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He has been providing investment advice to individuals, families, trusts, charitable organizations and family holding companies for over 20 years. He is a registered investment advisor, and has been designated as Chartered Wealth Manager by the GAFM Global Academy of Finance and Management. Mr. Willms is also an attorney with over thirty years of legal experience in the areas of estate planning, charitable giving, corporate law, and taxation law. https://images.squarespace-cdn.com/content/v1/6491be09f351d90c3ea83763/487d3d84-df6c-4e33-b572-ca9ec5ca180e/DSC03065.jpg Fund Advisor's Management Team - Shrey Patel, CFA, Senior Portfolio Manager at The Brinsmere Funds Shrey Patel, CFA is the Senior Portfolio Manager at The Brinsmere Fund, whose primary responsibility is to design, implement, and execute investment strategies. Mr. Patel is a CFA® Charterholder and also holds a Series 65 license. Having earned both a Master’s degree in Finance from IIT Stuart School of Business (Chicago) and a Bachelor’s degree in Computer Engineering, Mr. Patel brings an agile, research backed and an integrated approach to quantitative investment management. https://images.squarespace-cdn.com/content/v1/6491be09f351d90c3ea83763/1694619797549-1C3NK5DAGYSISD4A54YC/Picerno+6721+full+rtk+a.jpg Fund Advisor's Management Team - James Picerno, Senior Research Analyst at The Brinsmere Funds James plays a key role in the development of mathematical models used by The Brinsmere Funds for strategy development and assessment, as well as risk management and stress testing of fund portfolios. A former financial journalist, he has been analyzing finance and macroeconomic topics since the early 1990s and is the author of three books on markets, the business cycle and using R computer code for data analysis. James is married and has two daughters. His interests include traveling, reading, photography and refining his computer-coding skills. He's also a musician and plays guitar and piano. https://images.squarespace-cdn.com/content/v1/6491be09f351d90c3ea83763/1694619738111-D555ZNYRH467ECUPHBDX/DSC09449-3.jpg Fund Advisor's Management Team - Jake Willms, Quantitative Analyst at The Brinsmere Funds Jake Willms is The Brinsmere Fund’s Quantitative Analyst. Jake attended Arizona State University and was a member of Barrett, the Honors College. He earned bachelor’s degrees in both finance and economics from the W.P. Carey School of Business, as well as a master’s degree in Finance. In addition, Jake studied financial programming at DePaul University and earned a second master’s degree in Computational Finance. Jake writes computer code used by The Milwaukee Company to develop, analyze, and monitor our unique investment strategies. 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