Eric Wills

Partner

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Eric is a market nerd who went deep on convertible bonds. He learned the game over 11 years at Calamos, then refined his expertise at Zazove Associates and Point72. His publication, "Black-Scholes 50 Years Later," outlines his mission: freeing investors by letting them build their own convertible bonds from scratch—no Wall Street required. The result is a process that engineers portfolios to your personal risk tolerance, often providing greater upside potential than traditional stock and bond allocations.

 

Adam Ogle

Partner

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Adam brings a multidisciplinary toolset to his work as a financial professional. He unites the risk management rigor of an Airline Pilot with the systemic optimization of an Enterprise Architect. Adam applies a disciplined, architectural blueprint to financial planning, and capital allocation to ensure you meet your financial goals.

 

Steve Bard

Thought Partner

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Steve is an experienced board member, COO, and CFO who builds, scales, and optimizes Financial Services and FinTech firms. He co-founded three investment firms with successful exits, took a VC fund public, and led the turn around of two multi-billion-dollar asset managers. His board and fiduciary service spans public and private companies, he led a pioneering product GTM at a global asset manager, and advised Fortune 500 companies. Steve offers objective, insightful, and candid perspective.