Aspen Partners

Partners


Firm Headquarters: The Patrick H. Starke House
9 East Franklin Street, Richmond VA
Bryan R. Fisher, Managing Partner
 
e. bfisher@aspenpartners.com
p. 804.708.0624

Mr. Bryan R. Fisher, born in 1973, joined Aspen Partners in 2000 and became a Partner in the company in 2007. Mr. Fisher was promoted to
Managing Partner in September 2012 and is now responsible for overseeing and managing all aspects of Aspen's day to day business and setting the future direction of the firm. Prior to this promotion Bryan was primarily responsible for client relationships in the Mid-Atlantic and Northeast Regions of the United States. Before joining Aspen, he previously worked for First Union Securities' (now Wells Fargo Securities) Alternative Investment Group where
he was responsible for National sales and marketing of alternative investments. Bryan has been registered as an associated person of Aspen Partners with the NFA since December 2001 and principal of Aspen Partners with the NFA since September 2007. In addition, he has been registered as a Branch Office Manager with the NFA since December 2001.

In his spare time Mr. Fisher enjoys spending time with his wife, Aynsley and their three sons. He also enjoys guitar, tennis and visiting the Blue Ridge Mountains as often as possible. Mr. Fisher holds a Bachelor of Arts Degree from Virginia Polytechnic Institute and State University.

 

William Ware Bush, Partner
 
e. wbush@aspenpartners.com
p. 404.879.5131

Mr. William Ware Bush has almost 30 years of experience in the financial services industry. He joined Aspen Partners, Ltd. in 1998. He and his Partner, Bryan Fisher, share in all elements of
Aspen's direction, strategy and investment.

During his sixteen years at Aspen Partners, Mr. Bush has been primarily responsible for business development and client relationships in the Southern and Western Regions of the United States. In his previous career he served in a variety of roles at investment banks and management firms. He started his investment career as an Institutional Salesman for E. F. Hutton & Company and was a Vice President at Donaldson, Lufkin & Jenrette. He has been a senior marketer for two institutional investment advisory organizations. At Aspen Partners, he has helped design, structure and promote a variety of innovative investment programs in Managed Futures and Hedge Funds.

Mr. Bush has been registered as an associated person of Aspen Partners, Ltd. with the NFA since January 2000 and principal of Aspen Partners with the NFA since September 2007. He often speaks on the area of Managed Futures at conferences and meetings of consultants and financial advisors.

A native of Augusta, Georgia, Mr. Bush received an undergraduate degree in history and international political science from Vanderbilt University and an MBA in International Business from Georgia State University in Atlanta. He is well traveled having visited in professional and personal capacities 42 countries and three crown colonies.

Mr. Bush, and his wife, Helen, live in Atlanta. They participate in a number of social organizations including several non-profits focused on historic preservation. They attend the Peachtree Road United Methodist Church.

 

Nathan Dutzmann, Partner & Senior Financial Engineer

e. ndutzmann@aspenpartners.com
p. 720.717.7981

Mr. Dutzmann joined in 2010 where he led the design of Aspen Managed Futures Beta Index (AMFBI). He developed the StrategyTester software system for automating systematic financial strategies and created an analytics reporting system for the firm.

Nathan graduated from Harvard Business School in 2009 with a Master's in Business Administration. Before business school, Nathan  worked for Princeton Consultants, a New Jersey-based IT and management consulting firm. His consulting work included multiple projects for Mt Lucas Management, a global macro hedge fund known for its work in managed futures.

Nathan has also worked for the Analytics unit of a financial derivatives consultancy and as a project manager for a private banking/wealth management firm. He holds a bachelors degree in Mathematical and Computer Sciences and a Masters degree in International Political Economy of Resources from the Colorado School of Mines. He enjoys spending time with his wife Katie, daughter Lydia and son Theo, as well as sports, reading, church-related activities, and playing the violin.

