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Jordan Kahn, CFA is the President and CIO of Ascendant Capital Management (ACM).
Mr. Kahn has 25 years of experience in the investment industry serving as a senior portfolio manager, equity research analyst, and investment consultant. Before forming ACM, Jordan founded his own RIA called KAM Advisors. Prior, Mr. Kahn was a Managing Partner with Beverly Investment Advisors, and before that a senior portfolio manager for Summit Wealth Management (formerly Berger & Associates). Prior to that, Mr. Kahn ran a technology-focused fund at Kahn Asset Management. He has also worked as the Assistant Director of Equity Research at Feldman Securities Group in Chicago. Prior to Feldman Securities Group, Mr. Kahn was an investment analyst at The Chicago Trust Company. Mr. Kahn began his career with the consulting firm Hewitt Associates.
He is a frequent market commentator for numerous investment publications, and has appeared on CNBC and KNBC-Los Angeles. He has been a columnist for Wall Street All-Stars and RealMoney.com. Mr. Kahn has also been featured in TheStreet.com, Seeking Alpha, Technology Investor Magazine, and Barron’s. Mr. Kahn wrote a daily blog called In The Money for 10 years.
Mr. Kahn received his Masters of Science in Financial Markets and Trading from the Stuart School of Business at the Illinois Institute of Technology. His studies included derivative strategies in corporate finance, trading strategies involving options and futures, and Value-at-Risk (VAR) management. He is also a Chartered Financial Analyst®. Mr. Kahn graduated cum laude in Economics with a concentration in Finance from the University of Colorado.
David Rabin is Managing Director with Ascendant Capital Management. David leads all sales, marketing and distribution efforts for the ACM Dynamic Opportunities Fund. Mr. Rabin has over 20 years experience in the financial industry.
Before joining Ascendant Capital Management, David served as president of a an alternative mutual fund company where he lead all marketing efforts. David has successfully run distribution regions for SEI, Guggenheim Partners, and Pacific Life Insurance Company.
Mr. Rabin received his Bachelor of Science from Purdue University and currently holds his FINRA series 7, 65, and 63 licenses.
Alan Savoian is a Portfolio manager for the ACM Dynamic Opportunity Fund. He has over 26 years of experience in the investment field serving as an analyst and portfolio manager.
Prior to joining Ascendant Capital Management (ACM), Alan was a Senior Portfolio Manager at William O’Neil + Co, where he successfully managed proprietary portfolios for the firm’s in-house money management business. He is an expert in analyzing stocks according to the O’Neil CAN SLIM Method which he learned personally from legendary investor William O’Neil.
Alan earned his Bachelor of Arts Degree in Finance from California State University, Northridge in 1989.
Joseph Letts is an Associate Portfolio Manager on the ACM Tactical Income Fund.
Before joining Ascendant Capital Management, Joseph was a Research Associate at Sierra Investment Management where he performed manager due diligence, macroeconomic research, and technical analysis of fixed-income securities for Sierra’s proprietary managed account and mutual fund strategies in addition to developing and testing new account models.
Prior to Sierra, Joseph was a Due Diligence Analyst at Centaurus Financial covering alternative investments including non-traded REITs and BDCs. Joseph is a graduate of the University of Delaware.
Sam Puathasnanon is the Chief Compliance Officer for Ascendant Capital Management, LLC. Prior to joining ACM, Sam was of counsel at the law firm Paul Hastings LLP where his practice focused on the defense of government enforcement matters, corporate internal investigations, creating and enhancing compliance programs, and civil litigation.
Prior to joining Paul Hastings, Sam spent over a decade as a prosecutor in the Securities and Exchange Commission’s Division of Enforcement, where he handled investigations and litigation involving accounting fraud, insider trading, Ponzi schemes and other offering fraud, breach of fiduciary duty, options backdating, and market manipulation.
Sam earned his J.D. from Loyola Law School and his Bachelor’s degree in history from Columbia University.
Jacob Barwig is the Operations Manager at Ascendant Capital Management. Jacob has over five years of experience running the day-to-day operations of several firms serving in managerial roles in addition to holding a position as project coordinator. Jacob oversees the daily operations of ACM and provides in-house technical support and assists with the firm’s marketing efforts. Prior to joining Ascendant Capital Management, Jacob was a project coordinator at HCR Wealth Advisors aiding in several projects aimed to develop and grow client relationships.
Jacob earned his Bachelor’s degree in Management from California State University Northridge.
Evan Arai is a Relationship Manager at Ascendant Capital Management. She is responsible for making introductions for the Firm establishing relationships with advisors. Over the years, building relationships has been natural for Evan. Prior to joining ACM, she was a scheduling coordinator for 4 years with various companies in the financial industry. Evan thrives on developing new relationships as well as maintaining existing relationships, while supporting and helping to build business for both wholesalers and advisors.