and financial operations for GMT’s $4 billion long/short equity hedge funds. Peter played an integral role in building the firm’s operational systems and capabilities to handle the growth in assets under management, which more than doubled during his tenure.
At Liquid Strategies, Peter is responsible for the integrity of all reported financial data, treasury, human resources. Peter is a graduate of Georgia Institute of Technology and is a Certified Public Accountant.
Katie serves as Controller for Liquid Strategies and has over 15 years of accounting and operations experience within the investment management and financial services industries.
Katie began her career at Deloitte in Chicago where she audited primarily mutual fund, hedge fund and private equity clients. She then worked for Grosvenor Capital Management and Harris Associates in accounting and operations roles. Most recently, Katies was the Assistant Corporate Controller at Roark Capital Management, a PE firm in Atlanta, GA.
Katie graduated from Loyola University Chicago with a BBA in Accounting and earned an MSA in Accounting from the University of Notre Dame.
Parimal is the Chief Compliance Officer for Liquid Strategies and has over 20 years of experience in compliance, trading and operations within the investment management and financial services industries.
Parimal began his career at NBC Securities in Birmingham, AL where he started in investment operations and later ran the broker dealer’s trading desk responsible for equity and fixed income trading. He later worked at Invesco, a global asset manager with over $1.5 trillion assets under management. Parimal started as a compliance officer supporting the global asset allocation investment strategy and progressed to a director in the compliance department leading a team of 10 compliance professionals supporting Fixed Income and Multi-Asset investment strategies. Parimal has extensive experience in all aspects of compliance including working on complex regulatory change initiatives within investment management, working directly with senior regulators and trade associations. He also led multiple regulatory examinations for the global firm.
Parimal graduated from the University of Alabama at Birmingham with a B.S. in Finance and earned an MBA from the University of Alabama at Birmingham. He holds the FINRA Series 4, 7, 24, and 65 licenses.
Brad has more than 38 years of investment industry experience. Brad co-founded Liquid Strategies in 2013 and is a member of the firm's Executive Management Committee.
Prior to Liquid Strategies, Brad was a founding partner and CEO of Perimeter Capital Management and was a member of the Management Committee of Concourse Capital Management, LLC, an affiliated investment adviser to a long/short equity private fund. He also served as Executive Vice President of Trusco Capital Management and served on the firm’s Executive Committee.
Brad has been in the investment industry since 1985, has served on numerous industry boards and is a frequent conference speaker. Brad is a graduate of Oklahoma State University where he received a degree in Finance. Brad also co-founded and currently focuses most of his time on Bison Holdings, an affiliated wealth advisory firm.
