Jeffrey Beamer is a 37-year veteran of the trading/financial services industry and is well qualified to coach others in the methods of trading and investing as a professional.

Jeff has been a Founder and General Partner of multiple Hedge Funds, Mutual Funds and Investment Advisory Firms. His lifetime of active participation in the securities industry, including acting as Executive Board Member and or President for chapters of the Security Traders Association, the Market Technicians Association. He’s also been a member of the National Association of Active Investment Mangers (NAAIM).

In 2013 Jeffrey was the Founder and Managing Partner of Sigma Capital Advisers LLC., a Registered Investment Advisor Servicing Individuals, Advisors and Institutions with cutting edge investment management services.

Prior to Sigma Capital Jeffrey was co-founder and Partner of Lacerte Capital Partners L.P. and Lacerte Capital Advisors LLC., a Registered Investment Advisor servicing the Hedge Fund and Mutual Fund industry. Jeffrey served as Portfolio Manager for their Onshore/Offshore Hedge Fund as well as the Lacerte Guardian Fund (a “40-Act Mutual Fund (LGFAX, LGFIX)). Jeffrey also led the investment committee and was Director of Trading and Research for the firm.

Jeffrey’s trading experience began as a teenager in 1984 after he earned his first securities licenses at the age of 19. In 1989 Jeffrey joined Fidelity Investments, the largest privately held investment firm in the U.S. and after 12 years with the firm, Jeffrey left Fidelity to start his own firm, Sovereign Trading Group LLC, a trading and consulting firm that is still in business today.

Jeffrey has been featured in numerous articles in the press including features on CNBC.com, InvestmentNews.com, Dow Jones Newswire, Euromoney Institutional Investor, Markets Media and has been a featured guest on The Educated Investor on KRLD a CBS Radio affiliate in Dallas, Texas.

Memberships and Affiliations:

Dallas Security Traders Association.

• President 2015
• Executive Committee Member
• DSTA Board Member
• Member 2007 – Present

Technician Association.

• Chapter Co-Chair 2012-2014
• Chapter Chairman 2009 – 2012
• Member 2007 – Present

National Association of Active Investment Managers (NAAIM).

• Member