Kaush received his Ph.D. in medical research.  He has been helping clients manage their investment assets for the past 20 years. Kaush likes to joke that during his formative years, he became "an educational gypsy" living in 8 cities in 5 countries spread over 3 continents of Asia, North America, and Europe. Such deep exposure to various cultures, languages, foods as well as educational & social systems helped him develop philosophies that shape personal and business interactions.  Kaush has used his scientific research background to develop an analytical, data driven approach to stock investing.  This is apparent in various investment related articles he has published in a national magazine.  He continues to pursue research projects related to fundamental aspects of stock investing as well as broad market patterns. His driving force is to continue to develop original, but still common sense principles/hypotheses of equity investing and then test them rigorously during various investment periods. 

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Eric has been an investment adviser and a partner in the firm since 2016.  Eric has earned Master of Science in Industrial Engineering, with emphasis on mega-data analysis.  This coupled with his BA in Mathematics (minor in Economics) has prepared him well to further extend our analytical methodologies for building custom stock portfolios for long term growth.  Eric successfully completed The Uniform Investment Adviser Law Examination (series 65) in December 2015.  He has also passed Chartered Financial Analyst (CFA) Level 1 Exam (January 2019).  Eric was born and raised in Kalamazoo, and upon graduating from high school he was recognized as a National Merit Scholar. He was awarded the well known Heyl Scholarship to attend Kalamazoo College. During his time there he pursued passions in soccer and teaching, playing 4 years of varsity soccer and participating in several tutoring programs. Eric continued his education at Western Michigan University where he was awarded the Kenneth Knight Memorial scholarship to study Industrial Engineering. This field helped him to develop advanced skills in statistics, data analysis and large data set management that have translated well into equity research.  He has also benefited from international experiences including a study abroad program in Costa Rica, travels to Asia and a trip to the 2014 World Cup in Brazil!  

Please use the drop down menu on this tab for his professional biography.