Two financial professionals with over 60 total years of combined experience working with the largest and most reputable institutional asset managers come together to use their knowledge and experience to address opportunities AND deficiencies in the market through use of a proprietary equity process originally developed by one founder in the early 2000s and recently refined and enhanced through rigorous collaborative due diligence and back-testing.

Jerry Herman | Co-Founder

• Charted Financial Analyst with 32 years of experience as a senior equity research analyst
• Recognized among the "Best of the Street" by The Wall Street Journal for stock picking
• Earned 13 awards by Financial Times/Starmine for earnings estimate accuracy
• Led the education and diversified services practice as managing director at Stifel Nicolaus
• Quoted and referenced in national media such as The Wall Street Journal, Investors' Business Daily, Crain's, CNBC, and Bloomberg
• Graduated magna cum laude from Bowling Green State University and earned an MBA from Cleveland State University 

Ken Patsey | Co-Founder

• 31 years of senior-level experience in the financial services industry
• Original developer of the Wisdom 20 proprietary equity process. 
• Served as senior managing director of KeyBank's Equity Capital Markets Group, responsible for managing a team of 110 employees and $60 million in revenue
• Co-founder of an equity asset management firm, Mainstreet Investment Management, Chagrin Falls, Ohio
• Graduated magna cum laude from Kenyon College and elected as a member of Phi Beta Kappa; earned an MBA at the Weatherhead School of Management, CWRU