PINNACLE FOCUSED OPPORTUNITIES INDEX COMMITTEE
EQM Indexes LLC has assembled a team of financial and industry professionals with years of experience to serve on its Index Committee. The role of the Committee is to ensure the index is being managed according to its stated rules and guidelines. Furthermore, the Committee may periodically review the index’s methodology, vote on rule changes, vote on additions or deletions, and use their combined industry expertise to determine which stocks qualify to be considered as index candidates. The Committee formally meets before each monthly rebalance/reconstitution date and communicates informally throughout the year as other issues arise.
The members of the EQM Pinnacle Focused Opportunities Index Committee are:
Co-Founder of EQM Indexes LLC and Founder of EQM Capital LLC.
Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and has more than 30 years of experience in the investment industry. She holds an MBA in Finance from San Diego State University and a BA from UC Irvine.
CIO Pinnacle Family Advisors
Paul is the Chief Investment Officer for Pinnacle Family Advisors (PFA). He joined PFA in November 2008 and had previously worked with Sean McCurry in the Raymond James branch. Paul began his financial services career with Wachovia Securities in February 2000. He worked as a financial advisor with Wachovia until December 2005, when he then moved back to Springfield to work with Sean McCurry at Raymond James. Paul also currently serves on the Springfield Police and Fire Fighters Pension Board and is the chairman of the board’s Audit Committee. Paul graduated from Missouri State University in 1991 with a Bachelor of Science in Accounting. Prior to entering the financial services industry, Paul was involved in different mission organizations, both in an administrative and on-the-field capacity.
President Pinnacle Family Advisors
Sean is the founder, President, and shareholder of Pinnacle Family Advisors, LLC (PFA). Sean is also a co-founder of Pinnacle Management Company, LLC, which is the managing arm of Pinnacle Private Equity Fund I. Sean began his financial services career with Raymond James Financial Services and was with RJFS for 12 years, 10 of them as branch manager. Sean has earned the Accredited Investment Fiduciary designation (AIF®) from the Center for Fiduciary Studies. Sean is a 1989 graduate of John Brown University.
EQM Capital, LLC (“EQM Capital”) is an investment adviser registered with the State of California. Additional information regarding EQM Capital can be found in EQM Capital’s Form ADV Part 2A which is available on the SEC’s web site at www.adviserinfo.sec.gov. While under common ownership, EQM Capital does not control EQM Indexes, LLC.