MONARCH FUNDS - Key Persons
Job Titles:
- Chief Technical Analyst at Kingsview Wealth Management
Buff Pelz Dormeier serves as the Chief Technical Analyst at Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. Renowned for his expertise in volume analysis, Buff is the founder of VolumeAnalysis.com. With a career spanning over 30 years, Buff creates customized portfolio strategies tailored to achieve goals-based outcomes for financial advisors and their clientele. His approach involves integrating the advisor's comprehensive wealth management plan with cutting-edge portfolio analytics. This fusion results in the development of tailored, goals-based investment strategies catering to the unique needs of affluent individuals, institutions, trusts, and endowments.
An award-winning innovator, Buff is the mastermind behind groundbreaking concepts such as Volume Weighted Moving Averages (VWMAs), the VW-MACD, Volume Price Confirmation Indicator (VPCI), VPCI Stochastics, Anti-Volume Stop Loss (AVSL), Trend Thrust Indicator (TTI), Capital Weighted Volume Indexes among others.
Buff Dormeier's contributions to market indicators and trading system design have garnered recognition in publications such as Barron's, Stocks & Commodities, C-NBC, The Financial Times, and various technical journals. Buff's book "Investing with Volume Analysis" earned accolades for the Technical Analyst Book of the Year in 2012 and was named Trader Planet's Top Book Resource in 2011.
Recognized as a Chartered Market Technician, Buff earned the prestigious 2007 Charles H. Dow Award in recognition of his research papers that pushed the boundaries of technical analysis. The award is widely regarded as one of the most significant in the field. In 2022, he received the Technical Analyst's Research Product of the Year Award. With a focus on investment theories centered around volume analysis, Buff is passionate about sharing his insights. His presentations have graced international conferences, including Latin America's Portfolio Manager Conference, TradeStation's World Conference, the World Moneyshow, and Metastock's Traders Summit.
Job Titles:
- Chief Trading Officer for Kingsview Wealth Management
Mitch Ehmka is the Chief Trading Officer for Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. Mitch has worked with Kingsview since 2010 and has assumed increasing responsibility during his tenure, initially starting as Risk Manager, then Head Trader, Director of Trading, and now as the Chief Trading Officer. Mitch oversees all trading operations within the firm from Chicago, runs the day-to-day trading operations of Kingsview Investment Management and also sits on the Investment Committee.
Job Titles:
- Portfolio Manager at Kingsview
Neil Peplinski is a portfolio manager at Kingsview. With over 20 years of professional experience, Neil is responsible for research, investment analysis and the development of new investment strategy models.
Prior to Kingsview, he co-founded Cedar Capital, a partner company of Good Harbor Financial, where he served as Chief Investment Officer. He also served as portfolio manager and quantitative analyst for Allstate Investments. Neil earned an MBA with High Honors from The University of Chicago Booth School of Business, an MSEE from the University of Michigan and a BSEE from The Michigan Technological University, where he graduated summa cum laude.
Job Titles:
- Chief Investment Officer of Kingsview Wealth Management
Scott D. Martin is Chief Investment Officer of Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. He also serves as a Contributor to the Fox News Channel and is a Contributor to The Futures Institute at the Chicago Mercantile Exchange (CME).
Prior to Kingsview, Mr. Martin was Chief Market Strategist at United Advisors, LLC, a wealth management firm based in New York City, where he was co-chairman of the firm's investment committee and was responsible for portfolio strategy utilized by both firm and third-party clients. Mr. Martin began his highly regarded career at Astor Asset Management in Chicago, where he was co-portfolio manager on all of Astor's ETF-based separate account programs and Astor's mutual fund complex, which launched in 2009.
At the company, he and his team were named one of the "Best ETF managers" of 2008 by Forbes, and he authored the weekly "Astor Long/Short Balanced Update" newsletter, which received the NAAIM President's Award for excellence in financial newsletter writing.
A frequent speaker and lecturer, Mr. Martin has been featured in print and broadcast media such as The Wall Street Journal, Investor's Business Daily, and Yahoo! Finance. He is a former columnist with TheStreet.com and is a volunteer with the Anti-Cruelty Society of Chicago. Mr. Martin earned his Certified Investment Management Analyst® designation through the Investments & Wealth Institute™ and was named one of Chicago's Notable Financial Advisers by Crain's Chicago Business magazine. Mr. Martin is a recognized graduate from Denison University, where he completed a double major in Economics and French and spent months abroad studying the introduction of the Euro currency and its impact on European markets.
Job Titles:
- Cedar Capital 's Chief Operating Officer
Yash Patel is Cedar Capital's Chief Operating Officer and brings 14 years of professional experience to the firm. Yash's responsibilities include the management and leadership of operations, technology, trading, and portfolio management. Prior to joining Cedar Capital, a partner company of Good Harbor Financial, he was a quantitative equity analyst for Allstate Investments, developing and implementing model-driven trading strategies.
Previous to that, he worked and consulted for hedge funds, including Bridgewater Associates and Citadel Investment Group. Prior to his career in financial services, Yash spent several years in the software industry with a focus on systems architecture and application development. Yash earned an MBA with Honors from The University of Chicago Booth School of Business and a BS CSE from The Ohio State University.