Brad has more than 34 years of investment industry experience. Brad co-founded Liquid Strategies in 2013 and serves as Chief Executive Officer, a member of the firm’s Executive Management Committee and Portfolio Manager on the Investment Team.
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.
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.
Justin Boller, CFA, has been in the investment management industry for over 22 years. Justin serves as Portfolio Manager and Director of Portfolio Strategy on the Investment Team. He began his career at Invesco in 1999 where he served as a Client Portfolio Manager, working on the company’s Global Equity investment team. While at Invesco, Justin also served as Director of Strategic Planning for the global firm.
Most recently, Justin has worked as Chief Investment Officer for Advocacy Wealth Management, LLC. He is a graduate of Wake Forest University, where he earned a bachelor’s in business with a focus in finance. Justin is a Chartered Financial Analyst® (CFA) charterholder.
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. Peter was named Chief Compliance Officer in 2016.
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, as well as monitoring the firm’s compliance program and ensuring regulatory requirements are met. Peter is a graduate of Georgia Institute of Technology and is a Certified Public Accountant.
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.
Andrew joined Liquid Strategies in 2019 as a Partner and has over 25 years of investment industry experience with nearly 20 years focused on serving registered investment advisors (RIAs) and family offices. He is a member of the distribution team based in greater Philadelphia.
Prior to joining Liquid Strategies, he was a Director at Invesco serving the RIA and family office community. Previously, he was a vice president within the Financial Institutions Group at DWS Investments/Deutsche Asset Management. He has also been a relationship manager for Charles Schwab Institutional providing custodial, practice management and investment solutions to RIAs. Andrew also has extensive experience in investment banking, where he was a fixed income investment banker for John G. Kinnard & Co. in Minneapolis and Commerce Capital Markets in Philadelphia.
Andrew holds the Certified Investment Analyst (CIMA®) designation and is a graduate of Syracuse University where he received a Bachelor of Science degree in Finance. Andrew holds the Series 24, 7, 66 and 59 FINRA licenses.
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
