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Joel Arberman

Mr. Arberman is our founder, chief investment officer, chief compliance officer and registered investment advisor representative. He manages all of client accounts. Mr. Arberman has more than twenty years of experience as an analyst for two money management firms, partner of an investment banking firm, management consultant and entrepreneur.

Selected accomplishments include:

First Investors Management Corporation. Mr. Arberman was responsible for evaluating investment grade corporate bonds for portfolio managers with more than $500 million in assets under management.

SunAmerica Asset Management. Mr. Arberman was an equity analyst where he was responsible for evaluating small to medium capitalization equities for portfolio managers with more than $2 billion in assets under management. He conducted proprietary research and analysis aimed at identifying undervalued companies.

Yorkton Securities. Mr. Arberman was recruited by Yorkton Securities, a $240 million revenue investment banking firm with more than 700 employees based in Toronto, Canada. At 23 years old, he became the youngest partner and a sell-side research analyst. Mr. Arberman provided investment advice to institutional investors including mutual funds, hedge funds, pension funds, insurance companies and private equity firms and was ranked by institutional investors as one of the top technology analysts in Canada.

At Yorkton, Mr. Arberman primarily evaluated private and public companies to generate corporate finance and merger/acquisition opportunities. He played a central role in nine financing transactions which provided more than $180 million of investment capital and generated more than $20 million in investment banking revenue. As a research analyst, he issued long and short investment recommendations; 90% of the recommendations were profitable.

Public Financial Services. Mr. Arberman founded a financial consulting firm and advised ten companies through the legal, accounting and regulatory processes to become publicly traded in the United States.

Entrepreneur. Founded or co-founded companies involved in residential mortgage brokerage, agriculture, software, fuel additives, auto sales and finance, real estate investments, marketing and management consulting.

Speaking Engagements. Mr. Arberman has been a guest speaker at the Internet World conference, Business Week television show, Launch Funding Network conference, The Minority Business Enterprise Center Financial Roundtable Forum at the Georgia Institute of Technology, and hosted the first Internet conference through Canada, France, Switzerland and the United Kingdom.

Media Interviews. Mr. Arberman has been interviewed in a number of financial and technology articles, receiving citations in the: Financial Post, Globe and Mail, Ottawa Citizen, Exchange Magazine, Net Innovations, Inter@active Week, The Financial Post Magazine, Canadian Business Technology, Bloomberg News, Reuters, Dow Jones, The Advocate, Business GEOgraphic and Brownfield News & Sustainable Development.

Publications. Mr. Arberman authored the Canadian Internet Handbook (1995), a comprehensive document describing the Internet and its business opportunities. He is also the inventor for patent application “A System and Method for Content Recognition Over the Internet” filed in 1999.

Education. Mr. Arberman graduated from the State University of New York at Albany with a B.S. in Business Administration and concentrations in finance and marketing.

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