Timothy Montague
CFP, CPA (Inactive), MTax

Tim Montague is a private investor and has over 30 years’ experience in the wealth management business. Previously, he served as Hamilton Capital’s (HC) Chief Operations Officer and Executive Vice President for more than 20 years. During his tenure, Hamilton grew from around $200 million to over $2.5 billion in investable assets serving more than 2,500 individual and institutional clients. He also served on Charles Schwab’s Institutional Advisory Board for several years during his time with Hamilton. Prior to joining Hamilton, Tim was President of Assetlink, LLC, a CPA owned financial planning and wealth advisory firm.

Tim is a Certified Financial Planner (CFP) and obtained his Certified Public Accountant (CPA) in 1986 while employed in public accounting, including Ernst & Young. He obtained a Masters in Taxation (MTax) from Capital University’s Law and Graduate Center in 1991.

Kevin Pohmer

Kevin is the CEO of IXN, one of the most innovative insurtech startups in the marketplace. He served as the former Chairman & CEO of Financial Guard, which was one of the pioneers of the Roboadvising industry in the US. Kevin successfully built and proved out Financial Guard’s digital wealth management solution in the B2C space, the retirement space, and the white labeled advisory space before selling the company to Legg Mason (NYSE: LM) in 2016.

Prior to the Financial Guard venture, Kevin spent 14 years at JPMorgan within their Institutional retirement business, which focused on providing asset management/asset servicing solutions to public pension and corporate retirement plans within the US, as well as to multinational pension schemes.

Today he spends much of his time within the fintech industry as an investor, board member, advisor. Kevin has a BA in Philosophy, Politics, and Law from Binghamton University and an MBA from The Ohio State University.

Navin Goyal, MD

LOUD Involvement
Navin serves as CEO and drives the company vision on how venture capital can be a vehicle toward entrepreneurship, education, and investment in businesses that have a positive impact. He emphasizes his physician ethics of treating people equally and well. Navin brings his leadership abilities with optimism, passion, and is always seeking win-win scenarios.

Prior Experience
Prior to co-founding LOUD Capital, Navin practiced anesthesia in a large hospital-based practice and was Medical Director for several years in a community hospital that incorporated growth, efficiency, and customer service. His first entrepreneurial venture was co-founding SmileMD (OFFOR Health), a mobile anesthesia and healthcare company that provides access to care currently servicing patients in 3 states.

Education
Navin received his MD from the University of Cincinnati College of Medicine and trained in anesthesiology at the University of Chicago Medical Center.

David Qiu, CPA

Mr. Qiu is a tax manager at the Dyke Yaxley, an international tax firm. The combination of engineering and accounting backgrounds gives Xiping (David) a multi-faceted analytical approach to his practice, which focuses on high-net-worth individuals and small to medium-sized businesses. He specializes in tax planning and preparation, business consultation and financial reporting.

Prior to joining Dyke Yaxley, David worked as a senior tax accountant since 2010, focusing on individuals and pass-through entities, especially in the fields of tax audit, loss deduction and multi-state income.

Areas of Expertise

• Individual tax compliance
• Individual tax planning
• Corporate tax compliance
• Corporate tax planning

David graduated with a bachelor of engineering degree from Tsinghua University of China in July 1994. He came to the US in 2006, earned his MBA and Master of Accountancy degrees from Bowling Green State University in 2009 and received his CPA license in 2011.