Asset Management
The asset management team is responsible for developing, implementing and guiding the overall investment philosophy and thought leadership of firm’s investment offering to clients. The team is charged with development and continuous improvement to the firm’s separate account offerings, multi-manager wrap accounts, fund of funds and other innovative investment solutions.
The asset management team works closely with our advisors to develop simple processes and forward-thinking, personalized portfolio solutions.
Dennis Stewner, President & UDP
Sam Pelletieri, Chief Investment Officer
Nestor Theodorou, Portfolio Manager
Shaun Hauser, Operations and Sales
We also provide third-party asset management services with our agreement with One Capital Managment, which gives clients access to unique and sophisticated investment solutions they may not be able to access elsewhere.
For more information on our third-party asset management services, please visit:
One Capital Management