Team

Daniel B. Wanzenberg

Chief Executive Officer And Chief Investment Officer

With twenty years of asset management experience, Mr. Wanzenberg founded Wanzenberg Partners, LLC in 2009, which was formed into Active Portfolio Solutions, LLC in 2014, where he now serves as the Chief Executive Officer and Chief Investment Officer. He has held a variety of senior level positions in the financial services industry. Mr. Wanzenberg launched and managed ABN AMRO’s North American global multi‐manager program. At ABN AMRO, Mr. Wanzenberg was responsible for all aspects of the program, including manager due diligence and oversight, client asset allocation, sales and marketing, key client servicing, and operations. Prior, Mr. Wanzenberg held positions at Envestnet, responsible for their building their investment manager platform, and Nuveen Investments as a performance analyst.

Richard P. Boutin

Managing Director

Mr. Boutin joined Active Portfolio Solutions, LLC in 2014 and has been an investor of the Active Portfolio Solutions U.S. Equity Fund I, since its inception in January 2011. Mr. Boutin joined Active Portfolio Solutions, LLC following eighteen years with Santa Barbara Asset Management (SBAM) a division of Nuveen Investments. Mr. Boutin joined SBAM as their fourth employee in 1996 with AUM of approximately $25 million and became a partner in 1998. Following the acquisition by Nuveen Investments in 2005, Mr. Boutin was responsible for the marketing/sales and client portfolio management of the SBAM suite of investment offerings within the wire‐house and RIA channels across the country. At the time of his departure the SBAM team was managing approximately $7 billion in AUM.

Samuel D. Scherman

Associate

Mr. Scherman joined Active Portfolio Solutions in 2016 as an associate, focusing on quantitative analysis of investment strategies and performance, investment manager due-diligence, and asset allocation. Mr. Scherman graduated from Miami University of Ohio with a BS in Finance from the Farmer School of Business.

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