Director and Relationship Manager
Greg Wertz is a Director and Relationship Manager with Strategy Asset Managers, LLC. He also serves as a Managing Director of Ardara Capital LP and has also worked as a business development and investor relations Director with Encap Development, a leading US renewable energy project developer. Greg’s has worked for over 30 years in the investment business, managing domestic and global investment strategies for private clients and institutional investors.
Greg serves on the Advisory Board of Home for the Brave, which provides transitional housing for homeless veterans. Previously, Greg served as the President of the Board for Pivot Ministries, an inner city drug and alcohol rehabilitation center located in Bridgeport, Ct. Mr. Wertz received his B.A in Economics from the University of Colorado, Boulder. In his spare time, he plays his guitar with a local band and loves to be in the surf or skiing.
Managing Director and Senior Portfolio Manager
Joseph Traba is a Managing Director and Senior Portfolio Manager at Strategy Asset Managers, LLC. Joseph has over 25 years of experience in portfolio management, equity/fixed income trading, research, marketing and wealth management.
Prior to joining Strategy Asset Managers, he was Chief Investment Officer and Portfolio Manager at Stonemark Wealth Management. Joseph was 1st Vice President of Equity Trading and Research at Southwest Securities ( formerly ML Stern & Co.). Joseph holds Securities Licenses: 4, 7, 24, 55, 63 & 65 and
California Life & Health Insurance Producers license.
Joseph is a member of Securities Traders Association and has volunteered with Junior Achievement, which helps students understand business and economics. Joseph received his Bachelor of Sciences in Quantitative Economics and Decision Sciences from the University of California at San Diego and is an active member of the Alumni Career and Professional Development.
In his free time, Joseph enjoys participating in outdoor activities; plays ice hockey, has completed 10 Ironman distance events and numerous ultra-distance adventures.