The people who make our investing decisions and manage the operations of the Motley Fool Independence Fund, Motley Fool Great America Fund, and Motley Fool Epic Voyage Fund.
Bryan C. Hinmon, CFA
Chief Investment Officer; Motley Fool Asset Management, Senior Portfolio Manager; Independence, Great America, and Epic Voyage Funds
Bryan Hinmon is the Chief Investment Officer and Senior Portfolio Manager at the Advisor, having served in the CIO capacity since 2017 and as a Portfolio Manager for the Independence Fund, Great America Fund, and Epic Voyage Fund since 2014. As CIO of the firm, Mr. Hinmon is responsible for leading the investment team, maintaining the firm’s investment philosophy, and managing greater than $1.5 billion (as of June, 2016) in client assets. He also works as an analyst, identifying and researching investments for the firm’s affiliate, Motley Fool Wealth Management’s separately managed account strategies.
He joined the Advisor in 2014 as Director of Research, responsible for leading the investment team process of sharing research and choosing which companies to invest in. Previously, Mr. Hinmon worked for the parent company of the Advisor, The Motley Fool, LLC, for more than four years. He helped manage internal capital for Motley Fool Pro, a service whose strategy embraces long/short equities and options. Mr. Hinmon also served as a senior analyst on Motley Fool Options for more than four years and led the company’s Analyst Development Program for two years.
Before life at The Motley Fool, Mr. Hinmon was a portfolio manager at Bulwark Capital Management, a hedge fund with an approach that balanced fundamental long-term equity investing, option income, and special situations. Earlier in his career, he worked as a research analyst for an asset manager in Naples, Fla., that provided portfolio management and operated a covered-call hedge fund. In total, Mr. Hinmon has been investing professionally for more than thirteen years. He is a graduate of Stetson University with a bachelor’s degree in finance. He holds the Chartered Financial Analyst designation and is a member of The Boston Security Analysts Society.
Denise H. Coursey
Denise Coursey is President at the Advisor, a position she has held since May 2015. Previously, Denise served as Chief Systems Officer at Motley Fool, LLC, where she focused on building high-performing and sustainable teams, processes, and systems across the business. While in that role, Denise also led the steering committee for Motley Fool Wealth Management, a cross-functional team that was tasked with assessing the compliance and operational risks of this fledging division, and setting it up to be a scalable, high-potential business.
Denise has served in many different leadership roles since joining Motley Fool Holdings in 2006, She led the technology project management team, where she focused on finding or building scalable, creative solutions. She was instrumental in the build out of the Fool’s custom content management system, which allowed the business to scale to thousands of articles and open its publishing doors to a network of bloggers. She also encouraged the use of third-party solutions and freelance developers for non-critical functions, allowing in-house developers to focus on the company’s highest-value, innovative projects. Denise also served as managing editor for premium services, where she introduced the concepts of Agile and Kanban to streamline operations, reduce cycle time, and focus efforts on highest priority work.
Before she became a full-time Fool, Denise led the outreach and communications team for the Baldrige National Quality Program (a division of the National Institute of Standards and Technology), which promotes and rewards best practices in business, health care, and education. In addition to serving as chair of BNQP’s annual and regional conferences, Denise developed and delivered workshops and training for executives looking to implement Baldrige best practices in their organizations.
Denise started her career in book publishing, as a senior editor and writer for a number of publishing houses, and as a travel writer for Frommer’s, where she wrote about the Mid-Atlantic region where she grew up. Denise has a bachelor’s degree in English and an MBA with a marketing concentration from Mount St. Mary’s University.
Anthony L. Arsta
Tony Arsta is a Portfolio Manager at the Advisor, having served in that role for the Independence Fund since 2009, the Great American Fund since 2010, and the Epic Voyage Fund since 2011. Mr. Arsta complements his value-investing focus with applications of statistical analysis and investor psychology. After joining The Motley Fool in 2008, he contributed his writing and analysis to Motley Fool Million Dollar Portfolio, as well as several other Foolish newsletter services. Mr. Arsta earned his M.B.A. with distinction from DePaul University, with a concentration in finance, and also holds a B.S. in computer science from the University of Wisconsin, Madison.
