Team

Amy Bush

Amy Bush, CFA

Chief Investment Strategist

Amy Bush, Chief Investment Strategist, brings over 25 years of investment management experience to Tandem. She spent most of her career with Victory Capital Management in various functions including performance analytics, credit analysis, trading, portfolio management and as a fixed-income product specialist. Focusing on the convertible securities market, she co-managed a $1.5 billion portfolio for both institutional and retail clients, including a mutual fund that earned a Lipper award for 5-year performance. Managing this hybrid asset class for nearly 20 years gave her the unique opportunity to study both the US equity and fixed-income markets throughout her career. Bush’s objective is to utilize her experience investing through multiple market cycles to help clients safely and soundly reach their investment goals. She holds a B.S. in Business with a concentration in Finance from Miami University and an MBA with a concentration in Finance from Case Western Reserve University. Additionally, she is a holder of the Chartered Financial Analyst® designation.

Angus

C. Angus Schaal, CFP®

Senior Managing Director

C. Angus Schaal, Founder and Senior Managing Director, has over 20 years of investment management experience. A CERTIFIED FINANCIAL PLANNER™ professional, he is an honors graduate of Marlboro College, with additional studies at Cleveland State University and Arizona State University. Schaal worked with Victory Capital Management, a former investment subsidiary of Key Bank, where he administered portfolios for individuals, businesses and non-profits. Schaal specializes in streamlining complex investment situations and integrating client values and goals with the most appropriate investment strategies to create low-cost, efficient portfolios. His objective is to preserve, protect and grow the capital of clients so they have the ability to sustain their standard of living during retirement. Schaal has been published in the Journal of Financial Planning and quoted on Forbes.com, InvestmentNews.com, and USAToday.com.

Wise

William Wise, AIF®, CRPC®

Vice President

William G. (“Billy”) Wise, Vice President, heads national accounts and distribution of the Tandem ETF Portfolios and Tandem Collective Funds. Billy focuses on bringing added value to advisors’ practices by distributing institutional-grade, low-cost portfolios paired with investment knowledge and market insights for optimal service differentiation. Leveraging digital assets, Wise brings advisors an enhanced view of investment trends and themes that translate into the improved “personal performance” that investors seek. By actively conveying a wide range of investment resources, Billy provides advisors with the edge needed to keep plan participants vested, even in volatile markets. His responsibilities include building and maintaining relationships with RIAs, broker-dealers, and TAMP business partners and understanding the goals of their investment programs. Billy joins Tandem from Beaumont Capital Management in Boston where he was the National Accounts Manager. Prior to that Billy spent nine years at John Hancock working with retirement plans and products. Wise holds a B.A. in Political Science from Trinity College as well as the Chartered Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF) designations.

Ryan Allessio

Relationship Manager

Ryan Allessio, Relationship Manager, brings more than 12 years of industry experience to Tandem. He spent the early part of his career with MassMutual’s Retirement Services division working in multiple roles that included operations, participant education and sales. After MassMutual, Ryan joined Beaumont Capital Management in 2017 working as a hybrid sales consultant covering multiple territories and assisting national accounts. Shortly after joining Beaumont he was promoted to Sales Desk Manager where he developed and trained a team of internal consultants that provided advisors and other business partners investment solutions and practice management efficiencies. Ryan helps advisors, retirement consultants and plan sponsors use Tandem’s actively-managed, risk-based portfolios to offer simple solutions that increase service differentiation and provide participants with peace of mind performance. He holds a B.A. in History from Roger Williams University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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