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Arque Advisors, llc
Management bio's (please scroll down0 David G. Bullock (dbullock_arqueadvisors.com) Mr. Bullock is a Managing Director, Principal and CEO of Arque Advisors, LLC and is a Principal and CIO of the Arque Certificate Management, LLC, the tax lien management affiliate of Arque Advisors. Mr. Bullock has been in the investment business for over 30 years. Mr. Bullock is formerly a Partner and Head of Foreign Exchange and Fixed Income Consulting at Greenwich Associates and was also a Managing Director of Lehman Brothers, including Head of Strategic Planning, Co-Head of the Lehman Brothers International Retail Branch Division and Head of the Firms Central Bank Group. While at Rogers, Casey and Mercer, Mr. Bullock provided strategy advisory services to money managers.Mr. Bullock graduated from Princeton University with a BA in economics, and from the University of Chicago with an MBA in international finance and statistics. Mr. Bullock holds series 3, 7, 63, and 65 securities licenses.Scott D. Gordon (sgordon_arqueadvisors.com) Mr. Gordon is a Managing Director of Arque Advisors and also Principal and the Chief Risk Officer of Arque Certificate Management, LLC , the tax lien affiliate of Arque Advisors. Prior to joining Arque, Mr. Gordon was the Chief Risk Officer at Paramax Capital, LLC, an asset management and advisory firm. Active in the structured investment business for over 25 years, Mr. Gordon is formerly a Managing Director and Global Head of Structured Credit Products for Ambac Assurance Corp and a member of Ambac's Senior Credit Committee. Mr. Gordon was previously a Managing Director at Financial Security Assurance in the Structured Finance Group and began his career at Morgan Guaranty Trust Company and Moody's Investor Service.Mr. Gordon holds a BA in Economics from the College of Wooster and an MBA from New York University.Meridee K Olsen (molsen_arqueadvisors.com) Mrs.Olsen is a Managing Director of Arque Advisors, LLC. Mrs. Olsen has over 23 years experience in the real estate and financial services industry. During the past decade, her primary focus has been working with individual investors in the creation and preservation of real estate wealth using tax advantaged strategies and investment products. Mrs. Olsen graduated from Principia College with a BS and from the University of California Los Angeles with an MBA. Meridee is a CPA and holds series 22 and 63 securities licenses. Erik L. Olsen (eolsen_arqueadvisors.com) Mr. Olsen is a Managing Director and Principal of Arque Advisors, LLC and is a Managing Member of Oak Real Estate Investment Partners, LLC, an affiliate of Arque Advisors. Mr. Olsen has over 22 years experience in investment management and fund management. He has operated investment funds in both the U.S. securities markets and overseas emerging markets, provided secured lending and equity investments to the commercial real estate market, and currently manages the Oak Real Estate Investment Fund and the Oak Real Estate Opportunity Fund. Mr. Olsen graduated from Principia College with a BA in Economics and from the University of California, Los Angeles with an MBA. Mr. Olsen holds series 7 and series 24 securities licenses. Robert W. Tam (rtam_arqueadvisors.com) Mr. Tam is a Managing Director of Arque Advisors and also Principal and Chief Operating Officer of Arque Certificate Management, LLC, the tax lien advisory affiliate of Arque Advisors. Mr. Tam has been actively involved in international consumer finance, asset-backed securitizations, structured financings, and consulting for over twenty years. Mr. Tam is also a Principal in a private single family office and was a co-founder and Managing Member of Equicare Capital, LLC, a joint venture with Cargill Value Investments (CarVal Investors), which purchased and serviced distressed medical and consumer receivables. Mr. Tam was previously a Vice President at Financial Security Assurance in the Structured Finance Group and began his financial career as a management consultant at Kenneth Leventhal & Co (acquired by Ernst & Young, LLC). Mr. Tam began his career as a Systems Engineer at Hughes Aircraft Company designing weapon and radar systems.Mr. Tam holds an MBA in Finance and Real Estate from USCs Marshall School of Business and a BS from University of California, San Diego in Applied Mechanics and Engineering Sciences with a minor in Shakespearean Drama.Peter O. Bullock (pbullock_arqueadvisors.com) Mr. Bullock is a Senior Analyst and Chief Compliance Officer of Arque Advisors. Mr. Bullock performs primary due diligence, including quantitative and qualitative analysis on money managers used in the Arque investment Platform. Prior to Arque Advisors, Mr. Bullock was a legal assistant at NYSE Regulation in the Division of Market Surveillance and a Legal Assistant in markets litigation at Cadwalader, Wickersham and Taft in New York. Mr. Bullock graduated from Union College with a major in history and minors in economics and geology, attended New York University and obtained an ABA-approved Diploma in Paralegal Studies and is studying for the CFA. Peter holds a series 65 securities license.
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