Company Mission:

The mission of SumGrowth, Inc. is to provide a fully automated, subscription-based, Web-delivered, investment modeling/signaling service for individuals and advisors that delivers returns substantially higher than the S&P 500 with meaningfully lower market volatility risk to enable our customers to achieve an earlier retirement and/or higher standard of retirement living without the burdensome time, discipline, and training required of market analysts and day traders. We at SumGrowth say: Its not just for the big boys anymore, our servers will do the hard work for you while you go have a life. We intend to level the playing field by making our SectorSurfer and AlphaDroid online services available to everyone without the need to interrupt their life pursuits to become an analyst, and without the need to pay an arm and a leg for the service. 

What We Do:
We provide ready-made momentum strategies and momentum modeling tools for you to configure your own models based on market momentum in both bull and bear markets. Following the close of each market day, our server performs an algorithmic analysis of every subscriber's strategies to determine if any have a new momentum leader. A trade signal is texted or emailed to subscribers with a new momentum leader in any of their strategies. SumGrowth , Inc. is not a registered investment advisor and does not provide professional financial investment advice specific to your life situation. SectorSurfer and AlphaDroid arsolelysolely algorithmic strategy analysis tools that produce trade signals according to the set of funds you provide for analysis. Strategy performance is hypothetical, based on trading at the market close of trade dates, and does not include associated trading fees or subscription fees.

Scott Juds, Chairman and CEO
Scott has over 30 years’ hands-on and executive-level experience in both the technology and financial services industries. He founded what is now SumGrowth, Inc in 2009 to develop and market advanced momentum-based market analysis tools. Since 2009, Scott has led SumGrowth in the continued development of its market analysis technology and its subscription services for wealth managers, including AlphaDroid, the AlphaSheet and AlphaDailyBrief. Prior to founding SumGrowth, Scott held executive level roles at multiple companies including IDX, inc., where he was a founder and VP of engineering and the Opcon division of Eaton Corporation, where he was Vice President of Advanced Engineering. Scott is the named inventor on over 40 U.S. and foreign patents and is the author of Conquering the Seven Faces of Risk (FinTech Press 2017). Scott holds an MSEE from Stanford University and a BSEE from the University of Wisconsin.

Jim Gamache, Co-Founder
Jim has over 30 years' in both hands-on and executive-level positions. Jim was a Founder and Vice President of Observational Systems, formed in 1977 to develop and market portable data collection systems for researchers in the behavioural sciences. The company was later re-named GageTalker when it moved into the field of, and set new standards for how industrial statistical process control was done. The company was again later re-named as Cimworks and eventually sold in 2000 to GE Fanuc. Jim was also a Founder and CTO of Zorch Software in the field of life science project management. Jim holds a BSEE from the University of Washington.

Jim is an avid snow skier, water skier, and windsurfer. He has climbed Mt. Rainier multiple times, and has seen the curvature of the earth from atop Mt. Kilimanjaro. Jim is well calibrated in the operation of his outdoor grill, pours a mean Martini, and loves to bake in the Lake Chelan sun with his wife Laura. 

Stephen Gower, Chief Technical Officer
Stephen has 30 years of development experience, holding project leadership and senior software design positions at numerous companies, including: Amdocs Ltd., Deere & Company, and Marsh McLennan. Stephen also formerly developed and operated an online algorithmic investment service called TrendTimer.com from about 2007 to 2015. He first joined us as a part time contractor to help us create our active JavaScript charts in 2016, and then later joined us full time in 2019.

Stephen's responsibilities include serving on the SumGrowth Index Management Committee, providing monthly Index rebalancing reports to our trading partners, websites development and maintenance, Index and indicator modelling/design. Stephen holds BAs in Mathematics and Economics from St. Olaf College.

Lisa Noble, Vice President of Marketing & Communications
With a BS and MEE in Electronics and Communications Engineering from Rice University Lisa started her career designing signal processing software and hardware for spread spectrum communication systems at ESL/TRW, and later co-founded Spectral Innovations, a developer of digital signal processing technology. After continuing her education with a JD from Stanford Law School, she held positions as a patent and licensing attorney at Fenwick and West, Associate General Counsel and Intellectual Property Attorney at DIVA Systems, and Director of Intellectual Property at Liberate Technologies. She joined Merlyn.AI (subsidiary of SumGrowth) in 2020 to lead the marketing of indexes and ETFs based on SumGrowth technology. Lisa is also an avid photographer and has been published in publications including Cosmopolitan, Oprah Magazine, Huffington Post, Showtime, Travel Channel and The Colbert Show.

Warren Hyland, Co-Founder and Director
Warren is a strong business development and technology licensing professional, skilled in startups, turn-arounds, sensing technology, waste management, biofuels, mining, and renewable energy — and sailing the warm beautiful seas. Warren is CEO of the Inventor Mentor Group, Manager of the Wizards Chest, LLC, Manager of the Legacy Fund, LLC, Co-Founder of Luminaerospace, and past Director of Novita Technologies. He holds a BaSc Engineering from the University of Toronto.

