Vice President Mack joined AIS in 2004. He received a BA from Rochester Institute of Technology in 1975 and an MBA, with a concentration in finance, from Rensselaer Polytechnic Institute in 2003. Before joining AIS he worked as a financial consultant and broker for A.G. Edwards & Co. He previously worked in the motion picture […]
Mackenzie W. Waggaman Read More »
Vice President & Chief Operating Officer Matt joined AIS in 2005. He previously worked in the Personal Financial Services Group at JP Morgan Chase Bank in New York City and on the trading desk of two independent broker-dealers. He holds a BBA from Hofstra University and has completed graduate coursework at Mercy College, New York.
Matthew J. Svirida Read More »
Bookkeeper Michelle joined AIS as a Bookkeeper in 2018. She assists the CFO in the maintenance and recording of financial events in the company. She graduated magna cum laude from Siena College with a BA in Psychology; magna cum laude from Albany University with a CAGS in School Psychology; and Best in Tech from New
Tyler joined AIS in 2020. Tyler worked at Berkshire Bank as a Financial Services Representative before joining AIS. He graduated from Wichita State University in 2016 with a BA in Criminal Justice. Tyler is an ardent bowler, golfer, and professional sports fan.
We encourage you to send an email for the most prompt response. Subscriptions: Please email us at subscriptions@loueastman.com Investment Guidance and Portfolio Reviews: Please email Luke Delorme at LukeD@loueastman.com Mailing Address 250 Division St. P.O. Box 1000 Great Barrington, MA 01230 Phone: 413-591-4445 Fax: 413-528-0008
AIS offers low-cost portfolio management services that are based on rigorously researched and proven investment strategies. To learn more about our diversified, disciplined, and cost-effective approach, please review our Asset Management offerings.
Diversified, Disciplined, Cost-Effective Read More »
Research indicates that humans are not naturally wired for prudent, long-term investing.
Behaviorial Biases and Investment Implications Read More »
Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance.
Every investor’s experience is unique, but long-term investors have something important in common . . .
Markets and History Read More »
The myth that active management produces superior performance in bear markets persists despite an overwhelming body of statistical evidence to the contrary.
Active versus Passive Management Read More »
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