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.
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.
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.