Alpha Cubed Investments

About Us

Portfolio Management Team

Todd Walsh (*)

Chief Executive Officer

Portfolio Manager

Norman Lehrer (*)

Chairman Emeritus of the Investment Committee

Darin Simonian (*)

President

Portfolio Manager

Glendon Trullinger (*)

Portfolio Manager

Christian Noh

Trade Associate

Client Services Team

Anthony Jabczenski (*)

Managing Director

National Client Services

Investment Advisor Representative

Todd Sixt (*)

Partner

Investment Advisor Representative

Mark Langerman, AIF® (*)

Senior Vice President

Investment Advisor Representative

Ed Meek

Senior Vice President

Investment Advisor Representative

Christina Walsh

Chief Compliance Officer

Operations Manager

Paul Seidman, CRPC®

Senior Vice President

Investment Advisor Representative

Michael Middendorf (*), MS, CFP®, MPASSM, CRPC®

Senior Vice President

Investment Advisor Representative

Marjorie Carloni

Senior Vice President

Client Services & Planning Group

Richard Gomez

Vice President

High Net Worth Services

Gregory Korbekian

Senior Vice President

Investment Advisor Representative

Doni Langston

Operations Manager, Arizona

 

Jared Oren

Vice President

Investment Advisor Representative

Jeffrey Joseph

Senior Vice President

Client Services

Investment Advisor Representative

Hans Ewert

Vice President

Investment Advisor Representative

Ross Hansen

Senior Vice President

Client Services

Investment Advisor Representative

Steven Ford

Vice President

Investment Advisor Representative

Brendan Byrne

Senior Vice President

Investment Advisor Representative

Nate Bosek

Vice President

Investment Advisor Representative

Barbara Dugan

Vice President

Investment Advisor Representative

Gregory Adamczyk

Vice President

Investment Advisor Representative

Ron Chamberlin

Senior Vice President

Investment Advisor Representative

Kirby Shanks

Investment Advisor Representative

Steve Wooten

Vice President

Investment Advisor Representative

David Martin

Vice President

Investment Advisor Representative

(*): Investment Committee Member

Todd Walsh

Chief Executive Officer
Portfolio Manager

Todd R. Walsh is the Chief Executive Officer of Alpha Cubed Investments and Portfolio Manager. Mr. Walsh began his career as a financial consultant at E.F. Hutton immediately after earning a BA from UCLA. Prior to forming Alpha Cubed Investments, he was the Managing Member and Chief Investment Officer for TRW Investments, beginning in 2007. He was lead portfolio manager at TRW, including acting as lead portfolio manager for the TRW Tactical Allocation Absolute Return Portfolio. By focusing on risk management, Mr. Walsh was able to help preserve capital for his clients during the 2008 bear market for clients utilizing the firm's proprietary Tactical Allocation Absolute Return Portfolio.*

Prior to forming TRW Investments, Mr. Walsh ran a full service financial services investment company through LPL Financial Services, developing alpha-generating, risk-and-style balanced portfolios for wealthy individuals, private institutions, and retirement plans. Earlier in his career, he served as Vice President, Senior Financial Consultant, and Branch Manager for Merrill Lynch and also served as a Financial Consultant and Vice President for Paine Webber.

*All investments in the stock market involve risk and can result in permanent loss of principal. Returns for the TRW Tactical Allocation Absolute Return Portfolio are compared against the S&P 500. For complete information and performance data on TRW Investments/Alpha Cubed Investments programs, contact Alpha Cubed Investments. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS, AND FUTURE RETURNS ARE NOT GUARANTEED.

Norman Lehrer

Chairman Emeritus of the Investment Committee

Norman H. Lehrer is Chairman Emeritus of the Investment Committee for Alpha Cubed Investments. Investment management has been his principal occupation for more than 24 years. He has been an investor in the stock market since 1949 and has managed the portfolios of several associates at their request since 1965.

In 1979, Mr. Lehrer passed the N.A.S.D. Series 1 General Securities Examination and became a Registered Investment Adviser, founding Lehrer Management Company. In 1996, he passed the N.A.S.D. Series 65 Investment Adviser General Law Examination, which was required for adviser registration in some states outside of California.

