Key Altegris Team Members

The Alternative Investments industry is complex and rapidly changing. At Altegris, we are committed to remain at the forefront of this evolution, leading the industry in serving sophisticated investors and professional wealth advisors. Our team of experienced industry professionals is dedicated to help you with your investment choices. The Altegris team contains the experience, training and knowledge that the industry requires and, just as importantly, takes a flexible approach to how we work with you.

Key Bios: Altegris Companies

The following industry professionals provide support and expertise across all affiliates of the Altegris group of companies.

Ken McGuire - Senior Vice President, Chief Operating Officer, Altegris Services

With over 22 years of experience in developing and managing operating platforms in support of world-class alternative investment managers, Ken McGuire leads the continued development of operational capabilities within the Altegris group of companies. As Chief Operating Officer of Altegris, Ken directs the automation, investment reporting and back office integration that Altegris provides wealth managers and investment advisors.

Prior to joining Altegris, Ken served as Managing Director of Product Management for single manager hedge funds at BNY Mellon Alternative Investment Services, as part of the team that drove the unit to become the industry’s third largest, single manager hedge fund administrator. Ken entered the alternative investment industry in 1990 at Goldman Sachs within the Hedge Fund Strategies Group, where he served as Co-Head of Operations, Finance and Technology. He was also Chairman of the Operations Committee and a member of the Management Policy Committee.

Ken graduated magna cum laude from Hofstra University with a BS in Computer Science/ Mathematics and received his MBA with a concentration in Management from Adelphi University.

Laura Pyle - Senior Vice President, Chief of Staff, Altegris Investments

Laura Pyle brings over 18 years of experience in strategic planning and new business development to Altegris. As Chief of Staff Administration for the Altegris group of companies, Laura plays a key role in aligning the firm's strategic direction and building its infrastructure. Her expertise is critical in helping the management team develop metrics and project prioritization across the company.

Laura was previously a Senior Vice President and Director of Operations for a West Coast multi-strategy fund of hedge funds, overseeing the coordination and communication of the firm's internal departments. She was also President of Orion West, Inc., a management consulting firm that specialized in working globally with CEOs and HR teams, including Fortune 500 level organizations.

Laura is a graduate of the University of Michigan, Ann Arbor, with a BA in Psychology (summa cum laude) and an MA and PhD in Organizational Psychology.

David P. Mathews - Senior Vice President, General Counsel, Chief Compliance Officer, Altegris Investments

David Mathews has over 22 years of legal, regulatory and business experience in the financial services industry, including over six years of experience in legal and regulatory matters specifically relating to hedge funds and other alternative investment products. David serves as General Counsel and Chief Compliance Officer for the Altegris group of companies. Prior to joining Altegris, David served as general counsel for a California-based hedge fund of funds manager, and before that practiced law with the New York law firm of Shearman & Sterling, in its Washington, DC office.

From 1991 to 1998, David was an attorney with the SEC in both the Division of Enforcement and the Division of Investment Management; his work included the proposal, adoption and interpretation of regulations affecting alternative investment products. David’s background also includes experience as an in-house attorney for the insurance affiliate of the Investment Company Institute, the trade association for the mutual fund industry, and experience in general corporate and securities law matters with private law firms in Dallas, Texas.

David is a graduate of Oklahoma State University and received his Juris Doctor degree from Pepperdine University School of Law.

Andrea Trachtenberg - Senior Vice President, Chief Marketing Officer, Altegris Investments

Andrea Trachtenberg has over 25 years of financial service marketing experience and is currently Chief Marketing Officer of the Altegris group of companies. At Altegris, she focuses on building the Altegris brand and delivering strategic marketing programs and initiatives, as well as sales growth strategies for the high net worth, independent broker dealer and RIA channels. Andrea was previously the Founder and Managing Director of Ivory River Group, LTD, a boutique strategic marketing consulting firm that served the needs of a diverse group of leading financial and professional services firms.

Prior to that, Andrea was Senior Vice President and Head of Global Marketing for Lehman Brothers Global Investment Management. There, she spearheaded the creation and launch of a new global external and internal branding strategy. Before Lehman Brothers, Andrea was Senior Vice President and Chief Marketing Officer for asset management firm Neuberger Berman.

