Investment Policy Committee
Matthew Tuttle
CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER
Matthew Tuttle is a Certified Financial Planner® professional. He is the Chief Executive Officer and Chief Investment Officer of Tuttle Tactical Management, LLC.
Matthew is a familiar face among the financial media. In addition to speaking at accounting and trade association meetings across the country, he is a frequent guest on Fox Business News, BusinessWeek TV and Channel 12 News, and has been interviewed on both CNBC and Fox News. Matthew has appeared numerous times on CNNfn, notably on the Your Money Show and Dolans Unscripted with Ken and Daria Dolan.
He is the author of How Harvard & Yale Beat the Market (an Amazon best seller) and Financial Secrets of my Wealthy Grandparents. In addition to his books, Matthew has contributed timely articles to a variety of financial publications, including The CPA Journal, Pennsylvania CPA Journal, TAXPRO Journal, Accounting Crossing, the Fairfield County Business Journal, the Stamford Senior Flyer and over 25 other publications nationwide. He also is a frequent contributor to Forbes.com, The Wall Street Journal, CNBC.com, SmartMoney and Dow Jones Newswires. He has been quoted in Kiplinger’s Personal Finance, Money Magazine, USA Today, The Star-Ledger, Bankrate.com, The Christian Science Monitor and the Journal of Financial Planning. In addition, Matthew has been profiled in The New York Times, Stamford Advocate and Greenwich Time.
An experienced educator, Matthew teaches personal finance to consumers as an adjunct professor at Norwalk Community Technical College. He instructs through the Continuing Education centers of the Westport, Stamford, Darien, Greenwich and Katonah districts, as well as the 92nd Street YMCA. He has also provided continuing education instruction to CPAs at Baruch College, the CPA Law Forum and through the CPA Report.
He has received the Fairfield County 40 Under 40 Award, given annually to 40 executives who demonstrate extraordinary leadership qualities, with outstanding accomplishments in their respective fields. Recipients exhibit a strong, ongoing commitment to professional development.
In addition to his books, Matthew has written two chapters for the Life Insurance Answer Book, the desk reference guide for life insurance agents. He has also contributed to the Wealth Management Manual.
Confirming his expertise, he is a sought after expert witness in court cases dealing with financial planning matters.
Matthew has an MBA in finance from Boston University.
John A. Burke
CONSULTANT - ETF TRADING & RESEARCH
John A. Burke is a consultant for ETF trading and research and the founder of the ETF Research Group. The ETF Research Group provides institutional research on ETFs and ETF flows to ETF Strategists and Issuers. Previously he was Managing Director/Head Trader for American Independence where he set up their ETF trading desk. John was in charge of all ETF trading for the Cougar Global Tactical Growth and Moderate Growth Funds: he also traded the JAForlines Risk Managed-Allocation Fund. In addition, he traded the SMA accounts for the featured ETF Managers.
Prior to American Independence, John was Senior Vice President/Head Trader at Avatar Associates, an ETF-centric quantitative sector rotation investment manager. Before moving to the buy side, he was an OTC market maker for over fifteen years with the firms ABN, AMRO, Dain Rauscher, Montgomery Securities, and Guzman & Company. He has also participated in a panel on Best Execution Practices in Trading ETFs sponsored by IndexUniverse.
John graduated from Denison University in Granville, Ohio with a degree in Economics.
Dean Kasparian
CONSULTANT
Dean Kasparian is one of the leading experts in market analysis, trading system design and development. He is the President of Sierra Analytics, an institutional research firm providing tactical market intelligence to money managers. As president of AIQ Systems, his research led to the development of the first artificial intelligence-based trading software program. During his 14 year tenure, AIQ was a constant winner of Stocks & Commodities Readers’ Choice Awards, for multiple products including MarketExpert, StockExpert, IndexExpert, OptionExpert, and its flag ship product, TradingExpert.