Before 1980, Mr. Lehrer's principal employment was in the electronics industry. From 1970 to 1980, he worked as a staff scientist at Watkins Johnson Co., where he founded the cathode-ray tube product line. Prior to that, he was President and Technical Consultant to Electro-Vision Industries, Inc., a manufacturer of special purpose electron tubes and video displays. He worked at Hughes Research Laboratories as a member of the technical staff, section head, and department manager.

In 1968, Mr. Lehrer was chosen as one of the initial twelve outstanding inventors of the Hughes Aircraft Co. In 1974, he was presented the Frances Rice Darne Memorial Award by the Society for Information Display for advances in display technology.

Mr. Lehrer earned a BS in physics from the College of the City of New York in 1951. He also received an MS in physics from New York University in 1954.

Michael Middendorf, MS, CFP®, MPASSM, CRPC®

Senior Vice President

Investment Advisor Representative

Michael Middendorf, MS, CFP®, MPASSM, CRPC® is Senior Vice President, Investment Advisor Representative for Alpha Cubed Investments and also serves on the Investment Committee. He has been in the financial services industry since 1995 and has earned CERTIFIED FINANCIAL PLANNER , Master Planner of Advanced StudiesSM, and CHARTERED RETIREMENT PLANNING COUNSELOR designations.

Prior to joining Alpha Cubed Investments, Mr. Middendorf worked for Merrill Lynch, Ameriprise Financial, and TD Waterhouse. As a Financial Advisor, he works with high net worth individuals, families, and business owners using a planning-based approach that results in strategies unique to their circumstances. Mr. Middendorf also has spent a significant portion of his career supervising hundreds of other advisors.

Mr. Middendorf graduated with a bachelor's degree in economics from the University of Kentucky. He is currently nearing completion of an MS in Personal Financial Planning through the College for Financial Planning. Mr. Middendorf also serves on the Board of Directors for the Houston Financial Planning Association.

Mr. Middendorf enjoys spending time with his wife and two young boys. He also enjoys playing basketball, guitar, and coaching Youth Sports through the YMCA.

Glendon Trullinger

Portfolio Manager

Glendon C. Trullinger is a Portfolio Manager for Alpha Cubed Investments. He joined the firm in 2012 after receiving his BA in economics from the University of California, Berkeley. He has spent most of his life developing his computer programming skills and excels highly in analytic and mathematical capacities. Mr. Trullinger uses combinations of Java, JavaScript, Python, MATLAB, STATA, and various other languages and tools to achieve the most efficient and accurate results possible.

Mr. Trullinger assists in all portfolio construction and trading for the firm. He also plays an active role in the research and fundamental and technical analysis of the firm's investments. He developed and maintains the firm's Java option pricing model as well as the ranking algorithms responsible for determining the holdings and composition of many of the firm's investment programs.

Darin Simonian

President

Portfolio Manager

Darin Simonian is President and Portfolio Manager for Alpha Cubed Investments. He has specialized in serving the financial needs of retirement plans, corporations, endowments, and high-net-worth individuals for the past 20 years. In the retirement plan area, Mr. Simonian has extensive investment consulting experience with large Defined Benefit Plans as well as retirement plan solutions for the small business owner. For high-net-worth individuals, he has used his background as both a CPA and CFP® to provide comprehensive financial and estate plans.

Mr. Simonian worked as a principal with Sageview Advisory, a regional investment consulting firm, and specialized as an investment consultant to small business owners and high-net-worth individuals. Prior to Sageview, he worked at FFR Advisory, LLC, a regional investment firm, for 15 years. He began his career working as a corporate auditor for what is now Ernst & Young and later served as the manager of financial reporting and analysis for Pacific Holding Company.

Mr. Simonian graduated from Whittier College and has earned the designations of CPA (inactive) and CFP®. He also holds multiple securities registrations.

Ed Meek

Senior Vice President

Investment Advisor Representative

Ed Meek serves as Senior Vice President, Investment Advisor Representative for Alpha Cubed Investments in addition to his role as CEO of Edge Portfolio Management. His primary responsibilities at Alpha Cubed Investments are to help build client and advisor relationships in the greater Midwest area of the United States.

