Sharon A. Daniels, President of Weiss Capital Management, Inc. and Weiss Capital Securities, a full-service brokerage firm and subsidiary of Weiss Capital Management, is a seasoned investment professional with more than two decades of investment management expertise, with an emphasis on investment program design, allocation and analysis. As President, Sherri cultivates successful client relationships, develops strategic alliances for the firm, steers the strategic planning and oversees and monitors business production, while implementing sales supervision policies and procedures. A visionary with broad investment experience, Sherri takes pride in playing an active role in all aspects of the firm, whether assisting with business development, operations or the sales activities. Sherri’s background spans various investment arenas, including brokerage, retail and institutional sales and development. Ms. Daniels joined Weiss Capital Management in 1990 and was named Vice President in 1992. In the ensuing years, she co-developed and introduced the original line of Weiss mutual funds.  She then took a six-year opportunity with Weiss Research to edit and publish UnDiscovered Stocks, a successful financial newsletter with a circulation of over 20,000 at its peak. In 2004, she rejoined the firm and is now devoted full time to running Weiss Capital Management, its subsidiary broker-dealer Weiss Capital Securities, and the Weiss Treasury Only Money Market mutual fund. Sherri’s passions include helping WCM and its associates succeed while spending off-time with her husband Charlie, their two children, Ashleigh and Chase, and her extended family and friends. Sherri believes in maintaining life balance between work and family and helping Weiss associates seek that same balance. In her off-time, she enjoys working with her favorite charities, boating and fishing, traveling, reading, gourmet cooking and entertaining. Sharon Daniels holds a bachelor’s degree from Southwest Texas State University and holds FINRA Series 7, 24 and 65 securities licenses.

Steve Chapman is the Vice President of Weiss Capital Management, Inc., Weiss Capital Securities, Inc. and Portfolio Manager of the Weiss Diversified Income Builder, the Weiss Diversified Income PLUS Program, the Weiss Global Income and Growth Program, and the Weiss All-World Strategic Growth Program investment programs. Steve is responsible for the complete research, analysis, and selection of all domestic and international mutual funds for use in these programs, actively monitoring them and making substitutions as necessary. As a member of our corporate Executive Management Team and our Investment Committee he also works closely with the firm’s Financial Advisor Representatives to insure the highest standards of service and communication to our clients. Steve began his career in 1974 establishing and building institutional fixed-income sales and trading departments for Thomson McKinnon, Blyth Eastman Dillon, Lehman Brothers, and William Blair & Company. Having more than three decades of professional investment experience trading billions of dollars in securities in both Bull and Bear markets, he has held various institutional investment management positions at some of the most recognized and respected firms in the industry. Steve currently holds the following licenses: FINRA Series 7, 24, and 63, Registered Investment Advisor Series 65, MSRB Series 53, as well as the State of Florida Life, Health, and Variable Annuity insurance licenses. He earned a Bachelor’s Degree in Business Administration from Florida Atlantic University. As an investment expert, Steve is also a featured speaker at numerous investment conferences and educational seminars around the country, as well as a guest on radio and TV providing market and investment insight.

Sebastian Leburn, CFA, is the Chief Investment Officer at Weiss Capital Management, Inc as well as portfolio manager for the Weiss Balanced and Managed Treasury Programs, as well as the Weiss Bear Strategy, Weiss Select Equity Portfolio and the Weiss Treasury Only Money Market Fund. He is a graduate of Florida State University where he earned a master’s degree in economics. Sebastian plays a crucial role in investment program strategy, design and development. As a CFA Charter holder, Sebastian is committed to setting the highest standards of professional excellence and integrity. Sebastian holds FINRA Series 7 and Series 24 licenses.