Managing Partner
Private Client Advisor
Eric brings over two decades of expertise as a Private Wealth Manager, specializing in tailored financial solutions for individuals, families, and business owners. Before joining Almanack Investment Partners LLC, Eric played a pivotal role as a Partner in an esteemed independent Registered Investment Advisory firm. His dedication and strategic acumen were instrumental in the firm's success. Recently, Eric made a significant transition by divesting his shares and running Phoenix Wealth Management, PLLC full time. This venture enables him to provide bespoke wealth management services to a select group of High-Net-Worth Investors, ensuring personalized attention and optimal outcomes. In addition to his role at Phoenix Wealth Management, PLLC, Eric is a valued partner in Kingsly Capital, LLC, a dynamic independent Registered Investment Advisory firm bridging the realms of Traditional Finance and Cryptocurrency. Through this partnership, Eric stays at the forefront of innovative investment strategies, offering his clients access to diversified opportunities in the evolving financial landscape. Furthermore, Eric is deeply committed to philanthropy and serves as a partner in Haven Charitable, Inc., a Donor Advised Fund dedicated to making a meaningful impact in communities. His involvement underscores his dedication to giving back and creating a lasting legacy of positive change. Eric's academic background includes studies at Arizona State University and the Rochester Institute of Technology, where he majored in Finance and Business Management. He holds a series 66 license as well as a Life, Accident, and Health insurance license. Outside of his professional endeavors, Eric finds fulfillment in family life, residing in Cave Creek, AZ, with his wife Wendy, their four children, and two dogs. His unwavering dedication to both his family and clients exemplifies his holistic approach to life and business, grounded in integrity, compassion, and a relentless pursuit of excellence.
Managing Partner
Wendy has been an unwavering force in driving excellence and innovation in the financial sector for over two decades. As a key contributor to the success of Phoenix Wealth Management, PLLC, a company she helped establish, Wendy has played a pivotal role in shaping its growth trajectory.
Throughout her career, Wendy has showcased her entrepreneurial acumen by successfully launching and scaling multiple businesses across various industries. Her ventures stand as testaments to her adaptability, creativity, and strategic foresight, consistently yielding remarkable results in the dynamic business landscape. Graduating with honors from Cal-State Fullerton, Wendy fortified her analytical prowess and business acumen. Armed with this foundation, she ventured into entrepreneurship, demonstrating a remarkable ability to seize opportunities and overcome obstacles with grace.
Beyond her professional endeavors, Wendy is deeply committed to her family and community. Whether through mentoring, philanthropy, or educational initiatives, she remains steadfast in her dedication to making a positive impact on the lives of others. Wendy's journey exemplifies the transformative power of dedication, resilience, and vision in achieving both professional success and personal fulfillment.
Chief Investment Officer
Kevin is responsible for the development and implementation of Almanack’s investment strategy and the design of the firm’s research infrastructure. Kevin is the Chairman of the Almanack investment committee. He has over 20 years of experience including nine years working for and investing on behalf of leading Ivy League endowments. He has also served as the lead portfolio manager for a multi-family office and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. Wharton undergrad and MBA
Chief Operations Officer
Chief Compliance Officer
Megen is Chief Operations Officer and Chief Compliance Officer at Almanack. She is responsible for overseeing the operational and compliance functions at the firm. Additionally, Megen has strategic experience in the financial services industry with a strong record of success in engineering robust technology infrastructures to create firm-wide efficiencies and scalability for growth. With over 20 years of experience in the financial services industry, and after holding various positions throughout her career, Megen has developed the knowledge base and skill set to excel in her current position. Her operational & compliance background allows her to provide insight and expertise to streamline the adviser’s day-to-day experience and introduce added efficiencies all while maintaining a compliant perspective. Her hands-on approach to provide guidance and support is one of the key components that sets Almanack apart from other firms, as Megen prides herself in creating and growing personal relationships with each of the Almanack advisers, their staff, and their clients. Prior to joining Almanack, Ms. Reilly has spent nearly two decades working for several Philadelphia based financial firms with top-producing advisers, supporting those advisers with her operational and compliance expertise and assisting in growing their practice.
Administrative Manager
Operations
Julie is responsible for providing Operational support to our financial advisors including establishing and maintaining client accounts, trading, cashiering and compliance related items. She has over 20 years of experience in the Financial Industry. Her prior experience includes HR Manager of a U.S. based trading firm, health insurance sales and real estate investing. Julie holds a B.S. degree in Human Resources from Drexel University. She resides in Havertown PA with her husband and three children.
Chief Executive Officer
Kingsly Capital, LLC division
Barret is a multi-disciplinary entrepreneur and executive with experience in finance, technology, and marketing. He has launched and operated companies in highly regulated and competitive markets worldwide. Prior to cofounding the Investment Manager, Mr. Ayres was Vice President of Knockout Gaming, a technology provider in the online casino and sportsbook industry. Knockout and its subsidiaries provide custom-built online gaming platforms that are licensed and regulated in jurisdictions such as the United Kingdom, Malta and others. Knockout Gaming has offices in the United States, Malta and Spain. Mr. Ayres shared responsibility with the President for the company’s operations, licensing, marketing, and client relations. He is also cofounder of American Media Group, an online marketing agency that caters to clients in emerging markets such as blockchain and cryptocurrency, among others.
Chief Investment Officer
Kingsly Capital, LLC division
Thomas Shivers’ primary background is in trading and risk management. He has been trading across multiple asset classes for his personal accounts for eight years, primarily in cryptocurrencies and vanilla-style options. Mr. Shivers has specific experience relevant to the Investment Manager in large order executions, and market- making in spot markets. Additionally, he has been actively involved in the cryptocurrency and blockchain ecosystem since 2014. In his experience as an entrepreneur, he has founded, co-founded, or advised more than 30 projects (mostly in blockchain) and invested in a majority of them. One example is Mr. Shivers’ role as co-founder of World Crypto Con, a blockchain and cryptocurrency event that sponsored Vegas Blockchain Week, bringing together developers, entrepreneurs, enterprise companies, startups and spectators.
Research & Development Business Manager
Kingsly Capital, LLC divison
Phoenix Wealth
15051 N. Kierland Blvd., Floor 3, Scottsdale, AZ 85254
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*Advisor count, as well as AUM is collective of Almanack Investment partners, LLC, their advisors and assets under advisement*
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