Aspen 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, 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
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 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.

  

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.

Davis Vick, Director of Operations & Compliance

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

 

Brendan Bostock, Regional Manager - Mid Atlantic

e. bbostock@aspenpartners.com
p. 804.480.4605

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.

Brian Scott, Analyst

e. bscott@aspenpartners.com
p. 720.717.7980 

Mr. Brian Scott joined Aspen Partners in July 2017 as an Analyst and Researcher. Mr. Scott’s responsibilities include focusing on Aspen Partners financial technology, strategy application, and reporting.

Prior to joining Aspen Partners, Mr. Scott was employed by Quantitative Equity Strategies ("QES") as an Analyst and Research Assistant. Mr. Scott began his quantitative career in the energy sector where his responsibilities included big data analytics for upstream production, fundamental analysis and P&L modeling for midstream physical trading. Mr. Scott was also previously employed as a credit analyst for Wells Fargo Energy. Mr. Scott received an M.S. in Financial Engineering in 2014 from Claremont Graduate University where he was a member of a funded research team focusing on expedited outcomes of Southern California energy infrastructure proposals.

In his spare time, Mr. Scott enjoys mountain biking, skiing and other outdoor activities.

Get In Touch

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

Visit our team page for more
contacts.
Copyright© Aspen Partners | Disclosure
866 277 3619 | info@aspenpartners.com | 9 East Franklin Street | Richmond, VA 23219
Securities offered through Frontier Solutions, LLC. Member: FINRA & SIPC