Our Expertise, Your Investment
Portfolio Manager
Mr. Rotstein serves as the Assistant City Manager/Director of Human Resources/Risk Management for the City of Pembroke Pines, Florida and provides human resources, risk management, merger and acquisitions, and administrative consulting services to companies in various industries, including a360media, LLC (formerly, American Media, Inc.). Prior to that, Mr. Rotstein was the Executive Vice President, Human Resources and Administration for American Media, LLC. Mr. Rotstein also serves as the Vice Chairperson of the City of Pembroke Pines Investment Committee which oversees several hundred million dollars of City funds and pension/retirement plans. Mr. Rotstein has over 35 years of experience holding human resources management positions in the manufacturing, financial services and retail services industries and has successfully assisted organizations in all facets of human resources, risk management and administration.
Associate Portfolio Manager
Mr. O’Neill has been an active investor for more than 25 years, utilizing his insights gained from more than 30 years as an entrepreneur, business professional and executive. Mr. O’Neill has served in various executive positions in the media business and was a senior auditor with Deloitte as well as a founding principal of a technology start-up. Currently Mr. O’Neill is the President of his own business consulting company advising businesses in the areas of finance, marketing, operations and IT. Mr. O’Neill earned a B.S.B.A in accounting, summa cum laude, from the University of Central Florida in Orlando where he completed his graduate course work for licensure as a Florida CPA. He is also a Veteran of the United States Army, 1st Armored Division, 7th Army Europe.