Adam brings a wealth of knowledge and experience to the team at Q3 Asset Management. He has spent the last 10 years of his career working for both traditional and alternative investment firms. Throughout this time, his efforts have focused upon providing a diverse blend of quantitative investment strategies to the retail investment advisory community.
Adam began his career on the floor of the Chicago Board Options Exchange, where he worked for a proprietary trading group specializing in equity options. He graduated from Northern Michigan University with a degree in Business and holds the Series 65 license. During his time at Northern, Adam played point guard for the Wildcat basketball team. Adam and his wife Sara have three daughters, Evelyn, Audrey and Isabelle.
Brad’s career in the financial industry began in 1982 on the floor of Commodities Exchange in New York City. After two years apprenticing at various wire houses he was offered the opportunity to work for arguably one of the most successful hedge fund managers of the last three decades, Paul Tudor Jones. While at Tudor Investment Corporation (1984-87) his understanding of the markets grew exponentially.
After a year of trading proprietary funds for Tudor, he left the firm and became an independent trader in the Dollar Index pit. The next 12 years were spent honing his trading skills and learning first-hand the importance of risk management. In 2003 he moved to Bloomfield Hills, Michigan where the concept for Q3 began. He is a graduate of the University of Hartford and holds the Series 3 (inactive) and 65 licenses. In his spare time Brad plays drums for a number of bands and solo artists in the Detroit area. He is also very active at his Church.
With nearly twenty-years of successful sales management experience across a broad spectrum of financial, investment, and professional services fields, Greg provides Q3 Asset Management with exceptional strategic and tactical sales and marketing capabilities. Greg’s previous experience includes service as Vice President of Sales for a $1 billion+ Registered Investment Advisor, Vice President of Sales for a specialty mutual fund company, and manager of a local office for a Wire House Brokerage firm.
Prior to entering the investment industry, Greg worked as Flag Briefing Coordinator for three separate Admirals while serving in the United States Navy. Between Naval deployments, Greg earned a degree in Sociology from Excelsior College in Albany, NY. In his spare time, he enjoys sailing, watching sports, and spending time with his kids.
Greg works exclusively with financial professionals.
Bruce Greig, CFA, CAIA, CMT
Bruce is a seasoned portfolio manager. He has spent the last 20 years developing and managing traditional and alternative investment strategies. He is a firm believer in the effectiveness of diversifying among investment approaches. Bruce serves as the Director of Research at Q3 Asset Management where he heads up the firm’s strategy development. Bruce’s previous experience includes serving as the Associate Investment Officer for a $1 billion+ Registered Investment Advisor, and Portfolio Manager for an alternative-asset investment advisor.
He is a graduate of the University of Michigan with degrees in mathematics and statistics and has a Masters of Business Administration from the Ross School of Business at the University of Michigan. He is a Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered Market Technician. In his free time, Bruce enjoys constructing crossword puzzles and vacationing with his family in northern Michigan.
A veteran of the Financial Services Industry, Bryan has over two decades of hands on experience in retail and institutional sales. His responsibilities at Q3 include sales, key account development, and driving the firm's overall national sales effort.
Prior to joining Q3, Bryan served in multiple roles for a National Third Party Asset Manager, focusing his efforts in sales, marketing and customer education. While there he helped the firm achieve over $1.5 Billion dollars in AUM and was instrumental in developing and retaining key strategic relationships with Broker-Dealers and RIA's in addition to working with hundreds of independent advisors. In his free time Bryan enjoys spending time with his family at their cabin in northern Michigan. His favorite activities include golf, hockey, and fishing and if he hasn’t already told you - he is a 6 time North American Feather Bowling Champion!
Bryan holds a BA in Finance from Western Michigan University. He works exclusively with financial professionals.
Dave brings a wealth of knowledge to Q3, with extensive experience in the retirement plan space. In his almost 30 years in the industry, he has sold or consulted advisors and business owners on over 1,000 qualified plans.
After graduating from Michigan State University, Dave headed to Chicago to trade Soybeans and the Major Market Index at the Chicago Board of Trade. Upon leaving the floor, he wrote an investment newsletter titled The Low-Priced Stock Survey, which was distributed to 80,000 Dow Theory Forecasts subscribers. Currently, Dave resides in Farmington, Michigan with his son Alex. In his spare time, he enjoys coaching and playing sports.
Dave works exclusively with financial professionals.
David brings extensive experience to Q3AM in the area of both high level sales and financial services. During his career he spent 17 years in high level sales selling software, and closing enterprise wide agreements with many Fortune 500 companies including Caterpillar and Ford Motor. Dave transitioned from technology sales to the financial services industry when he joined UBS as a financial advisor.
