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Prior to joining ChartMark as Director of Trading, Operations and Compliance E.J. served four years as Financial Advisor with Morgan Stanley. While at Morgan Stanley, E.J.’s duties involved providing comprehensive brokerage and financial advice. Earlier in his career, E.J. was co-founder and partner of Northcentral Information Services, a private investigation firm in Grapevine, Texas. After E.J. graduated from the University of Oklahoma with a B.A. in Political Science he spent six years with Lockheed Martin in security management. E.J.’s responsibilities at Lockheed Martin included compliance, document control and physical security. E.J. brings a diverse background of procedural and financial experience to his role with ChartMark. E.J. recently completed the two year training course required to take the examination to become a CERTIFIED FINANCIAL PLANNER. He successfully completed the examination last fall. E.J.’s primary focuses are financial planning, trade execution, operations and compliance. | 