Executive Vice President – Director of Research
Steven brings over 29 years experience developing fundamental, technical and quantitative models to understand the various factors that affect stock price and equity portfolio performance and is the creator of ELROI Research Analytics®. Prior to joining BBV in 1995, he spent over 10 years in the Financial Information Service business with FactSet, IDC and Lotus One Source, selling and supporting services that provide analysis and manipulation of fundamental, expectation and pricing data. He is a General Securities Principal, Registered Representative, Registered Investment Advisor and Registered Research Analyst (FINRA Series 7, 24, 63, 65, 86, 87). He was Portfolio Manager with Woodford Capital Management. He earned a B.A. in Mathematics/Economics from Claremont McKenna College ( formerly Claremont Men’s College ). He is a member of the CFA Institute, CFA Society of San Francisco and the Society of Quantitative Analysts.
CARLTON MARTIN, CFA
Carlton brings over 30 years experience as both an institutional research analyst and portfolio manager specializing in fundamental research and management. Prior to joining BBV he was a Managing Director and Senior Portfolio Manager at TIAA-CREF from 1980-2004. He pioneered the TIAA-CREF family of Growth and Income Mutual Funds which had combined assets of over $1 Bill. and co-managed the $8.5 Bill. Global Equities Pension Fund. He earned a BA in Accounting from Howard University and an MBA in Finance from American University.
OMUR MUHAFIZ MUNOZ
Mrs. Munoz graduated with an MBA from San Francisco State University in 2014. She worked as a Project Development Specialist at ODS Consultancy, an investment consulting firm in Turkey, prior to business school. Mrs. Munoz holds a Bachelor of Arts degree in Economics from Bilkent University (Ankara, Turkey) with extensive coursework in Econometrics. She is a Registered Representative (Series 7).
Mr. Aronov worked as a Research Analyst Intern at Kota Global Securities before joining the Blaylock Beal Van Team. He holds his Bachelor of Arts in Economics from City University of New York – City College.