Revere Asset

Connor Bates is a financial advisor at Revere Asset with a Series 65 designation and two years of industry experience. His prior work includes roles at Protiviti and Stetson University. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis across a range of asset classes.

Donald Vandenbord is a financial advisor at Revere Asset with 11 years of industry experience. He holds a Series 65 designation and has been with Revere Asset Management, Inc. since 2016. Vandenbord is also the owner of Grotection, Inc., where he manages his own portfolio and finances outside of securities trading hours. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on the trademarked Grotection® strategy, combining technical and fundamental analysis across a range of asset classes.

Daniel Stewart is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Revere Asset Management, Inc. since 2016 and previously worked at Noram Asset Management, Inc. for six years. Stewart holds Series 63 and Series 65 licenses. Revere Asset provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment strategy centered on its trademarked Grotection® approach, combining technical and fundamental analysis to manage portfolios across multiple asset classes.

Ted Zhang is a financial advisor at Revere Asset with a Series 65 designation and two years of industry experience. Prior to joining Revere Asset Management, he worked at The College of William and Mary and held various roles including driving for Uber. Revere Asset provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.

Todd Thomas is a financial advisor at Revere Asset with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Lawless Edwards & Warren. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.