Dean was then recruited to PerTrac Financial Solutions performing as the Chief Operating Officer. PerTrac is the world’s leading asset allocation and investment analysis software tool used by money managers, endowments, family trusts, pensions, fund-of-fund managers and hedge fund managers. PerTrac is the premier risk analysis tool using qualitative and quantitative analysis by providing data aggregation from the hedge fund industry. Portfolio managers use this information to analyze and perform their due diligence to construct portfolios by evaluating the risk profile and correlation by implementing tools such as the Markowitz efficient frontier allocation models.
Dean then applied his understanding of developing a balance and risk adjusted portfolio along with his technical and managerial background to work with one of largest tactical managers on the west coast. He joined Online Advisors, which provided the technical, procedures and tools to NCM in order to run a billion dollar firm, which works with hundreds of different RIA’s, with thousands of clients, at multiple custodians.
Currently, Dean is the founder and CEO of Sierra Analytics, and has worked with some of the world’s most renowned experts in the areas of technical and fundamental market analysis, trading system development tools and group/sector analysis techniques. Using proprietary systems and approaches to market strategies and tactical asset allocation, he has acquired and honed a unique blend of skills. Dean’s proven software development expertise, coupled with his experience in both trading and investing, has given him a deep understanding of the financial marketplace.
Dean has appeared frequently as a guest on many national financial and television and radio programs, and is a featured presenter on the national lecture circuit, speaking on market analysis, and designing and testing trading systems. Dean has served on nonprofit and profit boards of directors and continues to work as a consultant to many registered advisers and money managers.
Murray A. Ruggiero Jr.
CONSULTANT-SYSTEMS DEVELOPMENT
Murray Ruggiero is one of the world’s foremost experts on the use of inter-market and trend analysis in locating and confirming developing price moves in the markets. Murray is often referred to in the industry as the Einstein of Wall Street. Murray is the Vice President of Research and Development of TradersStudio, a provider of backtesting and system development software to money managers and traders.
He is a sought-after speaker at IEEE engineering conventions and symposiums on artificial intelligence. IEEE, the Institute of Electrical and Electronics Engineers, is the largest professional association in the world, advancing innovation and technological excellence for the benefit of humanity. Due to his work on mechanical trading systems, Murray has also has been featured on John Murphy’s CNBC show Tech Talk, proving John’s chart-based trading theories by applying backtested mechanical strategies. (Murphy is known as the father of inter-market analysis.)
After earning his degree in astrophysics, Murray pioneered work on neural net and artificial intelligence (AI) systems for applications in the investment arena. He was subsequently awarded a patent for the process of embedding a neural network into a spreadsheet.
Murray’s first book, Cybernetic Trading, revealed details of his market analysis and systems testing to a degree seldom seen in the investment world. Reviewers were universal in their praise of the book, and it became a best seller among systems traders, analysts and money managers. He has also co-written the book Traders’ Secrets, interviewing relatively unknown but successful traders and analyzing their trading methodologies. Murray has been a contributing editor to Futures magazine since 1994 and has written over 160 articles.
As chief systems designer, Murray digs into the depths of niche and sub-markets, developing very specialized programs to take advantage of opportunities that often escape the public eye, as well as the most experienced high level money managers.
Murray is an outside consultant to Tuttle Tactical Management.
David Nelson
STRATEGIST
David founded his own investment firm in October 2000. Prior to forming DC Nelson Asset Management, David was a portfolio manager at Lehman Brothers’ New York City office, where from 1997-2000, he was responsible for managing the assets of high net worth clients and small institutions. Lehman approached David at Morgan Stanley Dean Witter where, from 1995-1997, he played an active role in management at their flagship New York City office. Previously, he was a Financial Consultant for Merrill Lynch. He is a Chartered Financial Analyst (CFA,) a designation issued solely by the CFA Institute.
He is a frequent commentator and guest on Bloomberg TV, CNBC, Fox Business, TheStreet.com, and Yahoo Finance where he discusses markets, economics and individual securities.
David also frequently lectures on the financial markets, including several recent appearances before the American Association of Individual Investors (AAII.) David’s investment career follows his well-publicized success in the entertainment industry where he performed with recording artists The Turtles and David Johansen.