Dave Balhiser. Founder. Dave worked professionally developing, integrating, and using optimization software at Hewlett-Packard, Agilent Technologies, and Intel Corporation for over 17 years. Most of the optimization techniques used in the semiconductor space translate well to portfolio optimization and other financial optimizations.
Dave had been developing the Portfolio-Optimization Suite since early 2012. The Suite has been used by two major beta clients to help optimize over $1 billion in assets under management (AUM). While the role played by the Suite was modest, the Suite identified assets that were not contributing to the portfolios and thus helped in the asset selection and pruning process.
Dave held a Master of Science degree in Financial Risk Management (MSBA-FRM) from Colorado State University. Dave earned a Bachelor’s degree in Electrical Engineering with a Computer Science minor from Montana State University. Dave also holds a Graduate Certificate in Finance from Colorado State University. Additionally, he is the inventor on 4 U.S. Patents.
Sadly, Dave Balhiser passed away in January of 2016.
Gabriele Endress-Balhiser. President. As both Dave’s wife and an entrepreneur in her own right, Gabi has taken on the role of President for Balhiser Financial, LLC (formerly Sigma 1, LLC). She has managed her own web analytics consulting company since 2008, building it from a one-person practice to a current team of four. She has worked with over a dozen Fortune 500 corporations in her capacity of President and Lead Analyst.
Going forward she will partner with some of her husband’s best team members in order to continue to develop and refine the Portfolio-Optimization Suite. The goal is to get the Suite market ready by sometime in 2017, so stay tuned for updates as we continually work towards this goal.
Jim Curlee. Lead Developer. Energetic, hardworking software developer with 16+ years of professional experience for several industry leading technology companies. In addition to possessing a versatile set of programming skills, I’m a highly self motivated and organized individual with a strong passion for learning new technologies. Successful track record of efficiently managing multiple tasks and delivering high quality software projects over my career. My professional objective is to pair my talents with a fast paced, innovative organization using cutting edge technologies to develop exciting products and solve challenging problems. I learn new technologies quickly, possess excellent oral and written communication skills and my easy going personality helps me collaborate well with others.
Zeb Hammerly. Finance Advisor. Zeb has stepped up to take the “deep dive” into the heart of the HALO Optimization Software Suite. HALO was born on Linux and written mostly in the Ruby programming language. While the HALO Suite can run on Windows, power users, like Zeb will be running on the leading-edge Linux version.
Zeb holds a BS in Business Adminstration; BA in Liberal Arts, Corporate and Investment Finance; Economics and a Master’s of Science Degree in Financial Risk Management from Colorado State University.