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EntrepreneurShares Presentation for Hearst - 05.15.2019
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EntrepreneurShares Team Biographies
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ENTREPRENEURSHARES | 175 Federal St. Suite 875, Boston MA 02110 | 617 279 0045 | www.ershares.com
1
Institutional Only
ENTREPRENEURSHARES | 175 Federal St. Suite 875, Boston MA 02110 | 617 279 0045 | www.ershares.com
2
Institutional Only
COMPANY OPERATIONS
Pentegra Defined Benefit Plan For Financial Institutions Key Equity Partner 5 Members
EntrepreneurShares Advisory Board 3 Members
EntrepreneurShares Board of Directors 2 Members
Scott Stone, CFA CIO Pentegra Retirement Services
UMB Fund Services & N.A. Mutual Funds Admin, Accounting, Transfer Agent, Custodian 20 Members
ENTREPRENEURSHARES Core 8 Team
CITI Fund Services & N.A. ETF Admin, Accounting, Transfer Agent, Div. Disbursing Agent, Custodian, Index Receipt Agent 22 Members
Focus 1 Associates Compliance Support 2 Members
Foreside Fund Services ETF Distributor 9 Members
BotKeeper Payroll & HR 5 Members
Joseph Sherman, CFA Assistant Portfolio Manager
Peter Weiner Head of Business Development
Joel M. Shulman Ph.D., CFA Founder & CIO
Foley & Lardner LLP Counsel 1 Member
Rafferty Capital Markets Mutual Fund Distributor 4 Members
Jessica Taylor Compliance
Alissa Shulman CFO & Executive VP of Strategy & Investments
Philipe Brener VP of Sales
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