Toroso

Toroso
NYC OFFICE
West 29th Street, Suite 811, New York, NY 10001

CHICAGO OFFICE
5100 N Ravenswood Ave. Suite 228, Chicago, IL, 60640
Phone: 844-986-7676
or 1-844-9-TOROSO

Articles by Toroso

Guillermo Trias
Managing Partner & CEO

Guillermo Trias

Mr. Trias has over 15 years of experience in financial services and management responsibilities, focused on growth initiatives, product launches, and sales management. He also has direct experience with startup companies and corporate build outs. He is responsible for Toroso’s key initiatives and strategic relationships.

Guillermo is CEO of Toroso Investments and Tidal Growth Consultants. Prior to Toroso, Guillermo led the sales and business development efforts at Global X Funds, helping the company reach approximately US$4 billion in AUM. Previously, he was the founder and managing partner of two venture capital firms (MC Capital and GT Capital) dedicated to the incubation and growth of start-ups in the US and Latam. Prior to that, he was founder and CEO of a pioneer food distributor in the US. Mr. Trias began his career in the area of M&A investment banking with Bankers Trust & Deutsche Bank. He has a degree in Business Administration from CUNEF (top finance college in Spain) and holds an MBA from the Kellogg School of Management (Northwestern University) in Chicago.

Michael Venuto
Co-Founder & CIO

Michael Venuto

Mr. Venuto has almost two decades of experience in asset management. Prior experience include head of investments at Global X Management, and business development, investment strategy, and strategic initiatives at Horizon Kinetics. At Toroso, he is responsible for investment management, research, and trading.

Mr. Venuto is an ETF industry veteran with over a decade of experience in the design and implementation of ETF-based investment strategies. Most recently, he is behind the launch of the Toroso ETF Industry Index (TETF Index), which measures and monitors the performance of publicly traded companies that derive revenue from the Exchange Traded Funds ecosystem. The Toroso ETF Industry Exposure & Financial Services ETF (TETF) tracks this index.

Mr. Venuto was instrumental in the establishment of multiple strategic investments and partnerships related to ETFs, Exchanges and Indexation. In 2014, he was chosen as one the ETF.COM All Stars for his research and is often quoted as an ETF expert in publications such as Reuters and Barron’s. Mr. Venuto studied Philosophy and Religion at NC State University and is an avid Chess player.

Dan Carlson
Co-Founder & CFO

Dan Carlson

Mr. Carlson has 30 years of 401(k) and financial services experience with Buck Consultants, Lincoln Financial, and Avatar. He developed and launched mutual funds, collective trusts of ETFs, 529 plans, and multi-manager 401(k) platforms. At Toroso, he is responsible for all operational and financial aspects of the company.

Mr. Carlson is Co-Founder and Chief Financial Officer of Toroso Investments and Tidal Growth Consultants. Previously, he was Chief Marketing Officer at Avatar Associates in New York City where he lead the business development efforts as Avatar grew assets in managed portfolios of ETFs to represent over 80% of the Firm’s assets under management.

Previously, he headed the marketing and product development efforts at Delaware Investments in Philadelphia. Mr. Carlson has served on a national industry board and heads a non-profit educational foundation. He started his career in Chicago, first with BMO Harris and then as a partner at Buck Consultants, serving large pension and retirement programs. Mr. Carlson holds a BS degree in Accountancy from the University of Illinois, Champaign Urbana.

Oscar Biondolillo
Head of Business Development

Oscar Biondolillo

Mr. Biondolillo has helped publicly traded and private equity owned companies for over 15 years. He brings a diverse business background in Business Development, Mergers & Acquisitions, Financial Planning & Analysis, CRM & Financial Systems Implementations, Big Data Analysis to name a few. At Toroso, he is responsible for developing the ETF Industry Think Tank and Innovation Lab. www.ETFThinkTank.com

Prior to joining Toroso, Mr. Biondolillo ran his own financial services practice on the Northwestern Mutual platform. Previously, he was at Culligan International, dedicated to Corporate FP&A and M&A, as well as Financial Systems. He started his career at Kraft Foods, Inc., where he served in multiple finance and accounting capacities.

He is passionate about giving back to the poor and oppressed and has dedicated himself to doing business with a purpose, leading several initiatives to help the less fortunate in the US and Honduras. Mr. Biondolillo holds a BS degree in Finance from the University of Illinois, Champaign Urbana.

David Dziekanski
Portfolio Manager

David Dziekanski

Mr. Dziekanski is the Portfolio Manager of Toroso Investments. Before joining Toroso, he was Vice President & Portfolio Strategist at Ladenburg Thalmann Asset Management (LTAM), where he researched, analyzed, and recommended Exchange Traded Fund (ETF), Mutual Fund (MF), Money Manager, and Hedge Fund investments for the LAMP model portfolios and customized accounts. He was part of the team that raised assets under management from approximately $75MM to over $1.6 Billion in just over six years for the Ladenburg Asset Management Program (LAMP), Ladenburg Thalmann Investment Consulting Services (ICS), and the Ladenburg Thalmann 401(k), which service over 2700 advisors.

Previously, he held positions in Wealth Management, Fixed Income and Securities trading in world leading organizations such as Morgan Stanley, Bear Stearns, AIM Securities and Smith Barney.

Mr. Dziekanski holds a Master of Science in Finance from the Washington University Olin School of Business and a Bachelors of Science in Applied Mathematics, Finance and Economics from the Washington University College of Arts & Sciences. He holds the Series 7 and Series 66.

Dan Weiskopf
Portfolio Manager

Dan Weiskopf

Dan Weiskopf joined Toroso in May as a portfolio manager and member of its investment committee. He has over 30 years of portfolio Mangement experience with the past 15 years as an ETF Strategist, often quoted as saying "Structure Matters" in selecting an ETF more than simply fee. Prior to focusing on ETFs he founded MH CApital, a small cap hedge fund and worked at American Diversified Enterprises, a family office.

More Articles

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Should the Nasdaq 100 Be Equally Weighted?

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