MUTUAL FUND COUNSEL
John Shaw is a seasoned professional with over 25 years of experience in Information Technology. He has worked in diverse industries, such as Asset Management, Retail and Manufacturing. He has always seen his role as making sense of technology and the practical “real world” application to business. With his education and experience background John brings knowledge coupled with true “in the trenches” life exposure to the team. John held the position of Director of IT and Director of Operations at
Litehouse, Inc. Mr. Shaw holds an MBA in Management Information Systems.
Finance Meets Technology, a True Pioneer
Sam Saladino has been in the Investment Management business since 1995. In 2005, he sold his practice and started Trinity Fiduciary Partners, LLC and later formed Epiphany Funds. Epiphany Funds is a national, mutual fund company committed to social responsible and faith-based investment products and investment screening. At Trinity, Mr. Saladino has launched several mutual fund
strategies that are distributed through several broker dealers platforms including Fidelity, Charles Schwab, and many others. Mr. Saladino currently holds the position of CEO and Portfolio Manager at Epiphany Mutual Funds. He holds a BBA in International Business & Financial Planning from Baylor University
Creating It From Scratch
Board of Advisors
PORTFOLIO CONSTRUCTION PRIVATE EQUITY COUNSEL
Steven McClurg is a former Managing Director with Guggenheim Partners, now heading up Crowdfunder as President and Managing Director of the VC Index Fund. Steven has had several roles in investment management including EM Debt analysis and trading, sovereign credit, portfolio management and portfolio construction. Steven has also spent time in several tech companies, including EA Mobile, in roles in finance and strategy. Steven specializes in utilizing his macro views to find value in individual investments and sectors, particularly in early stage private deals.
Old Wall Street meets New Wall Street