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Franco C
CFP®, Series 65
San Francisco, CA
Augustine Asset Management Inc
Franco Cirelli is a CFP®-credentialed financial advisor with Augustine Asset Management Inc, based in San Francisco, CA. He has eight years of industry experience and co-founded SeatSub, Inc., an online live event season ticket service. Additionally, he has taught business classes as a lecturer at City College of San Francisco since 2003. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients with fee-only investment management and portfolio advisory services. The firm uses a research-oriented process combining macroeconomic and fundamental analysis to manage active global equity and fixed-income strategies, with a particular emphasis on public-sector clients.
Milena K
CFA®
Jacksonville, FL
Augustine Asset Management Inc
Milena Kolcheva Spasova is a CFA® charterholder with one year of industry experience. She has been with Augustine Asset Management Inc in Jacksonville, FL since 2016. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients including corporations, retirement plans, and government entities. The firm uses a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.
Jeffrey B
CFA®, Series 63
Jacksonville, FL
Augustine Asset Management Inc
Jeffrey Bernardo is a CFA® charterholder with 20 years of industry experience. He has been with Augustine Asset Management, Inc. since 2005. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm employs a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.
Frederick B
Series 63, Series 66
Jacksonville, FL
Augustine Asset Management Inc
Frederick Blum is a financial advisor at Augustine Asset Management Inc with 20 years of industry experience. He has been with Augustine since 2003 and holds Series 63 and Series 66 licenses. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm uses a research-oriented investment process combining macro views and fundamental analysis to manage active global equity and fixed-income strategies, with a focus on larger private-client and institutional mandates.
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