KEYS TINNEY, CFP®
Keys is responsible for strategic and operational oversight of the firm. He is also Managing Partner of Aveo Capital Partners, a transparent collective of private wealth managers. Previously, Keys was Managing Partner of Integrated Advisors Consulting where he worked with advisory firms to retool key strategic relationships with accounting firms to increase profitability and partner buy-in. Prior to Integrated, he was Senior Vice President with iPro One, a buy-and–build partner to Top 100 accounting firm owned RIA’s. He played a key role in forging acquisitions representing over $1.5 billion in AUM. Before joining iPro, Keys had over a decade of experience as a financial advisor working with high net worth clients and cultivating strategic alliances with attorneys and accountants at the firm he founded in 2000, Integrated Advisors. Keys began his career as a financial advisor with Prudential Financial and is a graduate of the University of Colorado.
DAVID VARADI, CFA®
David has over 10 years of experience in quantitative research and developing trading algorithms for portfolio management. Most recently, he was the Vice President of Economic Research and Strategic Development at Flexible Plan Investments. Prior to that, he served as the Quantitative Director for Butler, Philbrick, and Gordillo at Macquarie Wealth Management. David is the President and founder of CSS Analytics Corp. (CSSA), an institutional consulting firm that provided medium-sized hedge funds and asset managers with analytics, quantitative systems and portfolio tools. The CSS Analytics blog (http://cssanalytics.wordpress.com) is currently one of the most popular and well-respected sources for original quantitative research worldwide. David graduated with an MBA in Finance from the prestigious Schulich School of Business in Toronto, Canada.
STEPHEN ERWIN, ESQ.
Stephen Erwin is the general counsel and chief compliance officer of Blue Sky Asset Management, and its affiliate Aveo Capital Partners. Stephen has more than a decade of experience representing investment advisers, hedge funds and private equity funds in business and regulatory compliance matters and as CCO. Prior to joining BSAM, Stephen was general counsel and CCO of a large investment adviser and hedge fund complex based in Boulder, CO, and member of Scheid, Cleveland & Fein, LLC in Denver, CO.