Sue Guzman, Director
With an MS-Engineering Management degree from Stanford University and BSEE from UW-Madison, Sue has three decades of successful corporate leadership experience in Blue Chip firms (Hewlett Packard and National Instruments), as well as new companies, such as fiber optics startup kSaria. These experiences led to her selection as CEO and General Manager (ret.) of Celerity Systems/Aeroflex Inc., a major supplier of broadband test and measurement products based in Cupertino, CA. Aside from serving on the Board at SumGrowth, Sue is President of Canine Companions for Independence (South Bay), a nonprofit that trains highly skilled assistance dogs for placement with children and adults with disabilities— for free.

Mark J. Strefner, Board Member
Mark Strefner is a Senior Partner at Infinity Wealth Management, LLC, a premier financial and estate-planning firm in Oakbrook Terrace, Illinois. With a Bachelor of Science in Business and Information & Decision Sciences from the University of Illinois at Chicago, Mark began his financial services career in 1995 at Franklin Financial Services. He has since earned prestigious industry honors, including the Million Dollar Round Table, Centurion, Chairman, and Ben Franklin Awards. Mark is a Principal member of First Financial Resources, a professional network for strategic planning for high-net-worth individuals and businesses. He has worked with major corporations like Microsoft, Motorola, Abbott Labs, and AT&T and is a sought-after speaker on advanced financial strategies, including Premium Financing and Legacy Planning. Recognized as a Five Star Wealth Manager in 2012 and 2013 by Chicago Magazine, Mark is committed to innovative solutions for Infinity’s diverse clientele. He resides in the western suburbs of Chicago with his family.

Carl Fricke, Senior Advisor
Carl has more than 30 years of success as a CxO and senior executive in finance, engineering, science and technology, corporate and business development, and strategic planning. For SumGrowth, Carl identifies and assesses new product and service opportunities, advantageous strategic partnerships, and advises on capital market conditions. He is Chairman of the Investment Committee for the Geological Society of American and the GSA Foundation, consistently performing for more than 10 years in the top half when compared to its peer group. As an LP, Carl provided multiple strategic industry relationships and market intelligence for a Silicon Valley VC firm, Acuity Ventures, focusing on commercial and industrial products using software applications. Carl co-founded and grew a two-person start-up, Levine Fricke Inc (LF), into profitable $36mm+ national environmental engineering firm with nine US offices and 250 staff, becoming one of Engineering News Record's top-rated firms. He also co-founded & lead international trade finance business, CIMA Capital, in Mexico & South America that produced > $200 million in ExIm Bank loans with < 1% default rate before it was acquired by UPS Capital. Carl earned his B.A. from Augustana College, and two M.S. degrees from the University of Wisconsin- Madison, with post-graduate business studies at the University of California at Berkeley.

Bryan Sullivan, Founder and Strategic Business Adviser
Bryan graduated from Oregon State University in 1991 and spent 17 years working at a number of large Wall Street firms such as UBS, Merrill Lynch, and Edward Jones learning industry best practices. After the 2008 market collapse, Bryan wanted to build something different from the complexity and opacity of these traditional firms. In 2009, he founded his own RIA platform for financial advisors where Bryan now serves as the firm's Chief Executive Officer. In 2014 Bryan partnered with Scott & Jim to build AlphaDroid, a platform for Financial Advisors to create automated quant-based portfolio construction and trade signals that would be competitive in any market environment. Bryan is the author of the book, "Protecting Your Money From Yourself: A Retiree's Guide to Insuring You Have Enough Money to Enjoy Your Retirement." He has also been featured in multiple media outlets, including USA Today, CNBC, The Boston Globe, The Miami Herald, Yahoo Finance, and The Wall Street Journal Online. In his free time, he enjoys camping and skiing.

Stewart Wilson Ph.D., AI Science Advisor
Stewart's research career commenced at the Massachusetts Institute of Technology (MIT), where he received an S.B. degree in physics and S.M. and Ph.D. degrees in electrical engineering. After having completed his formal education, research work at the Polaroid Corporation (starting 1962) and the Rowland Institute for Science (starting 1983) led him to the development of practically useful, yet highly complex, biologically-inspired systems and machine learning architectures. In 1998 he founded the research and consultancy company Prediction Dynamics. Since 1999 he has been an adjunct professor at the University of Illinois at Urbana-Champaign, IL. Stewart's research and numerous professional papers have focused on Artificial Intelligence, Learning Classifier Systems. In April of 2012,  Stewart discovered SectorSurfer and found a compelling new hobby. In late 2015 Stewart approached us to collaborate on an experiment to employ a genetic algorithm to select Fidelity sector funds for use in SectorSurfer Strategies. Within a year, proof of concept was established. The evolution of high-performance strategies became a reality, resulting in this posted Strategy-of-Strategies. In 2018 when the company embarked on the development of its Merlyn.AI technology employing genetic algorithms, Stewart accepted a formal position with us as our AI Science Advisor to assist with its design, test, and further improvement.