Andrea received her MBA with honors, Marketing from Pace University, New York, and a BS with honors, Management Science from SUNY Binghamton. She also holds a Certificate in New Product Development from the University of Pennsylvania, Wharton School of Management.

Tricia Zehr - Vice President, Director, Advisory Compliance, Altegris Investements

Tricia Zehr has over 12 of financial industry experience. As the Director of Advisory Compliance for Altegris, she is responsible for the processes of initial and ongoing compliance, legal and regulatory review of products and money managers. She leads Altegris’ ongoing efforts in monitoring the administration of the investment products on our platform. Prior to joining Altegris, Tricia was Director of Administration of the Managed Investments Division of Man Financial Inc, a subsidiary of the Man Group, in its La Jolla, California office.

Tricia began her career as a financial consultant with Merrill Lynch’s Private Client Group in La Jolla, CA, where she served on a team of investment professionals focused on business lending and cash management, and estate and tax planning.

Thomas W. Ulrich - Chief Compliance Officer, Altegris Advisors & Altegris Funds

Tom Ulrich has over 20 years of legal, regulatory, and business experience and currently serves as the Chief Compliance Officer for Altegris Advisors and Altegris Funds. Before joining Altegris, Tom was a Partner, General Counsel & Chief Compliance Officer at Geneva Investment Management in Chicago, Illinois for over six years. Prior to Geneva, Tom was Founding Partner, General Counsel and Chief Operating Officer at InView Investment Management, LLC in Chicago, where he was responsible for all Operations, Legal and Compliance matters. In addition, Tom’s former experience includes serving as Chief Compliance Officer for Northwestern Mutual Trust Company in Milwaukee, Wisconsin, and operating an independent law practice in Omaha, Nebraska.

Tom received his B.A. in English from the University of Nebraska, and initiated his career by working abroad for two years in Cape Town, South Africa. Upon his return to the States, Tom attended Creighton University School of Law where he earned his J.D. degree.

Key Bios: Altegris Investments Account Executives

The following industry professionals are registered representatives of Altegris Investments.

Todd Trusso , CAIA® - Senior Vice President, National Director, Private Client Relationships, Altegris Investments

Todd Trusso brings over 11 years of experience in asset allocation and investment consulting with high net worth and family office clients to his role as the National Director of Private Client Relationships at Altegris Investments. Prior to joining Altegris in 2005, Todd was the Manager of Financial Services with Prudential Financial. He oversaw a team of 12 Financial Advisors who were responsible for retirement, estate, and tax planning for over 200 clients. Todd’s team specialized in managed account and managed research implementation dealing with $50+ million in client assets.

Todd holds a BA in Political Science from California State University, San Marcos and the designation of Chartered Alternative Investment Analyst (CAIA®).

Chris Maudlin, CAIA® - Vice President, Alternative Investment Consultant, Private Client Relationships, Altegris Investments

Chris Maudlin brings over eight years of experience in asset management and investment consulting and is currently an Alternative Investment Consultant for Private Client Relationships. Prior to joining Altegris, Chris was Managing Partner of a boutique wealth management group at Merrill Lynch, where he was awarded “Rookie of the Year.” At Merrill Lynch Chris’s group managed in excess of $600 million between a small number of affluent families and institutions with a heavy focus on alternative investments. Prior to Merrill Lynch, Chris was a Financial Advisor at Morgan Stanley.

Chris holds a BA in Communications from University of California at Davis and the designation of Chartered Alternative Investment Analyst (CAIA®).

Charles F. Fowler, CFP®, CAIA® - Vice President, Alternative Investment Consultant, Private Client Relationships, Altegris Investments

Charlie Fowler has more than 11 years of experience in the financial services industry and is currently an Alternative Investment Consultant for Private Client Relationships at Altegris Investments. He previously served as a Vice President for the Private Client Group of Charles Schwab and Co. for more than seven years, advising and/or directly managing assets in excess of $200 million.