In 2005, Mr. Meek founded Edge Portfolio Management with the goal of providing all of his clients a more comprehensive financial planning and investment management experience than what they had received previously. Prior to founding Edge, Mr. Meek helped launch the Private Access Group for Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With more than 21 years of experience as a CFP® and investment advisor, he oversees all aspects of the financial planning and investment process for his clients at Edge Portfolio Management.

Christina Walsh

Chief Compliance Officer

Operations Manager

Christina M. Walsh is the Chief Compliance Officer and Operations Manager for Alpha Cubed Investments.

Previously, she joined TRW Investments in 2008 in their operations department and has risen through the ranks by distinguishing herself with outstanding client service and a detailed approach to task management and problem solving. She graduated Magna Cum Laude from UCLA in 2011.

Marjorie Carloni

Senior Vice President

Client Services & Planning Group

Marjorie Carloni is Senior Vice President of Client Services & Planning Group for Alpha Cubed Investments. She started at Lehrer Management Corporation in October of 2005 and has had many varied responsibilities over the years with roles ranging from accounting, SEC compliance, office management, and client services to her current positions of Operations Manager and Client Relations Manager. Ms. Carloni's strengths are her unwavering focus on service to our customers, acute attention to detail, and an inspiring work ethic that motivates all of us here at Alpha Cubed Investments.

Ms. Carloni previously held positions as Office Manager at MetLife for two years and as an Outside Sales Associate at Dynamic Circuits for five years. She studied accounting and business administration at the University of Phoenix.

Richard Gomez

Vice President

High Net Worth Services

Richard C. Gomez is Vice President of High Net Worth Services for Alpha Cubed Investments. In this role, Mr. Gomez is responsible for developing and managing high net worth clients for Alpha Cubed Investments throughout the United States.

Mr. Gomez has been in the investment business for 20 years working for the world’s largest financial institutions including Merrill Lynch, Bank of America, and most recently MUFG Union Bank. At MUFG Union Bank, Mr. Gomez was the Senior Financial Advisor in the Private Wealth Management division which assists high net worth individuals, families, trusts, and business owners that have a minimum of 3MM in liquid assets.

Mr. Gomez has extensive experience and investment expertise within the industry that will be a key contributing factor to the continued growth and success of Alpha Cubed Investments clientele.

Theodore Kay

Vice President

Portfolio Manager

Investment Advisor Representative

Ted Kay has managed investment portfolios for more than a decade using quantitative and qualitative factors to minimize risk for his individual and institutional clients. He has developed a proprietary process for investment analysis that identifies high quality stocks and bonds trading at a discount to their intrinsic value. Mr. Kay is one of the founding partners of DLK Investment Management, a Registered Investment Advisor based in San Diego, where his investment process has been in continuous use since 2009. Prior to DLK, he spent over ten years implementing investment performance reporting solutions for investment advisors, family offices, hedge funds, and banks.

Mr. Kay is a board member of three non-profit agencies where he provides financial leadership as an officer or director. He has passed the Series 65 exam and graduated from the University of Arizona with a degree in Finance and Entrepreneurship.

Anthony Jabczenski

Managing Director

National Client Services

Investment Advisor Representative

Anthony Jabczenski is Managing Director, National Client Services for Alpha Cubed Investments and has over 20 years of experience in the financial services industry. He has focused his career on working with wealthy individuals, families, trusts, and small institutions, customizing and managing their investment portfolios. He believes that ongoing client communication on the markets, economy, and their portfolio is the foundation for successful client relationships.

Mr. Jabczenski started his career with Lehman Brothers, ran the trust and investment division of a Southern California bank, spent 10 years as a vice president at Fidelity Investments, and joined Alpha Cubed Investments after spending five years as a wealth manager and chief economist of an Irvine-based investment advisory firm. Mr. Jabczenski has a BS from Arizona State University and an MA in Finance from Webster University. He is also on the investment committee for Alpha Cubed Investments.

Todd Sixt

Partner

Investment Advisor Representative

Todd Sixt is a Partner and Investment Advisor Representative for Alpha Cubed Investments. Specific services provided to his clients include assisting them with financial planning needs, partnering with the clients other trusted professionals to ensure integration between differing service providers, and making sure that the client’s overall objectives are being met.

