PERFORMANCE ENHANCEMENT TECHNOLOGIES - Key Persons


Barbara Morrow

Job Titles:
  • Member of the Advisory Board
  • CEO, Barronett Financial Services, past Managing Director, AIG Global.
  • Strategic Partner
Barbara Morrow is a Strategic Partner associated with PENTEQ and in charge of Research. Ms. Morrow, CEO, Barronett Financial Services, Past Managing Director, AIG Global, is one of PENTEQ's longest standing relationships and was responsible for AIG being PENTEQ's very first institutional consulting account for its Market Risk Analysis and Tactical Asset Allocation services. Ms. Morrow will assist PENTEQ with qaulitative inputs to its quantitative investment process.

Bill Overgard

Job Titles:
  • Member of the Advisory Board
  • President, WHO Investment Consultants, past Director, Buck Consulting, Managing Director of Barra Rogers Casey.
Mr. Overgard is one of PENTEQ's longest standing Consulting relationships and will assist us with internal business management issues as well as customer service, customer relations, and consultant relations as PENTEQ begins to attract larger and larger institutional accounts for its Long/Short products.

Constantin Bilciu

Job Titles:
  • Member of the Management Team
  • Partner in PENTEQ
Constantin Bilciu is a Partner in PENTEQ and Head of Information Technology. Mr. Bilciu is the former Head of the Cybernetics Institute in Romania for the Soviet Bloc before he defected to the USA and began providing computer programming services for some of our largest financial institutions, including Chase, where he helped to transition our Stock Selection and Portfolio Management Matrix from their mainframe computer to our desk and laptop computers.

David Russell

Job Titles:
  • Member of the Advisory Board
  • Individual Investor, past President, DalComp.
Mr. Russell is a member of Tiger 21 and advises PENTEQ on high net worth investor relations.

Hugh Pettman

Job Titles:
  • Member of the Advisory Board
  • CEO of Nations Comtek Ltd., SolEco Ltd., and Qi Corp., H.K.
  • Expert
Mr. Pettman is expert at all aspects including legal, accounting, and corporate structure related to off-shore investing and will advise PENTEQ on all of its off-shore business arrangements.

Jim Carmack

Job Titles:
  • Member of the Advisory Board
  • CEO, the Carmack Group, Retired.
Mr. Carmack is one of the foremost consultants in the country and will inform PENTEQ in the areas of performance analytics and alternative investments.

John Scott - CIO

Job Titles:
  • CIO
  • Member of the Management Team
  • President and Chief Investment Officer of PENTEQ
Constantin Bilciu is a Partner in PENTEQ and Head of Information Technology. Mr. Bilciu is the former Head of the Cybernetics Institute in Romania for the Soviet Bloc before he defected to the USA and began providing computer programming services for some of our largest financial institutions, including Chase, where he helped to transition our Stock Selection and Portfolio Management Matrix from their mainframe computer to our desk and laptop computers.

Leif Smith

Job Titles:
  • Member of the Advisory Board
  • Individual Investor
  • Partner, Pattern Research and Explorer 's Foundation.
Mr. Smith is an individual investor and one of the foremost experts in the country in the area of networking free thinkers in different areas of expertise.

Leonard Chaikind

Job Titles:
  • Member of the Advisory Board
  • Advisory Board Chairman Associated With PENTEQ and in Charge of New Business Development.
  • Chairman of Our Advisory Board
Mr. Chaikind is the Chairman of our Advisory Board and advises PENTEQ on all of its client relationships. Leonard Chaikind, Advisory Board Chairman associated with PENTEQ and in charge of New Business Development.

Ron Ryan

Job Titles:
  • Member of the Advisory Board
  • CEO, Ryan ALM, Inc., Creator - Lehman Brothers Bond Indexes.
Mr. Ryan will share his expertise in fixed income, asset/liability matching, and alternative low risk solutions to today's over-extended bond markets.

Ron Surz

Job Titles:
  • Member of the Advisory Board
  • President, PPCA.
Mr. Surz has extensive experience with matching tax exempt fiduciary and institutional investor client investment needs to best of breed alternative investment managers.

Russ Mason

Job Titles:
  • Member of the Advisory Board
  • President, Investor Management Institute.
Mr. Mason has extensive experience and expertise in providing continuing education to institutional investment professionals and will provide PENTEQ opportunities to participate and share its expertise with a broad range of fiduciaries, consultants, retirement plan managers, and marketing professionals.

Tim Tuttle

Job Titles:
  • Member of the Advisory Board
  • Managing Director and Partner, Newport Asia.
Mr. Tuttle has unique and extensive experience in off-shore investment and investors and will share his expertise with PENTEQ in all of our dealings with respect to Asia and Pacific Rim investors.