Prior to that, Charlie was a Financial Advisor for Prudential Securities and a financial consultant for A.G. Edwards and Sons.

Charlie holds a BA from Rutgers University as well as a Masters in Finance and Tax Planning from San Diego State University. He also holds the designation of Chartered Alternative Investment Analyst (CAIA®).

Jason Pemberton - Vice President, Alternative Investment Consultant, Private Client Relationships, Altegris Investments

Jason Pemberton has over nine years of financial industry experience and is currently an Alternative Investment Consultant for Private Client Relationships at Altegris Investments. Prior to joining Altegris as Client Relationship Manager in 2006, Jason was an accountant at Hedgeworks, a hedge fund administration firm.

Previously, Jason worked as a trading specialist at National Planning Corporation, providing fixed income and equity trading support to financial advisors, portfolio managers and private clients. He also gained experience as an equity/mutual fund trader at AIG SunAmerica, and began his career as a Lead Operations Controller at Merrill Lynch in 1999.

Jason graduated San Diego State University with a BS degree in Business Administration, with a concentration in Finance.

Trevor Stuart - Vice President, Alternative Investment Consultant, Private Client Relationships, Altegris Investments

Trevor Stuart brings more than 11 years of experience in finance and wealth management to his role as Alternative Investment Consultant for Private Client Relationships at Altegris Investments. Trevor was previously an Investment Advisor at Merrill Lynch in New York, where he advised corporate entities and individuals in the US, Europe and South America on Alternative and Fixed Income investments.

Prior to that, Trevor served as an Associate for an Institutional Private Wealth Management desk at Morgan Stanley in New York, whose three person team managed in excess of $2 billion in assets. In this capacity, he advised corporations and a family office on tax efficient investments.

Trevor holds a BA in Political Science from Ohio Wesleyan University, as well as Series 7, 63, 65 and 33 licenses.

Matthew Wheeler - Vice President, Alternative Investment Consultant Private Client Group, Altegris Investments

Matthew Wheeler has over 10 years of experience in financial services and is currently a Vice President and Alternative Investment Consultant for the Private Client Group at Altegris. He was previously a financial advisor with Principal Financial Group, where he provided comprehensive financial planning, retirement planning, and investment advisory services to pre-retirees and business owners.

Prior to that, Matthew managed over 50 million of investment advisory and fixed income assets for clients as a senior financial advisor with UnionBanc Investment Services. He also worked as a financial advisor at Tax & Financial Group.

Matthew holds a BS in Management Science from the University of California San Diego as well as his Series 3, 7 and 66 licenses.

Stephanie Waits , CAIA® - Vice President, Alternative Investment Consultant, Private Client Relationships, Altegris Investments

Stephanie Waits brings over five years of financial services experience to her role as an Alternative Investment Consultant for Private Client Relationships at Altegris Investments. Prior to joining Altegris, she was a Marketing and Sales Specialist with Argus Realty Investors, a boutique investment firm that specialized in real estate private placements. At Argus Realty Investors, Stephanie was responsible for the design and implementation of strategic sales and marketing campaigns.

Stephanie is a graduate of San Diego State University, where she received a BA in Political Science. She holds the designation of Chartered Alternative Investment Analyst (CAIA®).

Bret Undem - Vice President, Alternative Investment Consultant, Institutional Relationships, Altegris Investments

Bret Undem has over 16 years of industry experience and is currently an Alternative Investment Consultant for Institutional Relationships. Before joining Altegris, Bret was a Managing Director at Strata Partners LLC, an investment banking firm that provides corporate finance and strategic advisory services to middle-market companies.

Prior to joining Strata Partners, Bret spent seven years as Vice President of Acacia Research, a NASDAQ-listed technology company. At Acacia, he was responsible for Investor Relations and Media Relations. Prior to Acacia, he served as an Institutional Investment Consultant in Los Angeles, California. From 1994 to 2000, he oversaw investment assets in excess of $2.0 billion for institutional clients throughout the United States.

Bret graduated from the University of Arizona with a BS in Finance.

