About Me

For over three decades, I've dedicated my career to developing innovative, adaptive investment strategies that empower clients to navigate an ever-changing global market. My journey began at the University of Wisconsin, where I built a strong foundation by studying mathematics, physics, and economics disciplines that have honed my analytical mindset and shaped my forward-thinking approach to financial advisory.

As the co-founder and president of Global View Capital Management, Ltd., I have made it my mission to challenge conventional investment wisdom. Early in my career at World Marketing Alliance, I co-developed model portfolios rooted in Modern Portfolio Theory, sparking my passion for active portfolio management. The tech bubble crash of 2001 served as a pivotal moment, reinforcing my belief that agile, risk-managed strategies are essential far beyond the traditional buy-and-hold approach.

Over the years, I have held leadership roles at prominent organizations, including Investment Advisors International and within the AEGON Group. These experiences deepened my commitment to creating portfolios that not only pursue growth but also emphasize capital preservation during volatile market conditions. I have played a central role in designing a wide range of strategies from Global View Tactical Asset Allocation Portfolios (GTAC) to Tactical Hard Assets, Emerging Markets, and Global Macro investments ensuring that each portfolio is both resilient and responsive.

Beyond the numbers, I have a lifelong passion for global economics and monetary policy. My extensive personal library, which spans both classic and modern works on economic theory and finance, reflects my deep commitment to continuous learning. Additionally, I actively participate in initiatives like the Concord Coalition, an organization dedicated to educating the public on fiscal challenges and sustainable economic growth.

At the core of my practice is a steadfast commitment to active management. By employing a blend of offensive and defensive strategies, I strive to mitigate risk and optimize returns across diverse market cycles. My goal remains simple: to help you build a secure, prosperous financial future with a tailored, dynamic investment strategy that adapts to evolving market conditions.

Thank you for considering me as your trusted partner on your financial journey.

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99%

Client Satisfaction Guaranteed

Proven Results

Examination

• Uniform Investment Adviser Law Examination (S65): Passed on March 29, 1996.

Qualifications and Achievements

• Over 30 Years of Experience:
  Pioneered active portfolio management and dynamic investment strategies since the early 1990s.

• Innovative Leadership:
  As co-founder and President of Global View Capital Management, Dina has consistently driven forward-thinking, risk-managed investment solutions.

• Expertise in Quantitative Analysis & Risk Management:
  Renowned for developing and overseeing diversified, actively managed portfolios that adapt to volatile market conditions.

Work Experience

• Global View Capital Management, LLC (2011 – Present)

  • Roles: Member, President, and Investment Adviser Representative.

  • Additional Responsibilities: Chief Investment Strategist (2014–2021) and Chief Compliance Officer (since 2016).

• Previous Registrations/Experience:

  • The Strategic Financial Alliance (2010–2013)

  • Investment Advisors International, Inc. (2006–2010)

  • Intersecurities, Inc. (2002–2006)

  • WMA Investment Advisors, Inc. (1998–2002)