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895 Dove Street Suite 300, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-09 |
| CA | RA | APPROVED | 2023-05-05 |
Branch Locations
895 Dove Street Suite 300, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Research Affiliates | Newport Beach | CA | 06/2014 | 04/2021 |
| Irvine Company | Newport Beach | CA | 04/2021 | 02/2023 |
| Treussard Capital Management Llc | Corona Del Mar | CA | 03/2023 | Present |
I provide consulting services to firms in a non-investment-related capacity based on my expertise as a Ph.D. Economist with specialized quantitative modeling as well as my business experience in the asset management industry.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-07 |
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