- Phillip Toews, CEO
Phillip Toews is the CEO and founder of the Toews Corporation, an asset management firm dedicated to creating “investor friendly” products. He appears regularly as a guest on financial news shows such as CNNfn, and has been the subject of feature articles in Barron’s, Investors Business Daily, CBS Market Watch, and Business Week, among others. He speaks regularly on issues regarding investments, and is an outspoken advocate of change in investment products.Mr. Toews received a B.S. in Business and Economics from Bethel College in Newton, KS, in 1986. In 1987 he joined IDS/American Express as a Financial Consultant. From 1989 through 1994 he ran the money management division at Dorset Financial Services, Corp., of Devon, PA. In 1994 he founded the Toews Corporation where he presently holds the title of President/CEO. He lives in New York.
- Randy Schroeder, COO
Randall Schroeder is the C.O.O. of Toews Corporation and has been with the firm since March of 1998. During his tenure he has been the primary overseer of the Toews analytic methodology. He is presently the co-portfolio manager of the Toews Funds. He has passed the Series 24, 7, 65, & 63.Mr. Schroeder received a B.A. from Bethel College in Newton, KS in 1988 and a Master’s from the State College of New York, Binghamton, New York in 1994. He lives in Somers Point, New Jersey.
- Eben Burr, Director of Sales and Marketing
Eben Burr is the Director of Sales and Marketing for the Toews Corporation. Eben facilitates communications between the investment management team at Toews and its producing advisors/brokers. He is also responsible for assisting in the production of marketing materials and website content. He has passed the Series 7, 65, & 63 exams. Prior to joining Toews, Eben was the principal of the Burr Tibbs Group, consulting for private equity and high net worth individuals on marketing and sales of New York City real estate.Mr. Burr graduated from Oberlin College in Ohio with a BA in history in 1995, attended architecture school in Paris at L’Ecole Bleue and received a Master’s Degree from Pratt in New York City in 1999. He lives in Manhattan with his wife and son.
- Kevne Sharpe, CFP®, Vice President – West
Kevne Sharpe, CFP®, is the Regional Vice President of Toews Corporation representing the firm’s investment methodology and investment solutions to financial advisors in the Western US.Ms. Sharpe began her career in 1986 as a financial planning practitioner, earned her CFP designation in 1991, and until 2003 provided fee-based financial planning services, investment advice and portfolio management to individuals and small businesses. For the last decade she has carried her commitment to developing trust-based, business relationships to the Regional Vice President role representing numerous alternative investment solutions to the Broker Dealer and RIA communities. She holds her Series 7 and 63 licenses.
Ms. Sharpe received a B.S from Charter Oak College in New Britain, CT and lives in Denver, CO.
- Dan Kullman, CFS, AIF, Vice President – Central
Dan Kullman, CFS, AIF, is the Regional Vice President of Toews Corporation serving financial advisors in the Central US.Mr. Kullman has over 20 years industry experience, beginning in 1992 as a traditional stockbroker for Lehman Brothers, moving to marketing and sales for a portfolio management RIA in the late 90’s, and most recently having worked as Regional Vice President for FTJ FundChoice, a TAMP for independent financial advisors, from 2004 to 2014. This diverse industry experience has allowed Dan to cultivate the skills and knowledge necessary to assist financial advisors with developing sound investment strategies for their clients and growing their business.
Mr. Kullman received a BBA in Finance from The University of Houston and lives in Houston, TX.
- Brian S. Wubbe, CMFC®, Internal Marketing Consultant – Central
Brian began his career in financial services in 1998 in Boston, MA, when he joined FundQuest Inc. and sold separately managed accounts, mutual funds, and turn-key asset management platforms. In 2002, Brian re-located to Pennsylvania where he served as a Regional Director at PFPC Managed Account Services. Brian has also served as a Research Analyst responsible for screening mutual funds and managed accounts for a regional broker-dealer firm. In 2006, Brian joined Lincoln Financial Distributors and served as the Internal Managed Account Specialist while covering three territories. Brian joined the Toews Corp in 2013 and serves as the Internal Marketing Consultant covering the Central US.Brian is a graduate of The Pennsylvania State University where he earned his Bachelor of Arts Degree. Brian holds the Chartered Mutual Fund Counselor (CMFC) designation along with FINRA Series 6,7, 63 and 65 licenses.
- Sandy Alkins, Senior Account Administrator
Sandy Alkins is the Senior Account Administrator of Toews Corporation and has been with the firm since January of 2007. Prior to her employment at Toews Corp, she was a Trading and Operations Specialist at Rydex Investments in Rockville, Maryland. She has also held positions at the financial institutions of Legg Mason and DB Alex Brown, both in Baltimore, Maryland. She has passed the Series 7 & 63 and previously held her Life/Health License.Mrs. Alkins received a B.S. in Education from Towson State University in Towson, Maryland in 1992. She lives in Egg Harbor Township, New Jersey.