William S. Barker, CFA
Bill Barker is a Portfolio Manager at the Advisor, having served in that role for the Independence Fund since 2009, the Great American Fund since 2010 and the Epic Voyage Fund since 2011. He joined The Motley Fool in 2005 as a senior analyst for equity research, a role in which he specialized in value-stock analysis and worked primarily on three newsletters: Motley Fool Stock Advisor, Motley Fool Hidden Gems, and Hidden Gems Pay Dirt. Previously, Mr. Barker worked for the SEC in its Office of Investor Education and Assistance, and for the U.S. Department of the Treasury in the Office of Foreign Assets Control, Foreign Terrorism Division. While with the Treasury, he worked on the detection and prevention of the funding of foreign terrorist organizations and individuals.
He also worked for The Motley Fool from 1998 to 2001 as the principal writer of personal-finance content for the company's website and later as an equity analyst and senior producer for investing. Mr. Barker received his CFA designation in 2008 and is a member of the CFA Society of Washington, D.C.
Before his work in finance, Bill was a trial lawyer for the Commercial Litigation division of the City Solicitor's Office in Philadelphia, where he handled complex commercial cases as lead counsel in trials involving multimillion-dollar claims. He represented many of the major departments of the city, including the Office of the Mayor. Coming out of law school, he first worked in Washington, D.C., as an associate for Patton Boggs, LLP.
Mr. Barker has written extensively for The Motley Fool online as well as for its newsletters and three Motley Fool books. He has been published in Newsweek and has appeared as a commentator on CNN, CNBC, CNBC Europe, MSNBC, BBC, CBS, and NBC's The Today show. He graduated cum laude from Yale University with a degree in political philosophy and earned his J.D. from the University of Virginia.
Nathan G. Weisshaar, CFA
Nate Weisshaar is a Portfolio Manager at the Adviser, having served in that role for the Independence Fund, Great America Fund and Epic Voyage Fund since 2014. Mr. Weisshaar has a particular interest in international and banking stocks. After joining The Motley Fool in 2007 as an equity research analyst for Motley Fool Global Gains and several other newsletters, Mr. Weisshaar subsequently became a co-advisor on Motley Fool Champion Shares PRO and Motley Fool Share Advisor, The Motley Fool’s newsletter products for the UK market, while living in London from 2011 to 2014. After graduating from the University of Arizona with a B.S. in finance, Mr. Weisshaar worked as a banking consultant at United Bankers Bank in Minnesota.
Charles L. Travers Jr.
Charly Travers is a Portfolio Manager at the Advisor, having served in that role for the Independence Fund, Great American Fund and Epic Voyage Fund since 2014. Mr. Travers focuses on identifying companies that have opportunities to reinvest their profits and earn high returns on capital. He has experience analyzing companies in a wide range of industries.
On joining The Motley Fool in 2005, Mr. Travers contributed research on biotechnology companies to Motley Fool Rule Breakers. He subsequently became an associate advisor for Motley Fool Million Dollar Portfolio and was one of the founding advisors on Motley Fool Share Advisor, a newsletter product for the U.K. market. He earned his M.A. in psychology from Illinois Wesleyan University and also holds an M.S. in pharmacological sciences from St. Louis University.
David A. Meier
David Meier is a Portfolio Manager at the Advisor, having served in that role for the Independence Fund, Great American Fund and Epic Voyage Fund since 2014. Mr. Meier specializes in identifying investing opportunities in today’s and tomorrow’s great growth companies. He joined The Motley Fool in 2005, writing and editing for The Motley Fool online. Just before joining the Adviser, Mr. Meier worked as an analyst on Motley Fool Rule Breakers, a mission leader for Motley Fool Supernova, and an associate advisor for Motley Fool Million Dollar Portfolio, managing its high-growth stocks.
Before working for The Motley Fool, Mr. Meier spent more than a decade as an engineer, developing and designing gas turbines at both Rolls Royce and General Electric. He graduated from Virginia Tech with bachelor’s and master’s degrees in mechanical engineering. Mr. Meier also earned his M.B.A. from Wake Forest University. He is comfortable with both the physics and the economics of a wide variety of technology investments.
The Board of Trustees
Selected by Motley Fool Funds to oversee our financial vehicles and represent shareholders' interests.