Bradley R. Roth is a co-founding principal and manager of both the General Partner and the Investment Advisor. He began his financial services career with Morgan Stanley Smith Barney in May 2009. Seeking to expand his knowledge and expertise in financial planning and wealth management, Mr. Roth subsequently became associated with American Municipal Securities (“American Municipal”) in August 2010, where he worked on the bond trading desk as an analyst of municipal financial statements. Following his departure from American Municipal in June 2011, Mr. Roth became associated with Trebuchet Consulting, where he assisted in the development of complex financial and estate planning strategies for high net worth individuals and families. In February 2013 Brad formed his own registered investment advisory firm, Kattan Ferretti Financial, L.P. (Greensburg, Pennsylvania), where he presently serves as President and Chief Compliance Officer.
Tyler Trimbath is a co-founding principal and manager of both the General Partner and the Investment Advisor. He has extensive experience in business development, non-profit marketing, and investor relations. Prior to his position at Sardonyx Capital, Tyler worked for PCRG, a boutique investor relations firm headquartered in New York City.