- Cristina Sharp, Senior Portfolio Administrator
Cristina Sharp is the Head of Portfolio Administration for Toews Corporation. She has been with the firm since August of 1999. She supervises client reporting and oversees system trade confirmation and daily transaction audits. Her experience with portfolio management database software is extensive and she is presently working with our software development partner, Lync.NET, to develop an innovative statement solution for our i-Vest product.Mrs. Sharp received a Certification in Computer Technical Support for Chubb Institute, Cherry Hill, NJ in 1999. She makes her home in Philadelphia, PA.
- Jennifer Post, CCO
Jennifer is an attorney who began working with Toews Corporation in December of 2009. She supervises compliance matters and assists in firm initiatives. Prior to working with Toews Corporation, she worked for the Superior Court of New Jersey as a law clerk to the Hon. John Rauh and at several law firms, including Dechert, LLP and White & Williams, LLP. She is licensed to practice law in the states of New Jersey and Pennsylvania and has passed the Series 65 exam.Ms. Post received a B.A. in Economics from the University of Houston in 2003 and a J.D. from Temple University in Philadelphia, PA in 2008.
- Jason Graffius, Head of Research
Jason began working with the Toews Corporation in October 2013. He is a co-portfolio manager of the Toews funds. As a co-portfolio manager, he oversees the day-to-day operations of and researches investment opportunities for the Toews mutual funds. Prior to this role, Jason was a Vice President at BlackRock Financial Management, Inc. where he worked on the Structured Finance Team, overseeing Collateralized Debt Obligations and various Hedge Funds and Government Mandated Projects. Jason has also previously worked at JPMorgan. Mr. Graffius received a B.S. in Accounting from Rutgers University in Camden, NJ in 2002. He lives in New Jersey.
- Charles Collins, Head of Trading
Charles Collins is Head of Trading for the Toews Corporation. Prior to joining Toews in May 2016, he was an equity derivatives broker at Tullett Prebon in Jersey City, NJ. In that role, his primary responsibility was providing investment banks and asset money managers access to liquidity in products such as index and single stock options, delta one, variance swaps, and cash. Prior to his experience as a derivatives broker, he was a floor trader and an independent member of the New York Stock Exchange. Throughout his career he has acquired the Series 4, 7, 24, 55, & 63. Mr. Collins received a B.S. in Finance from LaSalle University in Philadelphia, PA in 2002. He currently resides in Margate, NJ with his wife and three children.
- Katie Rash, Sales and Marketing Strategist
Katie Rash is the Sales and Marketing Strategist of the Toews Corporation. She joined Toews in February 2015. Katie leads the strategic business development efforts for the group and provides support to the sales team. She also assists the Sales and Marketing Director in the production of print and digital marketing communications.
Prior to joining Toews, Katie held positions at Aberdeen Asset Management and the Vanguard Group, working in London and Philadelphia. Ms. Rash received a B.S. in Finance from Salisbury University in Maryland and attended University College Dublin in Ireland. She holds the Series 65 License. She lives in New Jersey.
- Kevin Kenny, Regional Consultant – East
Kevin Kenny is a Regional Consultant of the Toews Corporation who serves financial advisors in the Eastern US and provides internal support to the Sales and Marketing Director.Kevin joined the Toews Corporation in August of 2015. Prior to joining Toews, Kevin was a Financial Consultant at E*TRADE in Manhattan working with high net worth clients. Kevin also spent eight years as an Investment Counselor with Fisher Investments in California as part their Private Client Group where he helped create separate account strategies for High Net Worth Individuals and relayed Fisher’s capital market and investment management concepts to their clients. Prior to joining Fisher, Kevin was an Associate Wholesaler at AllianceBernstein where he provided support to advisors in the New Jersey area.
Mr. Kenny received a B.S. in Finance with a concentration in Investment from Clemson University in Clemson, SC. He holds the Series 7 and Series 66 Licenses. He lives in Jersey City, New Jersey.
- Mike LaHaie, Internal Marketing Consultant – West
Mike LaHaie is an Internal Marketing Consultant of the Toews Corporation representing the firm’s investment philosophy and serving financial advisors in the Western US.Mr. LaHaie began his career as a Financial Advisor in 2002, where he provided financial planning and advisory services to his clients. Most recently, Mike worked as the Managing Director of PVG Asset Management, LLC. Mike lives in Denver, CO with his wife and two children where they enjoy all of the activities the Rocky Mountains have to offer.