Co-Founder, Altavest
Erik Gebhard
Biography
Upon graduation from the University of Southern California with a B.S. in Business Administration, Mr. Gebhard acquired his Series 6 & 63 securities licenses and worked as an account executive with a mutual fund and insurance group. He then earned his Series 3 commodities futures license with an options specialty firm before co-founding Altavest in 1997. Mr. Gebhard also holds a Series 65 securities license, also known as the Uniform Investment Adviser Law Examination.
The Altavest team has simplified complex option spreads and premium collection strategies, making them more accessible to individual clients. They developed ThetaTrader, wherein a proprietary algorithm pre-builds multi-legged option trades on stock indexes and automatically manages risk and reward. Altavest created the Dragonfly, a unique 6-leg option spread for non-directional conditions. ThetaTrader also utilizes an integrated Trade Alert functionality wherein clients only need to touch Accept or Reject on their smart device.
When not working he enjoys spending time with family on adventurous outings, as well as vintage automobiles. He also volunteers as a member of the Dean's Advisory Council for La Sierra University's Zapara School of Business, and is an advisory member for the investment committee of the SDA church general conference.