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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Barry Arnold

Portfolio Manager & Research Analyst

barnold@gvcaponline.com

Mr. Arnold is a member of the Global View Capital Management investment team and directly responsible for the portfolio construction and monitoring of Global View Tactical Allocation Portfolios (GTAC), as well as research and due...
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Dave Morton

Director of Research & Portfolio Manager

Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. He is also directly responsible for the portfolio construction of the...
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Dean Fliss

President of Global View Capital Advisors & Insurance

As one of the finest mentors and coaches on business building, Dean has been instrumental in developing leaders and advisors into high performance entrepreneurs for over 30 years. His business development systems have been used by...
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Dina Fliss

President & Chief Investment Strategist

Ms. Fliss is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios ("GTAC") & the Tactical Asset Allocation Fund, GPS model portfolios, Tactical Hard Asset, Tactical Emerging Markets,...
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Sue Yang

Associate Director

(414) 759-8320

syang@gvcaponline.com

Sue Yang received a formal education from Alverno College. She and her husband reside in the Milwaukee Metropolitan area with their three school-aged children. Sue has enjoyed servicing insurance clients for almost a decade. As an...
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