Esposito Partners Offers Advisory Services
September 16, 2009 | Category: News
Esposito Partners, LLC, is a Registered Investment Advisor (RIA) specializing in Sub-Advisory practices for Exchange Traded Funds. We strive to minimize the variances between the ETF and their respective index by using proprietary technologies which promote cost efficiencies. Our product mix has evolved to include many asset classes: futures as well as others. The Sub-Advisor draws from many different experiences and backgrounds to provide “best in class” service. We have many existing relationships that have realized a mutual benefit by designating EP as their Sub-Advisor of choice.
In addition to our ability to optimize portfolios tracking an index or ETF prospectus; we also require thorough best execution reports from our quality agents to facilitate the most competitive trading. Like many of the promising ETF’s beginning to emerge, we have the ability to grow with your organization from inception through fruition. Mark Esposito, founder and CEO observes “At this point in our evolution, we recognize that the Sub-Advisory market is underserved and know we can provide this much-needed service by capitalizing on our knowledge and technological expertise.” Mark’s vision for the firm is to be the premier class provider of Sub-Advisory services.
The Esposito team has responded with superior client-directed asset management solutions. Our seasoned team is responsive and anticipates our client needs. A few senior staffers include:
Will Martin, Chief Compliance Officer, has been in the securities industry for over 11 years specializing in compliance, supervision and trading. He recently worked for UBS and Southwest Securities. During his career, Will has had the opportunity to collaborate on audits from the NASD, NYSE and SEC as well as the NASD, TMMS and NASD Options divisions. Will holds degrees in Economics from Oklahoma State University as well as an MBA from Texas A&M Commerce. He currently holds the Series 3, 4, 7, 9, 10, 24, 27, 55, 63, 65 and 87 security registrations.
Marcus Talbert, CFA, Fixed Income Analyst, has over five years experience in the fixed income world. He has worked in the capacity of head trader for Broadway National Bank trading all types of fixed income securities. Prior to this he was an associate on the bond desk for USAA’s Investment Management Co. Marcus is familiar with the role this asset class serves in a portfolio and the different metrics targeted for benchmarking this asset class to a specific index. Marcus graduated with a Finance degree from Wofford College and obtained his graduate degree from University of Texas - San Antonio. He holds the Series 7, 55 and 66 security registrations. Marcus is a Chartered Financial Analyst and a member of the DFW CFA society.
Ian Lyon, Head Technology Analyst, began work in the technology field at Raytheon working on the SIVAM project in 2000. After working in the medical industry for 5 years, he joined Esposito Securities, LLC, in October 2006. Ian graduated from SMU with a Bachelors degree in Computer Engineering and a minor in Mathematics. Ian has development experience in C/C++, Java and PHP among other languages and system administration experience in Windows and Linux.
As a technology-driven firm, we can replicate and optimize portfolios to track their respective indices. Our flexible cost structure enables us to partner with growing firms that have been priced out of the market or firms looking to start new funds. Additionally, our trading partners span the globe, anticipating future ETFs that will be in non-US markets.
Esposito Partners has made progress in the developing ETF space in a short period of time. Our strategic push into Sub-Advisory has been driven by our desire to innovate and create a technology platform that benefits our partners. To learn more about how we can assist you, contact Marcus Talbert at 214-855-2196.
Esposito Partners. Intelligence is our biggest asset.
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