Kirk Strawn , CIMA, CFA - Senior Vice President, National Director, Strategic Relationships, Altegris Investments

Kirk Strawn has over 21 years of experience and is currently the National Director of Strategic Relationships for Altegris Investments. Previously, Kirk was responsible for the design, development and servicing of Man Investments national intermediary network, a position he held for more than eight years.

Prior to Man Investments, Kirk was Managing Director of Institutional Marketing and Sales at ING Furman Selz Capital Management. At ING, he was responsible for raising capital for a variety of asset classes and managing the account executive team for the Separate Managed Account platforms serving broker-dealers. Kirk began his career at Lehman Brothers in New York, where he provided financial services to institutional accounts, hedge funds and private investors.

Kirk graduated from George Washington University with BBA Major in Finance cum laude. He is a Certified Investment Management Analyst (CIMA) by the Investment Management Consulting Association and a CFA charterholder.

Jason ZumBerge , CAIA® - Vice President, Director, Strategic Relationships, Altegris Investments

Jason ZumBerge has over 13 years of industry experience and is currently the Director of Strategic Relationships for Altegris Investments.

Prior to joining Altegris, Jason was Vice President at Presidio Financial Partners, a firm specializing in financial planning for high net worth individuals and entrepreneurs. At Presidio, he was responsible for manager research, and gained extensive experience in custom hedge fund and Managed Futures portfolio construction.

Prior to his position at Presidio, Jason served as Director of Investments at Quintessence Group, an independent multi-family office advising wealthy families in their investments. He has also gained experience at Morgan Keegan and Morgan Stanley.

Jason is a graduate of Southern Methodist University in Dallas, TX, where he received a BBA degree in Finance and Organizational Psychology. He holds the designation of Chartered Alternative Investment Analyst (CAIA®).

Brendan Finn - Vice President, Strategic Relationships, Altegris Investments

Brendan Finn has over 10 years of industry experience and is currently Vice President of Strategic Relationships for Altegris Investments, where he is focused on the overall distribution efforts within the wire houses and independent broker dealers.

Prior to joining Altegris, Brendan was an Assistant Vice president with BNY Mellon Asset Management, where he focused on Mutual Fund, Separate Account and Sub Advised distribution for approximately 20 different boutique asset managers under the BNY Mellon umbrella. Brendan’s focus at BNY Mellon was with home office and analysts at major wire houses and independent broker dealers. Prior to that, he was a product specialist and internal wholesaler with Dreyfus a subsidiary of BNY Mellon. Brendan’s past experience includes retirement plan distribution with MetLife Financial and private client work with Solomon Smith Barney after beginning his career on the floor of the NYSE as clerk.

Brendan is a graduate of the University of Delaware in Newark, DE with BA in History.

Cliff Faircloth - Vice President, Strategic Relationships, Altegris Investments

Cliff Faircloth brings nearly 20 years of experience in a sales and national account roles to Altegris Investments. As a Vice President of Strategic Relationships, Cliff focuses on product distribution through the wire houses and independent broker dealers. Most recently, Cliff was a Relationship Manager with Morgan Stanley Smith Barney’s Investment Strategy and Client Solutions Group advising asset management firms on the placement and sales of Mutual Fund, ETF, Closed End Fund, SMA, UIT and Alternative Investment products on the various MSSB platforms and programs.

Prior to his role at Morgan Stanley, Cliff had an Account Management role in Morgan Stanley’s Prime Brokerage unit, as well as similar roles at UBS and ABN Amro Prime Brokerage. Cliff also spent time selling and servicing American Depositary Receipt [ADR] relationships with The Bank of New York and HSBC.

Cliff graduated Marist College in Poughkeepsie, NY with a BS in Business Administration and holds a Series 3 license.

Chris Ricciardi, CAIA® - Vice President, Alternative Investment Consultant, Strategic Relationships, Altegris Investments

Chris Ricciardi has more than six years of experience in the alternative investment arena and is an Alternative Investment Consultant for Strategic Relationships for Altegris Investments. Prior to joining Altegris, Chris co-founded Herron Capital Management (HCM), an NFA Introducing Broker and Commodity Trading Advisor. In his time as Senior Vice President and Managing Partner of HCM, he managed a team that provided Managed Futures expertise and global execution services to Broker Dealers and Registered Investment Advisors.

