With over 90 years of combined experience, our management team is qualified, seasoned, and ready to help you and your clients.
Jay W. Handy – Co-Founder/Senior Portfolio Strategist
Jay has a 30-year history in the financial services industry focusing on client relationships and asset management. His long history interacting with clients taught him the purpose of investment management as it relates to real people: knowing their risk tolerance and what they expect from an advisor. This background led to the formation of SignalPoint, an investment management company with the end client in mind and the objective of managing assets with an unwavering eye on risk containment. Jay worked with Merrill Lynch and Wells Fargo Advisors and is a graduate of Michigan State University and Harvard Business School.
Thomas M. Veale – Chief Investment Officer
Tom is responsible for the investment and management of SignalPoint strategy portfolios, including development and implementation of investment policy, research and day to day trade execution. Tom is a founding partner of SignalPoint (2008) and has served as the Chief Investment Officer since inception. He also chairs the SignalPoint Investment Committee which is responsible for reviewing performance, risk analysis and investment oversight. Tom’s financial services experience covers over 25 years, initially advising a small group of high net worth clients and later consulting with advisors at a large broker dealer. Tom is the chief architect behind the SignalPoint investment process, a conservative strategy developed and refined over the last 20 years which aims to take advantage of market volatility. Tom has a bachelor’s degree from Hillsdale College.
Michael J. Orzel – Chief Operations Officer
Mike’s duties include operations management, performance reporting, portfolio management, and portfolio analysis. Mike is a founding partner of SignalPoint (2008) and has served the firm in numerous capacities including Managing Director, Chief Executive Officer, and Chief Compliance Officer. Mike has over 20 years’ experience in the financial services industry having been a Financial Advisor and High Net Worth Advisor with Merrill Lynch prior to establishing SignalPoint. Prior to joining Merrill Lynch, Mike was a member of the California Bar Association and a litigation attorney in San Diego CA. Mike has a bachelor’s degree from Arizona State University and a Juris Doctor degree from California Western School of Law.
Jonathan Timson – Chief Executive Officer
As CEO, Jon is deeply involved in many areas of the firm. He heads the Private Client division of SignalPoint and actively works with high net worth clients and other advisors of the firm. In addition, Jon play an important role in the budgeting and financial oversight of SignalPoint. He has been in the financial services industry since 1994 and worked for Merrill Lynch and Morgan Stanley prior to his involvement with SignalPoint. Jon has a bachelor’s degree in finance from San Diego State University.