Whitney Kalmbach is a former US Naval Intelligence Officer with experience working in financial services, military contracting, business development, and consulting at JPMorgan Chase, Raytheon, and Deloitte, where she managed teams of up to 150 people.

Her consulting work at Key Bridge Advisors, a technology boutique consulting company, has helped clients pursue business development opportunities and make key strategic decisions. She also has been instrumental in launching and growing the operations of the Value Technology Foundation, a non-profit think tank dedicated to blockchain, for which she serves as CEO.

Whitney holds an Executive MBA from the Wharton School, University of Pennsylvania, and a bachelor’s degree from Princeton University.

Brooks brings over 25 years of Wall Street experience across the spectrum of large and small investment management firms. He is known for introducing world class investment strategies to global investors and has been responsible for many successful strategy and firm launches.

Brooks currently is working closely with the investment and marketing team to help build strategic partnerships at Sarson Funds. Education is critical to understanding crypto which is at Sarson’s foundation. In 2025, every well-diversified portfolio should include crypto. Brooks looks forward to helping investors diversify their portfolios with a sensible digital asset allocation

In his most recent roles Brooks served on the IR team at PPR ($1 billion private credit manager) and Managing Director at $4 billion hedge fund manager Prelude Capital. Previous roles included: Head of North American Distribution at National Australia Bank-MLC; Senior Vice President at Cohen & Steers, Vice President at AIG Global Investment Group. Brooks began his career at Fidelity Investments. Brooks has an MBA from Boston University and a BA from Lake Forest College.

Derek Haviland is an experienced marketing and communications leader, serving as Chief Marketing Officer at Sarson Funds. In this role, he oversees marketing strategy, public relations, digital advertising and brand communications, while also managing web development, server administration, and investor-facing initiatives.

Derek brings over 15 years of experience in marketing, communications, and digital strategy across industries, including financial services, political campaigns, music, and nonprofit sectors. He has developed and managed websites for national clients, produced integrated digital campaigns, and led outreach efforts to build brand awareness and drive engagement.

Before joining Sarson Funds, Derek worked with a range of organizations on marketing, design, and PR projects, drawing on a background that spans web development, content creation, and event production. He holds a Bachelor of Science in Applied Psychology from Champlain College, with a focus on organizational development and communications.

Reed Baum is a seasoned researcher and strategist with extensive expertise in digital assets, blockchain technology, and innovative financial systems. Early in his career, Reed was an early employee at AdColony, where he contributed to the company’s rapid growth and success. His efforts played a role in AdColony’s eventual acquisition by Opera Software for $350 million, marking one of the largest tech acquisitions of 2014, second only to Facebook’s acquisition of WhatsApp.

Building on this foundation in fast-scaling startups, Reed transitioned into the blockchain ecosystem, becoming an early contributor to Yearn Finance, one of the pioneering projects in decentralized finance (DeFi). At Yearn, he gained invaluable experience analyzing market dynamics and exploring the emerging infrastructure of decentralized systems.

As a Director of Research, Reed specializes in delivering actionable market insights, analyzing complex macroeconomic trends, and exploring the intersection of traditional finance and decentralized technologies. His work bridges legacy financial systems and Web3, offering forward-thinking solutions that drive adoption and innovation in the digital asset space.

Reed holds a Dual Bachelor’s Degree in Finance and Entrepreneurship and Emerging Enterprises from Syracuse University, where he honed his skills in identifying market opportunities, assessing risk-reward dynamics, and building scalable business strategies.

With a unique blend of startup experience, technical expertise, and a passion for innovation, Reed remains dedicated to pushing the boundaries of blockchain technology and supporting initiatives that redefine how value is created, transferred, and monetized in a digital-first world.

Zachary is a Senior Portfolio Manager at Sarson Funds, where he has managed crypto hedge funds and venture capital investments since early 2021. An experienced cryptocurrency trader since 2016, Zachary contributes to Blockchain Insiders and has published extensively on Forbes Digital Assets and Digital Wealth News.

With a background in Cyber Security and Data Analytics from Indiana University, he brings expertise in web3 and blockchain utility, decentralized networks like Helium, and decentralized AI systems. His proficiency in digital asset finance, smart contract risk assessment, and market analysis supports informed decision-making and strategic trading across all managed portfolios.

Evan is an expert focused on the fields of NFTs, small cap coins, and blockchain gaming. As co-portfolio manager of the Small Coin Strategy Portfolio, and the Crypto and Income Strategy, he identifies and capitalizes on lesser-known cryptocurrencies with strong growth potential and he aims to enhance returns through innovative income-generating crypto investments as they emerge.

In his work, Evan pays special attention to Solana-based applications and airdrop opportunities, leveraging emerging blockchain solutions to bolster portfolio performance.

Matthew is a passionate Economics major who recently graduated from Wabash College. His focus is on developing a deep understanding of blockchains, cryptocurrency, market analysis, and data-driven insights to drive sustainable development and optimize processes.

Matthew is fascinated by market dynamics and enjoys analyzing market trends, specifically in the realm of cryptocurrencies. He is particularly interested in the intersection of AI and blockchain technology, exploring how artificial intelligence can enhance blockchain applications and market strategies.

Allan has been supporting the sales and marketing team for over 3.5 years, leveraging his analytical skills, team leadership, and crypto knowledge.

He assists financial professionals in learning about digital asset investing and cryptocurrencies while tracking retail and institutional crypto adoption across Asia from his home in the Philippines.

His mission is to deliver high-quality service and education to our clients and prospects, helping them understand and navigate the complex and evolving crypto landscape.