Mr. Folts is a member of the investment committee. Previously, he served with Steve Cucchiaro for over 11 years on the investment committees at both Windward and Windhaven Investment Management, Inc. Most recently, he was the Chief Investment Strategist at Windhaven Investment Management. After the acquisition of Windward by Charles Schwab, he was responsible for the distribution of Windhaven’s investment solutions throughout the entire Charles Schwab nationwide retail branch network. Prior to joining Windward, he was co-founder and served as President of Saugatuck Securities a registered broker dealer firm which provided investment banking and capital raising services to hedge fund and private equity firms. Mr. Folts began his career at The Boston Company, where he served as Vice President and Director of Global Funding for the then newly formed Boston Safe Deposit & Trust Co., (U.K.) Ltd., in London, England.
Mr. Folts received his B.A. with a major in political science from Connecticut College and his M.B.A. from IESE (Instituto de Estudios Superiores de la Empresa), a bilingual Spanish – English MBA program in Barcelona, Spain. He is the Chair of the Board of Trustees at Connecticut College where he also serves on the Investment Committee for the college’s endowment fund. Mr. Folts also serves on the U.S. Advisory Council for the IESE Business School in Barcelona, Spain.