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Investment Policy Committee
Alan D. Bush, Chairman, Chief Executive Officer, IPC University of Missouri, B.A. Finance Alan Bush served eleven years as Chairman/CEO of his own New York Stock Exchange firm. Eight years with Dominick & Dominick, Inc., as President of DDPS, a managed account division. One year as President of Dominick Management Corporation, a New York based money management firm, and three years as a member of the NASD District Business Conduct Committee. From 1993 through 2001, Alan served as a Senior Vice President Investments with the Advest, Inc. Portfolio Services Division. Beginning in 2002, Alan served as the President of Independent Portfolio Consultants, Inc., an SEC registered investment adviser established as a wholly owned subsidiary of The Advest Group, Inc. In March 2006, The Advest Group sold IPC to the employees of IPC. Alan serves as Chairman and Chief Executive Officer of IPC. Peter McMullin, CFA, Chief Equity Strategist, Blue Shores Division, IPC University of Toronto, B.S. Mathematics Chartered Financial Analyst® charterholder Peter has been involved in equity research and sales throughout his career and has worked as an analyst, Director of Research (3 times, including Dominion Securities, Canada’s largest broker/dealer) and an institutional broker with supervisory capacity. Peter has received several awards in recognition of his stock picking abilities. Over time, he has supervised analysts covering a wide variety of fields, including consumer discretionary, energy, mines and metals, healthcare, big cap pharma, technologies and telecom. In addition, Peter co-founded two broker-dealers in south Florida– Gulf Stream Financial, a subsidiary of Kemper and Southeast Research Partners. Peter has served as an inside director and outside director of private and public firms.
Bruce J. (Buzzy) Tabatchnick, National Sales Manager, Managing Director, IPC
University of Miami, B.B.A. Finance Bruce Tabatchnick’s experience spans various firms, including Paine Webber, J.B. Hanauer, and Gruntal and Company. Having developed a specific expertise in municipal bonds, Buzzy enjoyed fifteen years as a Partner and Senior Vice President of A.F. Best Securities, Inc., a Florida-based municipal bond broker-dealer servicing high net worth individuals. Buzzy joined the IPC/Advest team in 2002. In March 2006, The Advest Group sold IPC to the employees of IPC. Buzzy serves as the National Sales Manager of IPC and is directly responsible for all aspects of the marketing and consulting services as delivered by IPC.
David Koburger, Director, IPC
University of South Florida, B.A. Accounting For eight years, David was the Director of Compliance and Vice President of Operations for Alan Bush Brokerage Company, a regional member firm of the New York Stock Exchange. He also served as Vice President and Branch Manager of Dominick & Dominick, Inc. for seven years. In 1993, David joined the Advest, Inc. Portfolio Services Division as a Senior Vice President and Branch Manager. In 2002, Advest established Independent Portfolio Consultants, Inc., a wholly owned subsidiary of The Advest Group, Inc. and an SEC registered investment adviser. In March 2006, The Advest Group sold IPC to the employees of IPC. David serves as Vice President and Director of IPC.
Fred Joyce, CIMA ®, CIMC ®, Director, Chief Compliance Officer, Secretary and Treasurer of IPC University of Florida, B.A. Liberal Arts & Sciences Certified Investment Management Consultant ®
Mr. Joyce has been associated with the financial services industry for almost 30 years. He is a founding member of Independent Portfolio Consultants, Inc. with a history that dates back to 1987. During this period, Mr. Joyce has been involved in all phases of the growth and development of the company, including consulting, management, marketing and operations. Prior to 1987, Mr. Joyce worked in the Investment Banking field and also held positions as a financial analyst and a research analyst. Mr. Joyce holds the FINRA Series 7, 24, 63 and 65 registrations.
Kevin Bush, CFA, Chief Investment Officer, Blue Shores Division, IPC
Amherst College, B.A. Economics and Political Science Chartered Financial Analyst® charterholder Kevin joined the Advest, Inc. Portfolio Services Division in 2002 as Portfolio Analyst, responsible for providing in-depth analysis of client portfolios. That same year, Advest established Independent Portfolio Consultants, Inc., a wholly owned subsidiary of The Advest Group, Inc. and an SEC registered investment adviser. In 2004, Kevin was promoted to lead Overlay Portfolio Manager for IPC’s Multiple Strategy Portfolio (MSP) offering, where he designed and formalized IPC’s process for combining different money managers’ investment strategies into a comprehensive total client allocation. In addition to serving as Blue Shores' Chief Investment Officer, Kevin continues to serve IPC as lead Overlay Portfolio Manager for its MSP program and oversees the management of more than $100 million in client assets
Maribeth Bates, Director of Marketing, Blue Shores Division, IPC
University of Maryland, B.S. Advertising
University of North Carolina, M.A. Exercise and Sports Science
Maribeth is the Director of Marketing for Blue Shores Capital. In addition, Maribeth serves as a Consultant specializing in business development. As a consultant, Maribeth regularly interacts with advisors and their clients on specific issues concerning the consultative process. Maribeth was an academic All-American at the University of Maryland. She joined IPC in 2003.
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