SAGE - Key Persons

Job Titles:

• Certified Financial Planner
• Dean Is the Founder and CEO of Brookstone Capital Management LLC ( BCM ), a SEC Registered Investment Advisor

Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.

Job Titles:

• Member of the CFA Institute

Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm's investment committee and drives the firm's investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies, bringing nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor's Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.