Team

Easan Katir

With a thirty-year history across diverse sectors and market conditions, Easan Katir, a fiduciary investment advisor, manages wealth for families, individuals, charities and retirement plans. He has appeared on CNBC and Bloomberg television and co-hosted a syndicated radio talk show "It's Your Money". He has conducted extensive studies and analyses of the markets, and has written about behavioral finance, based on three years of personal mentorship by the legendary Ed Seykota. During the '90s he managed an emerging markets fund in London.

In the private equity world Katir capitalized, developed and sold a 240-home subdivision in California to a publicly traded homebuilder. He capitalized and served as Chairman of Morgan Parsons Inc, with $10 million in sales and 400 employees, which, after nine years of successful operation, merged with a public company. He graduated from the University of Southern California financial planning program.

Katir served as a Finance Commissioner for the City of Davis, California, and as the Financial Secretary for the Native Sons of the Golden West Sacramento Parlor. He is is a descendant of refugees fleeing religious persecution and is a director of the Elder William Brewster Society. He has raised funds for relief activities after Hurricanes Iniki and Andrew and the San Marga Sanctuary. For three years he chaired the Business Development Committee of the International House Davis Board of Directors.

Kartikeya Katir

With a 15 year history in the investment world, Kartikeya Katir continues to be responsible for research, analysis, back office, social media and programming.  After studying business and communications, he graduated from the Harvard CS50 certificate program and is studying for the RIA exam.  He enjoys horticulture, woodworking, rock climbing and sustainability. 


Vikram Rao

Vikram Rao completed his masters in the UC Davis computer science program and has gone on to develop his own proprietary software in multiple fields. He is currently developing financial software to aid in wealth management.


In this internet era of flattened hierarchies, we want to acknowledge those who provide useful services. The people listed below are neither employees or employers of Easan Katir. They run their own successful businesses. They are each recognized as top-notch in what they do, and we are grateful that they help us achieve our goals.


Thomas Peterffy

Mr. Thomas Peterffy founded Interactive Brokers Group, Inc. (IB) in 1977 which has just completed its 38th year as a broker/dealer. The company went public in April 2007 and is rated investment grade by Standard & Poors with over $5 billion in equity capital. Interactive Brokers, headquartered in Greenwich, Connecticut, with offices in London, Hong Kong, Switzerland, Canada, Australia, Hungary, Russia, Japan, India, China and Estonia, is an institutional level deep-discount electronic brokerage, trading across multiple asset classes and regions, with the ability to purchase and sell on all electronic exchanges as well as eight dark pools using advanced order entry and risk management tools. Interactive Brokers offers the lowest margin rates, under 2%, and maintains its position, as it has for the preceding four years, as the best and least expensive trading venue for investors, according to Barron's.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Easan Katir. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com. The Interactive Brokers logo is a registered trademark of Interactive Brokers LLC.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers or third-party financial advisors, including Easan Katir. Interactive Brokers provides execution and clearing services to customers of Easan Katir. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com Mr. Peterffy was a computer programmer for ten years before becoming a floor trader on the American Stock Exchange in 1977. Disclosure: Easan Katir owns a minority interest in Interactive Brokers.

John Bury

Mr. John Bury is an Enrolled Actuary who provides fast, expert administration for defined benefit, profit sharing plans as described in paragraphs 401(a) and 401(k) of the IRC, at very reasonable prices. He has solved issues for thousands of plans over many years.

Mr. Bury also writes a blog on actuarial issues detailing the real story of state's underfunded pensions. He is the foremost advocate in the nation of federal oversight of state plans and has been quoted in Barron's and other media. View his blog here.

David Millar JD


David Millar, JD, provides compliance consulting and annual regulatory filings. He graduated Magna cum Laude from Michigan State University College of Law. He has enrolled Registered Investment Advisors in 44 states and with the SEC. 



David Miller


Mr. Miller was appointed as the co-chief executive officer and co-president of Goldman Sachs BDC in March 2022. Mr. Miller is Americas co-head of Private Credit within Goldman Sachs Asset Management.  Mr. Miller is a member of the Asset Management Private Credit Investment Committee and Specialty Lending Group Investment Committee. Prior to his current role, Mr. Miller was head of originations for the Specialty Lending Group. Mr. Miller joined Goldman Sachs in 2004, was named managing director in 2012 and partner in 2014.  Prior to joining the firm, Mr. Miller was senior vice president of originations for GE Capital, where he was responsible for structuring and originating loans in the media and telecommunications sectors. Prior to working at GE Capital, Mr. Miller was a director at SunTrust Bank, responsible for originating and managing a portfolio of middle market loans. 