Research

 

Patrick Kelly, Director of Trading & Research Analyst

e. pkelly@aspenpartners.com
p. 804.742.0821

Mr. Patrick Kelly joined Aspen Partners in 2016 where his responsibilities include oversight of the firm’s trading activities as well as development of financial technology to enhance Aspen Partners’ investment and operational activities.

Prior to joining Aspen Partners, Mr. Kelly worked as an independent consultant focusing on risk management, investment model review and quantitative analysis. Mr. Kelly was employed for ten years by Tremont Capital Management, a global alternative investment management firm, where he held several senior positions including supervision of the firm’s Risk Management, Research and Product Development efforts. Prior to his employment by Tremont, Mr. Kelly worked for several investment firms including Kidder Peabody, Ferrell Capital and Parker Global Strategies.

Mr. Kelly received a Bachelor of Science and a Master of Business Administration from Hofstra University. Mr. Kelly is a Chartered Financial Analyst (CFA) and holds a Certificate in Investment Performance Measurement (CIPM).

In his spare time, Mr. Kelly enjoys spending time with his wife and their three children and playing golf. Mr. Kelly coaches youth lacrosse and is a university mentor for the CFA Institute Investment Research Challenge.

 

Matthew Dority, Senior Mathematician

e. mdority@aspenpartners.com
p. 720.717.7980

Mr. Dority earned his B.A. in Mathematics and Economics (cum laude) and B.S. in Business Administration with Finance emphasis at the University of Colorado at Boulder, where he also completed Quantitative Finance and Technology/Arts/Media (TAM) certificate programs. He was recently honored by the Denver Alliance for Technology, Learning, and Society (ATLAS) Institute with its Leadership and Support award in 2006. Mr. Dority performs a number of duties for Aspen, including the design and management of the firm’s risk management and reporting systems and portfolio design. He enjoys motorcycling, hiking, and other outdoor activities.

Operations 

Brian E. Broadway, Chief Operating Officer

e. bbroadway@aspenpartners.com
p. 804.286.0970

Mr. Broadway joined Aspen in 2014 as the Chief Operating Officer. Mr. Broadway’s duties include overseeing Aspen’s daily operations as well as overseeing its compliance efforts and financial operations. Mr. Broadway received his Bachelor of Science degree, with an emphasis in Accounting, from the University of Virginia in 1991 and an M.B.A., with an emphasis in Finance, from the University of North Carolina – Chapel Hill in 1999.

From August 1991 through July 1995, Mr. Broadway worked in the assurance practice at Coopers & Lybrand, LLC, as a member of the Financial Services Team and became a licensed Certified Public Accountant in Virginia in 2004. From August 1995 through April 2014 Mr. Broadway was employed by Chesapeake Capital Corporation, an industry leading CTA, was a Principal and held various senior leadership positions, most recently as its Chief Operating Officer.

Mr. Broadway, and his wife, Janet, live in Manakin-Sabot, just outside of Richmond. Both he and his wife are involved in their church and in his spare time Mr. Broadway enjoys hunting waterfowl, cycling, and international travel.

 

Davis Vick, Chief Compliance Officer

e. dvick@aspenpartners.com
p. 804.286.0963

Mr. Vick joined Aspen Partners in 2013. He is responsible for all regulatory, legal and compliance matters for Aspen Partners and all related entities. Mr. Vick is responsible for initial and ongoing operational and compliance due diligence of underlying fund managers, and is a member of Aspen’s Investment Committee. Prior to joining Aspen Partners, Mr. Vick spent six years at Maymont Partners, Inc., a registered broker-dealer specializing in alternative investments, as Chief Compliance Officer and Chief Operating Officer. Previously Mr. Vick worked at the Federal Reserve Bank in the Research Department as a manager over financial reporting for the banking sector.

Mr. Vick has a BA in economics from the University of Virginia and a MBA from the University of Richmond. He is Series 7, 24, 27, and 66 licensed.

