JOYCE CHOI, BlackRock

Head of iShares Institutional Fixed Income Strategy 



Joyce Choi joined Blackrock in 2017 as a Product Strategist within Blackrock’s Global Fixed Income Group, focusing on iShares Fixed Income ETFs.

Prior to joining Blackrock, Ms. Choi was a Partner at Vinci Zafferano Capital, an EM Macro fund, based in London, where she traded currencies, rates, equities and credit. Previously, Ms. Choi was an analyst at Tudor Investment covering global EM financials as well as managing and restructuring distressed assets. Ms. Choi began her career as an analyst, responsible for various sectors across Investment Grade and HY Credit both in NY and in Hong Kong.

EBEN BURR, Toews Asset Management 

President

Eben has worked in various capacities at Toews since 2009 and before that in real estate in New York City.

Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.

He has a BA in history, studied architecture in Paris, has a master’s degree from Pratt in New York and now lives in Manhattan with his wife, son, and lots of guitars.

PHILLIP TOEWS, Toews Asset Management

Chief Executive Officer, Portfolio Manager

Phillip Toews is CEO of Toews Asset Management and a Portfolio Manager of Toews Funds and Toews Agility Shares ETFs.

Founded in 1994, Toews Asset Management offers a suite of ETFs, mutual funds  and model portfolios that seek to deliver competitive returns while managing the downside.

Phillip conceived a modern framework for investing that he refers to as the Behavioral Portfolio. This all-season approach to portfolio construction addresses the potential for extreme market duress in either equities or fixed income markets.  It also helps deliver a smoother glide path for investors which potentially reduces an investor’s behavioral challenges along the way.

Phillip is co-founder of Toews Behavioral Investing Institute, which focuses on investor behavior. It offers an exclusive program for financial advisors and institutions looking to improve their practice management and create a meaningful client experience.

He is the author of the new groundbreaking book, The Behavioral Portfolio® , regularly appears on CNBC, Bloomberg TV/Radio, Fox Business News, and is quoted frequently in financial publications.

JASON GRAFFIUS, Toews Asset Management 

COO, Portfolio Manager

Jason began working with Toews Corporation in October 2013. He is the Chief Operating Officer and a Portfolio Manager of the Toews funds. He oversees the day-to-day operations and researches investment opportunities for the Toews mutual funds. Prior to this, 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 also previously worked at JPMorgan.

Jason passed the Series 65 exam and received a B.S. in Accounting from Rutgers University in Camden, NJ in 2002. He lives in New Jersey.

NAOMI DEPINA, GTS, Mischler
Vice President of ETF Sales

Naomi DePina is the Vice President of ETF Sales at GTS Execution Services. Before joining GTS, Naomi spent five years at State Street Global Advisors as an ETF Sales Consultant across multiple wealth management distribution channels. Naomi earned her MBA in Entrepreneurship from Babson College and a bachelor’s degree in Business and International Relations from Brandeis University. Naomi also holds her Series 7 and 63 licenses.

PAUL WEISBRUCH, GTS, Mischler
ETF/Options Sales & Trading


Paul heads the ETF Issuer Services group at GTS and joined the firm in 2019. He has been in the industry since 1999, beginning his career at The Vanguard Group. He has been involved in ETFs since 2004 while working at Susquehanna in various trading/market making roles and has also worked at the ETF sponsor Pacer in a distribution/sales/capital markets capacity. At GTS he works with investment management clients wishing to launch ETFs via GTS’ Lead Market Making/Seed Capital/Global Portfolio Trading services across Exchanges and product structures (Active, Passive, Transparent, Semi-Transparent) as well as Asset Class (Equity, Fixed Income, Long/Short, Equity + Options Overlay, Commodity, etc.)

Paul graduated from the University of Pittsburgh with a B.S. in Economics and has an MBA in Finance from Villanova University, where he has served as an Adjunct Professor of Finance teaching “Derivatives and Options” coursework. Paul holds the Series 4, 6, 7, 55, and 63 securities licenses.

JESSE SIKORSKI, Sikorski Wealth Management
ETF/President, CEO

Jesse established Sikorski Wealth Management with a client-first approach, building on six years at Edward Jones. The firm offers tailored investment and financial planning.

A Johns Hopkins economics graduate and former baseball captain/All-American, Jesse brings a leadership background to wealth management. He has lived in San Diego since 2014.

His interests include golf, outdoor activities, sports, country music, BBQ, and travel. He is also involved in the community through youth baseball and the Point Loma Optimist Club.

DEAN LICATA, Dean Licata & Associates
Investment Advisor Representative

With 40+ years in financial services, Dan Licata specializes in investment and portfolio management for individuals, small businesses, and non-profits. Starting in the 403(b) market, his focus expanded to include professional coaches with NFL/NBA connections.

For 15+ years, the practice has concentrated solely on investments, primarily in qualified funds managed by third parties. Building relatable, long-term client relationships through genuine connection is a priority.