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Management

Dr. Robert N. Barone

Partner | Economist | Portfolio Manager

Robert Barone, along with Joshua Barone, founded Universal value Advisors (UVA) in 2005.  He is currently the firm’s economist as well as a wealth and portfolio manager. Mr. Barone holds a Ph.D. in economics (Georgetown University) and is nationally known for his blogs, many of which are posted on TheStreet.com, at the Minyanville blog site, or at Forbes.  He is often quoted in the financial press, and writes a column every other week for Reno’s local newspaper, the Reno Gazette Journal.

In his career, he has been a Professor of Finance (University of Nevada), a community bank CEO (Comstock Bancorp), a Director of the Federal Home Loan Bank of San Francisco where he served as its Chair in 2004, and is currently a Director of CSAA Insurance Company (a AAA Insurance Company) where he chairs the Finance and Investment Committee.  In 2007-2009 he served as Chairman of the Board for that entity. He also currently sits on the Boards of AAA Northern California, Nevada, and Utah (the AAA Auto club) and Allied Mineral Products, Columbus, OH, America’s strongest refractory company.

Joshua A. Barone

Managing Partner | Portfolio Manager

Mr. Barone has been the Managing Member of Universal Value Advisors (UVA) since its inception in 2005.  In that capacity, he is responsible for the company’s day to day operations and is a major contributor to the company’s strategic vision.  Prior to forming UVA, along with Robert Barone, he co-founded Adagio Trust Company in 2000.  After building the assets of that institution, both he and Robert sold their interests in Adagio in 2005 and subsequently founded UVA.  Prior positions include: M&A analyst in the community bank space; insurance sales both in property and casualty, and life and health. 

Andrea Knapp Nolan

Private Wealth Manager

Mrs. Knapp Nolan entered the wealth management business in 1998 at Merrill Lynch, where she was an Assistant Vice-President and Senior Financial Advisor.  During the financial turmoil surrounding Merrill Lynch in 2008, she joined Universal Value Advisors to ensure that her investment advisory clients’ assets remained well managed.  Mrs. Knapp Nolan has taken and passed FINRA/NASD examinations Series 7, Series 63, Series 66 and has held her Life insurance and Mortgage licenses.  Mrs. Knapp Nolan was a High School All-American basketball player who received a full ride college basketball scholarship.  She played for UC Berkeley and UNLV.  Her 1990 UNLV team was inducted into the UNLV Hall of Fame in 2006.  She received her Bachelor of Science degree in 1992, and a Master’s degree in 2000, both from UNLV.  Upon her undergraduate graduation, Mrs. Knapp Nolan worked for the UNLV Athletics Department.  She was responsible for donor development and fund raising.  

Gia Aragon

Senior Operations Manager| Compliance | Human Resources Manager

Ms. Aragon joined Universal Value Advisors in 2010 and serves as the firm’s Sr. Operations Manager and as its Human Resources Manager.   In these capacities she is responsible for all HR functions, all accounts processing, GIPS compliance, performance data maintenance, and client request fulfillment.  She holds an Associate’s Business degree from the University of Nevada (2009) and an Associate’s degree in Human Resources from the University of Phoenix (2014).  Ms. Aragon has 14 years experience in the securities industry, and for 10 years prior to joining UVA, Ms. Aragon served as an Operations Manager for Navellier & Associates.

Ken Roberts

Private Wealth Manager

Ken Roberts is the author of “The Tactical Option Investor” and the host of Ken’s Bulls and Bears heard on Nevada Matters radio. Ken has been in the securities business for over twenty years and has worked as an investment advisor, branch manager, professional trader and portfolio manager. Over the course of his career he has taken and passed FINRA/NASD exams Series 3, 6,7,9,10,56 and 63.  Ken is currently a Chartered Market Technician Level II candidate. Ken also writes a weekly column in the Sierra Sun and the Tahoe Tribune newspaper and is a contributing author to Seeking Alpha and the LeRue Review. He has completed advanced finance courses at the New York Institute of Finance. Ken’s specializes in managing portfolios using options to help produce income and control risk.

Dustin Goldade

Financial Analyst | Investment Advisor

Mr. Goldade has been with Universal Value Advisors since June of 2012, where he serves as Financial Analyst and Investment Advisor Representative for the company.  Mr. Goldade’s primary roles are contributing securities research, market research, and data analysis to the Universal Value Advisors team. His research helps the company make informed investment decisions.   Mr. Goldade graduated from the University of Nevada, Reno in May of 2013 with a Bachelor’s degree in Finance and a Bachelor’s degree in Economics. He has taken and passed the Series 65 Uniform Investment Adviser Law Exam and has passed the first of three tests in the CFA curriculum.