Accuvest Global Advisors
Walnut Creek CA 94597
Articles by Accuvest Global Advisors
Brazil – Poised for Breakthrough?
By Accuvest Global Advisors “In Brazil, a poor man goes to jail when he steals. When a rich man steals, he…
Dave GarffPresident and Chief Investment Officer
David serves as the President of Accuvest Global Advisors. He heads the Investment Committee and Research teams. David’s responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, country selection model and liquid alternatives portfolios. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Masters Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. He earned the Certified Investment Management Analyst designation as well as an Alternative Investments Certificate, both taught under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association (IMCA).
Dustin BlodgettHead of National Sales
Dustin serves as a Portfolio Specialist and a member of the Investment Committee at Accuvest Global Advisors. He is a member of the business development and marketing teams. His focus includes distribution of Accuvest Global Advisor’s Global Equity strategies, speaking with current and prospective clients on how to position themselves and navigate the complexities of the global marketplace. Dustin is a CIMA® consultant. He holds the Certified Investment Management Analyst® certification under the joint auspices of The Wharton School, University of Pennsylvania and the Investment Management Consultants Association®. His studies included performance and risk measurement and management, performance attribution, traditional and alternative investments, asset allocation, manager analysis and modern portfolio theory. Dustin is NASAA Series 65 certified and graduated with a B.S degree in Business Management, Finance from the Marriott School of Business at Brigham Young University.
James CalhounPortfolio Manager
James serves as Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is alternative investment strategy research and development. As a member of the investment committee, his responsibilities include research, investment analysis, macroeconomic modeling, asset allocation, and portfolio attribution. Before joining AGA, James was a portfolio manager and senior research analyst for a multi-alternative strategy mutual fund. James obtained Bachelor of Science degrees in Finance and Economics from the University of Nevada, Reno. His studies emphasized Risk Management and Derivatives, Portfolio Management and Optimization, International Finance and Foreign Exchange, Advanced Macro and Micro Economics, Statistics, and Econometrics. James has over six years of investment management experience, and is actively pursuing the CFA designation. James is NASAA Series 65 certified.
Eric ClarkPortfolio Manager
Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on AGA’s suite of Alpha Brands strategies. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric will also lead the sales, marketing & distribution efforts of the Alpha Brands business line. Eric has 23 years investment experience. He graduated with a B.A. in Urban Planning with an emphasis on Real Estate & Economics from the University of Maryland, College Park. Eric is a frequent writer about the power of the consumer and global consumption trends and the Iconic Brands that benefit. He holds the Series 7 and 66 licenses.