Meet your dedicated crew.
We’re anchored by a deep, unwavering commitment to our clients. From clear, consistent communication to reliable, personalized service, we take the time to understand your needs and serve you with those requirements in mind. You can always count on us to prioritize our relationships, provide guidance and act in your best interest.
M. Brent Wertz
24 Years Investment Experience
Brent Wertz is the Managing Partner at Deep Blue Investment Advisors. Brent provides strategic leadership for the company and is responsible for overseeing all aspects of the firm’s investment process. He heads implementation of the firm’s investment strategies and portfolio risk management. He serves on the firm’s investment and credit committees.
Brent started Deep Blue based on his experience serving as a consultant to special taxing districts throughout the State of Florida assisting these districts in bond offerings, assessment allocation, and collections as well as assisting District Managers with treasury management.
Brent is a graduate of Virginia Military Institute with a Bachelor of Arts in economics. Brent received his master’s degree in business administration from the University of Tampa.
David Jang, CTP
32 Years Investment Experience
David Jang is a Managing Partner at Deep Blue Investment Advisors responsible for directing the firm’s marketing, business development and client advisory services. His strategic vision and long-time relationships have resulted in the firm’s meteoric rise in assets under management/advisement from less than $1 billion in 2015 to $10 billion in 2022. He serves on the firm’s executive, investment, and credit committees. David’s investment advisory experience, coupled with his client-focused approach, enables him to work with each entity’s investment team and tailor advice to meet their unique investment goals, objectives and adherence to all applicable state investment statutes. His ability to understand and assess the multi-layered components affecting local governments enables him to provide valuable insight to the firm’s treasury management, investment management and consulting clients. David routinely speaks at Florida’s government associations, chapters, annual conferences and various CPE seminars, customizing his discussions to locale, current economic conditions and the challenges that face Florida’s entities.
Prior to joining Deep Blue Investment Advisors, David spent 12 years working with Florida local government clients and 32 years overall in investment advisory services.
David earned his bachelor’s degree in economics from the Wharton School, University of Pennsylvania. He earned the Association of Financial Professionals (AFP) designation of Certified Treasury Professional (CTP). David is a Registered Investment Advisor with the Florida Office of Financial Regulation.
Jim Drake, CPA
Chief Operations Officer / Chief Financial Officer
40+ Years Financial Experience
Jim Drake is the Chief Operating Officer/Chief Financial Officer. He supervises the Administration, Finance, Client Operations, and Reporting/Accounting departments.
Prior to joining Deep Blue Investment Advisors, Jim spent 22 years in various positions for the Florida Auditor General. Most recently, he spent the last 20 years in Florida school finance at several school districts where he, among other things, supervised the procurement, finance, risk management, payroll and operations functions.
Jim graduated from Florida State University with a Bachelor of Science in Accounting. He has been a Certified Public Accountant since 1981.
National Director, Client Advisory Services
25 Years Investment Experience
Ken Couch is the National Director of the Client Advisory Services Team for Deep Blue Investment Advisors. In 2019, Ken joined the firm and was tasked with launching and growing the firm’s Texas practice. His knowledge of local governments allowed Ken to grow assets from $0 to over $2.2 billion in less than 3 years.
His focus is on client service and business development. Ken services Florida and Texas local governments with fixed income investing of operating funds, reserve funds and bond proceeds and strategizes with clients to identify short- and long-term investment options.
Prior to joining Deep Blue Investment Advisors, Ken spent more than 26 years working with various governmental entities encompassing counties, cities, school districts, universities and colleges, and special districts.
Ken earned his bachelor’s degree in applied arts and sciences from Texas State University and holds FINRA Series 6 and Series 63 licenses. Ken also provides investment training sessions and seminars for his clients, as well as the various associations and organizations throughout Florida and Texas. He is a member of the Government Finance Officers Association (GFOA), Government Finance Officers Association of Texas (GFOAT), Government Treasurers’ Organization of Texas (GTOT) and Texas Association of Business Officials (TASBO).
