Investment Solutions


Paul Elliot, CFA

Founder and Managing Member
More than 30 Years of Research and Asset Management Experience. Expertise in Energy Infrastructure, Electrical Equipment, Master Limited Partnerships (MLPs). Served as Senior Research Analyst, Portfolio Manager and Partner at Cowen & Co. for 20 years.

Daniel Tulis, CFA

Senior Portfolio Manager
More than 30 Years Research Experience. First Research Analyst Covering Energy Master Limited Partnerships (MLPs). Headed the Electric Power, Natural Gas, MLP Research as Senior Managing Director at Bank of America, S. Barney & Shearson Lehman. Ranked as an All Star for 10 years by Institutional Investor Magazine (#1 in 1994). Expertise in Electric and Natural Gas Utilities, Oil and Gas Exploration/Production, Energy Infrastructure, MLPs.

James Elliot, CFA

Portfolio Manager and Senior Analyst
More than 10 Years Research and Portfolio Management Experience Cowen Asset Management, Portfolio Manager, Research Analyst, Trader Co-Managed a $1 Billion Large Cap Core Portfolio Expertise in Power Technology, Alternative Energy and MLPs

Ronald M. Geffen

Portfolio Manager
More than 30 years of research and asset management experience. Responsibilities encompass portfolio management, including the utilization of equity, fixed income and derivative strategies, and research and trading. Mr. Geffen’s focus is on providing diversified growth and strategic income.

Paul Doran

Analyst, Trader, Risk Officer
More than 5 years Research, Trading, and Risk Management Experience. Expertise in Oil and Gas Exploration/Production, Energy Services, Energy Infrastructure, MLPs.