Today, with Q3 he focuses his efforts on helping independent advisors build their fee-based business. Dave attended the University of Detroit for both his undergraduate and graduate degrees. He lives in Bloomfield Hills with his wife Angela, where they raised two grown sons while remaining active in the community. Dave currently maintains a Series 66 license.
Joseph 'Max' Dente
Max began his career in the financial markets during 1991 as a Dollar Index arbitrageur on the FINEX, the financial instruments and currency products division of the New York Board of Trade (NYBOT). He worked as a commodity floor trader and a market maker for the dollar index until 1997. Max also worked for Commonwealth Bank in NYC and studied finance at Royal Melbourne Institute of Technology and at Melbourne University in Australia. He took the skills he developed on the floor and abroad and applied them as a trader and systems researcher, designing trading systems for various money management firms.
He earned a B.S. in Finance from Bentley College in 1991 and learned his first computer programming language in 1993. During his time working on the trading floor, he furthered his studies in the financial markets and computer programming by attending The New York Institute of Finance and Baruch College, respectively. Max has traveled to many countries around the world, and in his spare time he enjoys visiting new places.
Having worked as a wholesaler in managed money, mutual funds and annuities throughout his career, Mike brings over 20 years of experience to Q3. His diverse background enables him to understand advisor’s needs while presenting the value of active management.
Mike holds a BA in Industrial Marketing from Western Michigan University. He lives in Clarkston, Michigan with his wife Debbie and their triplet boys. In his spare time he enjoys travel, camping, fishing and hockey.
Mike works exclusively with financial professionals.
Amos has been involved in the world of business and finance from a young age. Growing up, he worked for his father in the family’s restaurant business. After graduating with a degree in Finance from Wayne State University in 1999, Amos moved to New York City to pursue his passion for the markets by establishing himself as a proprietary equities trader.
Amos has spent the last 4 years working with registered investment advisory firms, offering his expertise to financial advisors nationwide. He maintains a Series 65 license. Amos lives in Royal Oak with his wife Jaime and daughters, Madeline and Georgia. In his spare time he enjoys cooking and playing golf.
Jeff brings over 25 years of financial services industry experience to Q3 with a focus on retirement plan management. He has spent the majority of his career wholesaling investment related services throughout the Southeast and Puerto Rico. Jeff considers himself a student of the ever-changing investment industry environment and strives to be a partner to advisors who desire to bring the best solutions available to their clients.
Jeff obtained a BA in Finance in 1994 from Saginaw Valley State University. He lives in Cape Coral, Florida and enjoys golf, fishing, and spending time with his kids.
Jeff works exclusively with financial professionals.
Michael has been in the financial services industry since 2011. Prior to joining Q3, Michael was part of the asset management team for the largest financial planning firm in the state of Michigan. There he helped manage over $500 million for clients of all sizes. Michael also worked in the trust department at Comerica Bank where he was responsible for the accounting and valuation of collective trust funds for large institutional clients. His diverse experiences have given him a wide perspective when assisting advisors.
Michael earned a BBA in Finance from Grand Valley State University. He has held his Series 7 and 66, as well as Life Insurance and Property & Casualty Insurance licenses. Michael enjoys spending time and traveling with his wife Amber. He still plays ice hockey regularly and "attempts" to play golf during the summer.
Having been on “both sides of the table,” Josh understands the unique problems faced by many Financial Advisors as well as their clients. Josh began his career as a Financial Advisor in 2009 with Morgan Stanley in Kalamazoo, MI. From there he transitioned into a Consultant role for several boutique and Institutional wealth management firms. As a Financial Advisor he helped clients transition gracefully into retirement using a wholistic, goals based approach. He currently holds the Series 65 license.
During his time as a Wholesaler, he met with thousands of Financial Advisors. These experiences revealed the creative solutions that the top producing firms use to grow consistently year after year. Learning how the highest producers manage all aspects of their financial practices, he’s been a key resource for Advisors who need help competing as our industry becomes more and more tech-centric.
In his free time, Josh and his wife enjoy competing in adventure races and exploring the great outdoors. In the summer they escape north to the family cabin in Arcadia, overlooking the beautiful Lake Michigan.
Van has worked in financial services and management consulting since 1992 with stints at Andersen Consulting (Accenture), Fidelity Investments, Charles Schwab, Wells Fargo, JPMorgan Chase, and a national money management firm. In addition to the requisite industry licenses and the CFP® certificate, he has a BBA from Southern Methodist University and an MBA from the University of Miami, FL.
Van enjoys tennis, music, reading, church, hardworking people, and quality time with his wife and their 13 year old son.