Director, Client Advisory Services
20 Years Investment Experience
Barry is responsible for developing and servicing new and ongoing investor relationships with local government entities in Florida and Texas, which includes separately managed accounts, consulting clients and both the Florida Fixed Income Trust (“FL-FIT”) and Texas Fixed Income Trust (“TX-FIT”) local government investment pools. He brings with him more than 20 years of broad-reaching financial and investment advisory experience.
Before joining Deep Blue, Barry served with PFM Asset Management as Director. In his role he has worked exclusively with local governments ranging from cities, counties, school districts, universities, colleges and special districts. He assisted clients in identifying both short-term and long-term investment options, while working with portfolios ranging from $10 million to over $1 billion. Barry has helped structure client’s portfolios for bond proceeds investing, operating and reserve funds, and contractual obligations. He also assists clients with cash flow forecasting to add value to portfolio performance.
Barry earned bachelor’s and master’s degrees from Texas A&M University-Commerce. Barry currently holds FINRA Series 6 & 63 licenses.
Senior Client Advisor
29 Years Financial Experience
Dominick Cristofaro is a Senior Client Advisor within the Client Advisory Services department at Deep Blue. Dominick is responsible for developing and servicing client relationships, including cities, counties, special districts, and other public entities.
Prior to joining Deep Blue, Dominick spent 8 years as the Treasurer with Pasco County School Board. Prior to his work with Pasco County, Dominick gained a wide array of investment experience including financial advising, managing institutional portfolios, and trading.
Dominick received his master’s in business administration from the University of Hartford and his Bachelor of Science in Business Administration from the University of Connecticut in Storrs, CT. He currently holds a FINRA Series 65 license.
Client Advisor, Florida Fixed Income Trust
3 Years Investment Experience
Josue Nunez serves as Client Advisor of the Florida Fixed Income Trust for Deep Blue and is responsible for developing and servicing new and current investor relationships with the FL FIT Investment Pool program.
Before joining Deep Blue, Josue served with Morgan Stanley as a Financial Advisor. In his role, Josue built relationships with clientele to ensure their needs were met and their accounts were serviced at a high level. Josue also analyzed portfolios to highlight existing risk exposure as well as opportunity zones for clients looking to achieve investment goals.
Josue graduated cum laude, majoring in economics at The City College of New York. Josue currently holds FINRA Series 7, 66, 63 and FINRA SIE licenses.
Benjamin Streed, CFA
Director, Fixed Income
15 Years Investment Experience
Benjamin Streed is the CFA Director of Fixed Income. In this role, he works with investment professionals to deliver comprehensive, custom, diversified portfolio management strategies for separately managed accounts, consulting clients and the U.S. Fixed Income Trust local government investment pools. Benjamin directs the Portfolio Management team and serves on the firm’s investment and credit committees. In his role, Benjamin also serves as an investment thought leader by providing insight and interpretation of the economy and financial markets at client events and through written guidance to the field.
Prior to joining Deep Blue, Benjamin served as a fixed income portfolio strategist and was a member of that firm’s investment strategy committee and both the strategic and tactical asset allocation sub-committees. He has also served as an investment analyst and portfolio manager where he focused on providing unique investment solutions for high-net-worth families.
Benjamin earned a Bachelor of Science degree in business administration with a focus on finance from Emory University and a Master of Science in finance (MSF) from Georgetown University where he graduated as class valedictorian. He is a CFA® charterholder and frequently volunteers his time with the CFA curriculum advisory committee and the Georgetown MSF alumni council.
7 Years Investment Experience
Eric Ebersole is the Portfolio Manager of Senior Investment. Eric is responsible for managing various fixed income strategies for the pools and client accounts in Florida and Texas. He serves on the firm’s investment and credit oversight committees.
Before joining Deep Blue Investment Advisors, Eric held multiple analyst positions specializing in security analysis, cash flow management, and fundamental forecasting.