Chris started his career with a division of Man Financial, where he served individual and institutional investors and constructed trading systems and risk management policies for clients trading in the global futures and options markets.

Chris graduated from San Diego State University in 2005 with a BS in Business Administration, with an emphasis in Finance.

Steve Jensen - Vice President, Strategic Relationships, Altegris Investments

Steve Jensen has more than five years of industry experience and currently serves as Vice President of Strategic Relationships at Altegris Investments.

Prior to joining Altegris, Steve worked at Fisher Investments in the San Francisco bay area. He was responsible for growing the high net worth private client group as well as maintaining client relationships and project management. Steve started his career at Comerica Bank in the technology and life science loan division providing mezzanine financing to venture capital backed start-up companies.

Steve holds a BS in Government from Dartmouth College. He is currently obtaining both an MBA and a Masters in Real Estate degree from University of San Diego and is Series 7 licensed.

John Scarcella - Senior Vice President, National Director, Intermediary Relationships, Altegris Investments

John Scarcella has over 25 years of experience in the organization and marketing of alternative investments, including Managed Futures, Real Estate Investment Trusts and partnerships as well as equipment leasing investments. Currently, he is the National Director of Intermediary Relationships for Altegris Investments. Prior to joining Altegris, John was Vice President National Marketing for Steben & Company, where he was responsible for the development of the broker dealer distribution network for the firm's Managed Futures funds.

Previously, John served as Vice President of National Accounts for Lincoln Financial Distributors. Before this, he was Senior Vice President of ATEL Securities Corporation, responsible for all sales, marketing, and due diligence efforts for ATEL's public and private equipment leasing investment offerings.

John received his BS in Finance from Santa Clara University in 1983 and his MBA with a concentration in marketing from Santa Clara University in 1992. He is a licensed securities and commodities broker and direct participation program principal.

Brandon Rosenbaum - Vice President, Pacific Northwest Regional Director, Intermediary Relationships, Altegris Investments

Brandon Rosenbaum brings over 16 years of financial services experience to his role as the Pacific Northwest Regional Director. He is responsible for overseeing sales in the intermediary channel for the Pacific Northwest and serves clients in the Registered Investment Advisor and Broker Dealer space.

Prior to joining Altegris, Brandon spent over five years as the divisional vice president at Sunamerica for the Pacific Northwest region where he was responsible for wholesaling variable annuities. Prior to Sunamerica, Brandon was the regional vice president for the Northern California region for Allianz, the associate wholesaler for Northern California for the Wells Fargo Funds, and began his career as a regional marketing representative at ATEL Securities Corporation.

Brandon received his BA in Finance from Washington State University in Pullman, Washington. He is a member for the Financial Planning Association and is FINRA series 7 and 63 licensed.

Chance Edstrom - Vice President, Pacific Northwest Regional Consultant, Intermediary Relationships, Altegris Investments

Chance Edstrom brings over four years of financial services experience to Altegris and is currently the Pacific Northwest Regional Consultant for Intermediary Relations. Prior to joining Altegris Chance worked as Relationship Manager for Wells Fargo Advisors. He worked with a team that focused on corporate retirement plans, including consulting key executives on their fiduciary responsibilities, creating and monitoring Investment Policy Statements and providing asset allocation assistance.

Previously, Chance worked at A.G. Edwards & Sons as a Financial Marketing Associate where he benchmarked 401(k) plans and maintained relationship with key executives, plan record keepers and mutual fund wholesalers.

Chance obtained his BS in Business Administration with an emphasis in Finance from San Diego State University and holds his Series 3, 7 and 66 licenses.

Adam Gallegos - Vice President, West Regional Director, Intermediary Relationships, Altegris Investments

Adam Gallegos brings over 16 years of financial services experience to Altegris. As the West Regional Director of Intermediary Relationships, he is responsible for business development of the broker-dealer channel in the Western U.S. region. Adam joined Altegris from Kensington Investment Group, where he was responsible for business development and promotion of Kensington's investment products, as well as overseeing marketing and wholesaling efforts in the Western U.S. regions.

