The sole purpose of this business is to help people. Our knowledge and expertise just happen to be in the areas of finance and economics. So the best way we can help is by using that knowledge and expertise to improve the financial lives of people and those they care about.
Our Primary means of accomplishing our purposes is through:
- Allocation, and
Education is key to helping clients feel confident when navigating through the ofttimes murky waters of the markets and economy. The right allocation is essential for helping clients meet their financial goals. And vigilance is necessary to take hold of as many opportunities and avoid as many pitfalls as possible.
Kent A. Misener, CFA
CEO and Chief Portfolio Manager
Kent graduated from Utah State University in 1976 with Bachelor of Science degrees in economics and finance. Kent also obtained his MBA from Utah State University in 1977. Since then, he has served as a bond portfolio manager, treasurer, and Chief Investment Officer managing over $8 billion in assets for a large private benefits management company. Kent has served as a member of several boards and committees including corporations, foundations, non-profits, government agencies and a high net worth family office including: Intermountain Healthcare, Arkona Inc., Deseret First Credit Union, The Community Foundation of Utah, The Virginia G. Piper Foundation, and The School and Institutional Trust Fund for the State of Utah. He has appeared as an expert witness concerning investment returns in federal trials. He has also been a guest speaker at national conferences concerning global and national financial markets, and has lectured on the benefits of active investing. Kent’s personal interests revolve around his family, participating in triathlons, and working with and for the betterment of young people.
Gregory R. Misener, Esq.
Chief Compliance Officer
In 2002, Greg received his Bachelor of Science degree in Mass Communications/Public Relations from the University of Utah. Greg went on to obtain his Juris Doctorate degree from the Jacob D.Fuchsberg, Touro College of Law in New York. While in law school Greg served as an intern for Judge Renee Roth of the Manhattan Surrogate Court. He also worked as a staff member for Touro’s Journal of Race Gender and Ethnicity, as well as the Editor-in-Chief of The Restatement – Touro’s student newspaper.
Director of Business Development and Client Relations
Jenny is our Administrative Assistant at VeraPath Global. She graduated from the University of Utah in 2020 with her Bachelor of Science degree in Sociology and a minor in Religious Studies. She grew up in Farmington and has lived in the area her entire life. She has the cutest labradoodle, named Lila. When she travels, she likes to go to historical churches, Japanese gardens and wherever there is good food. If money were no object, she would spend her days throwing pottery.
One of the quotes Jenny lives by is from His Holiness the 14th Dalai Lama:
“We are but visitors on this planet. We are here for ninety or one hundred years at the very most. During that period, we must try to do something good, something useful with our lives. If you contribute to other people’s happiness, you will find the true goal, the true meaning of life.”