Eric graduated from Stetson University with a Bachelor of Arts in finance and economics.
Associate Portfolio Manager
5 Years Investment Experience
Tim Bafaloukos is the Associate Portfolio Manager. Tim implements management strategies and supports trades for separately managed accounts, consulting clients, and the U.S. Fixed Income Trust local government investment pools. He also serves on the firm’s investment and credit oversight committees.
After completing his education, Tim worked for 2 years at Bryn Mawr Trust, where he worked in the Deposit Operations department.
Tim is a graduate of the University of South Carolina, where he earned a Bachelor of Arts in economics and political science.
6 Years Financial Experience
Vito Resciniti is the Investment Strategist, Portfolio Management.
Vito is responsible for leading investment analysis and strategy development for both the local government investments pools as well as separately managed and consulting accounts. He serves on the firm’s investment and credit oversight committees.
Before joining Deep Blue Investment Advisors, Vito worked at Morgan Stanley, JP Morgan, and Berkshire Bank specializing in investment analysis, performance tracking and forecasting, and market research.
Vito graduated from the University of Albany with a Bachelor of Science in business administration and accounting. Vito currently holds FINRA Series 65 and SIE licenses.
Manager, Portfolio Reporting & Accounting
24 Years Financial Experience
Liz Gonzalez serves as the Manager of Client Advisory Services for Portfolio Reporting & Accounting. She oversees client reporting including vendor relationships, production of marketing materials, and communication between departments. She manages delivery of all reports to clients and is responsible for onboarding accounts with the firm’s vendors and establishing data feeds to the appropriate custodians.
Prior to joining Deep Blue Investment Advisors, Liz spent 24 years with a financial firm performing several roles throughout her career spending the most time working with Investment Advisory Services. Most recently, Liz led a research team of high performing and skilled individuals whose primary focus was on data analysis, process improvement, and creating alignment across teams and departments.
Liz graduated from National Louis University with a Bachelor of Science in management. She is a certified trainer: Train the Trainer – Langevin Learning Services.
4 Years Reporting Experience
Courtney Hislop is the Reporting Analyst for Deep Blue. She is responsible for developing and providing reporting for separately managed accounts, consulting clients and both the Florida Fixed Income Trust (“FL-FIT”) and Texas Fixed Income Trust (“TX-FIT”) local government investment pools.
Before joining Deep Blue, Courtney served with Charles Schwab where her role as research specialist provided opportunities to advance and streamline many of the processes the team performs.
Courtney studied at the University of Florida and currently holds a FINRA 63 license.
Managing Director, Client Advisory Services
26 Years Financial Experience
Kim Thomas is the Managing Director of Client Advisory Services, responsible for firm’s client service efforts, including communications, presentations, responses to request for proposals, and database maintenance.
Kim brings a diverse financial background to the Deep Blue Investment Advisors Team previously working as a retail bank branch manager, an investment advisor and a financial analyst.
She is a graduate of Appalachian State University where she earned a Bachelor of Science in business administration.
Associate, Client Advisory Services
23 Years Operations Experience
Rika Gilbreath is the Associate, Client Advisory Services, responsible for client inquiries, oversight of client events, and administrating client onboarding.
Rika has over 23 years of operations and account management experience across multiple industries. Most recently, she spent 8 years as an account manager for a secondary market firm specializing in residential and commercial mortgages.
Rika holds a paralegal certificate from Saint Mary’s College of California and attended the University of Oregon.
24 Years Administrative Experience
Connie Viado is the Executive Assistant providing administrative support and a large range of additional duties for every department within Deep Blue Investment Advisors.
Previously, Connie has provided administrative services for a wide variety of offices, including law firms, real estate offices, mortgage offices, for the government affairs department of the Greater San Diego Association of REALTORS, and, most recently for an elected official at the City of San Diego.
Connie earned a Juris Doctor from Thomas Jefferson School of Law and is a graduate from the University of San Diego with a bachelor’s degree in history.