Brian is responsible for ensuring the Operations Department is performing efficiently and effectively.
Prior to joining MAP Brian spent over 20 years in the investment industry with firms including Schechter Wealth, Telemus Capital, LLC, and H&R Block Financial Advisors (formerly OLDE Discount Corporation). He has experience in management, brokerage operations, portfolio accounting and finance.
Brian earned a Bachelor’s in Business Administration from the University of Michigan.
“It is amazing what you can accomplish if you do not care who gets the credit.”
Greg is responsible for maintaining and increasing the efficiency of the department through process review and process improvements. His responsibilities also include processing equity and fixed income trades.
Prior to joining MAP Greg spent over 30 years in the investment industry with firms including Raymond James and H&R Block Financial Advisors (formerly OLDE Discount Corporation). He has broad brokerage operations experience having held leadership positions in Clearance and Settlement, Margins, Mutual Fund operations, Wealth Management and several other operational areas. Greg holds the Series 65 and has held the Series 4, 7, 8, 24, 27 and 63.
Greg earned a Bachelor’s in Business Administration from Wayne State University.
“If everyone is moving forward together, then success takes care of itself.”
Julie works closely with both the operations and investment teams to provide support for a broad array of portfolio management needs. Her responsibilities include investment allocation as well as processing equity and fixed income trades.
Prior to joining MAP, Julie spent over 13 years with H&R Block Financial Advisors and OLDE Discount Corporation. She served as senior sales trader and manager of the Securities Lending Department, before taking on the role of Assistant Treasurer. She held her Series 7, 63 and 27 licenses.
Julie earned a Bachelor’s degree in Finance from Michigan State University, and is a Registered Investment Advisor Representative.
“It’s not what you look at that matters. It’s what you see.”
-Henry David Thoreau
Jim has been part of MAP since early 2007. With multiple responsibilities, his hands-on experience and strong technical aptitude help ensure the overall accuracy, efficiency and effectiveness of the firm’s operations.
Prior to MAP, Jim worked for a Tier 1 supplier in the automotive industry. His 23 years in the automotive field included working in the areas of maintenance management, program management, and manufacturing engineering at various facilitates throughout North America.
Jim has an Associate’s degree in Electrical Engineering along with various other automotive certificates.
“Today is the day”
Dustin plays a key role on the investment team analyzing company, industry, and economic trends and fundamentals.
Before joining Managed Asset Portfolios, Dustin spent six years as a Linguist in the US military, alternating between active and reserves. He graduated Summa Cum Laude from Wayne State University with a Bachelor’s degree in finance.
“Do what you can, with what you’ve got, where you are.”
Jeff supports MAP’S Compliance functions, helping the firm fulfill its various and important compliance and regulatory responsibilities.
Prior to joining MAP, Jeff received his Bachelor’s degree in Economics from Michigan State University. Following his graduation, Jeff returned to his alma mater and received his J.D. from Michigan State University College of Law. Jeff holds series 7 and 66 securities licenses.
“If everyone is thinking alike, then somebody isn’t thinking.”
-U.S. Gen George S. Patton Jr.
Tomarra is responsible for opening new accounts and a variety of office tasks to ensure our firm’s smooth and efficient daily operations.
Prior to joining MAP, Tomarra spent several years working in the accounting industry. She has also held her real estate license for over 10 years.
Tomarra has an Associate’s degree in Liberal Arts.
“Nothing is impossible. The word itself says, ‘I’m possible’!”