Easterly Funds
David Hunt, CIMA, has a comprehensive work experience in the financial industry. David started their career as a Financial Advisor at Smith Barney from May 1992 to April 1994. Following that, they joined AllianceBernstein in May 1995 as a Vice President and managed various territories in the Mid Atlantic Region. David distributed Mutual Funds, Separately Managed Accounts, 529 Plans, and Retirement Plans while maintaining and creating relationships with financial advisors in the Wirehouse, Independent, RIA, and Bank channels. In June 2008, David became a Regional Vice President at Dreyfus, where they managed the Eastern PA and Southern NJ territory. David was responsible for developing and maintaining relationships with Financial Intermediaries in various channels and provided distribution of Mutual Funds and Separately Managed Accounts. Currently, they are serving as a Regional Business Consultant at James Alpha Advisors since July 2014. James Alpha Advisors specializes in identifying and growing innovative alternative investment solutions for institutional and individual investors as the Advisor to the James Alpha family of mutual funds.
David Hunt, CIMA completed their education at various institutions. David started their academic journey at Exeter Township High School, although no specific years were provided. David then enrolled at the University of Pittsburgh, where they pursued a Bachelor of Arts (BA) degree in Economics/Business. It is unclear when they graduated from this program as no start or end years were provided. Lastly, David attended The Wharton School in 2005 and 2006, where they obtained a degree in CIMA. No information regarding their field of study at The Wharton School was specified.
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Easterly Funds
Easterly Funds is a mutual fund platform offering investors access to boutique managers and innovative strategies with differentiated investment approaches. Our ambition is to help bring innovative, alpha-generating mutual funds to investors, helping to enable them to better navigate need for income, capital appreciation and risk management to help potentially reduce volatility. The Easterly Funds family of mutual funds include portfolios focused on hedged equity, global REITs, structured credit, small cap value and long/short equity, which are intended to provide low volatility growth, alternative sources of income, quarterly or even monthly distributions. Easterly Funds, LLC serves as an Advisor to the Easterly Fund family of mutual funds and related portfolios. Easterly Funds, LLC is registered as an investment adviser with the SEC. PLEASE CONSIDER THE CHARGES, RISKS, EXPENSES AND INVESTMENT OBJECTIVES CAREFULLY BEFORE INVESTING. PLEASE SEE A PROSPECTUS, OR IF AVAILABLE, A SUMMARY PROSPECTUS CONTAINING THIS AND OTHER IMPORTANT INFORMATION BY VISITING FUNDS.EASTERLYAM.COM/RESOURCES. READ CAREFULLY BEFORE YOU INVEST OR SEND MONEY. Mutual Funds are distributed by Ultimus Fund Distributors, LLC, member FINRA/SIPC. Although Easterly Funds, LLC is registered as an investment adviser, registration itself does not imply and should not be interpreted to imply any particular level of skill or training. Please visit our website for important risk information at www.easterlyfunds.com. Investing involves risks including loss of principal. The thoughts and opinions expressed in the articles are solely those of the authors. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.