ADAPTIV™ - Key Persons
Dan Gorghuber, CMT is a Market Analyst based out of Alexandria, MN. He graduated from North Dakota State University with a major in Finance. During his study at NDSU, he became aware of the Market Technicians Association, which is now the CMT Association. This triggered a milestone decision for Dan as he pursued his CMT designation while still in school and ultimately received his designation during the spring of 2016. He went on to become a portfolio manager at a regional bank. After that, Dan's career took him into the commodities/hedging arena, where he worked as an analyst for multiple years before joining the Adaptiv team in 2022.
David Zarling, CMT is Head of Investment Strategy and Research for Client First Tax & Wealth Advisors, a Registered Investment Advisor. Using his strong industry insight and background, David is responsible for managing our clients' investments using the Adaptiv Investment Management System. This proprietary approach is built on the bedrock of supply and demand (price), which is used to identify investment trends across all asset classes: stocks, bonds, commodities, and currencies. This top-down approach has proven effective for managing risk in a variety of market environments. With 20+ years of experience in the industry, David brings institutional-class asset management to our clients' portfolios.
Ian McMillan, CMT is a Market Technician based out of Charlotte, NC. He graduated from the University of South Carolina where he majored in Finance. After that, Ian pursued his MBA at The Citadel, with a concentration in Asset Allocation. Ian has been in the wealth management/RIA arena for 12 years and helps implement Adaptiv's top-down approach for clients. Before joining Client First/Adaptiv, Ian has worked as an analyst at multiple large RIAs and has also consulted other firms on discovering better investment processes through active management.
Job Titles:
- Research Analyst for Client First Tax
Kevin Firari is a Research Analyst for Client First Tax and Wealth Advisors. He graduated from Carroll University where he earned a bachelor's degree in business administration with a finance emphasis, along with a minor in accounting. Kevin has been with Client First since interning with the firm in the fall of 2016. Kevin is responsible for trade order management within the Adaptiv Investment Management and he is the main editor of Adaptiv podcast and video content.
Pratty is an Intern for the Adaptiv Team and is a student at the University of Illinois- Urbana Champaign. He is graduating in May 2024 with a degree in Computer Science and Economics. Pratty has had a deep interest in markets and trading since his freshman year of high school. He assists the Adaptiv team through idea generation and monitoring thematic shifts across sectors and industry groups. He is also responsible for managing our social media content, including charts and features for ‘The Weekly Trend' podcast.