Scott E. Brown and Robert Lloyd Brown II are the sole principals of Strategic Balance, LLC.
Scott E. Brown, CFA (Scott@StrategicBalanceLLC.com) is the founding partner of Strategic Balance and primarily responsible for the investment activities of the fund. He was previously a Managing Director of Tattersall Advisory Group, at the time a $7 billion institutional fixed-income investment advisor. During his tenure with the firm, Mr. Brown was responsible for corporate bond portfolio management, research and trading. In addition, Mr. Brown helped establish overall portfolio structure and manage the research area. Before this, Mr. Brown was responsible for managing the Closed-End Fund portfolios. Mr. Brown is a Chartered Financial Analyst and a 1988 graduate of the McIntire School of Commerce at the University of Virginia with a degree in finance.
Robert Lloyd Brown II (Robb@StrategicBalanceLLC.com) is a principal with Strategic Balance; he is responsible for business development and investor relations. During his career in the investment business, which began in 1984, Robb has advised high net worth investors, managed equity and fixed income portfolios, and served as a senior industry executive. A graduate of Randolph-Macon College with a degree in business and economics, Robb has also completed the prestigious Securities Industry Institute at the Wharton School of the University of Pennsylvania.