Vilis Pasts, Chairman of the Board of Directors/Director of Research, Investment Committee MemberVilis earned his undergraduate degree from Babson College of Business, where he graduated 5th in his class. After college, he was employed as a Securities Analyst for Spear & Staff, where he worked directly with the President and Founder, Mr. Spear. From 1966 to 1970, Mr. Pasts was an account executive with Connecticut General Life, where he received the Award of Merit, the Vice President’s Club and President’s Club (2) awards. In 1967, he became a registered representative. From 1970 to 1978, he held various positions with several brokerage firms, including registered principal since 1972. In March 1979, he founded BTS. Mr. Pasts also founded BTS Securities Corporation (“BTSC”) in 1981. BTSC is a registered broker/dealer with the U.S. Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority, Inc. (FINRA) and the Municipal Securities Rulemaking Board. Mr. Pasts has over 41 years of experience in the securities field.
Matthew A. Pasts, CMT, CEO, Director, Investment Committee MemberMatt joined BTS in 1989. Since that time, he has worked in various capacities at BTS. Mr. Pasts graduated with honors from Babson College in Wellesley, MA receiving a BSBA with a concentration in Finance. Additionally, he has attended Babson Graduate School of Business Administration. Mr. Pasts is a member of the Market Technicians Association (MTA). Upon completion of the MTA’s Chartered Market Technician (CMT) program, and gaining membership into the MTA, he obtained the CMT designation. Since 1991, Mr. Pasts has been a registered principal with BTS Securities Corporation and currently serves as President and Treasurer.
Isaac Braley, President, Director of BTS, and Investment Committee Member Isaac Braley joined BTS Asset Management in 1999. Mr. Braley has served as a significant contributor to portfolio analysis and creation. Along with his experience in portfolio design and strategy, Mr. Braley is head of distribution for the organization. He actively attends industry investment and research conferences speaking on topics regarding portfolio design and behavioral finance. He has a B.S. in Business Management from Keene State College and a M.S. in Financial Planning from the College of Financial Planning.
Adonis Berzins, Senior Investment Analyst, Investment Committee MemberMr. Berzins joined BTS in 1981 and served in various capacities, including Vice President, President, Treasurer and Director until 1996. Before joining BTS full-time again recently, he continued to consult BTS on technical modeling. He graduated from Northeastern University in 1977 with a B.S. in Mechanical Engineering, and continued with graduate studies at Indiana University and the Babson Graduate School of Business Administration from 1978 to 1982 while also serving in the United States Marine Corps Reserve. Mr. Berzins is a Registered Representative (since 1982) with BTS Securities Corp and holds Series 6, 26, 63, and 65 licenses.
Joshua Breen, Chief Compliance OfficerMr. Breen joined BTS in the summer of 2013 where he started as a Compliance Officer. Prior to joining BTS, Mr. Breen worked as a compliance consultant for a Boston based compliance consulting firm focusing on investment advisers and broker-dealers. Mr. Breen earned his law degree from the Catholic University of America, concentrating in areas of securities regulation. Mr. Breen spent a year of his legal education at the Boston University School of Law as a visiting student, focusing classes on securities regulation, fiduciary law, corporate finance, banking and corporate law. While in law school, he worked with the legal and compliance groups of a variety of firms. Mr. Breen is also a veteran of the United States Marine Corps.
James J. Finn, Director of Risk Management and Internal Controls Mr. Finn joined BTS in 2012. Mr. Finn holds a BSBA degree in Finance with Honors and an MBA from Northeastern University, Boston, Massachusetts. He has acquired over 30 years of hands-on experience at various financial management and auditing positions including Internal Auditor and CFO. Mr. Finn, who is a qualified CIA and CISA, has focused on internal control and ICFR Financial auditing for Sarbanes-Oxley, Data Privacy compliance, Information Systems SDLC compliance controls, and industry specific compliance laws and regulations since 2004.