Dr. Mark Overley
Dr. Mark Overley is a founder, a registered representative, and the majority owner of 16 Points. Previously he raised multiple hundreds of millions of dollars of private investment capital as a managing director at Brean Capital, a full-service broker dealer, and QFMI, a boutique alternative asset manager. Prior to that Dr. Overley ran structuring and marketing for the Americas hedge fund derivatives businesses at both Citi and HSBC. He was a managing director and global head of trading at Zurich Capital Markets following several years as an equity options trader at Lehman Brothers in New York, Hong Kong, and Tokyo. Dr. Overley earned a Ph.D. in statistics from Rice University, an M.S. in operations research from Cornell University, and a B.S. with a double major in mathematics and physics from Harvey Mudd College. Dr. Overley has passed the Series 3, 7, 24, 63, and SIE FINRA qualification examinations.
Dr. Kurt Overley
Dr. Kurt Overley is a founder and the minority owner of 16 Points and a partner at White Oak Equity Partners, a private equity firm dedicated to partnering with alternative asset managers via the purchase of minority GP stakes and playing an active role in accelerating their growth. Previously he served as Chief Risk Officer for Harbourton Enterprises, the family office of James S. Regan. Prior to that Dr. Overley worked as a managing director at the global boutique investment bank StormHarbour Partners, focusing on fund related M&A including the acquisitions of Pine Grove and Silvermine by the Man Group. Prior to that he served as CIO and CRO for Ranger Capital and merged its fund of hedge fund business into Signet Capital Management. A pioneer in the fund-linked products industry, he founded businesses in this area at Credit Suisse and Zurich Capital Markets, and ran similar marketing efforts at BNP Paribas and HSBC. Dr. Overley earned a Ph.D. in applied mathematics from Rice University and a B.S. with a double major in mathematics and physics from Harvey Mudd College.
Ross Clary has served as the 16 Points southern region registered representative since 2016. From 2001 to 2015 he served as an institutional investment consultant for two registered investment advisors where he was responsible for approximately $4 billion of combined asset growth in the corporate and public pension, foundation, and family office verticals. A fifth generation Texan, he graduated from Texas A&M University and lives with his family outside Houston, Texas. Mr. Clary has passed the Series 7, 63, 66, and SIE FINRA qualification examinations.
Peter Nash is a registered representative of 16 Points. Previously, Mr. Nash worked on the investment research team as a senior vice president at Titan Advisors, a fund of hedge funds asset management firm. Before Titan, Mr. Nash managed funds of hedge funds as an assistant vice president in the asset management group at Zurich Capital Markets. As the second person hired into this group, he had an integral role performing manager due diligence, manager selection, portfolio construction, risk management, and industry research. Mr. Nash graduated from Pomona College with a B.A. in economics in 2001, where he received the Lorne D. Cook Memorial Award for significant contributions to the understanding of economics among fellow students. Mr. Nash has passed the Series 3, 6, 7, 56, 63, 66, and SIE FINRA qualification examinations.
Brian M. Nash is a registered representative of 16 Points with two decades of capital markets experience and expertise in structured products, asset management, and capital raising. Prior to 16 Points, Mr. Nash worked as a senior vice president in the global structured fund products group at HSBC, and before that as a vice president and senior member of the BNP Paribas fund derivatives group where he was responsible for originating new transactions and managing client relationships with institutional investors. Mr. Nash began his career in the managed assets and structured products group at Zurich Capital Markets where he spent two years as a senior analyst helping develop a suite of innovative products and strategic asset management vehicles. He graduated from Rice University with a Bachelor of Arts degree with a double major in economics and managerial studies. Mr. Nash has passed the Series 7, 24, 30, 63, and SIE FINRA qualification examinations.
Dan Fink is a registered representative of 16 Points. Previously, Mr. Fink worked as a senior vice president at Lazard Asset Management responsible for business development in New England to RIAs, family offices, bank trust companies, endowments, and foundations. Prior to Lazard, Mr. Fink worked on the allocator side of the business at a multi-billion-dollar RIA in various roles including director of research and senior client advisor to ultra high net worth families. Previously he worked at Brown Brothers Harriman and State Street Global Advisors. Mr. Fink is currently a pro bono consultant to the Rose Kennedy Greenway Foundation investment committee. Mr. Fink graduated from College of the Holy Cross with a B.A. in economics. Mr. Fink has passed the Series 7, 63, and SIE FINRA qualification examinations.