Vilis Pasts, Chairman of the Board of Directors/Director of Research, Investment Committee MemberVilis earned his undergraduate degree from Babson College of Business, where he graduated 5th in his class. After college, he was employed as a Securities Analyst for Spear & Staff, where he worked directly with the President and Founder, Mr. Spear. From 1966 to 1970, Mr. Pasts was an account executive with Connecticut General Life, where he received the Award of Merit, the Vice President’s Club and President’s Club (2) awards. In 1967, he became a registered representative. From 1970 to 1978, he held various positions with several brokerage firms, including registered principal since 1972. In March 1979, he founded BTS. Mr. Pasts also founded BTS Securities Corporation (“BTSC”) in 1981. BTSC is a registered broker/dealer with the U.S. Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority, Inc. (FINRA) and the Municipal Securities Rulemaking Board. Mr. Pasts has over 41 years of experience in the securities field.

Matthew A. Pasts, CMT, CEO, Director, Investment Committee MemberMatt joined BTS in 1989. Since that time, he has worked in various capacities at BTS. Mr. Pasts graduated with honors from Babson College in Wellesley, MA receiving a BSBA with a concentration in Finance. Additionally, he has attended Babson Graduate School of Business Administration. Mr. Pasts is a member of the Market Technicians Association (MTA). Upon completion of the MTA’s Chartered Market Technician (CMT) program, and gaining membership into the MTA, he obtained the CMT designation. Since 1991, Mr. Pasts has been a registered principal with BTS Securities Corporation and currently serves as President and Treasurer.

Isaac Braley, President, Director, Investment Committee Member Isaac Braley joined BTS Asset Management in 1999. He is a member of the investment committee, where he has made substantial contributions to the creation of the popular Alpha Strategic Asset Allocation portfolios and Multi-Strategy Portfolios. Along with his experience in portfolio design and strategy, Mr. Braley is head of the marketing and sales for the organization. He actively attends industry investment and research conferences speaking on topics regarding portfolio design and construction as well as sales and marketing. He has a B.S. in Business Management from Keene State College in Keene, NH and a M.S. in Financial Planning from the College of Financial Planning.

Adonis Berzins, Senior Investment Analyst, Investment Committee MemberMr. Berzins joined BTS in 1981 and served in various capacities, including Vice President, President, Treasurer and Director until 1996. Before joining BTS full-time again recently, he continued to consult BTS on technical modeling. He graduated from Northeastern University in 1977 with a B.S. in Mechanical Engineering, and continued with graduate studies at Indiana University and the Babson Graduate School of Business Administration from 1978 to 1982 while also serving in the United States Marine Corps Reserve. Mr. Berzins is a Registered Representative (since 1982) with BTS Securities Corp and holds Series 6, 26, 63, and 65 licenses.

Gary Shilman, Chief Compliance OfficerGary Shilman is the Chief Compliance Officer of BTS. Mr. Shilman joined BTS in December, 1995. In 1997 he was designated the Chief Compliance Officer. Mr. Shilman graduated from McGill University in Montreal, Canada in 1995 receiving an Undergraduate Business degree with concentrations in Finance and International Business. Mr. Shilman is currently a registered principal with BTS Securities Corporation and currently serves as its Secretary and a Director. Mr. Shilman holds Series 24, 7, 6, 63, 65, and 51 licenses.