Prior to joining Alpha Cubed Investments, Todd worked for Fidelity Investments, TD Ameritrade, and The Caprock Group.  He has been in the financial services industry for 18 years helping clients meet their financial goals and overseeing staff members within two of the United States premier brokerage firms. He worked directly with high net worth families up and down the West Coast, primarily in the San Francisco Bay Area.  Todd's groups within Fidelity and at The Caprock Group were responsible for delivering investment analysis and management, a comprehensive financial planning experience including advising them in advanced estate planning techniques and wealth management strategies.

Mr. Sixt graduated with a BA in History from Miami University and enjoys outdoor activities and spending time with his wife and two young children.

Gregory Korbekian

Senior Vice President

Investment Advisor Representative

Gregory A. Korbekian is Senior Vice President, Investment Advisor Representative for Alpha Cubed Investments and has worked in the financial services industry his entire career.

Mr. Korbekian began his career as an intern while attending California State University, Northridge in 1996. After graduating college in 1999, he immediately joined LPL Financial Services as a Financial Consultant. Mr. Korbekian has helped hundreds of investors meet their financial goals over the years, including working with Mr. Walsh in the management of the Tactical Allocation Absolute Return Portfolio (TAARP).

Hans Ewert

Vice President

Investment Advisor Representative

Hans P. Ewert is Vice President, Investment Advisor Representative for Alpha Cubed Investments. He focuses his efforts on developing new and existing relationships with individual and institutional investors.

Mr. Ewert started his career in 1998 with First Security Van Kasper in Investment Operations. He has over a decade of investment industry experience, including serving as Vice President of Investments for Wachovia Securities, where he developed his conservative investment management style and oversaw the investment needs of many of coastal Orange County's wealthy families.

Prior to joining Alpha Cubed Investments, Mr. Ewert worked exclusively with his most trusted relationships while at Latitude Financial. There, he successfully preserved and built the wealth of many of his clients through the 2008 bear market. Mr. Ewert graduated Cum Laude from Dixie College in 1993 and also attended Utah State University. He is deeply involved in support for local cancer charities and children's educational programs.

David Martin

Vice President

Investment Advisor Representative

David Martin is Vice President, Investment Advisor Representative for Alpha Cubed Investments. Mr. Martin is a wealth manager with 20 years of experience working with individuals, families, and non-profits. He served as the managing partner of INDX Strategies and the chair of the INDX Strategies Investment Committee. As a wealth manager, he focuses on helping his clients achieve financial independence and a healthy retirement. Prior to founding Quantflow Strategies and INDX Strategies, Mr. Martin was a Vice President at Smith Barney and UBS. While at UBS, he developed his expertise in financial planning, including asset allocation, stock option & ESPP plans, estate planning, and retirement planning.

Mark Langerman, AIF®

Senior Vice President

Investment Advisor Representative

Mark Langerman is Senior Vice President, Investment Advisor Representative for Alpha Cubed Investments. A securities industry professional for almost 30 years, Mark is a former corporate executive and the manager of several brokerage firm branch offices. Mark now focuses on cultivating partnerships with his clients based on his years of experience. He has been published or written about in publications nationally and locally, including Investor's Business Daily, Fox News, the Arizona Republic, MSN Money, the JPost.com website, and ABCNews.com. Mark attended Wayne State University and Michigan State University, and he has received the Accredited Investment Fiduciary® designation.

Paul Seidman, CRPC®

Senior Vice President

Investment Advisor Representative

Paul Seidman is Vice President, Investment Advisor Representative for Alpha Cubed Investments. Paul's varied professional career affords him a 360-degree view of the lives, needs, and aspirations of his clients. Before shifting his focus to the financial services industry in 2003, Paul spent 15 years as a corporate executive with a number of Fortune 500 companies. He also has owned and operated several small businesses. At Arizona State University, Paul majored in Finance with an emphasis on portfolio management; later in his career, he pursued advanced training at the College of Financial Planning, where he was awarded the Chartered Retirement Planning Counselor designation. Paul has also been able to follow his personal passion of coaching football for the past 18 years.