Debbie Terry, Chief Financial Officer

e. dterry@aspenpartners.com
p. 404.879.5153

Ms. Terry joined Aspen Partners in 2007. She is responsible for all aspects of the accounting, financial reporting and internal controls of the firm.

Ms. Terry has over twenty years of accounting experience in both private industry and public accounting. She has provided accounting and advisory services to businesses in a variety of industries including: financial services, construction, land development, real estate sales and rental, manufacturing, retail, and service industries.

Ms. Terry is a CPA licensed in the state of Georgia and a member of the Georgia Society of CPAs and the American Institute of Certified Public Accountants. She is Series 28 licensed.  She received her Bachelor of Science degree in Accounting from Boston University and her MBA in Finance from Kennesaw State University. 

 

Isa Robins, Marketing Analyst

e. irobins@aspenpartners.com
p. 804.384.0802

Ms. Robins joined Aspen in 2014 as Office Manager. Ms. Robins has over 20 years of experience in the managed futures industry. Ms. Robins’ duties include general office management as well as ongoing support of Aspen’s marketing efforts and regulatory compliance. Ms. Robins received an Associate degree in Court and Conference Reporting in 1989.

From November 1989 through June 1993, Ms. Robins was employed as an Administrative Associate in the Managed Futures department of Kidder, Peabody & Co. Incorporated (“Kidder Peabody”) located in Manakin-Sabot, Virginia. From June 1993 until January 1994, Ms. Robins was employed by Kidder Peabody as Branch Administrator in its Richmond, Virginia branch office. From January 1994 until January 2014, Ms. Robins was employed by Chesapeake Capital Corporation, a commodity pool operator and commodity trading advisor, located in Richmond, Virginia as Vice President – Administration.

Ms. Robins enjoys gardening and cooking in her spare time as well as sailing on the Chesapeake Bay with her husband, Clark.

 

Business Development 

Don Holt, Director of Business Development

e. dholt@aspenpartners.com
p. 407.279.9098

Mr. Holt joined Aspen Partners in 2016 as the Director of Business Development. Mr. Holt’s duties involve all aspects of raising capital and relationship management for Aspen Partners as well as expanding Aspen into new markets. In 1995, Mr. Holt received a Bachelor of Arts degree in Political Science from the College of William and Mary, where he was a member of both the football and baseball teams.

Mr. Holt has over 18 years’ experience in financial services focusing exclusively on helping advisors develop and deliver more cost effective and efficient solutions across the investment and practice management portions of their business.

Mr. Holt spent 9 years at Schwab Institutional helping advisors grow their business. In 2008, Mr. Holt transitioned to the asset management side and worked exclusively with fee based and fee only advisors to help them build and deliver asset allocation models and portfolios tools. In addition to Charles Schwab, Mr. Holt has held positions with Payden & Rygel, Equinox, Militello Capital and Waypoint Residential. Mr. Holt is Series 7 and 63 licensed.

Mr. Holt and his wife, Kerri, reside just outside of Orlando, Florida. They both enjoy golfing, traveling and cooking. Don also enjoys playing guitar and is an avid fan of the Baltimore Orioles.

 

Brendan Bostock, Marketing Associate

e. bbostock@aspenpartners.com
p. 804.480.4605

Mr. Bostock joined Aspen Partners in 2016 as a Marketing Associate. Mr. Bostock’s duties include servicing Aspen’s designated distribution channels, development of new relationships within the industry and support duties including client due diligence meetings and sales presentations. Mr. Bostock received his Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Richmond in 2013. From June 2013 until November 2014, Mr. was employed by Laidlaw & Company as a business development associate. From November 2014 until November 2016, Mr. Bostock was employed by AllianceBernstein as a Regional Consultant and Internal Wholesaler.

In his spare time, Mr. Bostock enjoys playing soccer and racquetball, supporting Chelsea Football Club, and travelling with friends.


Get In Touch

Phone: 866-277-3619
Email: info@aspenpartners.com

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