Bio – Joel Looney

Joel Looney, CFP, serves as Chief Executive Office, Chief Investment Officer and Portfolio Manager for SRH Advisors. In these roles, Mr. Looney is responsible for supervising the overall advisory services provided by SRH Advisors, as well as for the day-to-day portfolio management of the SRH Total Return Fund and SRH REIT Covered Call Fund. Mr. Looney is also an “investment adviser representative” who provides investment management and financial planning services to a group of SRH Advisors private clients.

Prior to joining SRH Advisors in 2013, Mr. Looney was the Principal for Financial Management Group, LLC, an investment management firm, from 1999 to 2013. Prior to forming Financial Management Group, LLC, he was the Chief Financial Officer for Bethany College in Lindsborg, KS from 1995 to 1999. Mr. Looney formerly served as Chairman of the Board of Directors for the Boulder Total Return Fund, The Denali Fund and the First Opportunity Fund. Mr. Looney currently serves as President and Chairman of the Board of Directors for the SRH Total Return Fund.

Mr. Looney holds an M.B.A from Kansas State University and a B.S. from Marymount College. Mr. Looney is also a CFP professional.