Mr. Lacen is a financial services entrepreneur who has spent the last seven years cultivating Mosaic Theories by leveraging a background in financial markets. From 2008 to 2009, he worked setting up his personalized real-time investment letter/fund his freshman year at Fordham. Randy has successfully completed a full course-load of study as well at Fordham University in the Bronx and is a Series 7 Candidate. He also studied at Monroe College where he graduated as a SIFE Alumni and is using his ever new found knowledge of financial markets now to continue his career as a successful finance entrepreneur.
Jeff Diercks, is an investapreneur and recovering CPA. He actively trades his own money and manages the assets of a select group of clients at InTrust Advisors, a Tampa, Florida based wealth management firm focused on trend following and price momentum strategies utilizing ETF securities.
Mr. Diercks is also the managing member of Stock-Signal.com, which provides its subscribers with trend following buy and sell signals on a select group of broad market indexes.
Mr. Diercks has worked with discretionary and non-discretionary investment accounts for over a fifteen years and has overseen all aspects of InTrust's and Stock-Signal's investment processes. Additionally, he has over twenty years of experience working with wealthy individuals and families in both business and financial consulting roles.
Chris became part of Adviser Investments in 2011 when Adviser acquired Kobren Insight Management from E*Trade Financial. He is now a Senior Vice President and responsible for individual bond investments for the firm's clients. Chris joined Kobren in 2001 as Vice President and Fixed Income Manager and also servered as a member of KIM's investment committee. Prior to joining KIM, Chris was a Vice President in the Private Client Services Group of Robertson Stephens Inc., in Boston, where he designed and implemented fixed income portfolios for high net worth clients.
Before Robertson Stephens, he was a Vice President of Donaldson, Lufkin & Jenrette in Boston, where he was the head fixed income trader for the New England region. Chris graduated from Northeastern University.