Steven Seager is a CFA® charterholder and financial advisor at 55 North Private Wealth in Winter Park, FL, with one year of industry experience. Prior to joining 55 North, he worked at Lockheed Martin and several financial services firms, including MML Investors Services and Signature Wealth Advisors LLC. 55 North Private Wealth serves individual and high-net-worth clients with wealth planning and investment management on a fee-only basis. The firm employs a predominantly quantitative approach combining passive and active management and offers customized portfolios aligned with client liabilities and goals.

Andrew Birkmire is a CFP® with seven years of experience in financial advising. He is currently with 55 North Private Wealth and has previously worked at Independent Financial Partners, Bank of America, and Merrill. His background includes roles in both the financial services industry and other areas such as hospitality. 55 North Private Wealth is a fee-only firm serving individuals and high-net-worth clients with wealth planning and investment management. The firm utilizes a quantitative investment approach combining passive and active strategies, and offers customized portfolios that align with clients’ liabilities and goals, including access to alternative and private investments.

Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.

Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.

Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.

Darrell Devaney is a CFP® professional with 27 years of industry experience. He currently serves at 55 North Private Wealth and has previously worked at IFP Securities, LPL Financial, Independent Financial Partners, and Ameriprise. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management. The firm employs a quantitative approach combining passive and active management and offers access to alternative and private investments for eligible investors.

Henry Hostetter is a PFS™ credentialed advisor at 55 North Private Wealth with one year of industry experience. His prior work includes eleven years at CLA and a three-year retirement period before joining his current firm. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients with comprehensive wealth planning and investment management. The firm employs a quantitative process to tailor portfolios to clients' financial structures, combining passive and active strategies across various securities.