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Chad Roope, CFA®
Lead Portfolio Manager

440-505-5600
croope@stratoswp.com

Portfolio Manager for Fundamentum, LLC, Chad directs all day-to-day research, management and decision-making responsibilities for strategies offered by Fundamentum.

Prior to joining Fundamentum, Chad served as a Portfolio Manager with TOPS®/ValMark Advisers, which is one of the nation’s largest and longest running ETF management programs with over $5 billion assets under management. Chad also served as a Private Client Portfolio Consultant with Charles Schwab & Co where he managed highly complex, customized equity, fixed income and options portfolios.

He is graduate of Western Carolina University with a B.S.B.A. in Finance (Magna Cum Laude). He also spent a year at the University of Portsmouth, England studying the Euro in its infancy and researching the efficacy of the UK adopting the currency. Chad is a CFA Charterholder and member of the CFA Society Cleveland.

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Paul Danes, CFA®
Committee Member

Paul Danes is the former co-Chief Investment Officer and senior portfolio manager of Diversified Equity Management’s Diversified Equity strategy. Paul was a member of the portfolio management team for the Victory Diversified Equity strategy, a large-company, domestic equity strategy/fund. This team managed over $10 billion in common, collective, and mutual funds as well as individual portfolios for corporations, endowments and foundations and nonprofit institutions.

He is a graduate of Arizona State University with a Bachelor’s degree in Finance, and received his MBA from The Ohio State University in 1987. He has 29 years of investment experience, including 27 with Victory Capital Management or its predecessors where he has been both an equity securities analyst, portfolio manager, and Chief Investment Officer.

 
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Trevor Forbes
Committee Member

CEO and Head of Investments with Renaissance Investment Group. Trevor graduated from Leicester University, UK with a BSc (Hons) and trained as an investment analyst.

Trevor has served as Chief Investment Officer at Standard Life Wealth, ABN Amro, Julius Baer, Credit Suisse Private Bank and Citibank Global Asset Management. He has investment experience across all global and domestic asset classes and has managed portfolios for Pension Funds, Government Agencies, Religious and secular Foundations as well as Private Wealth Management. Trevor is an affiliate member of the CFA Society of the United Kingdom.

 
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Matt Dunn, CFA®
Chief Compliance Officer

Matt is the Chief Compliance Officer of Stratos Wealth Partners, Inc. and Fundamentum LLC. He also is a member of Stratos' Executive Committee.

As CCO, he oversees all brokerage and advisory compliance matters for Stratos, Fundamentum, and off-platform operations. At Stratos, Matt’s focus is to keep all advisers, partners, and staff within SEC and FINRA rules, to ensure Stratos has a long and prosperous tenure as a top wealth management firm.

Matt started in compliance in 2005, with a major clearing firm, and has been employed in operations, internal audit, risk, and as a cycle examiner at FINRA. Matt has also served as a CCO and FinOP for a money manager RIA/BD prior to joining Stratos.

Matt is a CFA Charterholder and member of the CFA Society Cleveland. He earned his Bachelor of Arts degree in economics.

 
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Robert A. Armagno
Operations Analyst and Trader

Rob started his career with AXA Advisors in Cleveland, Ohio as a registered representative helping public school employees save for retirement and educated clients on the changes of their state pension.   Most recently, Rob was a trading and operations manager at a registered broker dealer in Cleveland where he served as back office support for other RIAs, broker dealers, and hedge funds.  One of Rob’s main responsibilities for the broker dealer was post-trade reconciliation for institutional clients with held-away accounts.  He was also the firm’s options principal and was responsible for the supervision of option accounts.

Rob joined Fundamentum in October 2016 and is responsible for the daily management and oversight of the Investment Advisor’s managed accounts, models, and underlying positions.  He prepares and supervises client account investment performance reports and compiles quarterly and annual performance reports.  Rob is also responsible for the firm’s trading and GIPS compliance.

Rob earned a bachelor’s degree in Finance from John Carroll University in 2011.  He currently resides in Westlake, Ohio and enjoys spending his free time with his wife Sara, two dogs, and on the golf course.  Rob is also a Level 2 CFA Candidate.

 
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Justine Greenwald
Operations Analyst

Justine has over twenty years of experience in the financial services industry. Prior to joining Fundamentum, she served as both an advisor and compliance liaison for a Cleveland based broker-dealer in the operations department, working closely with over a dozen affiliated advisors and money managers operating both client/advisor servicing and securities trading.

Justine formerly served as Vice President of Mutual Shareholder Services, LLC, a transfer agent, where she supervised her team’s daily mutual fund administration processes and managed information between institutional mutual fund managers and custodians, gaining valuable experience with industry regulators while working closely with the Securities and Exchange Commission to insure funds were in compliance with annual filings and statewide registrations.

Justine earned her degree from Arizona State University in Tempe, AZ and currently resides in Cleveland Heights with her two teenage sons and 2 chihuahuas. In her spare time, Justine loves to travel and get involved in film & theater productions.