“Making sure everything is safe, secure, and suitable for both individual and institutional clients,” is the way Brad Stark, new Compliance Manager at Innovative Portfolios, describes his mission. A seasoned professional, Stark brings to his new role more than two decades of experience in financial trading, research, and interpretation of regulations. His impressive resume includes administrative positions with Graydon Compliance services, Bedel Financial Consulting, AIG Advisor Group, and Dinsmore Compliance Services. Because his responsibilities have often included participating in investment committees and performing investment due diligence, Stark is looking forward to his responsibilities at Innovative Portfolios and its affiliate firm, Sheaff Brock. Married with one young son, Brad Stark feels particularly gratified to have joined such a welcoming professional culture, with everyone working together to help the firm’s clients achieve their goals through active portfoio management.

Our second newcomer, Tiffany Kryder, brings a wealth of experience to her new role as Operations Manager for Innovative Portfolios and Sheaff Brock. As Operations Manager at Freedom Mortgage, Tiffany managed teams of employees located around the world, developing inter-departmental systems to increase operational efficiency. Although well-versed in compliance and operations, Kryder is especially excited to learn more about the operations side of securities trading and about option overlay strategies. A resident of Carmel along with her fiancé and two children, Kryder appreciates the welcoming, collaborative culture she’s found at Innovative Portfolios, describing her mission going forward as “evaluating day-to-day operations and increasing efficiency.”

DISCLOSURE

Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding publications are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. The companies mentioned in the publications may be held by Sheaff Brock Investment Advisors, Innovative Portfolios, Innovative Portfolios’ ETFs or any other affiliates or related persons. Therefore, there is a conflict of interest that the advisors may have a vested interest in the Companies and the statements made about them. Past performance does not guarantee or indicate future results.