Portfolio Management & Sales

Portfolio Management Team:

Eric R. Ervin, Portfolio Manager

Eric Ervin is the co-Founder, President, and CEO of Reality Shares, Inc. Mr. Ervin launched Reality Shares in 2012 to help mitigate stock market volatility on investment portfolios and deliver fundamental solutions to market instability. Through the creation of quantitative tools and techniques, and development of leading investment analytics, he has developed innovative strategies to capture real corporate growth using derivative securities and structured products in index portfolios. Prior to the inception of Reality Shares, Mr. Ervin served 14 years as a Certified Financial Planner practitioner and a Chartered Financial Consultant at Morgan Stanley where he built the Ervin Miller Group, a highly-recognized wealth management franchise. He has been featured in the Wall Street Journal, New York Times, Barron’s, CNBC, Bloomberg and other media outlets. Eric Ervin is a Registered Representative of ALPS Distributors, Inc.

Phone: 619-487-1445

Sales Team:

Ryan Ballantyne, Executive Vice President, Sales and Trading

Ryan Ballantyne is charged with engaging hedge funds, mutual funds and the brokerage community in the adoption of Reality Shares’ products for implementation in their trading, hedging and investment strategies. He is also actively involved in the development of new products in collaboration with the Reality Shares’ management team.

A proven leader in the financial industry, Mr. Ballantyne has more than two decades of financial industry experience, particularly in building and expanding the success of several Wall Street trading firms. His tenure includes serving as Managing Director at Miller Tabak + Co., LLC, where he was an active cash and derivative sales trader and oversaw a team of sales traders and related personnel. Prior to joining Miller Tabak + Co., he spent five years with Susquehanna International Group, opening the company’s Boston institutional office.

Mr. Ballantyne began his career in 1993 in the Equity Capital Markets Division of Smith Barney in New York. He holds a BA degree in Economics from St. Lawrence University and an MBA from San Diego State University. Ryan Ballantyne is a Registered Representative of ALPS Distributors, Inc.

Phone: 619-717-6972

Bob Dochterman, CIMA®, Executive Vice President

Bob Dochterman helps lead commercial operations for Reality Shares, including marketing, sales, distribution and business development. Mr. Dochterman brings more than 25 years of financial industry leadership experience to the firm, including a deep understanding of the unique needs of institutional investors, financial advisors, intermediaries and other market participants.

Mr. Dochterman joined Reality Shares from Wealthcare Consultants, a sales, marketing and strategy consulting firm focused on the financial industry, where he was President. Before that he spent more than 10 years at Hotchkis and Wiley Capital Management, where he was Chief Marketing Officer responsible for sales, marketing and relationship management for their retail and institutional businesses. He also has served as a Managing Director and Western Division Sales Manager for Merrill Lynch Investment Managers and in similar sales and distribution roles for Salomon Brothers and John Nuveen & Co. Mr. Dochterman earned a B.A. degree in economics from the University of Illinois and an M.B.A. from the University of California at Irvine.

Phone: 619-717-6978

Christopher L. McHeffey, Sales Director

Christopher L. McHeffey is co-leader of the sales team charged with marketing Reality Shares products to a wide range of investors in the Eastern U.S. Mr. McHeffey has more than 20 years of experience in the financial industry, including 15 years with UBS Wealth Management/UBS PaineWebber where he served in a variety of leadership positions, including Division Sales Manager responsible for driving the strategy of the firm through all its product and service offerings in the Western United States, and Head of Equity and Fixed-Income Sales, where he was responsible for managing the firm’s core product sales desks. He also was a Business Development Officer at BlackRock representing iShares ETF product and implementation strategies to four major wirehouses.

Mr. McHeffey earned a BA in economics from the College of the Holy Cross and an MBA in finance from NYU’s Stern School of Business, where he was a Beta Gamma Sigma scholar. He holds multiple FINRA securities licenses. Christopher McHeffey is a Registered Representative of ALPS Distributors, Inc.

Phone: 201-345-6150

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