Freddy has been working in the financial services industry for twenty years, and has spent the last ten years specializing in working with high net worth families. Freddy believes in and is committed to building long-term relationships with his clients, and in creating personalized investment plans to meet their comprehensive needs. Prior to joining Left Brain Wealth Management, Freddy worked for Fidelity Investments. Freddy earned his B.A. from Augustana College where he studied Business Administration and Finance. Freddy also acquired his CFP (CERTIFIED FINANCIAL PLANNER TM) designation. Freddy and his family live in Naperville.
Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016. Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.
In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.
Marina started her career with Merrill Lynch in 1988. She graduated from Loyola University with a degree in Business Administration and later earned her Series 7, Series 66 and Insurance license. Marina is responsible for verifying all accounting, operations and compliance procedures and best practices. Her duties also include verification of auditing, Fund administrators, and Systems providers, as well as document reviews and reviewing underlying funds’ financial and legal documents.
Marina lives in Bartlett with her husband and three sons. During her spare time, she enjoys volunteering and spending time with their rescue West Highland Terrier named Sallie.
Mark brings over 15 years of industry experience including equities, fixed income and alternative asset classes. Previously, he managed a multi-billion dollar investment program at Wespath Investment Management. He also served as an Associate Portfolio Manager in the Institutional Asset Management Group at Northern Trust Global Investments. Mark has a BS in Finance from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago Booth School of Business.
Mark is the creator of Blue Harbinger Research, a source for independent investment ideas. In his spare time, Mark enjoys playing euchre and watching the minor league and spring training baseball games. He is a lifelong resident of Naperville.
Janice joined the Left Brain team as an investment analyst in August 2016. Prior to this, she served as an officer in the Air Force of the Singapore military. Janice graduated from the University of Chicago with a Masters in Financial Mathematics.
Janice resides in Singapore and during her free time, she enjoys reading, traveling and spending time with her family.
Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.
Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling.
Ann Marie brings nearly twenty years of broad based progressively responsible experience in Human Resources Management in the financial services industry. She spent fifteen years at Hong Kong Shanghai Bank Corporation (HSBC) in various Human Resources roles; including Recruitment Manager, Employee Relations Manager and Human Resources Manager. Most recently, she served as the Director of Human Resources where she directed the HR function for HSBC's processing center of 1400 employees in Elmhurst, Illinois. Ann Marie is a graduate of St. Joseph's College in Rensselaer, Indiana (Summa Cum Laude honors) with a Bachelor's degree in Accounting and a minor in Business Administration.
Ann Marie resides in Bloomingdale with her family. She is very active in the community serving in various volunteer capacities.