Mr. Bryan R. Fisher, Managing Partner for Aspen's Suite of Funds, joined the firm in 2000, became a Partner in the company in 2007, and was promoted to his current role of running the day to day business and setting the future direction of the firm in September 2012. His entire financial services career has been focused in alternative investments, specifically managed futures trend following. He has a passion for educating the financial advisor community on different sources of return in alternative investment strategies, how to incorporate them in a diversified portfolio, and how to overcome certain practice management hurdles when allocating to different types of risk premia. 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 Roby, Mason and Thomas. He also has a passion for playing
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
William Ware Bush, Partner
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
Mr. Dutzmann is the lead architect of the Aspen Managed Futures Beta Index and the Aspen Portfolio Strategy. His extensive experience in the liquid alternative beta field includes the design of low-cost, liquid strategies in the managed futures, private equity, credit long/short, commodity long/short, equity sector rotation, and convertible arbitrage categories, as well as synthetic, tradable convertible bond and high yield proxies.
In addition to his quantitative and financial expertise, Nathan has a strong background in software development. He created Aspen's proprietary StrategyTesterTM software system for researching and automating investment strategy execution and signal generation.
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 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, daughters Lydia and Anna, and son Theo, as well as reading, church-related activities, sports, and playing the violin.
Howard B. Landers, Chief Compliance Officer
Howard has over 39 years of experience in the financial service industry. He held various management positions during his 10 years with Merrill Lynch from 1979 through 1989, which included areas of operations, compliance, trading, and sales. Howard then worked with the securities division of Transamerica Life Insurance Company to start its securities operations in South Florida. In 1990, he managed the US Securities & Futures division of Verein und Westbank, a German bank. He co-founded The Partners Financial Group in 1993 (a regional boutique broker dealer) which was later successfully sold. He founded Coral Capital Group, LLC, in 1995 which was a securities consulting firm that acted as an advisor to various foreign banks and securities firms. In 1998, Howard was then hired to serve as the Executive Vice President and Principal of Shochet Securities, Inc. and its parent broker dealer, GKN Securities. He reorganized Shochet, established the firm's online trading operations and formed the firm's Registered Investment Advisor subsidiary which he served as its President, and ultimately took Shochet public in 2000.
In 2001, Howard formed 1st BridgeHouse Consulting, LLC, a consulting firm that provided compliance advice and regulatory services to broker-dealers, banks, RIAs, credit unions, foreign institutions, and other capital market participants. At the same time, he founded 1st BridgeHouse Securities, a FINRA member firm that acted as an investment banker to raise capital for small to medium-sized firms and formed syndicates with other FINRA broker dealers.
Howard holds various licenses including Registered Representative Registration; General Securities Principal; Registered Options Principal; Municipal Securities Principal; Financial and Operations Principal; and the Investment Banking Representative among other licenses (including the Series 4,7, 9/10, 24, 27, 52, 53, 63, 79, and 99). He is also a licensed Investment Advisor. Howard was a co-founder and Director of Regulatory Affairs for the National Crowdfunding Association (NLCFA) which lobbied the SEC and FINRA on behalf of the industry. Howard studied Agriculture with a specialty in Agricultural Economics and Horticultural Sciences at The Ohio State University.
Howard lives in Miami with his wife Cindy of 35 years where they raised their two children. Both children have graduated from the University of Michigan and are out making their own marks in the world.
Patrick Kelly CFA, CIPM, Director of Trading & Research Analyst
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.
Debbie Terry, Chief Financial Officer
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
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
Brendan Bostock, Regional Manager - Mid Atlantic
Mr. Bostock joined Aspen Partners in 2016 as a Marketing Associate and was quickly promoted to the Regional Manager in the Mid Atlantic area. Mr. Bostock’s duties include servicing Aspen’s designated distribution channels, development of new relationships within the industry and other 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. Bostock 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.