TRADITIONAL INVESTMENT DISCIPLINE FOR DIGITAL ASSETS
TB Sunridge Advisors manages a suite of private placement funds that provide turn-key, US-compliant investment into digital assets for institutions and accredited & qualified investors. The funds are designed to provide diversification and increase uncorrelated returns in the alternative investment space.
TB Sunridge Bitcoin Fund LP is managed by TB Sunridge Advisors. For more information and offering documents for funds that TB Sunridge Advisors provides investment advice to, please click here.
Compliance and fiduciary duty to our clients are fundamental core values and have been since the company’s inception. TB Sunridge Advisors developed proprietary policies to become one of the first investment advisors with registration approval that specifically includes Digital Assets.
“Traditional Investment Discipline” refers to portfolios built on the strategic allocation of assets such as stocks and bonds as a way of balancing risk. The framework uses a regulated methodology of holding and managing customer assets that are commonly employed for stocks, bonds, and alternative investments.
While Digital Asset Management is a relatively new investment class, the team at TB Sunridge Advisors has a long history of institutional investing and client relationship management. TB Sunridge Advisors’ expertise developed from its principals’ extensive history of portfolio management.
Our internal team of researchers works closely with leading financial economists and practitioners to identify opportunities. Our portfolio managers seek to balance costs against expected returns and diversification.
CEO
Matt serves as CEO of TB Sunridge Advisors and integrates Digital Assets into the traditional regulatory landscape to capture potential long term growth for clients. Matt brings 18 years of experience, including managing financial portfolios at JPMorgan and Credit Suisse, as well as at commodities companies where he traded and managed successful teams optimizing physical assets and financial energy products. Matt helped found and currently sits on a non-profit board for digital assets as well as several local charity organizations. Dr Tunney holds a PhD in Theoretical Physics from Cambridge University, UK.
COO
John Gray is an Advisor at TB Sunridge Advisors. He has spent the last 30 years trading a variety of financial products. Originally starting in the grain pits of Chicago with Cargill, after receiving his MBA in Finance, John moved to JPMorgan to trade derivatives. John worked in various Asia, Europe and North America offices to help expand the bank’s presence globally. John is an adjunct professor at the University of Dayton, teaching a course on trading and risk management in the finance department.
MARKETING DIRECTOR
Cody is an industry leader in media and marketing. She has worked with many of the top 100 US corporate advertisers over the past 15 years. Cody has an expert understanding of the US media marketplace and has developed some of the industry’s best practices over the last 15 years. Cody has a BA in Advertising from Michigan State University and is active in several national advertising industry associations.
HEAD OF INSTITUTIONAL SALES
Kelly serves as Head of Institutional Sales and brings a wealth of experience with successfully bringing new products to market. She is passionate about sharing how life-changing, revolutionary products could potentially benefit clients. Kelly has worked in business development for a multitude of start-up companies in addition to industry leaders such as Abbott Vascular, St. Jude Medical and Guidant. She has a Bachelor of Science in Business from Miami University.
HOUSTON OFFICE
2700 Post Oak Blvd, Fl 21
Houston, TX 77056
DAYTON OFFICE
5540 Far Hills Ave, Ste 204
Dayton, OH 45429
PARK CITY OFFICE
1389 Center Dr, Ste 200
Park City, UT 84098
KELLY CAIN-GRAY, HEAD OF INSTITUTIONAL SALES
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Fiduciary responsibility to clients is of the utmost importance to RIAs. Clients rely on advisors to strengthen and secure their financial wellbeing and, through methods such as portfolio allocation and rebalancing, RIAs help them feel safer in their futures…read more
