Dave Morton

Director of Research & Portfolio Manager

Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. He is also directly responsible for the portfolio construction of the...
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Dean Fliss

President of Global View Capital Advisors & Insurance

As one of the finest mentors and coaches on business building, Dean has been instrumental in developing leaders and advisors into high performance entrepreneurs for over 30 years. His business development systems have been used by...
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Dina Fliss

President & Chief Investment Strategist

Ms. Fliss is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios ("GTAC") & the Tactical Asset Allocation Fund, GPS model portfolios, Tactical Hard Asset, Tactical Emerging Markets,...
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Kelly A. Shanahan

Managing Director

Biography Born in rural, north-central Iowa, the middle child of 8, Kelly moved to the Boston area in 1985 to continue and finish her post-secondary education, receiving her Bachelors of Science degree in Economics from Northeastern...

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Samai Jusu

Associate Director

Samai has significant (over fifteen years) professional experience performing Accounting, Financial & Internal Audits, SOX compliance, Risk Assessment, Business and Personal Financial services including Tax Planning & Strategy and has...

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