Our Team
Founding Partner, Chief Investment Officer
Founding Partner, Chief Operations Office/ Chief Compliance Officer
Founding Partner, Chief Investment Officer
Cliff Remily is the Portfolio Manager at R3 Global Capital, and responsible for all portfolio decisions. Most recently he was a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors, managing a Global Dividend Fund and an International ADR portfolio. Cliff has been in the investment industry
Cliff Remily is the Portfolio Manager at R3 Global Capital, and responsible for all portfolio decisions. Most recently he was a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors, managing a Global Dividend Fund and an International ADR portfolio. Cliff has been in the investment industry since 2000. Previously, he was an Executive Vice President and Portfolio Manager at PIMCO where he Co-founded the Global Dividend Strategies. Prior to that he was a Managing Director and Portfolio Manager at Thornburg Investment Management where he co-managed over $10 billion. Cliff received an M.B.A. from the University of Southern California, Marshall School of Business and a bachelor's degree from the University of Washington in Business and International Studies. He has earned the right to use the Chartered Financial Analyst designation.
Founding Partner, Chief Executive Officer
Founding Partner, Chief Operations Office/ Chief Compliance Officer
Founding Partner, Chief Investment Officer
John Roche is Chief Executive Officer. He has been in the industry since 1993 and has had roles as President of JC Roche Financial services and Vice President roles in Distribution with Gabelli & Co, Thornburg Investment Management, and Anchor Capital Advisors, LLC. He was a Product Specialist and Vice President for Merrill Lynch. John
John Roche is Chief Executive Officer. He has been in the industry since 1993 and has had roles as President of JC Roche Financial services and Vice President roles in Distribution with Gabelli & Co, Thornburg Investment Management, and Anchor Capital Advisors, LLC. He was a Product Specialist and Vice President for Merrill Lynch. John has a Bachelor's degree in Finance from Loyola University of Chicago. He is a Certified Financial Planner, CFP® and a Certified ETF Advisor, CETF.
John can be reached at jroche@rcubedgc.com or (239) 233-7502
Founding Partner, Chief Operations Office/ Chief Compliance Officer
Founding Partner, Chief Operations Office/ Chief Compliance Officer
Founding Partner, Chief Operations Office/ Chief Compliance Officer
Peter Reilly is Chief Operating Officer, and Chief Compliance Officer. Peter has been in the industry since 1999 and has held Vice President Roles at Pioneer Investments, Gabelli & Co, and Anchor Capital. Prior to that, Peter was a Research Associate for EnGroup Securities, specializing in Energy. Peter is a graduate of Franklin & Marsh
Peter Reilly is Chief Operating Officer, and Chief Compliance Officer. Peter has been in the industry since 1999 and has held Vice President Roles at Pioneer Investments, Gabelli & Co, and Anchor Capital. Prior to that, Peter was a Research Associate for EnGroup Securities, specializing in Energy. Peter is a graduate of Franklin & Marshall College.
Peter can be reached at preilly@rcubedgc.com or (281) 467-2032
Distribution Team
Portfolio Mangement Team
Founding Partner, Chief Operations Office/ Chief Compliance Officer
Eileen Frohman is Managing Director and Co-Head of Distribution. Eileen is responsible for heading up sales and marketing our suite of expanding investment offerings, including ETFs and SMAs. She brings over 25 years of experience in financial services. She has held positions at Morgan Stanley, Merrill Lynch and John Hancock investments.
Eileen Frohman is Managing Director and Co-Head of Distribution. Eileen is responsible for heading up sales and marketing our suite of expanding investment offerings, including ETFs and SMAs. She brings over 25 years of experience in financial services. She has held positions at Morgan Stanley, Merrill Lynch and John Hancock investments. Her previous roles have included financial advisor, sales manager, and external wholesaler. Her experience and expertise of working within many aspects of the industry ,offers a unique perspective and insight to what clients need to expand and diversify their portfolios.
She can be reached at efrohman@rcubedgc.com or on her mobile phone (516) 448-2233
Portfolio Mangement Team
Portfolio Mangement Team
Walter Kulp, CIMA® is a Partner and Co-Head of Distribution. Walter is responsible for heading up sales and marketing our suite of expanding investment offerings, including ETFs and SMAs He brings over 30 years of experience in financial services. He has held positions at Fidelity Investments, Nations Funds, Merrill Lynch, Delaware Invest
Walter Kulp, CIMA® is a Partner and Co-Head of Distribution. Walter is responsible for heading up sales and marketing our suite of expanding investment offerings, including ETFs and SMAs He brings over 30 years of experience in financial services. He has held positions at Fidelity Investments, Nations Funds, Merrill Lynch, Delaware Investments, Sterling Capital & Neuberger Berman. His career has focused on building relationships & delivering investment solutions. Walter is a graduate of St Joseph’s Prep & The University of Virginia. Walter Kulp is a Certified Investment Management Analyst® professional.
He can be reached at wkulp@rcubedgc.com or on his mobile phone (202) 436-5313
Portfolio Mangement Team
Portfolio Mangement Team
Portfolio Mangement Team
Trip Brannen, CFA® is a Portfolio Manager and partner at R Cubed Global Capital. He has been in the investment business for 13 years. He started his career in asset management at PIMCO where he worked with Cliff as a part of the Global Equity Income team. Following that he was a Portfolio Manager at Eaton Vance’s quant shop Parametr
Trip Brannen, CFA® is a Portfolio Manager and partner at R Cubed Global Capital. He has been in the investment business for 13 years. He started his career in asset management at PIMCO where he worked with Cliff as a part of the Global Equity Income team. Following that he was a Portfolio Manager at Eaton Vance’s quant shop Parametric and a fundamental Equity Analyst covering Industrials and Materials at Principal Global Financial. Trip holds a Masters in Computational Finance and Risk Management from the University of Washington, a Bachelors in Mathematics from the University of Tennessee at Chattanooga and is a CFA charterholder.
Rebecca Hughes is our Marketing Coordinator.