Wade Slome is a CFA charterholder (Chartered Financial Analyst), a CFP® certificant (Certified Financial Planner®), and a member of the CFA Institute. Wade has worked in the investment industry since 1993, and while managing a multi-billion fund at American Century Investments, Bloomberg identified him as the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005. Wade has been a media go-to resource as seen on CNBC and ABC News. He has also been quoted in The Wall Street Journal, USA Today, New York Times, Dow Jones, Investor's Business Daily, Bloomberg, Smart Money, among other media publications. Online, he is lead editor of the investment blog, InvestingCaffeine.com and has been a contributing writer to Morningstar, Seeking Alpha, Wall St. Cheat Sheet, and other financial websites. Besides his work at Sidoxia, Wade has taught investment and financial planning courses at the University of California, Irvine extension department.
Prior to founding Sidoxia Capital Management, Wade served as Portfolio Manager on American Century Investments’ largest mutual fund, Ultra, from October 2002 through August 2007. As the senior Portfolio Manager on Ultra in 2007, Wade was responsible for day-to-day trading and marketing duties. Ultra at times exceeded $20 billion in assets and was among the nation’s top 10 Large Cap Growth funds according to the assets under management during his tenure. Wade also served as Portfolio Manager on the Select fund (Large Cap Growth) for a brief period after acting as Investment Analyst on Ultra, where he covered a broad set of industries from mid-1998 through mid-2002.
Before joining American Century Investments in 1998, Wade worked as a Research Analyst at William O'Neil & Company, Inc. from 1993 through 1996.
Wade earned a master’s degree in business administration with a concentration in finance from Cornell University (1998) and a bachelor’s degree in economics from the University of California, Los Angeles (1993).
In Wade’s free time, he enjoys participating in sprint triathlons and travelling (25 countries andbinary options winners5,000 mile RV trip). Wade lives in Huntington Beach, California with his wife and two daughters.
Kevin Weaver is responsible for handling critical day-to-day business operations at Sidoxia Capital Management with duties spanning from performance reporting to marketing, and client service to compliance. As the senior research analyst, Kevin oversees the analyst development program, manages Sidoxia’s proprietary research platform, and spearheads the firm’s fundamental analysis process.
Prior to joining Sidoxia, Kevin earned a bachelor’s degree in business economics as well as a minor in history from the University of California, Irvine (UCI). While attending UCI, he was an active member of the UCI Finance Association and STAT (Stock Trading and Arbitrage Team). Building upon his existing work experience, Kevin is currently pursuing the CFA (Chartered Financial Analyst) charterholder designation and CFP® (Certified Financial Planner®) certificant credential.
Outside the office, Kevin is an avid beach volleyball player who also spends time trekking through the Sierra and Rocky Mountain back country.
Keith Bong has over 25 years of professional investment and financial experience, spanning both international Fortune 500 companies and domestic small businesses. Prior to teaming up with Sidoxia in 2014, his employment history included stints at SK Corp., American Tape Co., and Merrill Lynch (1987 – 2001), as well as the management of his boutique investment advisory and professional services company (2002 – 2014).
In addition to holding the CFA Charterholder and CPA designations, Keith graduated with an MBA from Columbia University with a concentration in finance and accounting. He also has a BA from UCLA with a double major in economics and political science.
Keith’s functional experience includes mergers and acquisitions, financial planning and analysis, strategic planning, sales and marketing, and business process outsourcing. He has also taught more than 1,000 college students in undergraduate finance courses over the last ten years for the University of Phoenix.
While his work experience and education is broad, his passion and joy in following the securities markets is what brings most value to his clients. His personal interests include jogging, reading, and traveling the world. Keith lives with his wife and son in Irvine, California.
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