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Michael C

Series 63, Series 66

Rockville, MD

Atcap Partners, LLC

Michael Cassella is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Ceros Financial Services, Inc., National Securities, Sns Installations, MD Global Partners, and Worden Capital Management LLC. Outside of finance, he is involved in a home health care business and serves as an officer in a pass-through corporation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market cycle timing, and offers access to alternative investments and affiliated private funds as part of its comprehensive client programs.

Private / alternative investments Options & derivatives strategies Real estate investing
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Jesse W

Series 63, Series 65

Woodcliff Lake, NJ

Atcap Partners, LLC

Jesse Weissberger is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and National Asset Management Inc. Since 2017, he has been involved in insurance sales as an insurance agent. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm utilizes a blend of analytical methods and market-timing strategies to tailor portfolios, offering discretionary and non-discretionary management along with access to third-party asset managers.

Private / alternative investments Options & derivatives strategies Real estate investing
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James L

Series 63, Series 65

New York, NY

Atcap Partners, LLC

James Lombardo II is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including National Asset Management, National Securities Corp, and Aegis Capital Corp. Outside of his advisory role, he serves as CEO of a real estate company. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers as well as alternative investments through affiliated entities.

Private / alternative investments Options & derivatives strategies Real estate investing
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Kenneth D

Series 63, Series 65

Palm Beach Gardens, FL

Atcap Partners, LLC

Kenneth Drekou is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior experience includes roles at National Asset Management Inc and National Securities Corporation. Outside of advisory work, he serves as president of investment-related entities, ELANI INVESTMENTS LLC and ELANI PROPERTIES LLC, in Jupiter, FL. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis with proprietary strategies and alternative investments, offering personalized portfolio management and ongoing client reviews.

Private / alternative investments Options & derivatives strategies Real estate investing
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Farrel L

ChFC®, Series 66

New York, NY

Atcap Partners, LLC

Farrel Liger is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Atcap Partners, LLC, where he has worked since 2022. His prior experience includes roles at National Asset Management and National Securities Corporation. Outside of advising, he teaches continuing education courses to CPAs and is involved with nonprofit organizations focused on humanitarian education and community support. Atcap Partners provides investment management and financial planning to individuals, pension plans, trusts, estates, and corporate clients. The firm uses proprietary strategies, sub-advisors, and a blend of analytical methods including fundamental and technical analysis, incorporating market-timing techniques and alternative investments alongside traditional portfolios.

Private / alternative investments Options & derivatives strategies Real estate investing
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Eric H

Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Eric Hilderbrand is a financial advisor at AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior work includes 13 years at National Securities Corporation and four years at Ceros Financial Services, Inc. AtCap Partners provides investment management and financial planning for individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and third-party managers through the Envestnet platform.

Private / alternative investments Options & derivatives strategies Real estate investing
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Keenan B

Series 65, Series 66

New York, NY

Atcap Partners, LLC

Keenan Brathwaite is a financial advisor at Atcap Partners, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Ceros Financial Services, Inc., National Securities Corp, Aegis Capital Corp, and Spartan Capital Securities, LLC. Atcap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a combination of fundamental and technical analysis, incorporates timing trades to anticipated market cycles, and offers access to third-party managers and alternative investments through affiliated entities.

Private / alternative investments Options & derivatives strategies Real estate investing
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Michelle H

ChFC®, Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Michelle Hoesly is a financial advisor with Atcap Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 48 years of industry experience, including work with Ceros Financial Services, Inc. and operating as an independent RIA under Resource 1, Inc. Hoesly is also involved in motivational and industry speaking engagements. Atcap Partners serves individual clients across wealth levels, as well as pension plans, trusts, estates, and corporate entities, offering tailored investment management and financial planning using a blend of fundamental and technical analysis, including market-timing strategies.

Private / alternative investments Options & derivatives strategies Real estate investing
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Anthony L

Series 66

Rockville, MD

Atcap Partners, LLC

Anthony Logiudice is a financial advisor at AtCap Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at National Securities Corp and Ceros Financial Services, Inc. Outside of advising, he is the owner of A+D All Day LLC, an auto transport startup that is not currently operating. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a mix of proprietary strategies, sub-advisors, and outside managers, incorporating both fundamental and technical analysis, including market-timing techniques.

