FeaturedGlobal Key White Paper: Analysis of outcomes when insiders sell concentrated stakes

An exclusive approach for tailored investing.

Our Team

Josh Schein, CEO

Josh L. Schein is CEO of Global Key Advisors. Josh previously developed and ran the InsideTrack® portfolios at Morgan Stanley and predecessor Smith Barney from 1996 through 2014. Josh’s career has focused on quantitatively identify and track “smart” money while incorporating the analysis and refinement of a variety of nonconventional public data sources.

Robert M. Sigler, Chairman

Robert M. Sigler is Chairman of Global Key Advisors. He is also President and Founder of Global Trust Group and Global Trust Ventures with over 20 years of experience in accounting, finance, investment banking, mergers, acquisitions, capital markets, private equity, and venture strategy and management. Robert’s background includes serving in the international tax group of Price Waterhouse and as an investment banking analyst at Credit Suisse First Boston in addition to working as an international equities analyst at S.C. Bernstein in New York in a career that involved assignments throughout Asia, South America, and Europe.

John Hughes, Director of Technology & Operations

John Hughes is Director of Technology and Operations. He is a co-founder of the Global Trust Group and has a deep background across a diverse spectrum of technology environments. His experience ranges from leading large-scale sensitive projects for Fortune 100 companies to providing strategic guidance and managing technology issues for rapidly scaling startups.

Amruta Joshi, Information and Technology Associate

Amruta Joshi is an Information Technology Associate responsible for ensuring that existing and future databases run efficiently and securely in compliance with Global Key needs, industry standards, and rules unique to FINRA and the SEC. Amruta oversees initiatives in creating and maintaining information processing and storage systems to support quantitative research, portfolio management, and marketing and communications for Global Key.

Prior to joining Global Key, Amruta was a software R&D associate with SSG Embedded Solutions, a startup in Nagpur, India, and a software developer with the Federal National Mortgage Association (‘Fannie Mae’) in Plano, TX,  and in Washington, DC. Amruta holds an M.S. from State University of New York, New Paltz, in Electrical and Computer Engineering. 

About

We are a San Francisco- and Nevada-based financial advisory firm serving primarily current and former public company insiders and their families. Similar challenges consistently arise. What asset structures are right for you? What investment strategies suit your needs? When should you diversify a concentrated holding?

Our first goal will be to understand your life circumstances and your goals. We will then work to tailor a strategy incorporating your time horizons, risk tolerances, structural considerations, and anything else that matters in your life. Over time, we will strive to remain continually centered on what you want to accomplish. We believe that only a client-centric approach can drive a strong advisory relationship. The solutions we offer may involve our InsideTrack® portfolios or may take other avenues to address your needs. What matters is that you come first.

Our team is uniquely qualified, and our attentiveness is unrivaled as we work through the complexities of your situation. The result is unique solutions that will exceed expectations.