J. Randy Valentine

J. Randy Valentine, Managing Member, also serves as the firm’s Chief Investment Officer. Mr. Valentine leads the Investment Committee in designing the investment process for the firm, helps develop the asset allocation levels for the various portfolios, as well as conducts traditional investment research and technical analysis research to assist the firm in trading decisions. In addition, Mr. Valentine designs customized investment solutions for clients based on their particular risk tolerance, time horizon, liquidity needs, and goals.

Mr. Valentine has investment experience since 1976. He earned his BS in finance from West Virginia University. He holds the NASD Securities Series 65 license.

JaMES r. thomas

James R. Thomas, Managing Member, also serves as the firm’s Chief Financial Officer. Mr. Thomas is responsible for the financial strategy of the firm, managing financial controls, and ensuring full transparency over the financial performance of the company. In addition, Mr. Thomas designs solutions for clients upon their particular risk tolerance, time horizon, liquidity needs, and goals. He has investment experience since 1982.

Mr. Thomas earned both his BBA and MBA from Southern Methodist University. He holds the NASD Securities Series 65 license.

ian c. flores

Ian Flores, Senior Vice-President, serves as a Portfolio Manager. He designs customized investment solutions for clients based on their particular risk tolerance, time horizon, liquidity needs, and financial goals. He has investment experience since 1991.

Prior to NTV, Mr. Flores served as the Senior Portfolio Manager for BB&T Wealth Management in Charleston, West Virginia, managing over $400 million in assets.

Mr. Flores earned his BS in Business Administration from West Virginia State University, MBA from West Virginia University and completed the Southeastern Trust School at Campbell University. Mr. Flores holds the NASD Securities Series 65 license.

BRAD FOSTER, CFA

Brad Foster, Senior Vice-President, serves as the Director of Planning. He helps clients design and implement comprehensive financial planning strategies with specific expertise in tax, estate, and philanthropic-related matters. He has investment and financial planning experience since 2006.

Prior to NTV, Mr. Foster worked at McKinley Carter Wealth Services where he served as the lead advisor for families and non-profit organizations while directly overseeing over $200 million in assets. He also served as Manager of the Investment Services Council, with responsibilities to design and implement the investment program overseeing $2 billion in assets.

Mr. Foster earned his BS in Finance from James Madison University. He maintains the Chartered Financial Analyst (CFA) designation and has been an active CFA charterholder since 2011. Mr. Foster holds the NASD Securities Series 66 license.