Prior to joining Kensington, Adam was the Director of Business Development at Getrelevant.com, an internet marketing firm. He began his career in financial services at Barclays Global Investors. Along with his financial services experience, including analyst training with J.P. Morgan Chase, Adam has also been involved in entrepreneurial endeavors in the golf industry.

Adam received a BS in Business Administration with an emphasis in Finance from California State University, Sacramento, in 1992.

Mike Zard - Vice President, West Regional Consultant, Intermediary Relationships, Altegris Investments

Mike brings six years of industry experience to his role as West Regional Consultant for Intermediary Relationships at Altegris. Mike joined Altegris from Goldman Sachs, where he worked in the asset management division and was responsible for providing mutual funds, structured notes, separately managed accounts and portfolio construction advice to broker dealers.

Mike began his investment experience at Rydex Investments, consulting financial professionals on alternative investment strategies in mutual fund, etf and separately managed account format. Previously, Mike worked with Thomson Reuters as an Account Manager, providing legal and research information to law firms.

Mike holds a BA in Business Management with a focus in economics from Gustavus Adolphus College as well as his Series 6, 7, 63 and 65 licenses.

Shawn Wears - Vice President, Midwest Regional Director, Intermediary Relationships, Altegris Investments

Shawn Wears bring over eight years of diversified financial services experience to Altegris. As the Midwest Regional Director of Intermediary Relationships, he is responsible for business development of the broker-dealer channel in the Midwestern U.S. region. Shawn joined Altegris from Rydex-SGI, where he was responsible for consulting Financial Advisors on building more efficient portfolios, business development, asset retention, territory management and speaking engagements.

Prior to joining Rydex-SGI, Shawn was a top Account Executive at Capital One in the Commercial & Residential Financing Division. He began his career in financial services at One Securities which was purchased by JP Morgan.

Shawn received a BS in Sports Business with an emphasis in Finance & Economics from Ohio University in 2002. Shawn currently holds Series 7 and 66 licenses.

Ryan Farrell - Vice President, Midwest Regional Consultant, Intermediary Relationships, Altegris Investments

Ryan brings five years of industry experience to his role as Midwest Regional Consultant for Intermediary Relationships at Altegris. Ryan joined Altegris from John Hancock, where he was a Senior Internal Wholesaler in the Northeast Division of Annuity Sales. Ryan covered all channels for John Hancock in their Broker-Dealer relationships.

Ryan began his investment experience at JPMChase as a Fund Accountant. There, Ryan gained insight into the daily workings of a major financial institution and an understanding of the need for precision and accuracy required when dealing with large transactions on a daily basis.

Ryan holds a BA in Studio Art from Providence College as well as his Series 3, 6, 7 and 63 licenses.

Greg Brucher , CFP® - Vice President, South Central Regional Director, Intermediary Relationships, Altegris Investments

Greg Brucher brings over 16 years of financial services experience to his role as the South Central Regional Director of Intermediary Relationships at Altegris Investments. He is responsible for overseeing sales in the intermediary channel for the Midwest territory and serves clients in the Registered Investment Advisor and broker-dealer space.

Prior to joining Altegris, Greg was National Sales Manager at SMH Capital Advisors in Dallas, where he was responsible for wholesaling mutual funds and separate accounts throughout the United States. There, he worked with advisors from a number of broker-dealers including LPL, Wells Fargo Advisors, Raymond James and UBS, as well as with RIAs affiliated with Envestnet, Schwab and Fidelity. Previously, Greg held sales positions at Franklin Templeton Portfolio Advisors, Prudential and GE Private Asset Management.

Greg holds a BS in Business Administration from the University of Arizona at Tucson, as well as his Series 7, 24, 63 and 66 licenses.

Michael Bermel - Vice President, South Central Regional Consultant, Intermediary Relationships, Altegris Investments

Michael Bermel brings five years of financial experience to his role as the South Central Regional Consultant for Intermediary Relationships at Altegris Investments. He is responsible for overseeing sales in the intermediary channel for the South Central territory and serves clients in the Registered Investment Advisor and broker-dealer space.

