Sharon A. Daniels, is the President of Weiss Capital Management, Inc. and Weiss Capital Securities, a full-service brokerage firm and subsidiary of Weiss Capital Management. She brings more than two decades of investing experience to Weiss, with an emphasis on investment program design, allocation and analysis. Her background spans various investment arenas, including brokerage, retail and institutional sales and development. Ms. Daniels joined Weiss Capital Management in 1990 as Vice President, where she co-developed and introduced a line of mutual funds. She then took a six-year opportunity to edit and publish her financial newsletter, UnDiscovered Stocks. In 2004, she rejoined the firm and now devotes herself, full time, to running Weiss Capital Management and Weiss Capital Securities. Ms. 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 a FINRA Series 7 securities license.

Mike Burnick, Director of Research and Client Communications for Weiss Capital Management, Inc., an independent Registered Investment Adviser of Palm Beach Gardens, Fla, is a member of the Weiss Capital Management Investment Committee and directs the firm’s investment research and communications efforts, which include frequent commentaries and communication of the firm’s investment views for clients and the public via various media, including: print, television and radio, seminars, and the Weiss Capital Management website, www.WeissCM.com.

A 20-year veteran of the financial industry, Mike has served as an investment advisor, portfolio manager, securities analyst, and investment editor. He has also hosted his own investment radio program, and has edited several financial newsletters. Today, Mike specializes in monitoring global financial markets and identifying emerging investment trends for Weiss Capital Management. He is also the past founder and president of Jupiter Capital Management, an investment consulting firm.

Mike holds a Bachelors degree in Finance and Management from Stetson University. When not focused on financial markets, Mike is an avid boater and salt-water angler, and is also active in local youth soccer programs. He lives in Palm Beach County, Florida with his wife and two daughters.

To contact Mike call 800.814.3045 or email him directly at WCM@WeissCM.com.

   Sub-Adviser Team

John Breazeale, joined Weiss Capital Management, Inc. in 1994 as the firm’s president. In 2001, he left Weiss to become sub-adviser for the Weiss Managed Treasury Program, Weiss Dynamic Program and Weiss Treasury Only Money Market Fund.

A graduate of Louisiana State University, John’s career includes tenures at the prestigious New York City investment banking firm, Lehman Brothers, where he served as manager of Lehman Special Securities, Inc., as well as at Mitchell Hutchins Asset Management, where he became chief investment officer. John was also chief investment officer at Provident Institutional Management Corp. where he was elected to the board of directors. John moved to South Florida to join Mackenzie Investment Management Inc. (MIMI), as senior vice president. This change allowed him to be in a position to design, develop, and manage the investment and trading area for a new mutual fund company.