Portfolio Managers
Sean Hanlon, CFP®
Co-Portfolio Manager
Sean Hanlon is the Co-Portfolio Manager of the Tactical Dividend and Momentum Fund, which launched in September 2015. He was the Chief Investment Officer of VestGen Investment Management, which previously was called Hanlon Investment Management and was founded in 1999. Sean's experience includes roles at Merrill Lynch and Paine Webber in their wealth management divisions. Mr. Hanlon has served on the advisory board of various financial services companies.
Mr. Hanlon is a member of the Stevens Institute of Technology Board of Trustees, is the former Chair of the Investment and Finance Committees and is Chairman of the Advisory Board for the Hanlon Financial Systems Center at Stevens. He graduated with a B.E. in Mechanical Engineering from Stevens and later earned a Certified Financial Planner (CFP®) designation.
George Peller III
Co-Portfolio Manager
George Peller is the Co-Portfolio Manager of the Tactical Dividend and Momentum Fund and the Executive Director of Investments at VestGen Investment Management, which was formerly known as Hanlon Investment Management. Geroge has served in a leadership role in the research department since 2013.
In prior roles, George specialized in Alternative Investments at BlackRock and Wells Fargo. George graduated with honors, Cum Laude, from La Salle University in 2003 with a major in Finance and a minor in Risk Management and Insurance.
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Mutual Funds involve risk including the possible loss of principal. A higher portfolio turnover will result in higher transactional and brokerage costs. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Tactical Dividend and Momentum Fund. This and other information about the Funds is contained in the prospectus and should be read carefully before investing. The prospectus can be obtained by clicking here or by calling toll free 1-844-828-3212. The Tactical Dividend Momentum Fund is distributed by Foreside Financial Services, LLC. VestGen Investment Management is not affiliated with Foreside Financial Services, LLC. Member FINRA/SIPC.
As with all mutual funds, there is the risk that you could lose money through your investment in the Fund. The net asset value of the Fund will fluctuate based on changes in the value of the securities in which it invests. For a listing of the specific risks associated with investing in the Fund(s), investors should carefully review the prospectus by clicking here or by calling toll free 1-844-828-3212.