CRD#

6810007

Firm CRD#

306763

Name of Custodial Firm

Charles Schwab

States Licensed in

VA

Years of Experience in Financial Services

10

Number of Years with Current Firm

4

Work Experience

Bull Run Investment Management, LLC Founder, CEO, and Chief Investment Officer January 2020 - Present (4 years, 11 months) McLean, Virginia

Founded and currently lead a wealth management firm specializing in high-growth sectors such as Artificial Intelligence, SaaS, Fin-Tech, and Cybersecurity. Developed and manage proprietary Equity SMA portfolios tailored for high-net-worth individuals and business owners. Oversee $34.66 million in AUM, ensuring personalized client strategies align with specific financial goals and risk profiles. Expanded firm operations and introduced innovative investment approaches, resulting in consistent client growth and portfolio outperformance.

Spectrum Financial, Inc. Senior Research Associate August 2018 - January 2020 (1 year, 6 months) Norfolk, Virginia

Managed $400 million in assets, refining and developing advanced technical indicators for leading Equity and Bond Mutual Funds. Conducted comprehensive statistical analyses, using market breadth and other data to forecast market trends and develop actionable insights. Created an Excel-based trading model comparing leveraged strategies against S&P 500 performance, improving decision-making processes.

Morgan Stanley Listed Commodity Derivatives Analyst March 2018 - June 2018 (4 months) Baltimore, Maryland

Central liaison for the New York-based commodity derivatives trading team, ensuring accuracy in trade lifecycle management. Designed and implemented system enhancements to improve efficiency, collaborating with global technology teams. Provided critical market data insights to traders, facilitating accurate and timely decision-making. TD Ameritrade Institutional Wealth Management Analyst (Intern) June 2017 - August 2017 (3 months) Jersey City, New Jersey

Developed strategies to grow the RIA industry, presenting solutions to senior leadership, including the President of TD Ameritrade Institutional. Assisted with UMA and SMA portfolio strategies, reconciling accounts and supporting managed account operations. Led a team in a competitive stock trading simulation, placed 1st.

IPS Strategic Capital Equity Derivatives Trading Analyst (Intern) June 2016 - August 2016 (3 months) Denver, Colorado

Analyzed and optimized SPX options-based absolute return strategies, generating significant alpha with reduced risk exposure. Automated data processing tasks, saving time and enhancing trading desk efficiency. Participated in advanced trading drills, gaining expertise in option greeks, put-call parity, and risk management. CME Group University Trading Challenge

Student Team Leader February 2016 - March 2016 (2 months) Denver, Colorado

Represented CU-Boulder in a global trading challenge, placing 4th out of 468 teams (top 1%). Delivered exceptional portfolio returns in competitive trading simulations using futures and options across multiple asset classes.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses