Lauren Rudd - Founder & President
Mr. Rudd is a 40-year veteran of Wall Street, whose experience encompasses portfolio management, investment research and analysis, investor relations and communications as well as being a nationally recognized Wall Street newspaper columnist. He is considered to be an expert trial witness on investment fraud, and is a nationally recognized public speaker, radio and television commentator and publisher of The Rudd Report.
Patricia A. Weeks - Client Liaison Manager
Patricia has over 17 years of experience in the financial services industry. She cultivated her broad knowledge of the stock market during her time working for several securities firms on the trading floors of both The Chicago Stock Exchange and The Chicago Board Options Exchange.
Patricia is part of the Rudd International investment team. In this role, she assists with investing client funds according to the specified investment model (the core 40) and maintaining proper asset allocations across client portfolios. Patricia is responsible for trades, changes, and updates to the model to meet the needs and objectives of our clients. She oversees the transition of new clients to the firm and regularly communicates with clients regarding administration issues and transaction requests.
Patricia has embraced the Florida lifestyle after trading in the Chicago winters for the warmer climate of Sarasota.
Scott J. Collins - Director of Sales and Marketing
Scott is the Director of Sales and Marketing for Rudd International Inc. Scott is responsible for the overall client experience here at Rudd International Inc. from beginning to end. Scott joined our organization in February 2014. Scott is responsible for coordinating the numerous events and seminars that we do for the public, including the American Association of Individual Investors yearly talk every January, which has seen 400 attendees participate.
Before joining our firm, Scott spent the last 22 years working for 2 Fortune 500 companies, Novartis Pharmaceuticals and Ricoh Corporation. Scott oversaw and hired hundreds of sales people during these two ventures. He was also a key implementer of compliance and overall growth for these corporations.
Scott moved here from Pennsylvania 16 years ago. He is an avid golfer and enjoys spending time with family and friends.
Myree Simon - Client Liaison
Myree strives to ensure that each client receives the friendly personalized experience that they deserve. She is our primary telephone contact for incoming calls. She oversees general office operations, is responsible for scheduling appointments, as well as coordinating with the Rudd team to provide a well-structured working environment. Myree supports new client account activity and assists with ongoing client transactions, maintenance, and routine correspondence.
She became a part of Rudd International Asset Management team in 2016. Prior to joining Rudd International Asset Management Myree worked for nearly two decades as an estate planning paralegal. She lives with her husband Jules in beautiful Sarasota.
Philip A. Danna - Executive Vice-President
Joining Rudd International in 2016, as Executive Vice President, Phil’s main responsibilities are to help grow the firm though expanding our network of advisors, and to assist with client reviews.
Phil has over thirty-five years of experience in the financial services industry. His career started in the life insurance business as an agent, followed by several years as a stockbroker at E.F. Hutton.
Some major companies he has worked with are: John Hancock, Met Life, and Nationwide and Barnett Bank.
Having moved over to the Legal and Compliance side of the financial industry in 2006, Phil relocated to Sarasota in 2011 and spent the past five years at Global Financial Private Capital. He currently holds the following licenses: Series 7, 24, 63, 79 as well as maintaining his Life, Health and Variable Annuity insurance licenses.
His free time is spent as a volunteer with the Southeastern Guide Dogs and Big Cat Habitant and Sanctuary in Sarasota.
Jose M. Joia - Assistant Portfolio Manager
Jose joined Rudd International early 2017 after obtaining his Bachelor’s degree in Business Finance from the University of Central Florida and a Master’s also from the University of Central Florida Rosen College of Hospitality Management with a focus on financial and Feasibility studies.
Shortly after joining Rudd International Jose completed his Series 65 Examination (Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities).
As our Assistant Portfolio Manager, Jose helps with data forecasting and uses intrinsic value mathematical analysis (discounted cash flow models) to select companies that meet our stringent tests.
During his academic career, Jose was also part of the University of Central Florida Men’s Golf Team where he had the privilege of reaching division I NCAA’s finals in two separate occasions.
Jose is also preparing for his level I CFA examination.