Prior to joining Altegris, Michael was an Internal Sales Associate at ICON Advisors Inc, where he was responsible for wholesaling mutual funds, managed portfolios and separate managed accounts throughout the United States. There, he worked with advisors from a number of broker-dealers including UBS, Wells Fargo Advisors, Merrill Lynch, Morgan Stanley, Raymond James, Advisory Group, VSR, Commonwealth and LPL, as well as with RIAs affiliated with Envestnet, Schwab and Fidelity.

Michael holds a BS in International Business from the University of Colorado at Boulder, as well as his Series 3, 6, 7 and 63 licenses.

Peter Cunningham - Vice President, Northeast Regional Director, Intermediary Relationships, Altegris Investments

Peter Cunningham brings seven years of financial services experience marketing alternative investment products, in addition to broad-based experience in trading and operations. Peter is the Northeast Regional Director of Intermediary Relationships for Altegris Investments. He joined Altegris from Steben & Company, where he served as a Regional Vice President. Previously, he served as Director of Marketing for ClaraVista Capital Management, a Commodity Trading Advisor.

Peter gained trading and operational experience with Goldman Sachs Hedge Fund Strategy Group rising to Execution Trader on the foreign exchange desk. Peter holds a BA degree from the University of Georgia.

Lisa Cutuli - Vice President, Northeast Regional Consultant, Intermediary Relationships, Altegris Investments

Lisa Cutuli has over three years of alternative investment industry experience and is the Northeast Regional Consultant for Intermediary Relationships. Prior to moving into her current role, Lisa specialized in operations, focusing on strategic relationships and account managing. She offers a unique insight into the infrastructure of Altegris and has experience working with both intermediary and direct client channels.

Lisa graduated with honors from San Diego State University with a BS in Biology and a minor in Fine Arts. She currently holds her Series 7, 63 and 3 licenses.

Vance Barse - Vice President, Southeast Regional Director, Intermediary Relationships, Altegris Investments

Vance Barse has nine years of professional experience and is the Southeast Regional Director for Intermediary Relationships at Altegris Investments. He worked most recently at Pyrysys, a behavioral healthcare firm in La Jolla, CA. In his role as Business Administrator and Corporate Officer, he led a seven member team in managing finance, marketing, operations, and human resources.

Vance gained experience as general manager of Allied Counseling Group in Frederick, MD where he was responsible for profit and loss management and strategic sales and marketing initiatives.

Vance graduated from the University of Maryland with a BS in Neurophysiology and Neurobiology and was a Howard Hughes Medical Institute Fellow.

Sofiya Zhovnovataya - Vice President, Southeast Regional Consultant, Intermediary Relationships, Altegris Investments

Sofiya Zhovnovataya comes to Altegris with over four years of diverse financial services experience and is currently the Southeast Regional Consultant for Intermediary Relationships. Prior to joining Altegris in 2011, she worked as an Investment Associate at UBS Financial Services’ International Division, where she upheld a robust institutional client base, primarily focused on providing cash management solutions to large foreign entities.

Previously, Sofiya spent time in various divisions within UBS Domestic, where she gained experience in the high-paced environment of a municipal bond trading desk, as well as in the areas of marketing, internal products consulting and private wealth management.

Sofiya graduated from the University of California, Berkeley with a BS degree in Business and a minor in Spanish Language and Literature. She also holds Series 3, 66 and 7 licenses.

Anne Peterson - Vice President, Internal Sales Desk Manager, Altegris Investments

Anne Peterson brings over nine of years experience in sales, customer service and project management to her position as Internal Sales Desk Manager at Altegris. Prior to joining Altegris, Anne was an Internal Wholesaler with Ridgewood Capital, where she worked with the top producing sales team.

Anne began at Moore Wallace as a Sales Representative managing key accounts for a leading international printing firm. She went on to become a Client Financial Analyst with Citibank.

Anne obtained her BS in Business Administration from California State University.

Read Investment Committee Bios

Read Research and Investments Team Bios

Contact Altegris directly