Doni Langston

Operations Manager, Arizona

Doni Langston is the Operations Manager for the Arizona region of Alpha Cubed Investments. Doni is responsible for operational management and administrative functions for Alpha Cubed Investments in Arizona. Doni has over 15 years experience in the financial industry with an educational background in business management from University of Phoenix and a Registered Paraplanner designation from the College of Financial Planning. Doni began her career at Wells Fargo Private Client Services, where she played a key role in the Brokerage Operations department. She later advanced to an Advisor Associate role, then continued her career path at Merrill Lynch in the Global Wealth Management Division.

Steve Wooten

Vice President

Investment Advisor Representative

Steve Wooten is Vice President, Investment Advisor Representative for Alpha Cubed Investments. Mr. Wooten attended Southwest Texas State University before returning to his native Houston where he has lived and worked since joining the financial services industry in 1999.

Mr. Wooten began his career working for TD Waterhouse. After a successful stint in which he was named Investment Consultant of the Year, Mr. Wooten worked as an Investment Adviser for Lighthouse Capital Management. He then moved to Merrill Lynch where he spent nearly half his career. Over the years, Mr. Wooten has helped hundreds of investors meet their financial goals.

Kirby Shanks

Investment Advisor Representative

Kirby Shanks is an Investment Advisor Representative for Alpha Cubed Investments and is responsible for developing and managing high-net-worth clients and focusing on cultivating relationships in Texas and surrounding areas.

Mr. Shanks has worked in the financial services industry for approximately 14 years. He and his team have spent years working with business owners, executives, and families to build wealth and prepare for retirement.

Mr. Shanks is a graduate of Stanford University with a B.S. in Geology and a B.A. in History. He holds an MBA in Finance from The Wharton School at the University of Pennsylvania. Mr. Shanks lives in Houston, Texas with his wife and three children.

Steven Ford

Vice President

Investment Advisor Representative

Steven Ford is Vice President, Investment Advisor Representative for Alpha Cubed Investments. He has been in the investment industry since 1999, helping to build lasting investment relationships with individuals and their families. Mr. Ford started his career with Smith Barney as a Financial Advisor before moving on and becoming a member of a large investment consulting group. His background includes investment management with a Danville-based boutique firm, as well as working with retail investors at TD Ameritrade. His role with Alpha Cubed Investments will allow him to continue his consulting with clients, in helping them to uncomplicate their financial endeavors and provide guidance in achieving financial goals.

Mr. Ford completed his studies at the University of Santa Barbara in Economics and enjoys hiking, biking, and spending time with family. One of his favorite pastimes is coaching baseball for his young son.

Jeffrey Joseph

Senior Vice President

Client Services

Investment Advisor Representative

Jeffrey Joseph is Senior Vice President of Client Services for Alpha Cubed Investments. Mr. Joseph has worked in the financial services industry for approximately 20 years. He is responsible for developing and managing high net worth clients and focuses on cultivating relationships with clients based on his numerous years of experience.

Previously, Mr. Joseph was Senior Vice President and Manager for a Private Client Group which managed high net worth individuals, families, and business owners.

Mr. Joseph lives in Thousand Oaks, CA with his wife and three young daughters. In his spare time, he enjoys hiking, traveling, and watching his daughters dance in ballet productions.

Ross Hansen

Senior Vice President

Client Services

Investment Advisor Representative

Ross Hansen is Senior Vice President of Client Services for Alpha Cubed Investments. Mr. Hansen has worked in the financial services industry for approximately 28 years. Most recently, he was a Vice President with Morgan Stanley and has spent years working with high-net-worth families, focusing on preparation for retirement.

Mr. Hansen spent 15 years with Charles Schwab & Company, heading up their Investor Education delivery team, was a Branch Manager, and helped the firm develop its investment advice platform.

Mr. Hansen lives in San Marcos, CA with his wife and two children. In his spare time, he enjoys mountain biking, outdoor sports, skiing, and coaching his son's football team.

Ron Chamberlin

Senior Vice President

Investment Advisor Representative

Ron Chamberlin is a Senior Vice President for Alpha Cubed Investments. He has been in the investment industry since 1983 and was a Registered Principal at LPL Financial for 14 years prior to joining Alpha Cubed Investments.

