President & Chief Investment Strategist

Speaker Biographies

Steven F. Mosshart AIF®

President & Chief Investment Strategist

Steve Mosshart has been in the investment industry since 1986, founding StraightLine in 2002 after 16 years with major Wall St. firms. His 29 years of experience in money management and fiduciary care of his clients has led to this exceptional stand-alone company.

In 1999 he recognized the need for active management of 401(k) and 403(b) accounts and, with the Department of Labor’s long-awaited 2001 ruling that allowed independent advice and management for company sponsored retirement plans, saw the opportunity to offer plan retirement investors the kind of research and active allocation previously offered to those investors with substantially higher balances.

As Chief Investment Strategist, his duties include setting overall investment policy, reviewing and approving all institutional research tools, overseeing all research communication, supervising all trading and providing the macroeconomic data for committee discussion.

Mr. Mosshart has attended numerous advanced investment programs over the years earning several honors at the largest Wall Street firms. In 2006 and 2009 he was chosen as one of 70 investment managers worldwide to attend the CFA Investment Management Workshop at Harvard Business School. He also has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education in 2007. Mr. Mosshart holds a degree in Business from Miami University in Oxford, Ohio.

Michael F. Bisaro AIF®

Vice President

Michael Bisaro joined StraightLine in October, 2004 as a participant advisor and currently serves as Vice President of Participant Services. In this role, Mike oversees the implementation of educational programs and participant account investment management for all of StraightLine’s higher education clients as well as many corporate clients. Mike has presented extensively to employee groups, organizational management, investment committees, professional conferences, and individuals at universities and corporations across the country in the areas of fiduciary obligations, retirement plan operations, financial planning, investment management, and general investment education.

He has earned the Accredited Investment Fiduciary™ professional designation by the Center for Fiduciary Studies which is associated with the University of Pittsburgh’s Center for Executive Education. Mike has been recognized as a six-time “Five Star Wealth Manager” by HOUR Detroit and DBusiness magazines (2011 - 2016).

Prior to joining StraightLine in 2004, Mr. Bisaro was a financial consultant and financial planning specialist at Wachovia Securities. Mike has been recognized as a six-time “Five Star Wealth Manager” by HOUR Detroit and DBusiness magazines (2011 - 2016). He graduated with Highest Honors (#1 in class) from New Mexico State University with degrees in Finance and Marketing and a minor in Political Theory.

Lee Reimann
Director, Willingham & Cote

Lee Reimann is a Shareholder and Director at Willingham & Cote’, P.C. and is the chair of the firm’s Estate and Gifts team. In addition to her extensive legal background, she is also a certified public accountant. With an extensive business background, Lee counsels individuals and businesses on forming, growing, selling and transitioning commercial enterprises. She also has extensive experience advising clients on estate planning matters.

Lee is professionally affiliated with the State Bar of Michigan, the Ingham County Bar Association (Past President), the Michigan Association of CPAs, and the Women’s Lawyers Association of Michigan. Additionally, she is the Past President of the East Lansing Rotary Club, a Commissioner on the East Lansing Planning Commission, and serves as a Board Member for Legal Services of South Central Michigan. Lee is a graduate of Claremont McKenna College and the Thomas M. Cooley Law School (J.D. magna cum laude).

Andrew J. Melnick

Managing Partner & Chief Investment Strategist, SkyView

Andy Melnick is responsible for managing business, strategy and compliance activities at SkyView. He develops global economic framework analysis and investment strategy supporting all aspects of asset allocation process. He most recently led investment strategy at BPV Capital.

• Goldman Sachs: Partner & Management Committee Member

Co-led Global Equity & Economics Research Department.
Successfully developed and implemented business strategy restructuring.
Enhanced focus on alternative strategies.

• Merrill Lynch: Director Global Securities & Economic Research Division

Built firm into globally recognized leader for securities and economic research. Led growth from offices in 3 countries to ultimately managing team of 1400 analysts, economists and associates in 25 countries worldwide.
Under Andy’s leadership, his department achieved:

 #1 ranking in all global regions - Institutional Investor Magazine surveys.

 Only firm to achieve 7 consecutive years ranked #1 Research House in the United States.

 Supported world’s largest private client network as firm’s longest serving senior global management executive.

• LF Rothschild Unterberg Towbin: Director of Research and Partner

Turned around and rebuilt research department reflecting new business mix with superior research coverage from technology to utilities.
Managed department supporting firm’s success as leading technology underwriter in the 1980s.

• Other: Held management and research positions at Drexel Burnham Lambert and Woolcott and Company.

• Education:

BA and MBA degrees from Rutgers University
Chartered Financial Analyst (CFA)

Community: Serves on the Boards of the New York Society of Securities Analysts; The Trans-Atlantic Institute, and The Monmouth Medical Center. Heads Investment Policy Committee of the American Jewish Committee overseeing their endowment and retirement benefit investments. Commissioner on Monmouth County Improvement Authority

United States Army: Served as Signal Corps Officer with a tour of duty in Vietnam

Steve Turi

Managing Partner & Chief Investment Officer, SkyView

Steve Turi is responsible for managing business, strategy and investment activities at SkyView. He leads the investment team across all aspects of research, due diligence, portfolio construction, and risk management and directs risk management & asset allocation advisory services.

• BPV Capital Management: CIO

Oversaw investment team encompassing all aspects of internal and external investment strategies and managers supporting AUM growth from approx $200 million to $2 billion.

• Riverview Alternative Investment Advisors: Co-Founder, CEO & CIO

Led investment and executive activities for multi-billion dollar institutionally focused investment firm providing sophisticated alternative investment and asset allocation solutions for large institutional and HNW investors.

• Barclays Capital: Director & Senior Member of Global Equity Finance

Managed global hedge fund relationships across products and services.
During short period, made significant contributions and gained valuable experience helping the firm navigate through the financial crisis of 1998.

• Daiwa Securities America: Head of Global Equity Derivatives & Program Trading

Co-headed team leading to growth of alternative strategy trading, structuring, risk management and financing (>$30B growth). Integrated Global Equity Derivatives and Financing.
Hired by Nobel Laureate, Harry Markowitz, in Global Portfolio Research.

• IBM Corp and Bell Atlantic Corp:

Engineering, management and marketing positions at IBM’s Wall Street Branch and Bell Atlantic’s Accelerated Management Development Program.

• Education & Registrations:

B.S. Electrical Engineering, New Jersey Institute of Technology
MBA in Finance, New York University Stern School of Business
Series 65 registered

Community: Serves on Boards of 180 Turning Lives Around and 2nd Floor Youth Helpline, working with children and families dealing with domestic violence. Serves on Board of Count Basie Theatre Foundation

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