The BlackSummit Team
BlackSummit’s Leadership team boasts a collective resume with seeds in various specialties from banking (investment and commercial), business, economics, legal, regulatory, and other areas. Every corner of our business – from corporate advisory to portfolio strategy – reaches around the world. Our diverse skills give us a well-rounded foundation to approach your needs. Together our team has provided advice and consultation to various clients, ranging from the individual investor, to institutional funds, as well as government bodies.
Dale is a senior member of the Frost Brown Todd LLC law firm. Dale’s practice concentrates on commercial banking, corporate financing, and real estate. Dale also sits on the board of U.S. Bank, one of the largest commercial banks in the United States.
Joel has been working for BlackSummit since 2014. Prior to that he worked in the energy sector as a consultant to municipalities and Fortune 500 companies. Joel is responsible for generating investment ideas and strategies, and ensuring their execution. He also contributes to BlackSummit’s periodic publications. Joel helps monitor BlackSummit’s tools designated to align client portfolios with their designated risk tolerance level. He holds a degree in Financial Mathematics and a Master’s in Diplomacy from the Patterson School of Diplomacy. He is currently pursuing his MBA at Vanderbilt University.
John holds a Ph.D. in Economics and an MBA with an emphasis on macro-trends and financial markets. John has been a Professor of Economics and Finance, as well as an advisor on asset allocation, for over twenty years. John has worked as a consultant for government agencies, corporations, and non-profit groups in several countries, including providing recent support to the Congressional Financial Crisis Inquiry Commission. He is the author and editor of books and numerous articles related to economics, finance, and investments. John is the Managing Director of the BlackSummit Financial Group.
David holds a Ph.D. in computational Mathematics from Florida State University. He has over twenty five years of experience in scientific and economic simulation and modeling. David is a retired military officer with the US Air Force and has expertise on modeling, defense policy analysis, and acquisitions infrastructure. David’s focus in BlackSummit is to build financial models based on risk characteristics and to assist in simulating portfolios under different scenarios.
Laura recently completed the examination to become a Certified Public Accountant (CPA). Laura holds a B.S. in Accounting from Western Governors University and a B.A. in Mathematics and Communications from Asbury University. Her experience includes working for a Fortune 500 company in the investment advisory sector and professional technical writing. As a member of the BlackSummit team, Laura focuses on financial research and modeling as well as business valuations.
Rodney is a Certified Public Accountant (CPA) and received a B.A. in Accounting from Asbury University. His experience includes working for a Fortune 500 company in the investment advisory sector, non-profit accounting, international development and relief coordination. As member of the BlackSummit team, Rodney focuses on reporting and research.
Ken holds a Ph.D. and was trained in mathematics, receiving degrees from MIT and the University of Michigan. For many years Ken taught mathematics and modeling which led him to his desire for advanced training in technical analysis and training. Ken is using his training and expertise in order to identify unique ways for investment purposes.