Mr. Chamberlin attended University of California, Irvine on a golf scholarship, majoring in Mathematics and Economics and served on the American Cancer Society for 20+ years, including as President of the West Region for 3 years.

Brendan Byrne

Vice President

Investment Advisor Representative

Brendan Byrne is Senior Vice President for Alpha Cubed Investments. He has worked in the financial services industry for approximately 15 years, most recently as a Vice President, Private Client Advisor with JP Morgan Chase. Mr. Byrne has spent years working with high-net-worth families, focusing on preparation for retirement. He has worked in client management teams with both Charles Schwab as well as Fidelity Investments to ensure the development and retention of client accounts by effectively building, organizing, maintaining, and growing relationships.

Mr. Byrne lives in Chicago, IL with his wife and three children. In his spare time, he enjoys golf, spending time with friends and family, and coaching his kids in soccer, baseball, softball, and basketball.

Gregory Adamczyk

Vice President

Investment Advisor Representative

Gregory Adamczyk serves as Vice President for Alpha Cubed Investments, working primarily in Michigan and surrounding areas including Ohio and Indiana. He is responsible for developing and managing high net worth clients and will focus on building and servicing relationships with clients based on his numerous years of experience.

Mr. Adamczyk has worked in the financial services industry for approximately 9 years. Previously, he was an Investment Advisor for Oppenheimer & Co. Inc., PNC Investments, and Hass Wealth Management where he managed high net worth individuals, families, and business owners.

Nate Bosek

Vice President

Investment Advisor Representative

Nate Bosek serves as Vice President for Alpha Cubed Investments and has worked in the financial services industry for approximately 7 years. Most recently, he was a Financial Advisor with Raymond James and Bremer Investment Services. In his time there, he worked with high-net-worth families to prepare and plan for retirement as well as their other investment-related objectives. Mr. Bosek was recognized in Bank Investment Consultant Magazine as a Rising Star in 2016 for the hard work he has done for his clients.

Prior to Raymond James and Bremer Investment Services, Mr. Bosek worked at Wells Fargo, Bank of the West, and Edward Jones. With his extensive experience in the financial services industry, he is a contributing factor to the ongoing success of Alpha Cubed Investments.

Mr. Bosek lives in Sartell, MN with his wife and two daughters, ages 3 and 6 months. In his spare time, he enjoys golfing, spending time at the lakes with family and friends, and spending time with his girls as they grow up.

Barbara Dugan

Vice President

Investment Advisor Representative

Barbara Dugan serves as Vice President for Alpha Cubed Investments and has over 10 years of experience in the Financial Services industry. Previously, she worked for JP Morgan & Co. where she was a Vice President of Investments and Private Client Advisor in Brentwood, CA. During her time there, she worked with high-net-worth families to prepare and plan for all investment-related objectives.

Prior to her tenure with JP Morgan, Ms. Dugan worked as a Financial Advisor at Merrill Lynch and AXA Advisors.

In her spare time, Ms. Dugan enjoys hiking and being outdoors, yoga, design, art, and cooking for friends and family. Spending time with her 13-year-old son, Oliver, is her greatest joy.

Jared Oren

Vice President

Investment Advisor Representative

Jared Oren serves as Vice President for Alpha Cubed Investments and has worked in the financial services industry for approximately 7 years with his prior career being in the engineering field. Most recently, Mr. Oren was an Associate Vice President, Financial Advisor at Morgan Stanley and has spent years working with clients to focus on preparation for retirement. He also worked to maintain relationships with existing clientele throughout his time at Morgan Stanley.

Mr. Oren is a CFP® and strives to ensure clients are armed with a comprehensive financial plan leading up to and during retirement.

Mr. Oren lives in Mission Viejo, CA with his wife and two-year-old son. In his spare time, he enjoys wishing he had spare time to golf, but most time is spent playing "cars and trucks" with his young son.

He graduated from the University of Wisconsin - Madison with a BS in Electrical Engineering and earned his MBA at the University of California, Irvine. He is an avid fan of baseball, football, and basketball with an emphasis on teams from Wisconsin, and he also enjoys traveling with his wife to wine country.