Private / alternative investments Options & derivatives strategies Real estate investing
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Donna M

Series 66

Marlton, NJ

Atcap Partners, LLC

Donna Mcgill is a financial advisor with AtCap Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at AtCap Partners since 2017 and has additional experience with Ceros Financial Services, Forker and Associates Tax Solvers, and Jackson Hewitt Tax Service. Outside of advisory work, she is involved in life insurance sales and seasonal tax preparation. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental analysis and technical tools, including market cycle timing, and offers access to third-party asset managers as part of its tailored portfolio solutions.

Private / alternative investments Options & derivatives strategies Real estate investing
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Sara G

Series 63, Series 66

Rockville, MD

Atcap Partners, LLC

Sara Galvin is a financial advisor with AtCap Partners, LLC in Rockville, MD, holding Series 63 and Series 66 licenses and nine years of industry experience. Her work history includes roles at Ceros Financial Services, Resource 1, Inc., Beskin-Divers Insurance Group, Inc., and Currency Exchange International. Outside of advising, she has served as an office manager for an RIA, handling administrative tasks including regulatory filings and license maintenance. AtCap Partners provides investment management and financial planning services to individual and institutional clients, utilizing proprietary strategies, third-party managers, and a blend of analytical methods including fundamental and technical analysis. The firm incorporates alternative investments and market-timing techniques in client portfolios and offers back-office and compliance support to investment firms.

Private / alternative investments Options & derivatives strategies Real estate investing
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Kevin S

Series 63, Series 66

New York, NY

Atcap Partners, LLC

Kevin Smith is a financial advisor at AtCap Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aegis Capital Corp and National Asset Management. Smith serves on the Investment Advisory Board at Ithaca College School of Business, where he mentors students. AtCap Partners provides investment management and financial planning to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs proprietary strategies and a blend of analytical methods, including fundamental and technical analysis, to tailor client portfolios and incorporates alternative investments and market-timing techniques in its offerings.

Private / alternative investments Options & derivatives strategies Real estate investing
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Daniel F

Series 63, Series 66

New York, NY

Atcap Partners, LLC

Daniel Fred is a financial advisor with AtCap Partners, LLC in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior experience includes roles at National Securities Corporation and National Asset Management. AtCap Partners provides investment management and financial planning services to individuals as well as pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to third-party asset managers alongside proprietary portfolio management.

Private / alternative investments Options & derivatives strategies Real estate investing
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Stephen M

Series 63, Series 65

New York, NY

Atcap Partners, LLC

Stephen Marek is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Joseph Gunnar & Co. LLC and Ceros Financial Services. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary strategies, sub-advisors, and external managers.

Private / alternative investments Options & derivatives strategies Real estate investing
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Angela H

Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Angela Holland is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has held compliance and advisory roles at Innovation X Advisors LLC, Foothill Securities, Inc., Advisors Preferred, LLC, and Ceros Financial Services, Inc. Outside of her financial services career, she operates Clearwater Fan Girl, LLC, a sports entertainment fan webpage and podcast. AtCap Partners provides investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a mix of proprietary strategies, sub-advisors, and outside managers, combining fundamental and technical analysis with market-timing techniques as part of its approach.

Private / alternative investments Options & derivatives strategies Real estate investing
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Matthew H

CFP®, ChFC®, Series 66

Rockville, MD

Atcap Partners, LLC

Matthew Hoesly is a financial advisor with AtCap Partners, LLC, holding CFP® and ChFC® designations and over 20 years of industry experience. He has worked at firms including Ceros Financial Services, Inc. and Resource 1, Inc. Outside of advising, Hoesly is involved in motivational speaking and serves as chair of the MDRT Foundation Finance Committee, volunteering on several MDRT and MDRT Foundation committees. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering discretionary and non-discretionary portfolios as well as access to third-party asset managers, distinguishing itself through affiliated private fund offerings and robust back-office support.

Private / alternative investments Options & derivatives strategies Real estate investing
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Nicholas S

Series 66

New York, NY

Atcap Partners, LLC

Nicholas Scaturro is a financial advisor at Atcap Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at National Asset Management and National Securities Corp. His background also includes roles outside finance, such as positions at Forrest Hills Station House and Community House. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of analytical methods and market-timing strategies, offering tailored portfolios through proprietary strategies, sub-advisors, and third-party managers.

