Michael Griffin is a founding partner of SilverOak Financial Group, Ltd., an investment management and financial planning firm in Houston, TX. He began his financial services career in 1999. He subsequently took an interest in the CAIA designation and received his Charter in 2010 in an effort to better serve his clients and in support of his own direct investment activities. Michael graduated from the University of Notre Dame in 1990 with a BBA in Finance and a BA in Japanese.

CAIA Member since 2005

CAIA Member since 2009

Keenan Carstens, CFA, CAIA, is currently Head of US Client Relations for the CFFA Group. The CFFA Group provides Registered Investment Advisors investment consulting services as well as web based applications designed to capture new client assets as well as retain existing clientele through improved communication protocols.

CAIA Member since 2007

CAIA Member since 2014

Josh Kernan is a Partner of Simple Alternatives, LLC. Founded in 2009, Simple Alternatives is an institutional alternative investment provider. Simple Alternatives’ S1 Fund (SONEX) is a long/short equity fund of fund in a mutual fund structure.

CAIA Member since 2013

Daisy Weiss has nearly ten years of experience in finance with a focus on alternative investments. Ms. Weiss is currently Associate Director, Investor Relations at Universa Investments L.P., an investment manager that specializes in tail hedging for institutional clients.

Gabriel serves as the Senior Portfolio Strategist and Investment Advisor for Welcy Capital Advisors, a Miami based RIA with a Latin American focus.  Prior to that, he was an Investment Specialist for Banco Santander International for almost 10 years, providing advice and trade execution in all asset classes for Latin American clients. He formerly had a similar role with BNP Paribas' Latin America Wealth Management. Before BNP, he was the Senior Portfolio Strategist of Deltec Wealth Management, an RIA out of Palm Beach serving the US ultra high net worth segment.

Karim Aryeh is a Director at Deutsche Bank in Miami covering U.S. and Latin American clients. He joined Deutsche Bank in 2019 from Lloyd Crescendo Advisors where he was Chief Investment Office since 2016. Prior to Lloyd Crescendo Advisors, Karim was a Senior Portfolio Advisor and Team Head at Santander Private Bank (2011-2016), and in Investment Specialist at UBS Wealth Management in New York, Geneva and Miami (2002-2011). Karim graduated Cum Laude from Boston College in 2002 with a BA in Philosophy..

CAIA Member since 2015

Todd Briggs, CPA is a Partner in the Financial Services Group of RSM. 

Todd specializes in providing consulting and attest services to hedge funds, fund of funds, broker-dealers, futures commission merchants, investment advisors, and proprietary trading firms. He also advises these clients on financial reporting, accounting policies, internal controls, including due diligence procedures and compliance matters.