Alex Chi


Mr. Chi was appointed as the co-chief executive officer and co-president of Goldman Sachs BDC in March 2022. Mr. Chi is Americas co-head of Private Credit within Goldman Sachs Asset Management. Mr. Chi is a member of the Asset Management Private Credit Investment Committee and Specialty Lending Group Investment Committee.  Prior to joining Goldman Sachs Asset Management, Mr. Chi worked in the Financial and Strategic Investors Group within the Investment Banking Division from 2006 to 2019, where he managed the firm’s relationships with private equity and related portfolio company clients. From 2000 to 2006, Mr. Chi was in Leveraged Finance, where he originated and executed leveraged loan and high yield financings for sponsor and corporate clients across all industries. From 1997 to 2000, he was based in Hong Kong, working on mergers & acquisitions, debt and equity financings, privatization and restructuring assignments for clients across Asia Pacific. Mr. Chi joined Goldman Sachs in 1994 as an analyst and spent his first three years at the firm across the Information Technology, Fixed Income Capital Markets and Leveraged Finance groups.  Mr. Chi serves on the Board of Directors for the JED Foundation and the Korean American Community Foundation. 


Rick Matros


Rick Matros has served as Sabra’s President and Chief Executive Officer and as a Director since May 2010, and he has served as Chair of the Board since November 2010. He was Chair of the Board of Directors and Chief Executive Officer of Sun Healthcare Group, Inc. from 2001 until Sabra’s inception in November 2010. Mr. Matros founded and served as Chief Executive Officer and President of Bright Now! Dental from 1998 to 2000 and as a Director from 1998 until its sale in December 2010. From 1998 until the sale of its operations in 2006, Mr. Matros was also a member of, and served on the Management Committee of, CareMeridian, LLC, a healthcare company that specialized in offering subacute and skilled nursing for patients suffering from traumatic brain injury, spinal cord injury and other catastrophic injuries. Previously, from 1994 to 1997, he served Regency Health Services, Inc., a publicly held long-term care operator, holding the positions of Chief Executive Officer, President, Director and Chief Operating Officer. Prior to that time, from 1988 to 1994, he served Care Enterprises, Inc., holding the positions of Chief Executive Officer, President, Chief Operating Officer, Director and Executive Vice President—Operations. Mr. Matros currently serves on the non-profit Boards of IsraAID and Artists 4 Israel and is the Executive Producer of Sabra Films, LLC. In 2023, Mr. Matros won an Emmy in the Sports Documentary category for his role as co-executive producer of Legacy: The True Story of the LA Lakers. 

Jeffrey Busch


Mr. Busch has been an active investor in the real estate industry since 1985. Since 2013, Mr. Busch has served as President of our advisor. Mr. Busch also has served as a Director of our Company since September 2014 and served as Chairman and President of our Company from August 2015 to the present. From October 2014 to the present, Mr. Busch has served as Director and Vice Chairman of American Housing REIT Inc. (f/k/a On Target 360), which is also externally managed by our advisor, and from October 2014 to the present has served as its Chairman. His experience includes developing numerous properties in various asset classes, owning and managing real estate in several states, including rental housing, and a wide variety of commercial real estate. Since 2001, Mr. Busch has also served as President of Safe Blood International Foundation, where he oversees the establishment of medical facilities in 35 developing nations, funded by the CDC and USAID, Exxon Mobil and the Gates Foundation. Mr. Busch has had presidential appointments in two presidential administrations, one in the Department of Housing and Urban Affairs and the other at the United Nations in Geneva, where he served as a United States delegate. Mr. Busch is a graduate of the New York University Stern School of Business, and holds a Master of Public Administration from New York University and a Doctor of Jurisprudence degree from Emory University. 

Peter Hubbard 


Head of Equities and Director of Portfolio Management of the Adviser and Vice President of the Trust, has been responsible for the management of the Invesco Dynamic Multifactor Fund since May 2019. He has been responsible for the management of certain funds in the Invesco family of ETFs since June 2007 and has been associated with the Adviser since 2005.



Raj Vig


Rajneesh Vig, Managing Director, is a member of Blackrock's Global Credit Platform and President and COO of BlackRock-TCP Capital Corp (NASDAQ: TCPC)

Prior to joining BlackRock, Mr. Vig was a Managing Partner at Tennenbaum Capital Partners (TCP), where he was also Chairman of the Investment Committee and a member of the Management Committee. TCP with its more than $9 billion in committed capital was acquired by BlackRock in 2018. Prior to TCP, Mr. Vig held roles within Investment Banking, Debt Capital Markets and the Structured Solutions Group at Deutsche Bank Securities from 1999 through 2006.

He currently chairs Blackrock Private Credit's Investment Committee, is a member of the Credit Oversight Committee and serves on the Board of Directors of TCPC and Edmentum. He also serves on the Los Angeles Board of the Posse Foundation.

Mr. Vig earned a B.A. in Economics from Connecticut College and an M.B.A from New York University.