Equity Market Advisor manages client assets with the objective of outperforming the S&P 500 Index over the course of an investment cycle. The strategy uses technical analysis in order to forecast if the stock market, measured by the S&P 500 Index, is likely to rise or fall in the near term. If the technical analysis signals declines, the strategy will short S&P 500 futures contracts, purchase puts, write calls or a combination of written and purchased puts or calls. Likewise, if the technical analysis signals advances, the strategy will take long positions in S&P 500 futures contracts, purchase calls, write puts or a combination of written and purchased calls or puts.

 

David Cooley is a Managing Director and President of FirstPoint Advisors and has served in such capacity since the formation of the company. Mr. Cooley’s responsibilities focus on the management of client accounts, investment and trading strategies, and the management of company operations. David is Registered as a Principal and as an Associated Person of FirstPoint Advisors.

 

Previously, he was a Managing Director and partner at J&W Seligman & Company, Inc. where he managed global equity funds and chaired the Industrial Sector Team.  David also served as the portfolio manager for National City Investment Management Company's international equity funds from 1997 to 2000, and from 2003 to 2005. Prior to becoming an international fund manager, he analyzed the basic material sector with a specialization in chemical stocks for Victory Capital Management.

 

David is a Chartered Financial Analyst CFA (1994), National Commodities Futures Examination (2005).  He resides in Bay Village, Ohio with his wife, Michelle, and their three children.

 

Patrick Kennedy is a Principal and Managing Director of FirstPoint Advisors.  Mr. Kennedy’s responsibilities focus on business development, marketing, and client service as well as sharing management responsibilities. Patrick is registered as Principal and as an Associated Person of FirstPoint Advisors.

 

Prior to forming FirstPoint Advisors, Patrick was Director of Mutual Fund Distribution at Allegiant Asset Management from July 2002 until December 2005. From December 1998 until July 2002, he was Director of Institutional Distribution for National City’s Investment Management Company.

 

Patrick graduated from Villanova University with a B.S in Business Administration in 1992. He also holds his Series 3 license.  He resides in Cleveland Heights, Ohio with his wife, Molly, and their growing family of six children.

 

The descriptions above are from the manager’s disclosure document and website.