Christian Bertelsen, MBA – Chief Investment Ofﬁcer
Chris has 40 years of investment experience. Previously, he was Director of the value equity group for Phoenix Investment Counsel, prior to which he served as Chief Investment Ofﬁcer at Dreman Value Advisors. He holds an MBA and a BA in Economics and History from Boston University.
Edward C. Bertelsen – Portfolio Manager
Ed has 17 years of investment management experience as Senior Portfolio Manager at Legg Mason Wood Walker and Vice President at Raymond James Financial Services. He received a BA with Honors from Albion College in 1993.
Michael J. Dixon – Chief Executive Ofﬁcer
Mike has 24 years of business management experience; eight of which are within the investment industry. Prior to Aviance, has was a director of Vega Group, PLC. He holds a BS in Engineering with Honors from The University of Bradford, England
Geoffrey A. Frazier, CFP®, ChFC® – President
Geoff has 22 years of investment management and consulting experience. In 2001, he achieved national recognition in the Journal of Financial Planning (the ofﬁcial publication of the Financial Planning Association) and was awarded the “Best Practice” designation. Geoff is a graduate of the University of Florida with a degree in Finance and a minor in Actuarial Science. He currently serves as the President of Global Financial.
Andrew Barnett – MBA, CFP®
Andrew is a Certiﬁed Financial Planner® with more than 25 years of investment experience. Prior to joining Global Financial Private Capital, Andrew was Senior Economist and Portfolio Manager for the Prudential Insurance Company, where he managed more than $2 billion in assets for the ﬁrm. Andrew currently heads the ﬁrm’s ofﬁces in Ft. Myers and Punta Gorda, Florida. He graduated with a BA in English Literature and Computer Science from Washington University in St. Louis and earned a Masters degree in Finance from Rutgers University.