Meet The Team

The team at Counterpoint is focused on delivering a consistent, systematic approach to investing that manages downside risk while seeking outperformance driven by our empirical study of market history.

Michael Krause has been a co-founder and Chief Investment Officer of the Firm since 2014.

Daniel Krause is a co-founder of the Firm and has over 30 years of experience in mutual fund distribution. 

Joseph Engelberg has served as Chief Research Officer of the Firm since 2015.

John Held has over 10 years of experience leading marketing
and sales teams.

Mike Taylor has served as the Director of Institutional Partnerships at Counterpoint Mutual Funds since 2021.

External Wholesaler Support

Sales of Counterpoint Funds are handled through CP Distributors, Inc.

The wholesaler team is driven to ensure that every client gets the most out of Counterpoint Funds and works side-by-side with advisors to help them achieve their investment goals.

Spencer Bell is the RVP of the
Midwest U.S. region.

Don Fillinger is the RVP of the Northwest U.S. region.

Michael McGrath is the RVP of the Northeast U.S. region.

Matthew Parkhurst is the RVP of the South Central U.S. region.

Lance Wordelmann is the RVP of the Southeast U.S. region.

Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.

5516-NLD-09/01/2021

 

 

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