Private / alternative investments Options & derivatives strategies Real estate investing
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Carol Z

Series 66

Ashburn, VA

Atcap Partners, LLC

Carol Zelenke is a financial advisor with Atcap Partners, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked at Ceros Financial Services, Inc. since 2022 and previously spent six years at Raymond James Financial Services. Outside of her advisory role, she owns a residential rental property in California. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to third-party asset managers and alternative investments through affiliated entities.

Private / alternative investments Options & derivatives strategies Real estate investing
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Joseph V

Series 63, Series 66

Staten Island, NY

Atcap Partners, LLC

Joseph Varvara is a financial advisor at AtCap Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Securities Corp and National Asset Management. Outside of his advisory role, he owns JEGA Consulting, a non-investment-related business focused on accounting and tax purposes. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a combination of fundamental and technical analysis, including market-timing strategies, and offers access to proprietary portfolios, sub-advisors, and third-party asset managers.

Private / alternative investments Options & derivatives strategies Real estate investing
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Carter M

Series 63, Series 65

Jupiter, FL

Atcap Partners, LLC

Carter Mansbach is a financial advisor at Atcap Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Asset Management, National Securities Corp, and Investacorp. Mansbach is also president of Jupiter Wealth Stratagies, a corporation established for tax purposes. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to alternative investments and third-party asset managers.

Private / alternative investments Options & derivatives strategies Real estate investing
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Jean C

Series 66

New York, NY

Atcap Partners, LLC

Jean Cocinescu is a Series 66-credentialed financial advisor at Atcap Partners, LLC with 17 years of industry experience. His prior roles include positions at National Securities Corp and National Asset Management. Outside of his advisory work, he operates a sole proprietorship involved in real estate and bookkeeping. Atcap Partners serves individual clients across wealth levels as well as institutional entities, offering investment management and financial planning through tailored portfolios and a combination of proprietary strategies, sub-advisors, and third-party asset managers. The firm is notable for its use of fundamental and technical analysis, market-timing strategies, and inclusion of alternative investments alongside comprehensive back-office support for affiliated investment entities.

Private / alternative investments Options & derivatives strategies Real estate investing
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Andrew M

Series 63, Series 65

South Norwalk, CT

Atcap Partners, LLC

Andrew Massaro is a financial advisor at AtCap Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Securities Corp and National Asset Management. Outside of his advisory roles, he owns APM Holdings, Ltd., a bill paying entity. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, incorporating proprietary strategies and external managers, and is noted for its market-timing techniques and alternative investment offerings.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Brian C

Series 63, Series 65

Rockville, MD

Atcap Partners, LLC

Brian Cohen is a financial advisor at AtCap Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, Cohen is involved with American Creamery, Inc., and owns a boat through Big Ben Hunting, LLC. AtCap Partners provides investment management and financial planning services to individual clients, pension plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market timing and alternative investments, to create tailored portfolios managed by its advisory team.

Private / alternative investments Options & derivatives strategies Real estate investing
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Damian D

Series 63, Series 66

New Yok, NY

Atcap Partners, LLC

Damian Defex is a financial advisor at Atcap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at National Asset Management and National Securities Corporation. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of analytical methods, including fundamental and technical analysis, and incorporates alternative investments and market-timing strategies in client portfolios.

Private / alternative investments Options & derivatives strategies Real estate investing
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Daniel W

Series 66

Riverview, FL

Atcap Partners, LLC

Daniel Wilson is a financial advisor at Atcap Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Raymond James & Associates, and USAA. Outside of finance, he was involved with CLEANOLOGY for five years. Atcap Partners provides investment management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporate entities. The firm employs a combination of fundamental and technical analysis with proprietary strategies and includes alternative investments and market-timing techniques in client portfolios.

Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Marc G

Series 63, Series 65

New York, NY

Atcap Partners, LLC

Marc Goldstein is a financial advisor at Atcap Partners, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, Inc. and B. Riley Wealth Management. Outside of finance, he is a passive investor in a scalp micropigmentation business and serves as a board member for the New York State Troopers Signal 30 Benefit Fund charitable foundation. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis, including market-timing strategies, and offers access to alternative investments and affiliated private fund offerings.

Private / alternative investments Options & derivatives strategies Real estate investing
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