Mr. Bulot is the Level Four Capital Management Practice Director and has 27 years of investment industry experience. As Practice Director, Mr. Bulot leads the strategic initiatives of the Capital Management Group and is a member of the Level Four® Capital Management Investment Committee. He earned a Bachelor of Arts in Business Administration with an emphasis in Marketing from Loyola University – New Orleans and holds the FINRA Series 65 license.
Our Team

TODD M. BULOT
Practice Director

LAL E. ECHTERHOFF, CFA®
Chief Investment Officer
Mr. Echterhoff is Chief Investment Officer with Level Four Capital Management and has 30+ years of finance and investment industry experience. Mr. Echterhoff leads the investment committees, the direction of the investment process, and research for the firm’s proprietary strategies and ensures adherence to our investment mandates. Mr. Echterhoff is a member of the Level Four Capital® Management Investment Committee and earned his Bachelor of Business Administration Finance from the University of North Texas. He is a CFA Charter holder and member of the CFA Institute.

CHARLES “RAY” SHIMER, CFA®
Senior Portfolio Manager
Mr. Shimer is a Senior Portfolio Manager with Level Four Capital Management and has over 21 years of investment management experience. Mr. Shimer’s primary responsibility as Senior Portfolio Manager is to oversee the firm’s suite of Asset Allocation models as well as being an integral part of the Portfolio Management team for all strategies. Mr. Shimer is a member of the Level Four® Capital Management Investment Committee and earned his Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill. He is a CFA Charter holder and member of the CFA Institute.

MICHAEL XIRINACHS
Head Trader & Portfolio Operations
Mr. Xirinachs is the Head Trader and Operations manager who is an integral member of the Level Four Capital Management Team. As the head trader for Capital Management, Mr. Xirinachs manages trading and execution of the firm’s strategies and provides research support to the portfolio management team. He is a member of the Level Four Capital Management Investment Committee and received his Bachelor of Science in Finance, with a minor in law and a concentration in Chinese, from Bentley University in Waltham, Massachusetts. Mr. Xirinachs previously worked for BNY/Convergex and holds the FINRA Series 7, 57, 63, and 65 licenses.

Jeffrey B. Patterson CIMA®
Product Specialist – Asset Management
Mr. Patterson is a Product Specialist with Level Four Capital Management and has 30+ years of investment experience, including Asset Management, Institutional Consulting, and as a Financial Advisor. His responsibilities include introducing the Level Four Capital strategies to the institutional and retail channels as well as working on strategic initiatives. Mr. Patterson is a member of the Capital Management investment committee and received his Bachelor of Business Administration degree from the University of Texas in Austin. He holds the FINRA Series 65 license and the CIMA® certification.

Steve Miano, CFA®, CPA
Research Analyst
Mr. Miano is a Research Analyst with Level Four Capital Management. In his current role, he is actively involved with the investments across the current Equity portfolios, and he is a member of the Level Four Capital Management Investment Committee. Prior to joining Level Four, Mr. Miano was an Auditor for Deloitte where he served clients in the Investment Management industry. Mr. Miano received his Bachelor of Science in Corporate Finance and Accounting from Bentley University in Waltham, Massachusetts. He is a CFA Charter holder, a member of the CFA Institute, and a Certified Public Accountant.